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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
OnyxPoint Global Management
New York
| USD 359 M | -USD 442 M | -55% | 2.57% | 162% | 48 | 62.5% | 0.6 |
|
| 4477 |
4477
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
| USD 359 M | +USD 12.7 M | +4% | 2.25% | – | 184 | 10.33% | 0.8 |
|
| 4478 |
4478
Montanaro Asset Management
London,
United Kingdom
| USD 359 M | -USD 41.6 M | -10% | 4.35% | 49.6% | 43 | 9.3% | 3.1 |
|
| 4479 |
4479
SK Wealth Management
Providence,
Rhode Island
| USD 359 M | +USD 90.5 M | +34% | 2.84% | – | 90 | 20% | 1 |
|
| 4480 |
4480
Amicus Financial Advisors
Lubbock,
Texas
| USD 359 M | – | – | 0.91% | – | 90 | – | 0 |
|
| 4481 |
4481
ParaFi Capital
New York
| USD 358 M | -USD 103 M | -22% | 25.2% | – | 19 | 42.11% | 0.5 |
|
| 4482 |
4482
World Equity Group
Schaumburg,
Illinois
| USD 358 M | -USD 82.3 M | -19% | 3.28% | 117% | 394 | 29.19% | 1.7 |
|
| 4483 |
4483
Argent Advisors
Monroe,
Louisiana
| USD 358 M | +USD 19.1 M | +6% | 3.8% | 63.1% | 178 | 12.92% | 3.5 |
|
| 4484 |
MKC
4484
M. Kraus & Co
Shelburne,
Vermont
| USD 358 M | +USD 17.6 k | +0% | 3.18% | 65.9% | 85 | 4.71% | 6.5 |
|
| 4485 |
4485
Concentrum Wealth Management
San Jose,
California
| USD 358 M | +USD 11.5 M | +3% | 0.13% | 174% | 92 | 16.3% | 2.9 |
|
| 4486 |
4486
TFB Advisors
Overland Park,
Kansas
| USD 358 M | +USD 14.5 M | +4% | 2.08% | 85% | 323 | 9.6% | 1.6 |
|
| 4487 |
4487
Crown Wealth Group
Charlotte,
North Carolina
| USD 358 M | +USD 25.1 M | +8% | 2.87% | 98.2% | 152 | 22.37% | 1.6 |
|
| 4488 |
4488
Evexia Wealth
Stevens Point,
Wisconsin
| USD 358 M | +USD 23.8 M | +7% | 5% | 95% | 94 | 27.66% | 1.5 |
|
| 4489 |
4489
Chase Investment Counsel
Charlottesville,
Virginia
| USD 358 M | +USD 20 M | +6% | 9.9% | 350% | 156 | 32.05% | 1.6 |
|
| 4490 |
4490
Brand Asset Management Group
Chesterfield,
Missouri
| USD 358 M | +USD 2.11 M | +0.6% | 1.75% | 70.2% | 188 | 21.28% | 2.8 |
|
| 4491 |
4491
Trinity Financial Advisors
Columbus,
Ohio
| USD 358 M | +USD 11.3 M | +3% | 2.66% | 74.5% | 105 | 12.38% | 2.5 |
|
| 4492 |
VST
4492
Van Strum & Towne
San Francisco,
California
| USD 358 M | +USD 17.1 M | +5% | 3.36% | 72.3% | 116 | 6.9% | 6.1 |
|
| 4493 |
4493
Libra Wealth
Los Gatos,
California
| USD 357 M | +USD 24.4 M | +7% | 1.09% | 58.2% | 72 | 12.5% | 2.6 |
|
| 4494 |
4494
Martin Investment Management
Palm Beach Gardens,
Florida
| USD 357 M | -USD 36.1 M | -9% | 4.55% | 44% | 54 | 14.81% | 5.4 |
|
| 4495 |
4495
Drummond Knight Asset Management
Crows Nest, NSW,
Australia
| USD 357 M | +USD 30.6 M | +9% | 26.9% | – | 15 | 46.67% | 0.4 |
|
| 4496 |
4496
Legacy CG
Plano,
Texas
| USD 357 M | +USD 2.12 M | +0.6% | 1.81% | 62.6% | 50 | 16% | 1.4 |
|
| 4497 |
4497
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| USD 357 M | +USD 3.25 M | +0.9% | 1.42% | 65.5% | 342 | 5.26% | 5.7 |
|
| 4498 |
4498
Cypress Capital
Franklin,
Tennessee
| USD 357 M | +USD 7.61 M | +2% | 2.27% | 43.6% | 98 | 8.16% | 2.8 |
|
| 4499 |
4499
2Xideas
Kusnacht,
Switzerland
| USD 357 M | -USD 117 M | -25% | 1.95% | 40.6% | 65 | 36.92% | 2.5 |
|
| 4500 |
4500
Capital Planning
Bellevue,
Washington
| USD 357 M | +USD 13.6 M | +4% | 0.52% | 81.2% | 85 | 8.24% | 3.1 |
|