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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Siemens
Munich,
Germany
| USD 494 M | +USD 222 M | +82% | 63.3% | 16.8% | 2 | 50% | 1.9 |
|
| 3927 |
DA
3927
Dash Acquisitions
Woodland Hills,
California
| USD 494 M | +USD 13.4 M | +3% | 4.39% | 52% | 76 | 15.79% | 2.8 |
|
| 3928 |
3928
Spider Management Company
Richmond,
Virginia
| USD 493 M | +USD 143 M | +41% | 17.4% | – | 8 | 50% | 0.5 |
|
| 3929 |
3929
Highline Wealth Partners
Sherman Oaks,
California
| USD 493 M | +USD 101 M | +26% | 12.2% | 93.8% | 1,508 | 20.36% | 1.4 |
|
| 3930 |
3930
Fulcrum Capital
Seattle,
Washington
| USD 493 M | +USD 32.3 M | +7% | 19.3% | 102% | 109 | 12.84% | 3.8 |
|
| 3931 |
3931
Pinpoint Asset Management (Singapore)
Singapore,
| USD 493 M | +USD 60.3 M | +14% | 27.3% | – | 203 | 52.22% | 0.4 |
|
| 3932 |
3932
Uniting Wealth Partners
Mission,
Kansas
| USD 492 M | +USD 22.8 M | +5% | 12.7% | – | 224 | 16.07% | 0.8 |
|
| 3933 |
3933
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 492 M | +USD 28.2 M | +6% | 10.2% | 55.7% | 162 | 16.05% | 7.9 |
|
| 3934 |
3934
Cypress Point Wealth Management
Dallas,
Texas
| USD 492 M | +USD 27.3 M | +6% | 8.38% | 255% | 165 | 39.39% | 1.4 |
|
| 3935 |
3935
Marion Wealth Management
Monroeville,
Pennsylvania
| USD 491 M | +USD 40.2 M | +9% | 8.14% | 51.7% | 167 | 17.37% | 2.6 |
|
| 3936 |
3936
Bellars Harris Wealth Management
Virginia Beach,
Virginia
| USD 491 M | – | – | 19% | – | 96 | – | 0 |
|
| 3937 |
3937
Morton Community Bank
East Peoria,
Illinois
| USD 491 M | +USD 30.8 M | +7% | 9.21% | – | 123 | 8.94% | 2 |
|
| 3938 |
3938
Bulltick Wealth Management
Miami,
Florida
| USD 490 M | +USD 37.6 M | +8% | 9.75% | 58.2% | 158 | 28.48% | 1.6 |
|
| 3939 |
FFG
3939
Fortem Financial Group
Palm Desert,
California
| USD 490 M | +USD 91.8 M | +23% | 32.4% | 183% | 194 | 13.92% | 2.5 |
|
| 3940 |
SWG
3940
Summit Wealth Group
White River Junction,
Vermont
| USD 490 M | +USD 54.5 M | +13% | 14.4% | 53% | 134 | 9.7% | 2.2 |
|
| 3941 |
3941
Timber Creek Capital Management
Boston,
Massachusetts
| USD 490 M | +USD 77.4 M | +19% | 37.5% | 139% | 85 | 14.12% | 5.9 |
|
| 3942 |
3942
Waterway Wealth Management
The Woodlands,
Texas
| USD 490 M | +USD 37.5 M | +8% | 9.63% | 52.2% | 106 | 24.53% | 1.2 |
|
| 3943 |
AA
3943
Ancient Art
Austin,
Texas
| USD 489 M | +USD 30.8 M | +7% | 10.1% | 168% | 18 | 22.22% | 2.8 |
|
| 3944 |
3944
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| USD 489 M | +USD 82.2 M | +20% | 20.3% | 84.4% | 650 | 12.31% | 1.8 |
|
| 3945 |
3945
Montis Financial
Waltham,
Massachusetts
| USD 489 M | +USD 5.58 M | +1% | 8.22% | 53.8% | 160 | 11.25% | 2.5 |
|
| 3946 |
3946
Longfellow Investment Management
Boston,
Massachusetts
| USD 489 M | +USD 9.3 M | +2% | 0.25% | 45.9% | 273 | 21.61% | 2.3 |
|
| 3947 |
3947
Collective Family Office
York,
Pennsylvania
| USD 489 M | +USD 44.8 M | +10% | 9.34% | 52.5% | 164 | 6.71% | 3.7 |
|
| 3948 |
3948
Dunhill Financial
London,
United Kingdom
| USD 489 M | +USD 64.6 M | +15% | 10.6% | 58.6% | 1,917 | 18.68% | 1.3 |
|
| 3949 |
3949
Retirement Management Systems
Leonardtown,
Maryland
| USD 488 M | +USD 73.6 M | +18% | 12% | – | 57 | 14.04% | 0.4 |
|
| 3950 |
3950
Rempart Asset Management
Montreal,
Canada
| USD 488 M | +USD 12.4 M | +3% | 6.62% | 70.5% | 36 | 0% | 4.6 |
|