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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Prism Advisors
Studio City,
California
| USD 351 M | +USD 26.1 M | +8% | 6.84% | 54.6% | 74 | 20.27% | 3 |
|
| 4202 |
4202
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| USD 351 M | +USD 43.5 M | +14% | 15.4% | 72.3% | 149 | 8.72% | 3.1 |
|
| 4203 |
MJP
4203
Michael J. Puzo
| USD 351 M | +USD 2.02 M | +0.6% | 6.92% | 90.3% | 75 | 8% | 7.3 |
|
| 4204 |
4204
Donoghue Forlines
Boston,
Massachusetts
| USD 351 M | +USD 35.1 M | +11% | 14.9% | 199% | 147 | 61.22% | 0.4 |
|
| 4205 |
4205
Guidance Capital
Lousville,
Kentucky
| USD 351 M | +USD 23.1 M | +7% | 7.58% | 62.6% | 208 | 7.69% | 1.2 |
|
| 4206 |
4206
ShankerValleau Wealth Advisors
Skokie,
Illinois
| USD 351 M | +USD 42.6 M | +14% | 16.7% | 60.3% | 43 | 11.63% | 1.9 |
|
| 4207 |
4207
Fulcrum Asset Management
London,
United Kingdom
| USD 350 M | -USD 166 M | -32% | 13.7% | – | 386 | 79.02% | 0.1 |
|
| 4208 |
4208
Integral Investment Advisors
Turlock,
California
| USD 350 M | +USD 37.1 M | +12% | 8.73% | 60% | 163 | 9.82% | 1.9 |
|
| 4209 |
4209
Wendel SE
Paris,
| USD 350 M | +USD 21.4 M | +7% | 6.51% | – | 1 | 0% | 0.3 |
|
| 4210 |
4210
Shilanski & Associates
Anchorage,
Alaska
| USD 350 M | +USD 29.5 M | +9% | 9.82% | 84.2% | 109 | 5.5% | 2 |
|
| 4211 |
SCM
4211
Soros Capital Management
New York
| USD 350 M | -USD 40.6 M | -10% | 21.2% | 732% | 62 | 37.1% | 1.2 |
|
| 4212 |
4212
NFC Investments
Memphis,
Tennessee
| USD 350 M | +USD 13.4 M | +4% | 3.19% | – | 36 | 0% | 5.8 |
|
| 4213 |
4213
Parus Finance (UK)
London,
United Kingdom
| USD 350 M | +USD 56.7 M | +19% | 20.8% | 199% | 33 | 6.06% | 3.8 |
|
| 4214 |
CCM
4214
Contrarian Capital Management
Greenwich,
Connecticut
| USD 350 M | -USD 39.9 M | -10% | 3.22% | 29.4% | 36 | 8.33% | 2.6 |
|
| 4215 |
4215
Ionic Capital Management
New York
| USD 349 M | -USD 414 M | -54% | 19% | 163% | 198 | 63.13% | 0.5 |
|
| 4216 |
4216
Prostatis Group
Hanover,
Maryland
| USD 349 M | +USD 32.4 M | +10% | 10.4% | 72.9% | 178 | 27.53% | 1.9 |
|
| 4217 |
4217
Global Wealth Strategies & Associates
Denver,
Colorado
| USD 349 M | +USD 19.4 M | +6% | 9.35% | 68.7% | 483 | 24.22% | 1.7 |
|
| 4218 |
4218
Holistic Planning
Nacogdoches,
Texas
| USD 349 M | +USD 54.1 M | +18% | 6.99% | – | 220 | 14.09% | 0.9 |
|
| 4219 |
4219
Total Clarity Wealth Management
St. Charles,
Illinois
| USD 349 M | +USD 42.9 M | +14% | 10% | 73.2% | 357 | 41.18% | 1.8 |
|
| 4220 |
4220
Great Oak Capital Partners
South Easton,
Massachusetts
| USD 349 M | +USD 50 M | +17% | 6.12% | – | 36 | 13.89% | 1.3 |
|
| 4221 |
4221
Riverview Capital Advisers
Boston,
Massachusetts
| USD 349 M | +USD 30.8 M | +10% | 6.88% | 84.8% | 99 | 13.13% | 2.1 |
|
| 4222 |
4222
Parisi Gray Wealth Management
Mendham,
New Jersey
| USD 349 M | +USD 42.7 M | +14% | 16.7% | 137% | 123 | 12.2% | 4 |
|
| 4223 |
4223
Flagstone Financial Management
Lincoln,
Nebraska
| USD 349 M | +USD 38.4 M | +12% | 6.77% | 43.9% | 60 | 13.33% | 1.7 |
|
| 4224 |
4224
Centurion Wealth Management
Mclean,
Virginia
| USD 349 M | +USD 29.2 M | +9% | 8.9% | – | 252 | 21.43% | 1.6 |
|
| 4225 |
4225
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| USD 349 M | +USD 31.2 M | +10% | 6.69% | 71.1% | 118 | 8.47% | 3.6 |
|