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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
WealthOne
Albany,
New York
| USD 140 M | -USD 1.59 M | -1% | 1.04% | 23.4% | 105 | 25.71% | 0.5 |
|
| 4102 |
4102
Seven Post Investment Office
San Francisco,
California
| USD 140 M | -USD 7.78 M | -5% | 5.95% | 44.4% | 25 | 12% | 1.8 |
|
| 4103 |
4103
Sagil Capital
London,
United Kingdom
| USD 140 M | -USD 5.34 M | -4% | 9.21% | 104% | 31 | 51.61% | 0.6 |
|
| 4104 |
4104
Invesco Senior Secured Management
New York
| USD 140 M | -USD 50.7 M | -27% | 6.53% | 18.1% | 20 | 15% | 1.3 |
|
| 4105 |
4105
RV Capital
Schindellegi,
Switzerland
| USD 140 M | +USD 3.9 M | +3% | 5.86% | 250% | 4 | 0% | 0.8 |
|
| 4106 |
ILM
4106
Indigo Latam Management
Phoenix,
Arizona
| USD 140 M | +USD 8.78 M | +7% | 6.72% | 39.3% | 1 | 0% | 5.8 |
|
| 4107 |
WAM
4107
Westport Asset Management
Southport,
Connecticut
| USD 139 M | -USD 6.98 M | -5% | 2.7% | 64.2% | 64 | 3.13% | 3.3 |
|
| 4108 |
4108
Mirsky Financial Management
Rochester,
New York
| USD 139 M | +USD 6.37 M | +5% | 0.55% | 39.3% | 37 | 8.11% | 0.7 |
|
| 4109 |
4109
Shoker Investment Counsel
Oxford,
Ohio
| USD 139 M | +USD 2.24 M | +2% | 1.85% | 83.8% | 101 | 6.93% | 4 |
|
| 4110 |
NEGWA
4110
New England Guild Wealth Advisors
Avon,
Connecticut
| USD 139 M | +USD 4.58 M | +3% | 0.36% | 6.04% | 55 | 3.64% | 1.5 |
|
| 4111 |
4111
Monetta Financial Services
Wheaton,
Illinois
| USD 139 M | -USD 6.79 M | -5% | 1.35% | 275% | 45 | 33.33% | 2.1 |
|
| 4112 |
BIMC
4112
Benson Investment Management Company
Roanoke,
Virginia
| USD 139 M | +USD 6.25 M | +5% | 3.3% | 99.8% | 63 | 12.7% | 1.4 |
|
| 4113 |
4113
TCG Advisors
Austin,
Texas
| USD 139 M | +USD 30 M | +28% | 0.98% | – | 480 | 77.5% | 0.5 |
|
| 4114 |
SWMG
4114
Strategic Wealth Management Group
Fulton,
Maryland
| USD 139 M | +USD 7.55 M | +6% | 1.65% | – | 89 | 12.36% | 0.7 |
|
| 4115 |
4115
WealthBridge Capital Management
Westerville,
Ohio
| USD 139 M | +USD 29.4 M | +27% | 0.79% | 89.4% | 130 | 20% | 0.6 |
|
| 4116 |
4116
Beacon Wealthcare Inc
Raleigh,
North Carolina
| USD 139 M | +USD 7.43 M | +6% | 1.05% | 31.6% | 10 | 10% | 1.4 |
|
| 4117 |
4117
Foresight Wealth Management
Draper,
Utah
| USD 139 M | +USD 6.33 M | +5% | 1.06% | 19.1% | 130 | 16.92% | 0.6 |
|
| 4118 |
WPA
4118
Winning Points Advisors
Boca Raton,
Florida
| USD 139 M | +USD 875 k | +0.6% | 1.79% | – | 72 | 4.17% | 2.4 |
|
| 4119 |
4119
Acuta Capital Partners
Redwood City,
California
| USD 139 M | -USD 143 M | -51% | 8.44% | 7,269% | 41 | 51.22% | 1 |
|
| 4120 |
4120
Ceeto Capital Group
Coral Gables,
Florida
| USD 138 M | +USD 2.5 M | +2% | 2.61% | 94.4% | 137 | 7.3% | 1.6 |
|
| 4121 |
4121
Harvey Partners
Tarrytown,
New York
| USD 138 M | +USD 65.9 M | +91% | 1.77% | 174% | 37 | 43.24% | 0.9 |
|
| 4122 |
CCM
4122
Consolidated Capital Management
Burbank,
California
| USD 138 M | -USD 12.3 M | -8% | 0.59% | 166% | 35 | 2.86% | 2.4 |
|
| 4123 |
4123
Taylor Frigon Capital Management
Scottsdale,
Arizona
| USD 138 M | -USD 5.89 M | -4% | 0.98% | 152% | 89 | 8.99% | 2.7 |
|
| 4124 |
WPSG
4124
Wealth & Pension Services Group
Atlanta,
Georgia
| USD 138 M | +USD 604 k | +0.4% | 0.89% | – | 125 | 6.4% | 0.9 |
|
| 4125 |
4125
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| USD 138 M | +USD 10.4 M | +8% | 1.88% | 56.9% | 165 | 14.55% | 0.6 |
|