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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
RWG
4276
Regal Wealth Group
Seal Beach,
California
| USD 155 M | +USD 8.87 M | +6% | 6.28% | 17% | 207 | 13.04% | 2.7 |
|
| 4277 |
KCM
4277
Kempner Capital Management
Galveston,
Texas
| USD 154 M | +USD 7.05 M | +5% | 6.03% | 60.9% | 50 | 6% | 3.9 |
|
| 4278 |
4278
WealthBridge Capital Management
Westerville,
Ohio
| USD 154 M | +USD 15.6 M | +11% | 8.03% | 89.4% | 131 | 9.92% | 0.8 |
|
| 4279 |
SWMG
4279
Strategic Wealth Management Group
Fulton,
Maryland
| USD 154 M | +USD 15.3 M | +11% | 7.01% | – | 96 | 15.63% | 0.8 |
|
| 4280 |
4280
Cloverdale Capital Management
Dallas,
Texas
| USD 154 M | +USD 6.81 M | +5% | 5.33% | 20.8% | 26 | 61.54% | 0.4 |
|
| 4281 |
4281
General Industrial Partners
London,
United Kingdom
| USD 154 M | -USD 47.8 M | -24% | 7.89% | – | 7 | 28.57% | 0.4 |
|
| 4282 |
4282
IA Venture Partners
New York
| USD 154 M | – | – | 11.4% | – | 1 | – | 0 |
|
| 4283 |
4283
Merk Investments
Menlo Park,
California
| USD 154 M | – | – | 16.7% | 303% | 16 | – | 0 |
|
| 4284 |
4284
Sentinel Pension Advisors
Wakefield,
Massachusetts
| USD 154 M | – | – | 4.03% | 46.5% | 48 | – | 0 |
|
| 4285 |
4285
Mirsky Financial Management
Rochester,
New York
| USD 154 M | +USD 14.7 M | +11% | 3.86% | 39.3% | 35 | 5.71% | 0.9 |
|
| 4286 |
4286
Heronetta Management
New York
| USD 154 M | -USD 1.52 M | -1% | 0.09% | 59.7% | 27 | 7.41% | 4.4 |
|
| 4287 |
4287
Bay Colony Advisors
Concord,
Massachusetts
| USD 154 M | +USD 6.64 M | +5% | 7.55% | 91.8% | 286 | 22.73% | 0.8 |
|
| 4288 |
RG
4288
Retirement Group
San Diego,
California
| USD 154 M | – | – | 6.63% | 33.7% | 666 | – | 0 |
|
| 4289 |
AIS
4289
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| USD 153 M | +USD 16.6 M | +12% | 5.8% | 6.74% | 475 | 23.37% | 2.3 |
|
| 4290 |
4290
Front Row Advisors
Tiburon,
California
| USD 153 M | +USD 13 M | +9% | 10.9% | 142% | 980 | 8.78% | 1.6 |
|
| 4291 |
4291
Cannon Financial Strategists
Athens,
Georgia
| USD 153 M | +USD 22.7 M | +17% | 4.56% | 56.7% | 51 | 7.84% | 0.7 |
|
| 4292 |
4292
Arkos Global Advisors
Houston,
Texas
| USD 153 M | +USD 12.2 M | +9% | 5.33% | 43.6% | 54 | 3.7% | 0.9 |
|
| 4293 |
4293
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 153 M | +USD 16.9 M | +12% | 10.7% | 164% | 35 | 14.29% | 2.3 |
|
| 4294 |
4294
IAG Wealth Partners
Waukesha,
Wisconsin
| USD 153 M | – | – | 6.41% | 47.3% | 434 | – | 0 |
|
| 4295 |
4295
Affinia Financial Group
Burlington,
Massachusetts
| USD 153 M | – | – | 7.09% | 37.5% | 19 | – | 0 |
|
| 4296 |
MA
4296
Menlo Advisors
Menlo Park,
California
| USD 153 M | +USD 10.1 M | +7% | 9.03% | 108% | 36 | 2.78% | 4.4 |
|
| 4297 |
4297
Cartica Management
Washington,
District of Columbia
| USD 153 M | +USD 82 k | +0.1% | 16% | 92.9% | 5 | 20% | 1.4 |
|
| 4298 |
4298
Excalibur Management
Waltham,
Massachusetts
| USD 153 M | +USD 41.6 M | +37% | 8.95% | 81.7% | 111 | 42.34% | 2.7 |
|
| 4299 |
4299
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| USD 153 M | -USD 2.23 M | -1% | 8.49% | 70.1% | 106 | 15.09% | 1.2 |
|
| 4300 |
4300
Deer VIII & Co
Larchmont,
New York
| USD 153 M | -USD 97.2 M | -39% | 17.2% | – | 2 | 50% | 0.5 |
|