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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
L2 Asset Management
Wayland,
Massachusetts
| USD 368 M | +USD 36.1 M | +11% | 8.39% | 128% | 248 | 20.56% | 1.4 |
|
| 3852 |
3852
Second Line Capital
Metairie,
Louisiana
| USD 367 M | +USD 40.1 M | +12% | 6.54% | – | 139 | 19.42% | 0.5 |
|
| 3853 |
3853
FDx Advisors
Chicago,
Illinois
| USD 367 M | +USD 5.14 M | +1% | 6.44% | 66.2% | 212 | 13.68% | 6.2 |
|
| 3854 |
3854
Artia Global Partners
Miami,
Florida
| USD 367 M | -USD 150 M | -29% | 3.01% | 725% | 53 | 28.3% | 0.7 |
|
| 3855 |
3855
Rock Point Advisors
Burlington,
Vermont
| USD 366 M | +USD 32.8 M | +10% | 11.5% | 82.8% | 110 | 6.36% | 4.6 |
|
| 3856 |
3856
Wambolt & Associates
Littleton,
Colorado
| USD 366 M | +USD 21.6 M | +6% | 6.48% | 62.2% | 212 | 12.74% | 3.8 |
|
| 3857 |
3857
Riggs Asset Management
Dallas,
Pennsylvania
| USD 366 M | +USD 30.3 M | +9% | 8.71% | 207% | 722 | 22.02% | 2.2 |
|
| 3858 |
3858
Crestview Partners III
New York
| USD 366 M | +USD 10.1 M | +3% | 3.33% | 51.2% | 3 | 0% | 3.4 |
|
| 3859 |
3859
HST Ventures
Park City,
Utah
| USD 366 M | +USD 144 M | +65% | 9.29% | 8.24% | 74 | 60.81% | 0.5 |
|
| 3860 |
3860
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 365 M | -USD 276 M | -43% | 12.1% | 221% | 286 | 76.92% | 1.4 |
|
| 3861 |
3861
Boyd Watterson Asset Management
Cleveland,
Ohio
| USD 365 M | +USD 14.9 M | +4% | 4.84% | 101% | 448 | 3.79% | 3.2 |
|
| 3862 |
3862
High Net Worth Advisory Group
Naples,
Florida
| USD 365 M | +USD 34.9 M | +11% | 6.76% | 75.7% | 231 | 9.09% | 2.1 |
|
| 3863 |
3863
Sunflower Bank
Dallas,
Texas
| USD 365 M | -USD 58.8 M | -14% | 5.43% | 42.7% | 133 | 9.77% | 2.9 |
|
| 3864 |
3864
JFG Wealth Management
Denver,
Colorado
| USD 365 M | +USD 13.3 M | +4% | 5.69% | 65.2% | 76 | 30.26% | 1.4 |
|
| 3865 |
3865
Darwin Wealth Management
Tampa,
Florida
| USD 364 M | +USD 163 M | +81% | 4.42% | 56.8% | 648 | 87.81% | 0.4 |
|
| 3866 |
3866
Doliver Advisors
Houston,
Texas
| USD 364 M | +USD 6.19 M | +2% | 4.1% | 92.3% | 157 | 9.55% | 3.5 |
|
| 3867 |
3867
White Pine Investment Company
Livonia,
Michigan
| USD 364 M | +USD 24.1 M | +7% | 6.75% | 73.3% | 66 | 7.58% | 4.9 |
|
| 3868 |
3868
Semmax Financial Advisors
Winston Salem,
North Carolina
| USD 364 M | +USD 31.2 M | +9% | 6.53% | – | 421 | 12.83% | 3.3 |
|
| 3869 |
3869
Bridge City Capital
Lake Oswego,
Oregon
| USD 364 M | +USD 66.3 M | +22% | 9.87% | 120% | 117 | 10.26% | 3.9 |
|
| 3870 |
3870
Aries Wealth Management
Portland,
Maine
| USD 364 M | +USD 46.4 M | +15% | 7.42% | 87.7% | 234 | 13.25% | 1.9 |
|
| 3871 |
3871
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| USD 363 M | -USD 28.6 M | -7% | 5.46% | 62.1% | 80 | 8.75% | 2.2 |
|
| 3872 |
3872
Wealth Advisory Solutions
Indiianapolis,
Indiana
| USD 363 M | -USD 5.65 M | -2% | 5.53% | 60.5% | 135 | 17.78% | 1.6 |
|
| 3873 |
3873
Inspire Trust Company
Reno,
Nevada
| USD 363 M | +USD 60.2 M | +20% | 8.76% | – | 114 | 8.77% | 0.7 |
|
| 3874 |
3874
BigSur Wealth Management
Miami,
Florida
| USD 363 M | +USD 36.4 M | +11% | 7.22% | 94.8% | 164 | 8.54% | 3.4 |
|
| 3875 |
3875
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| USD 363 M | +USD 41.4 M | +13% | 7.57% | – | 1,680 | 16.37% | 0.2 |
|