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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
Paradiem
Covington,
Louisiana
| USD 396 M | +USD 33.6 M | +9% | 8.7% | 107% | 60 | 25% | 2.2 |
|
| 3902 |
3902
BigSur Wealth Management
Miami,
Florida
| USD 396 M | +USD 27 M | +7% | 9.82% | 94.8% | 160 | 8.75% | 4 |
|
| 3903 |
3903
Decheng Capital
Menlo Park,
California
| USD 396 M | +USD 39.5 M | +11% | 23.5% | – | 28 | 14.29% | 1.1 |
|
| 3904 |
3904
Winthrop Capital Management
Carmel,
Indiana
| USD 396 M | +USD 32.1 M | +9% | 7.38% | – | 361 | 10.8% | 0.7 |
|
| 3905 |
3905
Bulldog Investors
Saddle Brook,
New Jersey
| USD 396 M | +USD 26 M | +7% | 3.92% | 22.5% | 203 | 45.81% | 0.9 |
|
| 3906 |
3906
Sunflower Bank
Dallas,
Texas
| USD 395 M | +USD 38.7 M | +11% | 6.66% | 42.7% | 143 | 14.69% | 3.1 |
|
| 3907 |
CWAG
3907
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| USD 395 M | +USD 34.9 M | +10% | 9.67% | 76.1% | 83 | 4.82% | 4.5 |
|
| 3908 |
3908
Long Walk Management
Greenwich,
Connecticut
| USD 395 M | +USD 86.4 M | +28% | 38.8% | 302% | 13 | 46.15% | 1.4 |
|
| 3909 |
3909
Stewardship Advisors
Mount Joy,
Pennsylvania
| USD 395 M | +USD 25 M | +7% | 7.12% | 46.1% | 160 | 14.38% | 1.4 |
|
| 3910 |
3910
Oxbow Capital Management (HK)
Hong Kong
| USD 395 M | +USD 76.5 M | +24% | 45.2% | 2,244% | 14 | 50% | 0.3 |
|
| 3911 |
3911
Fonville Wealth Management
Richmond,
Virginia
| USD 395 M | +USD 55.5 M | +16% | 7.43% | – | 129 | 12.4% | 1.2 |
|
| 3912 |
3912
Smith & Howard Wealth Management
Atlanta,
Georgia
| USD 395 M | +USD 27.9 M | +8% | 6.2% | 43.8% | 85 | 9.41% | 4.9 |
|
| 3913 |
3913
Wealth Advisory Solutions
Indiianapolis,
Indiana
| USD 395 M | +USD 16.9 M | +4% | 5.88% | 60.5% | 151 | 17.22% | 1.8 |
|
| 3914 |
3914
Harrell Investment Partners
Austin,
Texas
| USD 395 M | +USD 57.4 M | +17% | 16.3% | 121% | 140 | 42.14% | 2.5 |
|
| 3915 |
3915
Evelyn Partners Asset Management
London,
| USD 395 M | +USD 35.5 M | +10% | 10.3% | – | 250 | 6% | 0.5 |
|
| 3916 |
3916
Convergence Investment Partners
Palm Beach Gardens,
Florida
| USD 394 M | +USD 33.2 M | +9% | 18.1% | 284% | 291 | 38.49% | 3.2 |
|
| 3917 |
3917
WealthBridge Capital Management
Westerville,
Ohio
| USD 394 M | +USD 40.5 M | +11% | 9.87% | 89.4% | 220 | 13.18% | 3.7 |
|
| 3918 |
3918
Berkeley Capital Partners
Milton,
Georgia
| USD 394 M | +USD 30.6 M | +8% | 6.49% | 62.8% | 188 | 17.02% | 4.2 |
|
| 3919 |
3919
Bridgewealth Advisory Group
Fresno,
California
| USD 394 M | +USD 318 M | +418% | 5.16% | 39.1% | 125 | 60% | 0.7 |
|
| 3920 |
3920
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| USD 394 M | -USD 219 M | -36% | 7.12% | 65.7% | 170 | 57.06% | 2.2 |
|
| 3921 |
3921
Legacy Wealth Asset Management
Woodbury,
Minnesota
| USD 393 M | +USD 31.6 M | +9% | 10.7% | 116% | 363 | 10.47% | 2.9 |
|
| 3922 |
3922
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| USD 393 M | -USD 11.8 M | -3% | 6.89% | 27.4% | 4 | 0% | 2 |
|
| 3923 |
3923
The Wealth Group
Eden Prairie,
Minnesota
| USD 393 M | +USD 51.4 M | +15% | 10.4% | 71.9% | 81 | 22.22% | 1.1 |
|
| 3924 |
3924
Alliance Wealth Management Group
Flemington,
New Jersey
| USD 393 M | +USD 21.4 M | +6% | 6.2% | – | 85 | 2.35% | 5.5 |
|
| 3925 |
3925
Timber Creek Capital Management
Boston,
Massachusetts
| USD 393 M | +USD 17.7 M | +5% | 8.67% | 139% | 86 | 8.14% | 5.6 |
|