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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
WealthOne
Albany,
New York
| USD 284 M | -USD 5.71 M | -2% | 4.97% | 23.4% | 136 | 26.47% | 1.8 |
|
| 4002 |
GDS
4002
Gimbel Daniel Scott
| USD 284 M | +USD 12.2 M | +4% | 4.51% | 57.1% | 3 | 0% | 1.3 |
|
| 4003 |
4003
Ellsworth Advisors
Hudson,
Ohio
| USD 284 M | +USD 13.2 M | +5% | 1.42% | 131% | 183 | 44.81% | 0.9 |
|
| 4004 |
AC
4004
Athos Capital
Hong Kong
| USD 284 M | -USD 36 M | -11% | 1.12% | 110% | 149 | 35.57% | 0.6 |
|
| 4005 |
4005
High Note Wealth
Deephaven,
Minnesota
| USD 283 M | -USD 12.9 M | -4% | 4.83% | 82.8% | 98 | 22.45% | 1 |
|
| 4006 |
4006
Bard Associates
Chicago,
Illinois
| USD 283 M | -USD 20.7 M | -7% | 2.28% | 241% | 188 | 5.32% | 4.4 |
|
| 4007 |
4007
Clean Yield Group
Norwich,
Vermont
| USD 283 M | -USD 29.8 M | -10% | 4.04% | 80.7% | 516 | 21.9% | 2.1 |
|
| 4008 |
4008
Summit Wealth & Retirement Planning
San Ramon,
California
| USD 283 M | -USD 9.45 M | -3% | 5.37% | 67.6% | 107 | 20.56% | 1.7 |
|
| 4009 |
4009
Foundry Group
Boulder,
Colorado
| USD 283 M | -USD 166 M | -37% | 36.2% | – | 4 | 0% | 0.3 |
|
| 4010 |
4010
DCM Advisors
New York
| USD 283 M | -USD 56.4 M | -17% | 2.44% | 99.3% | 236 | 31.36% | 0.7 |
|
| 4011 |
4011
Harrell Investment Partners
Austin,
Texas
| USD 283 M | -USD 42.7 M | -13% | 2.98% | 121% | 106 | 16.98% | 1.6 |
|
| 4012 |
4012
Red Wave Investments
Dillsburg,
Pennsylvania
| USD 283 M | -USD 10.6 M | -4% | 5.28% | 58% | 106 | 11.32% | 1.1 |
|
| 4013 |
4013
Waterfront Wealth
Overland Park,
Kansas
| USD 283 M | +USD 30 M | +12% | 2.78% | 71.8% | 257 | 19.84% | 0.8 |
|
| 4014 |
4014
New Harbor Financial Group
Worcester,
Massachusetts
| USD 283 M | -USD 8.5 M | -3% | 16.2% | 94.6% | 34 | 38.24% | 1.9 |
|
| 4015 |
4015
China Universal Asset Management Company
Shanghai,
China
| USD 282 M | -USD 138 M | -33% | 8.28% | 292% | 104 | 28.85% | 0.2 |
|
| 4016 |
4016
Kize Capital
New York
| USD 282 M | -USD 58.1 M | -17% | 15.3% | 34.7% | 8 | 25% | 1 |
|
| 4017 |
4017
Whalerock Point Partners
Providence,
Rhode Island
| USD 282 M | -USD 9.6 M | -3% | 3.37% | 103% | 156 | 7.05% | 4.3 |
|
| 4018 |
4018
Archer Investment Corporation
Carmel,
Indiana
| USD 282 M | -USD 12.4 M | -4% | 3.06% | 68.2% | 889 | 17.77% | 1.6 |
|
| 4019 |
4019
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| USD 282 M | -USD 24.7 M | -8% | 2.37% | 44% | 88 | 34.09% | 1.7 |
|
| 4020 |
4020
Pertento Partners
London,
United Kingdom
| USD 282 M | +USD 68.5 M | +32% | 14% | 196% | 15 | 20% | 0.2 |
|
| 4021 |
4021
Arcus Capital Partners
Atlanta,
Georgia
| USD 282 M | -USD 13.4 M | -5% | 4.09% | 69.2% | 119 | 18.49% | 2.2 |
|
| 4022 |
4022
Athyrium Capital Management
New York
| USD 281 M | +USD 808 k | +0.3% | 9.16% | 25.1% | 10 | 10% | 0.5 |
|
| 4023 |
HA
4023
Hamel Associates
Chatham,
New Jersey
| USD 281 M | +USD 2.45 M | +0.9% | 2.42% | 50.6% | 80 | 8.75% | 4.6 |
|
| 4024 |
4024
Cutler Capital Management
Worcester,
Massachusetts
| USD 281 M | +USD 6.31 M | +2% | 1.29% | 39.7% | 121 | 15.7% | 2.3 |
|
| 4025 |
4025
Herold Advisors
New York
| USD 281 M | +USD 23.7 M | +9% | 2.09% | 90.2% | 736 | 73.91% | 0.1 |
|