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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
HWM
4426
HFR Wealth Management
Niskayuna,
New York
| USD 410 M | +USD 2.34 M | +0.6% | 4.37% | 47.5% | 53 | 7.55% | 4.1 |
|
| 4427 |
4427
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| USD 409 M | +USD 79 M | +24% | 42.6% | 167% | 204 | 21.08% | 2.1 |
|
| 4428 |
IFS
4428
Ifrah Financial Services
Little Rock,
Arkansas
| USD 409 M | +USD 31.2 M | +8% | 16.4% | 64.1% | 226 | 16.81% | 5.3 |
|
| 4429 |
DI
4429
DKRT Investments
Toronto,
| USD 409 M | +USD 14.7 M | +4% | 1.14% | – | 53 | 15.09% | 0.8 |
|
| 4430 |
4430
Rock Point Advisors
Burlington,
Vermont
| USD 409 M | +USD 39.3 M | +11% | 15.4% | 82.8% | 127 | 10.24% | 4.7 |
|
| 4431 |
4431
Rooted Wealth Advisors
Bourbonnais,
Illinois
| USD 408 M | +USD 29.3 M | +8% | 12.6% | 57.3% | 159 | 15.72% | 1.8 |
|
| 4432 |
4432
Sicart Associates
New York
| USD 408 M | +USD 19.1 M | +5% | 8.36% | 113% | 78 | 10.26% | 4.4 |
|
| 4433 |
4433
TIFF Advisory Services
Radnor,
Pennsylvania
| USD 408 M | -USD 29.1 M | -7% | 10.3% | 86.3% | 25 | 24% | 1.6 |
|
| 4434 |
4434
Polunin Capital Partners
London,
United Kingdom
| USD 407 M | +USD 22 M | +6% | 37.7% | 268% | 22 | 40.91% | 1.5 |
|
| 4435 |
4435
InceptionR
Lafayette,
California
| USD 407 M | -USD 7.99 M | -2% | 14.2% | 62.9% | 960 | 70.31% | 0.3 |
|
| 4436 |
EL
4436
EQ LLC
Bellevue,
Washington
| USD 407 M | +USD 52.2 M | +15% | 17.1% | 72.9% | 88 | 17.05% | 2.4 |
|
| 4437 |
4437
Amicus Financial Advisors
Lubbock,
Texas
| USD 407 M | +USD 44 M | +12% | 8.21% | – | 99 | 13.13% | 0.4 |
|
| 4438 |
4438
Retirement Financial Solutions
Knoxville,
Tennessee
| USD 407 M | +USD 57 M | +16% | 12.1% | 52.5% | 57 | 14.04% | 1.3 |
|
| 4439 |
4439
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 407 M | +USD 10 M | +3% | 30.8% | 190% | 99 | 24.24% | 2.8 |
|
| 4440 |
4440
Kettle Hill Capital Management
New York
| USD 406 M | +USD 7.26 M | +2% | 13.7% | 37.4% | 60 | 66.67% | 0.4 |
|
| 4441 |
4441
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| USD 406 M | +USD 47.8 M | +13% | 10.2% | 46.9% | 210 | 11.9% | 3 |
|
| 4442 |
4442
Warner Group
Madison,
Connecticut
| USD 406 M | +USD 253 M | +165% | 31.5% | – | 130 | 40.77% | 0.4 |
|
| 4443 |
4443
FCA Corp
Houston,
Texas
| USD 406 M | +USD 51.9 M | +15% | 13.4% | 57.4% | 210 | 12.38% | 5.1 |
|
| 4444 |
4444
Tactive Advisors
Jacksonville,
Florida
| USD 406 M | +USD 51.3 M | +14% | 22.4% | – | 317 | 26.5% | 1.1 |
|
| 4445 |
ATI
4445
ARK & TLK Investments
Oklahoma City,
Oklahoma
| USD 406 M | +USD 36.4 M | +10% | 12.7% | 62.2% | 128 | 7.81% | 1.9 |
|
| 4446 |
4446
Whitefort Capital Management
New York
| USD 406 M | +USD 66.6 M | +20% | 25.8% | 243% | 22 | 22.73% | 1.5 |
|
| 4447 |
HC
4447
Headland Capital
Mt. Pleasant,
South Carolina
| USD 406 M | +USD 50.6 M | +14% | 12.6% | – | 68 | 16.18% | 1.1 |
|
| 4448 |
4448
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| USD 405 M | +USD 44.4 M | +12% | 14.2% | 81.6% | 160 | 25% | 2.6 |
|
| 4449 |
4449
Cisco Systems
San Jose,
California
| USD 405 M | +USD 88.1 M | +28% | 17.9% | 210% | 6 | 50% | 1.5 |
|
| 4450 |
4450
Modus Advisors
Excelsior,
Minnesota
| USD 405 M | +USD 41.7 M | +11% | 17.8% | 89.5% | 125 | 12% | 3.8 |
|