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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Point Break Capital Management
Miami,
Florida
| USD 212 M | -USD 206 M | -49% | 14.6% | – | 13 | 30.77% | 1.4 |
|
| 4127 |
4127
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| USD 212 M | +USD 47.3 M | +29% | 1.52% | 1,119% | 25 | 64% | 0.6 |
|
| 4128 |
4128
ADW Capital Management
Miami Beach,
Florida
| USD 212 M | -USD 21 k | -0% | 2% | 78.2% | 8 | 0% | 1.9 |
|
| 4129 |
4129
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 212 M | -USD 6 M | -3% | 4.25% | 63.9% | 133 | 3.76% | 4.6 |
|
| 4130 |
4130
Keystone Wealth Services
Palm Desert,
California
| USD 212 M | -USD 11.8 M | -5% | 3.44% | 80.1% | 178 | 12.92% | 0.7 |
|
| 4131 |
4131
Relaxing Retirement Coach
Wellesley,
Massachusetts
| USD 212 M | +USD 13.4 M | +7% | 6.33% | 28.6% | 60 | 16.67% | 2.8 |
|
| 4132 |
MFGP
4132
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| USD 212 M | -USD 8.54 M | -4% | 5.53% | 65.5% | 55 | 5.45% | 3.2 |
|
| 4133 |
4133
Whitener Capital Management
Rocky Mount,
North Carolina
| USD 212 M | -USD 10.3 M | -5% | 4.71% | 113% | 139 | 5.04% | 3.6 |
|
| 4134 |
4134
Denali Advisors
San Diego,
California
| USD 211 M | -USD 17.9 M | -8% | 6.19% | 106% | 429 | 28.67% | 1.5 |
|
| 4135 |
4135
Knuff & Co
Foster City,
California
| USD 211 M | -USD 11.1 M | -5% | 1.29% | 85.8% | 143 | 13.99% | 2.8 |
|
| 4136 |
4136
Prudent Man Advisors
Naperville,
Illinois
| USD 211 M | -USD 3.13 M | -1% | 5.03% | 82.8% | 180 | 18.33% | 1.6 |
|
| 4137 |
TA
4137
TrueWealth Advisors
Birmingham,
Alabama
| USD 211 M | -USD 3.96 M | -2% | 4.47% | 60.9% | 179 | 14.53% | 1.2 |
|
| 4138 |
4138
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
| USD 211 M | +USD 65.4 M | +45% | 47.8% | 40.8% | 2 | 0% | 0.8 |
|
| 4139 |
4139
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 211 M | -USD 10.6 M | -5% | 4.15% | 103% | 540 | 6.48% | 4.3 |
|
| 4140 |
4140
Fairfield Financial Advisors
Wellesley,
Massachusetts
| USD 211 M | -USD 5.42 M | -3% | 1.74% | – | 329 | 7.9% | 0.5 |
|
| 4141 |
4141
Fiducient Advisors
Chicago,
Illinois
| USD 211 M | -USD 55.6 M | -21% | 5% | 52.3% | 85 | 36.47% | 1.9 |
|
| 4142 |
4142
Phase 2 Partners
San Francisco,
California
| USD 211 M | +USD 16.1 M | +8% | 3.54% | 25.1% | 35 | 57.14% | 0.3 |
|
| 4143 |
4143
Ogorek Anthony Joseph
Williamsville,
New York
| USD 210 M | -USD 7.1 M | -3% | 4.3% | 61.1% | 223 | 3.14% | 3.3 |
|
| 4144 |
4144
New World Advisors
Hingham,
Massachusetts
| USD 210 M | +USD 24.8 M | +13% | 8.45% | 84.1% | 67 | 25.37% | 1.2 |
|
| 4145 |
4145
MGO Private Wealth
Irvine,
California
| USD 210 M | – | – | 4.95% | 51.5% | 130 | – | 0 |
|
| 4146 |
4146
Tenzing Global Management
San Francisco,
California
| USD 210 M | -USD 8.25 M | -4% | 14.5% | 273% | 17 | 41.18% | 1.7 |
|
| 4147 |
4147
Baldrige Asset Management
Allentown,
Pennsylvania
| USD 210 M | -USD 8.2 M | -4% | 5.13% | 43.5% | 315 | 2.86% | 1.7 |
|
| 4148 |
4148
Roanoke Asset Management
Jersey City,
New Jersey
| USD 210 M | -USD 12.5 M | -6% | 4.32% | 50.3% | 112 | 3.57% | 5.5 |
|
| 4149 |
WA
4149
Wealthstar Advisors
Plano,
Texas
| USD 210 M | -USD 49.4 M | -19% | 6.94% | – | 98 | 12.24% | 2.2 |
|
| 4150 |
4150
PRW Wealth Management
Quincy,
Massachusetts
| USD 210 M | +USD 39.6 M | +23% | 3.24% | 42.3% | 112 | 28.57% | 1.3 |
|