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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Brendel Financial Advisors
Hanover,
New Hampshire
| USD 112 M | +USD 24.5 M | +28% | 13% | 126% | 89 | 31.46% | 0.2 |
|
| 4502 |
4502
MilWealth Group
Milwaukee,
Wisconsin
| USD 111 M | +USD 8.21 M | +8% | 9.83% | 36.8% | 77 | 18.18% | 0.2 |
|
| 4503 |
PI
4503
Pachira Investments
Dana Point,
California
| USD 111 M | +USD 33.7 M | +44% | 13.1% | 82.3% | 13 | 15.38% | 1.4 |
|
| 4504 |
4504
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 111 M | +USD 21.8 M | +24% | 2.18% | 0.04% | 21 | 71.43% | 0.2 |
|
| 4505 |
4505
PVG Asset Management
Golden,
Colorado
| USD 111 M | +USD 9.5 M | +9% | 4.51% | – | 85 | 52.94% | 0.8 |
|
| 4506 |
4506
Trellis Advisors
Ellensburg,
Washington
| USD 111 M | +USD 12.6 M | +13% | 12.2% | 23.3% | 46 | 10.87% | 1 |
|
| 4507 |
4507
Performa Ltd (US)
Charleston,
South Carolina
| USD 111 M | +USD 26.9 M | +32% | 12.9% | 55.8% | 12 | 58.33% | 0.3 |
|
| 4508 |
4508
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| USD 111 M | +USD 1.08 M | +1% | 12.7% | 71.4% | 88 | 19.32% | 1.4 |
|
| 4509 |
4509
Acorn Wealth Advisors
Grand Blanc,
Michigan
| USD 111 M | +USD 13.2 M | +14% | 10.5% | 58.8% | 123 | 8.13% | 1.1 |
|
| 4510 |
4510
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| USD 111 M | +USD 52 M | +89% | 10.6% | 38.4% | 13 | 69.23% | 0.3 |
|
| 4511 |
SMP
4511
Santa Monica Partners
Palm Beach Gardens,
Florida
| USD 111 M | +USD 19.1 M | +21% | 21.9% | 135% | 27 | 3.7% | 1.2 |
|
| 4512 |
4512
Steinberg Asset Management
New York
| USD 111 M | -USD 21.8 M | -16% | 11.2% | 130% | 43 | 25.58% | 3.2 |
|
| 4513 |
4513
Capital Insight Partners
Scottsdale,
Arizona
| USD 111 M | +USD 13.8 M | +14% | 14.1% | 51.7% | 80 | 8.75% | 2.3 |
|
| 4514 |
4514
RiverGlades Family Offices
Naples,
Florida
| USD 111 M | -USD 7.76 M | -7% | 9.71% | – | 93 | 88.17% | 0.1 |
|
| 4515 |
4515
Lincoln Capital Corp
East Greenwich,
Rhode Island
| USD 111 M | +USD 2.09 M | +2% | 10.3% | 82% | 54 | 22.22% | 1.3 |
|
| 4516 |
AM
4516
Account Management
Boxford,
Massachusetts
| USD 110 M | +USD 8.8 M | +9% | 11.2% | 87.4% | 22 | 0% | 3.7 |
|
| 4517 |
4517
SkyBridge Capital II
New York
| USD 110 M | -USD 9.19 M | -8% | 7.27% | – | 30 | 0% | 1.7 |
|
| 4518 |
4518
Strategic Blueprint
Atlanta,
Georgia
| USD 110 M | +USD 41.3 M | +60% | 11% | 82.1% | 74 | 35.14% | 0.2 |
|
| 4519 |
4519
Quad-Cities Investment Group
Davenport,
Iowa
| USD 110 M | +USD 12.7 M | +13% | 13.1% | 67.3% | 927 | 12.41% | 0.7 |
|
| 4520 |
4520
Wambolt & Associates
Littleton,
Colorado
| USD 110 M | +USD 19.4 M | +21% | 13.8% | 62.2% | 161 | 17.39% | 0.2 |
|
| 4521 |
4521
Freestate Advisors
Overland Park,
Kansas
| USD 110 M | +USD 6.31 M | +6% | 9.49% | – | 6 | 66.67% | 0.1 |
|
| 4522 |
4522
Qtron Investments
Boston,
Massachusetts
| USD 110 M | -USD 20.4 M | -16% | 18.5% | 140% | 251 | 52.99% | 0.2 |
|
| 4523 |
4523
Bell & Brown Wealth Advisors
Newport Beach,
California
| USD 110 M | +USD 16.2 M | +17% | 14.1% | 125% | 90 | 14.44% | 1 |
|
| 4524 |
4524
Northstar Capital Management
New York
| USD 110 M | +USD 15.6 M | +17% | 14.7% | – | 93 | 21.51% | 0.9 |
|
| 4525 |
4525
TCG Advisors
Austin,
Texas
| USD 110 M | +USD 10.9 M | +11% | 10% | – | 513 | 85.58% | 0 |
|