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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
FVCM
3876
F&V Capital Management
Boca Raton,
Florida
| USD 343 M | +USD 3.52 M | +1% | 0.34% | 123% | 60 | 20% | 5 |
|
| 3877 |
3877
Paulson Wealth Management
Wheaton,
Illinois
| USD 343 M | +USD 2.63 M | +0.8% | 2.21% | 57.1% | 146 | 4.79% | 2.7 |
|
| 3878 |
3878
Archer Investment Corporation
Carmel,
Indiana
| USD 343 M | +USD 9.9 M | +3% | 1.34% | 68.2% | 1,176 | 14.54% | 2.5 |
|
| 3879 |
3879
Waypoint Wealth Partners
Mill Valley,
California
| USD 342 M | -USD 9.15 M | -3% | 0.76% | 52.1% | 77 | 24.68% | 2.1 |
|
| 3880 |
3880
Convergence Investment Partners
Palm Beach Gardens,
Florida
| USD 342 M | +USD 81.1 M | +31% | 5.94% | 284% | 303 | 39.6% | 2.8 |
|
| 3881 |
3881
Sand Grove Capital Management
London,
United Kingdom
| USD 342 M | -USD 95.1 M | -22% | 2.41% | 410% | 33 | 72.73% | 0.2 |
|
| 3882 |
KMWM
3882
Keudell/Morrison Wealth Management
Salem,
Oregon
| USD 342 M | +USD 11.4 M | +3% | 2.53% | – | 217 | 11.06% | 3.2 |
|
| 3883 |
3883
Financial Consulate
Hunt Valley,
Maryland
| USD 341 M | +USD 2.77 M | +0.8% | 0.53% | 61.4% | 42 | 21.43% | 4.8 |
|
| 3884 |
3884
Vitruvian Partners
London,
United Kingdom
| USD 341 M | +USD 25.3 M | +8% | 13.9% | 96.9% | 8 | 0% | 2.5 |
|
| 3885 |
3885
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| USD 341 M | +USD 5.33 M | +2% | 0.38% | 63.3% | 247 | 15.38% | 1.2 |
|
| 3886 |
AMG
3886
Ace Management Global
Sao Paulo,
Brazil
| USD 340 M | +USD 69.9 M | +26% | 2.26% | – | 9 | 44.44% | 0.1 |
|
| 3887 |
3887
Marion Wealth Management
Monroeville,
Pennsylvania
| USD 340 M | +USD 5.47 M | +2% | 0.66% | 51.7% | 123 | 4.88% | 1.8 |
|
| 3888 |
3888
NWAM LLC
Mercer Island,
Washington
| USD 340 M | -USD 898 M | -73% | 8.31% | 112% | 568 | 75.35% | 3.1 |
|
| 3889 |
3889
White Pine Investment Company
Livonia,
Michigan
| USD 340 M | +USD 1.71 M | +0.5% | 0.89% | 73.3% | 68 | 14.71% | 4.9 |
|
| 3890 |
3890
Monarch Capital Management
Fort Wayne,
Indiana
| USD 340 M | -USD 14 M | -4% | 1.75% | 77% | 118 | 5.08% | 8 |
|
| 3891 |
3891
Stempoint Capital
New York
| USD 340 M | -USD 38.1 M | -10% | 9.68% | – | 79 | 67.09% | 0.3 |
|
| 3892 |
EGA
3892
E&G Advisors
Houston,
Texas
| USD 340 M | +USD 21.5 M | +7% | 3.82% | 97.7% | 211 | 6.64% | 2.3 |
|
| 3893 |
3893
Collective Family Office
York,
Pennsylvania
| USD 340 M | +USD 31.8 M | +10% | 0.22% | 52.5% | 184 | 10.33% | 2.2 |
|
| 3894 |
3894
Monument Capital Management
Alexandria,
Virginia
| USD 340 M | -USD 7.07 M | -2% | 1.69% | 170% | 202 | 19.31% | 2 |
|
| 3895 |
3895
Fairfield Financial Advisors
Wellesley,
Massachusetts
| USD 340 M | – | – | 3.37% | – | 290 | – | 1.8 |
|
| 3896 |
3896
Pensionfund Sabic
Sittard,
Netherlands
| USD 340 M | +USD 2.34 M | +0.7% | 2.12% | 63.6% | 193 | 1.04% | 4.6 |
|
| 3897 |
3897
Rappaport Reiches Capital Management
Skokie`,
Illinois
| USD 339 M | +USD 19.8 M | +6% | 3.51% | 17.6% | 111 | 18.02% | 1.9 |
|
| 3898 |
3898
Tradewinds Capital Management
Bellingham,
Washington
| USD 339 M | -USD 22.8 M | -6% | 0.27% | 96.9% | 630 | 17.78% | 4.1 |
|
| 3899 |
3899
Buck Wealth Strategies
Denver,
Colorado
| USD 339 M | +USD 47.7 M | +16% | 1.78% | 42% | 113 | 70.8% | 0.6 |
|
| 3900 |
3900
Pinnacle Bancorp
Beatrice,
Nebraska
| USD 339 M | +USD 552 k | +0.2% | 0.61% | 72.9% | 865 | 7.05% | 4.1 |
|