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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
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| USD 365 M | +USD 37.5 M | +11% | 9.82% | 84.4% | 531 | 9.42% | 1.2 |
|
| 4102 |
4102
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| USD 365 M | -USD 59.8 M | -14% | 9.15% | 61.9% | 356 | 19.94% | 1 |
|
| 4103 |
H2CM
4103
H/2 Credit Manager
Stamford,
Connecticut
| USD 365 M | -USD 11.9 M | -3% | 2.65% | 97.4% | 16 | 0% | 2.7 |
|
| 4104 |
KDA
4104
Kraft Davis & Associates
St. Louis,
Missouri
| USD 365 M | +USD 54.4 M | +18% | 11.5% | 81.8% | 152 | 25.66% | 1.5 |
|
| 4105 |
4105
Once Capital Management
New York
| USD 364 M | +USD 145 M | +66% | 50.6% | 570% | 18 | 11.11% | 2.5 |
|
| 4106 |
4106
Westmount Partners
Los Angeles,
California
| USD 364 M | +USD 36.3 M | +11% | 14% | 101% | 257 | 11.28% | 1.8 |
|
| 4107 |
WA
4107
WP Advisors
San Francisco,
California
| USD 364 M | +USD 63.8 M | +21% | 9.08% | 113% | 119 | 10.92% | 4.2 |
|
| 4108 |
4108
Lightrock Netherlands
Utrecht,
Netherlands
| USD 364 M | -USD 16.3 M | -4% | 9.12% | – | 39 | 0% | 0.5 |
|
| 4109 |
4109
Sovereign Investment Advisors
Phoenix,
Arizona
| USD 364 M | +USD 76.3 M | +27% | 2.63% | 43.7% | 39 | 23.08% | 3.8 |
|
| 4110 |
4110
Triune Financial Partners
Overland Park,
Kansas
| USD 363 M | +USD 48.4 M | +15% | 8.98% | 61.6% | 46 | 28.26% | 2.3 |
|
| 4111 |
WHAM
4111
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| USD 363 M | +USD 39.9 M | +12% | 16.8% | 97% | 28 | 14.29% | 2 |
|
| 4112 |
4112
Strata Wealth Advisors
Dallas,
Texas
| USD 363 M | +USD 41.2 M | +13% | 7.92% | 73.6% | 80 | 15% | 1.5 |
|
| 4113 |
4113
NYL Investors
New York
| USD 363 M | -USD 1196 M | -77% | 2% | 12.7% | 38 | 7.89% | 4.7 |
|
| 4114 |
4114
Navalign LLC
Encino,
California
| USD 363 M | +USD 11.8 M | +3% | 5.9% | 50.7% | 118 | 5.93% | 3.3 |
|
| 4115 |
4115
Running Point Capital Advisors
El Segundo,
California
| USD 362 M | +USD 47.3 M | +15% | 6.88% | 52.1% | 192 | 9.38% | 2.5 |
|
| 4116 |
4116
DAFNA Capital Management
Los Angeles,
California
| USD 362 M | +USD 9.6 M | +3% | 9.56% | 313% | 86 | 15.12% | 3.1 |
|
| 4117 |
4117
Aspire Capital Advisors
Seattle,
Washington
| USD 362 M | +USD 27.1 M | +8% | 8.65% | 59.3% | 107 | 19.63% | 1.7 |
|
| 4118 |
4118
Catalyst Funds Management
Sydney NSW,
Australia
| USD 362 M | -USD 20.4 M | -5% | 18.8% | – | 737 | 81% | 0.2 |
|
| 4119 |
4119
Segra Capital Management
Palm Beach,
Florida
| USD 362 M | +USD 48.9 M | +16% | 55.8% | 19% | 14 | 35.71% | 1.4 |
|
| 4120 |
4120
Barometer Capital Management
Toronto,
Ontario, Canada
| USD 362 M | +USD 93.3 M | +35% | 23.9% | 339% | 213 | 47.89% | 0.5 |
|
| 4121 |
4121
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| USD 362 M | +USD 23.8 M | +7% | 8.28% | 66.3% | 61 | 4.92% | 3.1 |
|
| 4122 |
4122
Chapin Davis
Baltimore,
Maryland
| USD 362 M | +USD 68.4 M | +23% | 17.4% | 339% | 240 | 10% | 1.9 |
|
| 4123 |
4123
Weaver Consulting Group
Huntington Beach,
California
| USD 362 M | +USD 29.5 M | +9% | 7% | 56.4% | 250 | 12.8% | 3.2 |
|
| 4124 |
4124
Lead Edge Capital Management
New York
| USD 361 M | +USD 32 M | +10% | 15.9% | 20.2% | 11 | 27.27% | 1.3 |
|
| 4125 |
4125
Flagstar Advisors
New York
| USD 361 M | -USD 30 M | -8% | 7.33% | 81.9% | 218 | 9.63% | 2.6 |
|