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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
DGS Capital Management
Jersey City,
New Jersey
| USD 352 M | +USD 92 M | +35% | 20.9% | 177% | 318 | 28.3% | 1.2 |
|
| 3827 |
3827
Ararat Capital Management
Westport,
Connecticut
| USD 352 M | +USD 6.87 M | +2% | 8.79% | 99.2% | 27 | 44.44% | 0.9 |
|
| 3828 |
3828
Q3 Asset Management
Birmingham,
Michigan
| USD 352 M | -USD 44 M | -11% | 9.87% | 105% | 64 | 56.25% | 0.3 |
|
| 3829 |
3829
Quattro Financial Advisors
The Woodlands,
Texas
| USD 352 M | +USD 62.8 M | +22% | 10.7% | 77.6% | 99 | 41.41% | 1.5 |
|
| 3830 |
3830
Waypoint Wealth Partners
Mill Valley,
California
| USD 351 M | +USD 29.1 M | +9% | 7.52% | 52.1% | 76 | 9.21% | 1.9 |
|
| 3831 |
MWM
3831
Mascoma Wealth Management
Hanover,
New Hampshire
| USD 351 M | +USD 18.6 M | +6% | 5.09% | 43.7% | 471 | 4.67% | 2.7 |
|
| 3832 |
3832
Winmill & Co
Walpole,
New Hampshire
| USD 351 M | +USD 39.4 M | +13% | 15.9% | 146% | 73 | 19.18% | 2.7 |
|
| 3833 |
3833
Noble Family Wealth
Clearwater,
Florida
| USD 351 M | +USD 21 M | +6% | 6.95% | 60% | 61 | 1.64% | 1 |
|
| 3834 |
3834
Donoghue Forlines
Boston,
Massachusetts
| USD 351 M | +USD 31.8 M | +10% | 8.88% | 229% | 267 | 38.2% | 1.2 |
|
| 3835 |
3835
American Assets Capital Advisers
San Diego,
California
| USD 351 M | -USD 2.19 M | -0.6% | 9.2% | 73.5% | 37 | 21.62% | 3.3 |
|
| 3836 |
3836
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| USD 351 M | +USD 5.31 M | +2% | 2.08% | 47.9% | 124 | 12.9% | 1.5 |
|
| 3837 |
3837
Platte River Wealth Advisors
Louisville,
Colorado
| USD 351 M | +USD 48.9 M | +16% | 7.52% | 28.6% | 99 | 12.12% | 3.1 |
|
| 3838 |
3838
Triangle Securities Wealth Management
Raleigh,
North Carolina
| USD 351 M | +USD 29.2 M | +9% | 9.04% | 83.6% | 196 | 3.57% | 5.9 |
|
| 3839 |
3839
Pacific Center for Financial Services
San Ramon,
California
| USD 351 M | +USD 33.6 M | +11% | 8.25% | 60.1% | 471 | 16.35% | 4.2 |
|
| 3840 |
3840
P. Schoenfeld Asset Management (PSAM)
New York
| USD 350 M | -USD 77.6 M | -18% | 11.8% | 367% | 90 | 75.56% | 0.6 |
|
| 3841 |
3841
Versant Capital Management
Phoenix,
Arizona
| USD 350 M | +USD 14.9 M | +4% | 6.54% | 97.3% | 1,975 | 8.1% | 4.8 |
|
| 3842 |
FSI
3842
Flow State Investments
Chicago,
Illinois
| USD 350 M | +USD 31.8 M | +10% | 2.65% | – | 282 | 42.91% | 0.5 |
|
| 3843 |
MAM
3843
Milestone Asset Management
Pittsburgh,
Pennsylvania
| USD 350 M | +USD 46 M | +15% | 5.68% | 64.4% | 176 | 54.55% | 0.4 |
|
| 3844 |
3844
CM Wealth Advisors
Beachwood,
Ohio
| USD 350 M | +USD 117 M | +50% | 8.63% | 64.7% | 192 | 65.63% | 0.4 |
|
| 3845 |
3845
MYDA Advisors
Woodmere,
New York
| USD 350 M | +USD 50.7 M | +17% | 14.4% | 232% | 149 | 62.42% | 0.5 |
|
| 3846 |
3846
Tekne Capital Management
New York
| USD 350 M | +USD 75.9 M | +28% | 11.3% | 516% | 12 | 33.33% | 2.2 |
|
| 3847 |
PFA
3847
Professional Financial Advisors
North Platte,
Nebraska
| USD 350 M | +USD 47.4 M | +16% | 6.62% | 59.2% | 107 | 16.82% | 1.9 |
|
| 3848 |
3848
Elevated Capital Advisors
Sandy,
Utah
| USD 349 M | +USD 29.3 M | +9% | 5.59% | 50.2% | 189 | 15.34% | 2.4 |
|
| 3849 |
3849
Kore Advisors
Boynton Beach,
Florida
| USD 349 M | -USD 18.9 M | -5% | 6.2% | – | 26 | 38.46% | 0.2 |
|
| 3850 |
3850
Ellsworth Advisors
Hudson,
Ohio
| USD 349 M | +USD 32.5 M | +10% | 10% | 131% | 206 | 39.32% | 1.4 |
|