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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
InterCapital
Austin,
Texas
| USD 401 M | +USD 101 M | +34% | 45.9% | – | 169 | 64.5% | 0.2 |
|
| 4477 |
4477
OLP Capital Management
Causeway Bay,
Hong Kong
| USD 400 M | -USD 542 M | -58% | 11% | 146% | 9 | 55.56% | 0.8 |
|
| 4478 |
4478
Presidio Capital Management
San Diego,
California
| USD 400 M | +USD 55.6 M | +16% | 12.9% | 56.1% | 96 | 28.13% | 1.8 |
|
| 4479 |
4479
TriaGen Wealth Management
Calabasas,
California
| USD 400 M | +USD 33.8 M | +9% | 19% | 132% | 211 | 31.28% | 2.5 |
|
| 4480 |
4480
Elmwood Wealth Management
Berkeley,
California
| USD 400 M | +USD 38.2 M | +11% | 10.9% | 42.1% | 203 | 13.79% | 3.2 |
|
| 4481 |
4481
Fiduciary Family Office
Boca Raton,
Florida
| USD 400 M | +USD 48.9 M | +14% | 16.8% | 97.3% | 198 | 20.2% | 1 |
|
| 4482 |
4482
Sandy Cove Advisors
Hingham,
Massachusetts
| USD 400 M | +USD 65.7 M | +20% | 16.8% | 78% | 166 | 15.66% | 2.5 |
|
| 4483 |
4483
Argent Advisors
Monroe,
Louisiana
| USD 400 M | +USD 33.5 M | +9% | 10.3% | 63.1% | 191 | 12.04% | 3.6 |
|
| 4484 |
SC
4484
Saybrook Capital
Winston Salem,
North Carolina
| USD 400 M | +USD 28.1 M | +8% | 11% | 72.5% | 43 | 4.65% | 9.2 |
|
| 4485 |
4485
Erste Towarzystwo Funduszy Inwestycyjnych
Poznan,
| USD 399 M | +USD 105 M | +36% | 29.6% | – | 38 | 26.32% | 0.2 |
|
| 4486 |
4486
Three Bridge Wealth Advisors
Los Altos,
California
| USD 399 M | +USD 35.1 M | +10% | 12.2% | 162% | 95 | 17.89% | 2.9 |
|
| 4487 |
FSA
4487
Financial Services Advisory
Rockville,
Maryland
| USD 399 M | +USD 189 M | +90% | 16.3% | 82.5% | 83 | 46.99% | 1.2 |
|
| 4488 |
4488
Landmark Investment Partners
West Palm Beach,
Florida
| USD 399 M | +USD 260 M | +187% | 22.7% | – | 67 | 74.63% | 0.3 |
|
| 4489 |
4489
Kerrisdale Advisers
Miami,
Florida
| USD 399 M | +USD 136 M | +52% | 21.6% | 78.8% | 134 | 31.34% | 1.2 |
|
| 4490 |
BCM
4490
Bluefin Capital Management
New York
| USD 399 M | +USD 243 M | +156% | 32.2% | – | 181 | 69.61% | 0.3 |
|
| 4491 |
4491
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| USD 399 M | +USD 35.1 M | +10% | 7.74% | 40.3% | 195 | 15.38% | 3 |
|
| 4492 |
VWM
4492
VCI Wealth Management
St Louis,
Missouri
| USD 399 M | +USD 38.2 M | +11% | 11.8% | 86.3% | 140 | 41.43% | 1.2 |
|
| 4493 |
CL
4493
COWA LLC
Tulsa,
Oklahoma
| USD 399 M | +USD 28 M | +8% | 6.97% | 67.7% | 184 | 15.76% | 2.5 |
|
| 4494 |
4494
WorthPointe
La Jolla,
California
| USD 399 M | +USD 29.3 M | +8% | 11.1% | 59.7% | 136 | 22.06% | 1.7 |
|
| 4495 |
4495
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| USD 399 M | +USD 90.6 M | +29% | 4.32% | 22.2% | 6 | 16.67% | 1.4 |
|
| 4496 |
4496
Hudson Value Partners
Palm Beach,
Florida
| USD 399 M | +USD 63.4 M | +19% | 23.9% | 124% | 118 | 18.64% | 2.8 |
|
| 4497 |
4497
Summit Investment Advisory Services
Roseville,
Minnesota
| USD 398 M | +USD 129 M | +48% | 13.9% | 74.2% | 90 | 11.11% | 1.5 |
|
| 4498 |
4498
Shoker Investment Counsel
Oxford,
Ohio
| USD 398 M | +USD 61.6 M | +18% | 20% | 88.9% | 116 | 8.62% | 6.2 |
|
| 4499 |
4499
Stiles Financial Services
Edina,
Minnesota
| USD 398 M | +USD 70.9 M | +22% | 33.4% | 144% | 187 | 7.49% | 3.1 |
|
| 4500 |
4500
Fischer Financial Services
Harrisburg,
Pennsylvania
| USD 398 M | +USD 101 M | +34% | 14.5% | – | 65 | 13.85% | 1.2 |
|