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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
WR Wealth Planners
Columbia,
Missouri
| USD 328 M | +USD 6.22 M | +2% | 2.15% | 22.1% | 1,236 | 12.14% | 0.5 |
|
| 3977 |
3977
3Chopt Investment Partners
Richmond,
Virginia
| USD 328 M | +USD 84.1 M | +35% | 4.82% | 116% | 183 | 62.84% | 0.4 |
|
| 3978 |
3978
Financial Sense Advisors
San Diego,
California
| USD 327 M | +USD 24.5 M | +8% | 4.25% | 152% | 137 | 25.55% | 1.4 |
|
| 3979 |
3979
Ping Capital Management
New York
| USD 327 M | – | – | 7.53% | – | 75 | – | 0 |
|
| 3980 |
3980
High Note Wealth
Deephaven,
Minnesota
| USD 327 M | +USD 20.1 M | +7% | 2.85% | 82.8% | 99 | 9.09% | 2.4 |
|
| 3981 |
3981
Park Edge Advisors
Cleveland,
Ohio
| USD 327 M | -USD 31.2 M | -9% | 9.83% | 61.1% | 143 | 19.58% | 0.9 |
|
| 3982 |
3982
Gray Foundation
Cohoes,
New York
| USD 327 M | +USD 6.93 M | +2% | 4.07% | – | 12 | 8.33% | 0.5 |
|
| 3983 |
3983
First Wilshire Securities Management
Pasadena,
California
| USD 327 M | -USD 14.9 M | -4% | 3.38% | 135% | 84 | 7.14% | 4.9 |
|
| 3984 |
3984
Second Line Capital
Metairie,
Louisiana
| USD 327 M | +USD 18.6 M | +6% | 1.58% | – | 131 | 25.19% | 0.4 |
|
| 3985 |
3985
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| USD 327 M | +USD 23.4 M | +8% | 7.75% | 36.7% | 4 | 0% | 6.3 |
|
| 3986 |
3986
BigSur Wealth Management
Miami,
Florida
| USD 327 M | +USD 7.48 M | +2% | 2.3% | 94.8% | 160 | 11.88% | 3.4 |
|
| 3987 |
3987
Apeiron RIA
Dallas,
Texas
| USD 326 M | -USD 18.9 M | -5% | 1.75% | 68.5% | 214 | 7.01% | 1.6 |
|
| 3988 |
3988
JSF Financial
Los Angeles,
California
| USD 326 M | +USD 6.98 M | +2% | 3.3% | 91% | 117 | 13.68% | 2.4 |
|
| 3989 |
3989
Decheng Capital
Menlo Park,
California
| USD 326 M | -USD 419 M | -56% | 22.2% | – | 28 | 35.71% | 0.3 |
|
| 3990 |
MKC
3990
M. Kraus & Co
Shelburne,
Vermont
| USD 326 M | -USD 3.31 M | -1% | 0.47% | 65.9% | 83 | 4.82% | 5.5 |
|
| 3991 |
3991
Skaana Management
Brooklyn,
New York
| USD 326 M | -USD 4700 M | -94% | 34.7% | 269% | 221 | 36.65% | 0.8 |
|
| 3992 |
3992
New Capital Management
Houston,
Texas
| USD 326 M | -USD 8.95 M | -3% | 0.89% | 49.4% | 60 | 15% | 3.1 |
|
| 3993 |
3993
Ararat Capital Management
Westport,
Connecticut
| USD 326 M | -USD 26.3 M | -7% | 5.8% | 99.2% | 25 | 24% | 1.1 |
|
| 3994 |
3994
Vectors Research Management
New York
| USD 326 M | -USD 28.3 M | -8% | 1.22% | 67.3% | 136 | 9.56% | 4.1 |
|
| 3995 |
3995
DeDora Capital
Napa,
California
| USD 326 M | +USD 11.4 M | +4% | 3.89% | 91.2% | 113 | 8.85% | 2.6 |
|
| 3996 |
3996
Madrona Financial Services
Everett,
Washington
| USD 325 M | +USD 38.3 M | +13% | 2.61% | 85.1% | 111 | 20.72% | 2.5 |
|
| 3997 |
3997
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| USD 325 M | +USD 5.22 M | +2% | 5.64% | 147% | 219 | 4.11% | 6.6 |
|
| 3998 |
3998
Tradewinds LLC
Raleigh,
North Carolina
| USD 325 M | +USD 116 M | +56% | 4.95% | – | 234 | 72.22% | 0.3 |
|
| 3999 |
3999
Source Financial Advisors
New York
| USD 325 M | -USD 4.2 M | -1% | 1.25% | 18.5% | 122 | 8.2% | 2.4 |
|
| 4000 |
4000
Cavalier Investments
Alpharetta,
Georgia
| USD 325 M | +USD 51 M | +19% | 8.08% | 171% | 86 | 13.95% | 1.5 |
|