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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
Towneley Capital Management
Laguna Hills,
California
| USD 509 M | +USD 31.7 M | +7% | 8.01% | 50.2% | 47 | 12.77% | 1.8 |
|
| 3852 |
3852
Castle Rock Wealth Management
Walnut Creek,
California
| USD 509 M | +USD 47.5 M | +10% | 23.3% | 115% | 282 | 12.06% | 3.3 |
|
| 3853 |
3853
Alibaba Group
Causeway Bay,
Hong Kong
| USD 509 M | -USD 143 M | -22% | 21.9% | 2.06% | 2 | 0% | 8.1 |
|
| 3854 |
3854
Aries Wealth Management
Portland,
Maine
| USD 509 M | +USD 54.5 M | +12% | 12.2% | 87.7% | 246 | 6.5% | 3.1 |
|
| 3855 |
3855
Financial Sense Advisors
San Diego,
California
| USD 508 M | +USD 15.7 M | +3% | 1.54% | 152% | 165 | 30.91% | 2 |
|
| 3856 |
3856
Renaissance Investment Group
Lenox,
Massachusetts
| USD 508 M | +USD 42.9 M | +9% | 16.6% | 110% | 88 | 12.5% | 7.2 |
|
| 3857 |
3857
Hourglass Capital
Houston,
Texas
| USD 508 M | +USD 27.9 M | +6% | 8.85% | 94.4% | 134 | 8.21% | 4.5 |
|
| 3858 |
3858
55 North Private Wealth
Winter Park,
Florida
| USD 508 M | +USD 118 M | +30% | 12.7% | – | 326 | 42.33% | 0.3 |
|
| 3859 |
3859
McRae Capital Management
Morristown,
New Jersey
| USD 508 M | +USD 26 M | +5% | 11.6% | 78.2% | 116 | 11.21% | 6.1 |
|
| 3860 |
3860
Beacon Financial Advisory
Cleveland,
Ohio
| USD 508 M | +USD 65.1 M | +15% | 15.2% | 76.8% | 434 | 11.29% | 2.6 |
|
| 3861 |
3861
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| USD 508 M | +USD 36.6 M | +8% | 12.8% | 70.2% | 289 | 15.22% | 4.3 |
|
| 3862 |
3862
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| USD 508 M | +USD 71.7 M | +16% | 11.3% | 62.3% | 129 | 4.65% | 5.3 |
|
| 3863 |
3863
Old Port Advisors
Portland,
Maine
| USD 508 M | +USD 73.2 M | +17% | 26.9% | 114% | 273 | 14.65% | 4.3 |
|
| 3864 |
3864
Liberty Street Advisors
New York
| USD 507 M | +USD 466 M | +1,124% | 2.43% | – | 6 | 66.67% | 0.2 |
|
| 3865 |
3865
HGC Investment Management
Toronto,
Ontario, Canada
| USD 507 M | +USD 55.2 M | +12% | 1.19% | 33.2% | 217 | 38.25% | 0.5 |
|
| 3866 |
3866
Lightrock Netherlands
Utrecht,
Netherlands
| USD 506 M | +USD 38.4 M | +8% | 15.3% | – | 40 | 15% | 1.3 |
|
| 3867 |
3867
Ulysses Management
New York
| USD 506 M | -USD 296 M | -37% | 18.1% | 51.8% | 52 | 51.92% | 2 |
|
| 3868 |
3868
Herold Advisors
New York
| USD 506 M | +USD 50.6 M | +11% | 12.5% | 90.2% | 281 | 9.25% | 3.1 |
|
| 3869 |
KC
3869
Keenan Capital
Burlingame,
California
| USD 506 M | +USD 31.9 M | +7% | 11.3% | 110% | 12 | 33.33% | 3 |
|
| 3870 |
3870
Rialto Wealth Management
Syracuse,
New York
| USD 505 M | +USD 60 M | +13% | 10.7% | – | 2,018 | 18.43% | 1 |
|
| 3871 |
3871
one8zero8 LLC
Greensboro,
North Carolina
| USD 505 M | +USD 56 M | +12% | 17.9% | – | 282 | 13.48% | 1.2 |
|
| 3872 |
3872
Eldridge Investment Advisors
Manchester,
New Hampshire
| USD 505 M | +USD 48.7 M | +11% | 11.8% | 50.9% | 169 | 12.43% | 4.2 |
|
| 3873 |
3873
Builder Investment Group
Atlanta,
Georgia
| USD 505 M | +USD 43.8 M | +9% | 10.2% | 169% | 112 | 13.39% | 2.7 |
|
| 3874 |
3874
Abound Wealth Management
Franklin,
Tennessee
| USD 504 M | +USD 63.8 M | +14% | 13.9% | 65.7% | 1,599 | 22.08% | 2.4 |
|
| 3875 |
3875
JPL Wealth Management
Highlands Ranch,
Colorado
| USD 504 M | +USD 69.1 M | +16% | 15.2% | – | 1,996 | 28.06% | 0.3 |
|