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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
WA
4176
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 448 M | +USD 41.2 M | +10% | 17.3% | 125% | 309 | 8.41% | 6 |
|
| 4177 |
WC
4177
Wealthspring Capital
West Harrison,
New York
| USD 448 M | +USD 26.3 M | +6% | 2.94% | 24.1% | 260 | 45% | 0.5 |
|
| 4178 |
LFA
4178
Level Financial Advisors
East Amherst,
New York
| USD 448 M | +USD 55.5 M | +14% | 9.66% | 44% | 97 | 7.22% | 3 |
|
| 4179 |
WG
4179
Watchman Group
Plano,
Texas
| USD 447 M | +USD 34.2 M | +8% | 9.51% | 54% | 78 | 12.82% | 3.7 |
|
| 4180 |
DTL
4180
Dynamic Technology Lab
Singapore
| USD 447 M | -USD 167 M | -27% | 10% | 30.8% | 1,177 | 75.62% | 0.2 |
|
| 4181 |
SCS
4181
Syquant Capital SAS
Paris,
France
| USD 447 M | -USD 193 M | -30% | 0.4% | 176% | 48 | 37.5% | 0.3 |
|
| 4182 |
BWM
4182
Brown Wealth Management
Naperville,
Illinois
| USD 447 M | +USD 57.9 M | +15% | 10.4% | 44.4% | 139 | 20.14% | 1.6 |
|
| 4183 |
FFM
4183
Flagstone Financial Management
Lincoln,
Nebraska
| USD 447 M | +USD 44.3 M | +11% | 9.29% | 43.9% | 77 | 7.79% | 2.1 |
|
| 4184 |
ONGA
4184
O'Neil Global Advisors
Los Angeles,
California
| USD 447 M | +USD 433 M | +2,998% | 56.6% | 1,833% | 69 | 92.75% | 0 |
|
| 4185 |
QPWM
4185
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| USD 447 M | -USD 200 M | -31% | 9.38% | 87.9% | 314 | 53.82% | 3.1 |
|
| 4186 |
FWA
4186
Flagship Wealth Advisors
Wakefield,
Massachusetts
| USD 447 M | +USD 214 M | +92% | 15.5% | – | 518 | 38.8% | 1 |
|
| 4187 |
WEG
4187
World Equity Group
Schaumburg,
Illinois
| USD 447 M | +USD 60.5 M | +16% | 18.2% | 117% | 431 | 27.61% | 1.8 |
|
| 4188 |
WSC
4188
Wellington Shields & Co
New York
| USD 446 M | +USD 54.1 M | +14% | 19.4% | 109% | 342 | 9.94% | 4.2 |
|
| 4189 |
FI
4189
Fosun International
Hong Kong,
China
| USD 446 M | +USD 47.7 M | +12% | 31.6% | 41.3% | 81 | 28.4% | 1.5 |
|
| 4190 |
UB
4190
Umpqua Bank
Lake Oswego,
Oregon
| USD 446 M | +USD 95.6 M | +27% | 18.6% | – | 167 | 7.78% | 1.9 |
|
| 4191 |
CW
4191
Channel Wealth
Santa Barbara,
California
| USD 446 M | +USD 33.1 M | +8% | 11.6% | 59.3% | 197 | 16.24% | 2 |
|
| 4192 |
BLC
4192
Brown, Lisle/Cummings
Providence,
Rhode Island
| USD 446 M | +USD 45.3 M | +11% | 12.6% | 82.3% | 1,079 | 7.69% | 2.3 |
|
| 4193 |
ML
4193
Maniro Ltd
Nassau,
| USD 446 M | +USD 116 M | +35% | 9.53% | – | 30 | 20% | 0.3 |
|
| 4194 |
TCM
4194
Tyro Capital Management
Miami,
Florida
| USD 446 M | -USD 475 M | -52% | 38.9% | – | 30 | 63.33% | 0.9 |
|
| 4195 |
HPCM
4195
Hunter Perkins Capital Management
Lombard,
Illinois
| USD 446 M | +USD 19 M | +4% | 7.83% | 58% | 156 | 11.54% | 2.2 |
|
| 4196 |
MM
4196
Meridian Management
Little Rock,
Arkansas
| USD 446 M | +USD 43.6 M | +11% | 11.6% | 57.8% | 92 | 20.65% | 5.9 |
|
| 4197 |
HHMI
4197
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| USD 445 M | +USD 29.5 M | +7% | 38.7% | 70.9% | 31 | 3.23% | 0.9 |
|
| 4198 |
LWPC
4198
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
| USD 445 M | +USD 46.3 M | +12% | 10.5% | – | 209 | 25.36% | 0.4 |
|
| 4199 |
SC
4199
Searle & Co
Greenwich,
Connecticut
| USD 445 M | +USD 47.4 M | +12% | 22.8% | 93.8% | 209 | 14.35% | 5.1 |
|
| 4200 |
THL
4200
Tillman Hartley LLC
Denver,
Colorado
| USD 445 M | +USD 46.8 M | +12% | 9.32% | 46.6% | 99 | 16.16% | 2.6 |
|