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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
Cornerstone Planning
Charlotte,
North Carolina
| USD 431 M | – | – | 1.84% | – | 131 | – | 0.7 |
|
| 4002 |
STS
4002
SG Trading Solutions
Bountiful,
Utah
| USD 431 M | – | – | 5.06% | – | 211 | – | 0 |
|
| 4003 |
4003
Coston McIsaac & Partners
Bar Harbor,
Maine
| USD 431 M | +USD 10.8 M | +3% | 0.03% | 34.3% | 975 | 14.36% | 2.3 |
|
| 4004 |
4004
DAFNA Capital Management
Los Angeles,
California
| USD 431 M | +USD 25.7 M | +6% | 25.7% | 313% | 87 | 25.29% | 3.1 |
|
| 4005 |
4005
Timber Creek Capital Management
Boston,
Massachusetts
| USD 430 M | +USD 16.6 M | +4% | 9.42% | 139% | 91 | 20.88% | 5.9 |
|
| 4006 |
4006
Vertex Planning Partners
Downers Grove,
Illinois
| USD 430 M | -USD 91 M | -17% | 1.79% | 55.4% | 207 | 40.58% | 1.9 |
|
| 4007 |
4007
Square Wave Capital
Brooklyn,
New York
| USD 430 M | +USD 157 M | +57% | 4.05% | – | 10 | 30% | 0.7 |
|
| 4008 |
4008
Cornerstone Wealth Advisors
Edina,
Minnesota
| USD 430 M | +USD 16.9 M | +4% | 1.29% | 46.1% | 52 | 3.85% | 3.5 |
|
| 4009 |
4009
Fortitude Family Office
Scottsdale,
Arizona
| USD 430 M | +USD 57.9 M | +16% | 3.61% | 81.1% | 2,173 | 20.8% | 1 |
|
| 4010 |
4010
NatWest Group
Edinburgh, Scotland,
United Kingdom
| USD 430 M | +USD 25 M | +6% | 5.68% | 207% | 43 | 18.6% | 2.6 |
|
| 4011 |
4011
RV Capital
Schindellegi,
Switzerland
| USD 430 M | -USD 117 M | -21% | 0.69% | 250% | 13 | 7.69% | 2.8 |
|
| 4012 |
4012
Fosun International
Hong Kong,
China
| USD 429 M | +USD 162 M | +61% | 1.59% | 41.3% | 59 | 30.51% | 2.1 |
|
| 4013 |
SC
4013
Slotnik Capital
Dallas,
Texas
| USD 429 M | +USD 109 M | +34% | 31.2% | – | 49 | 79.59% | 0.2 |
|
| 4014 |
4014
TRV GP V
Boston,
Massachusetts
| USD 429 M | +USD 75.7 M | +21% | 26% | – | 3 | 0% | 0.9 |
|
| 4015 |
4015
Operose Advisors
Milwaukee,
Wisconsin
| USD 429 M | +USD 28 M | +7% | 2.42% | 68.8% | 501 | 17.17% | 2.2 |
|
| 4016 |
4016
Winthrop Capital Management
Carmel,
Indiana
| USD 429 M | +USD 15.6 M | +4% | 3.47% | 68.1% | 399 | 24.31% | 1.1 |
|
| 4017 |
4017
Wealth Advisory Solutions
Indiianapolis,
Indiana
| USD 429 M | +USD 16.2 M | +4% | 3.82% | 60.5% | 150 | 16% | 2.2 |
|
| 4018 |
4018
Elevated Capital Advisors
Sandy,
Utah
| USD 429 M | +USD 26.9 M | +7% | 1.39% | 50.2% | 833 | 69.51% | 0.8 |
|
| 4019 |
4019
Diversified Management
Milwaukee,
Wisconsin
| USD 428 M | – | – | 3.12% | – | 177 | – | 0 |
|
| 4020 |
SWG
4020
Summit Wealth Group
White River Junction,
Vermont
| USD 428 M | +USD 14.8 M | +4% | 1.68% | 53% | 121 | 9.92% | 1.9 |
|
| 4021 |
4021
Mattson Financial Services
Kentwood,
Michigan
| USD 428 M | +USD 10 M | +2% | 1.19% | – | 202 | 18.32% | 0.9 |
|
| 4022 |
4022
Abel Hall LLC
Baton Rouge,
Louisiana
| USD 428 M | +USD 181 M | +73% | 5.5% | 133% | 744 | 60.48% | 0.4 |
|
| 4023 |
4023
Atlas Private Wealth Advisors
Matawan,
New Jersey
| USD 428 M | +USD 19.7 M | +5% | 1.64% | 57.8% | 140 | 7.86% | 2.9 |
|
| 4024 |
4024
Medina Value Partners
Los Angeles,
California
| USD 428 M | -USD 24 k | -0% | 6.83% | 80% | 35 | 51.43% | 0.6 |
|
| 4025 |
4025
Triune Financial Partners
Overland Park,
Kansas
| USD 428 M | +USD 30.8 M | +8% | 3.36% | 66.6% | 50 | 8% | 2.4 |
|