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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
Compass Advisory Group
Melville,
New York
| USD 356 M | +USD 40.3 M | +13% | 5.91% | 49.2% | 82 | 8.54% | 3 |
|
| 4352 |
4352
Naman Capital
Sao Paulo,
Brazil
| USD 356 M | +USD 48.6 M | +16% | 10.3% | 89.9% | 13 | 7.69% | 3.1 |
|
| 4353 |
HC
4353
Headland Capital
Mt. Pleasant,
South Carolina
| USD 356 M | +USD 25.3 M | +8% | 4.73% | – | 73 | 24.66% | 0.5 |
|
| 4354 |
BWM
4354
Brown Wealth Management
Naperville,
Illinois
| USD 356 M | +USD 34.1 M | +11% | 6.04% | 51.2% | 106 | 14.15% | 1.5 |
|
| 4355 |
4355
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| USD 356 M | +USD 69.6 M | +24% | 24.7% | 23.7% | 3 | 0% | 2.3 |
|
| 4356 |
4356
S&T Bank
Indiana,
Pennsylvania
| USD 356 M | +USD 26.9 M | +8% | 13.4% | 193% | 537 | 22.53% | 1.7 |
|
| 4357 |
4357
Grandview Asset Management
Harrisburg,
Pennsylvania
| USD 356 M | +USD 43.2 M | +14% | 11.6% | 200% | 147 | 12.24% | 2 |
|
| 4358 |
4358
Brand Asset Management Group
Chesterfield,
Missouri
| USD 355 M | +USD 87.7 M | +33% | 7.93% | 70.2% | 168 | 47.02% | 2.8 |
|
| 4359 |
4359
Duncan Williams Asset Management
Memphis,
Tennessee
| USD 355 M | +USD 38.6 M | +12% | 8.47% | – | 168 | 10.71% | 1 |
|
| 4360 |
4360
Legacy CG
Plano,
Texas
| USD 355 M | +USD 19.6 M | +6% | 6.35% | 62.6% | 54 | 20.37% | 1.3 |
|
| 4361 |
4361
Peak Retirement Planning
Columbus,
Ohio
| USD 355 M | +USD 107 M | +43% | 5.8% | – | 140 | 24.29% | 0.5 |
|
| 4362 |
4362
BOS Asset Management
Springfield,
Illinois
| USD 355 M | +USD 41.5 M | +13% | 7.11% | 70.3% | 195 | 13.33% | 1.7 |
|
| 4363 |
ACM
4363
AIGH Capital Management
Baltimore,
Maryland
| USD 355 M | +USD 133 M | +60% | 41.1% | 3,026% | 53 | 62.26% | 0.8 |
|
| 4364 |
EFH
4364
Eaton Financial Holdings
Coral Springs,
Florida
| USD 355 M | +USD 29.8 M | +9% | 8.27% | – | 134 | 23.13% | 1 |
|
| 4365 |
4365
Level Financial Advisors
East Amherst,
New York
| USD 355 M | +USD 33.4 M | +10% | 4.96% | 44% | 94 | 4.26% | 2.4 |
|
| 4366 |
4366
Joseph Group Capital Management
Columbus,
Ohio
| USD 355 M | +USD 56.7 M | +19% | 6.57% | 58.4% | 116 | 26.72% | 2.3 |
|
| 4367 |
4367
Sivia Capital Partners
Mill Valley,
California
| USD 354 M | +USD 60.3 M | +21% | 12.1% | – | 513 | 24.37% | 0.8 |
|
| 4368 |
4368
Tekne Capital Management
New York
| USD 354 M | +USD 66.8 M | +23% | 25.9% | 516% | 5 | 20% | 1.4 |
|
| 4369 |
4369
Delta Financial Advisors
New Orleans,
Louisiana
| USD 354 M | +USD 69.7 M | +25% | 9.61% | 107% | 148 | 26.35% | 3.9 |
|
| 4370 |
MWM
4370
MGB Wealth Management
Addison,
Texas
| USD 354 M | +USD 50.5 M | +17% | 26.9% | – | 328 | 11.59% | 1.3 |
|
| 4371 |
4371
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| USD 354 M | +USD 34.3 M | +11% | 6.61% | 65.5% | 349 | 7.45% | 5.6 |
|
| 4372 |
4372
Clean Yield Group
Norwich,
Vermont
| USD 354 M | +USD 19.5 M | +6% | 6.93% | 80.7% | 434 | 8.06% | 4.4 |
|
| 4373 |
4373
Tactive Advisors
Jacksonville,
Florida
| USD 354 M | +USD 44.4 M | +14% | 10.6% | – | 272 | 23.53% | 0.7 |
|
| 4374 |
4374
TRV GP V
Boston,
Massachusetts
| USD 353 M | +USD 188 M | +113% | 130% | – | 4 | 25% | 0.7 |
|
| 4375 |
4375
Radcliff Management
New York
| USD 353 M | -USD 15.5 M | -4% | 4.2% | 47.6% | 1 | 0% | 3.8 |
|