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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
Otter Creek Advisors
Palm Beach Gardens,
Florida
| USD 126 M | +USD 33.9 M | +37% | 37.3% | 173% | 56 | 44.64% | 1 |
|
| 4502 |
4502
Old Well Partners
Charlotte,
North Carolina
| USD 126 M | +USD 27.5 M | +28% | 58.6% | 97.8% | 34 | 29.41% | 0.4 |
|
| 4503 |
4503
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| USD 126 M | +USD 26 M | +26% | 22.9% | – | 113 | 24.78% | 2.2 |
|
| 4504 |
4504
Selway Asset Management
| USD 126 M | +USD 22.3 M | +22% | 22.9% | 36.5% | 75 | 14.67% | 3.6 |
|
| 4505 |
4505
Fort Baker Capital Management
Larkspur,
California
| USD 126 M | -USD 24.6 M | -16% | 15.4% | 46.3% | 41 | 56.1% | 0.3 |
|
| 4506 |
4506
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 126 M | +USD 22.5 M | +22% | 12.5% | 46.3% | 67 | 91.04% | 0.2 |
|
| 4507 |
4507
One Wealth Advisors
San Francisco,
California
| USD 126 M | +USD 25 M | +25% | 22.8% | 66% | 102 | 32.35% | 1.2 |
|
| 4508 |
4508
Greencape Capital
Melbourne,
Australia
| USD 126 M | -USD 17.8 M | -12% | 10.6% | 98.1% | 4 | 0% | 1.9 |
|
| 4509 |
4509
Landaas & Company
Milwaukee,
Wisconsin
| USD 126 M | +USD 7.28 M | +6% | 17% | 60.3% | 57 | 17.54% | 2.2 |
|
| 4510 |
4510
UBP Investment Advisors
Geneva,
Switzerland
| USD 126 M | +USD 15.1 M | +14% | 12% | 11.2% | 63 | 26.98% | 1.4 |
|
| 4511 |
4511
PRW Wealth Management
Quincy,
Massachusetts
| USD 126 M | +USD 43.2 M | +52% | 30.2% | 42.3% | 85 | 31.76% | 0.6 |
|
| 4512 |
4512
Providence First Trust
Scottsdale,
Arizona
| USD 126 M | +USD 21.3 M | +20% | 12% | 64.1% | 70 | 18.57% | 1.7 |
|
| 4513 |
4513
VELT Partners Investimentos
Sao Paolo,
Brazil
| USD 126 M | -USD 58 k | -0% | 71.8% | 19.4% | 6 | 16.67% | 0.5 |
|
| 4514 |
MHR
4514
Matthew Hamilton Rosenberg
| USD 126 M | +USD 25 M | +25% | 15.9% | 52% | 562 | 44.48% | 0.1 |
|
| 4515 |
FWM
4515
Filbrandt Wealth Management
Middleton,
Wisconsin
| USD 126 M | +USD 34.7 M | +38% | 21.6% | – | 510 | 65.29% | 0.2 |
|
| 4516 |
4516
Adalta Capital Management
New York
| USD 126 M | +USD 15.4 M | +14% | 22.8% | 80.4% | 74 | 24.32% | 2.1 |
|
| 4517 |
4517
GS Investments
Minneapolis,
Minnesota
| USD 126 M | +USD 23.7 M | +23% | 27.8% | 94.1% | 116 | 3.45% | 2.3 |
|
| 4518 |
4518
Tamar Securities
Woodland Hills,
California
| USD 125 M | – | – | 25.1% | 84.8% | 43 | – | 0 |
|
| 4519 |
TF
4519
TRH Financial
North Liberty,
Iowa
| USD 125 M | – | – | 20% | – | 64 | – | 0.5 |
|
| 4520 |
4520
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| USD 125 M | +USD 34.1 M | +37% | 31% | 95.9% | 116 | 12.93% | 0.4 |
|
| 4521 |
HH
4521
HWG Holdings
Houston,
Texas
| USD 125 M | – | – | 29.3% | – | 115 | – | 0.9 |
|
| 4522 |
4522
Baugh & Associates
Atlanta,
Georgia
| USD 125 M | +USD 21.9 M | +21% | 19% | 98.8% | 40 | 12.5% | 2.3 |
|
| 4523 |
4523
Fure Financial Corporation
Bloomington,
Minnesota
| USD 125 M | +USD 32.5 M | +35% | 16.3% | 59.5% | 36 | 61.11% | 0.3 |
|
| 4524 |
4524
Clearshares
New York
| USD 125 M | +USD 54.2 M | +76% | 12.7% | – | 37 | 37.84% | 1 |
|
| 4525 |
4525
Broadview Financial Management
Wauwatosa,
Wisconsin
| USD 125 M | +USD 13.1 M | +12% | 17.6% | 52.4% | 45 | 11.11% | 2 |
|