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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 |
PA
4501
Paragon Advisors
College Station,
Texas
| USD 213 M | +USD 29.9 M | +16% | 12.9% | 109% | 88 | 34.09% | 0.9 |
|
| 4502 |
4502
Gradient Capital Advisors
San Diego,
California
| USD 213 M | +USD 24.4 M | +13% | 5.52% | 78.5% | 119 | 11.76% | 2.3 |
|
| 4503 |
4503
Aquamarine Capital Management
New York
| USD 213 M | +USD 21.7 M | +11% | 7.07% | 23% | 14 | 21.43% | 4 |
|
| 4504 |
4504
Daily Journal Corp
Los Angeles,
California
| USD 213 M | +USD 16 M | +8% | 8.44% | 108% | 5 | 0% | 6.1 |
|
| 4505 |
4505
MBM Wealth Consultants
Chesterfield,
Missouri
| USD 213 M | +USD 16.2 M | +8% | 4.83% | 57.1% | 279 | 10.75% | 1.7 |
|
| 4506 |
4506
Pettee Investors
Rowayton,
Connecticut
| USD 213 M | +USD 5.69 M | +3% | 5.42% | 96.1% | 128 | 5.47% | 4.1 |
|
| 4507 |
ECM
4507
EII Capital Management
New York
| USD 213 M | +USD 21 M | +11% | 10.3% | 46.9% | 196 | 11.73% | 3.1 |
|
| 4508 |
4508
Okabena Investment Services
Minneapolis,
Minnesota
| USD 213 M | +USD 26.9 M | +14% | 7.66% | 72.4% | 102 | 42.16% | 0.7 |
|
| 4509 |
GCM
4509
Gabalex Capital Management
New York
| USD 213 M | +USD 14.4 M | +7% | 6.67% | 24.9% | 24 | 16.67% | 3.8 |
|
| 4510 |
4510
KCS Wealth Advisory
Los Angeles,
California
| USD 212 M | +USD 18.8 M | +10% | 7% | 45.3% | 157 | 9.55% | 2.4 |
|
| 4511 |
4511
Providence First Trust
Scottsdale,
Arizona
| USD 212 M | +USD 9.05 M | +4% | 4.38% | 64.1% | 84 | 7.14% | 1.7 |
|
| 4512 |
4512
Centerpoint Advisors
Needham,
Massachusetts
| USD 212 M | +USD 42.2 M | +25% | 7.75% | 74.2% | 317 | 16.09% | 2.1 |
|
| 4513 |
HF
4513
Halpern Financial
Ashburn,
Virginia
| USD 212 M | +USD 5.74 M | +3% | 7.9% | 26.3% | 263 | 12.17% | 0.9 |
|
| 4514 |
4514
Snider Financial Group
Bellevue,
Washington
| USD 212 M | – | – | 5.47% | 87% | 63 | – | 0 |
|
| 4515 |
4515
Lead Edge Capital Management
New York
| USD 212 M | +USD 123 M | +137% | 45.4% | 20.2% | 4 | 50% | 0.3 |
|
| 4516 |
4516
Stolper & Co
Tulsa,
Oklahoma
| USD 212 M | +USD 17.9 M | +9% | 6.99% | 77.1% | 90 | 6.67% | 1.1 |
|
| 4517 |
SEP
4517
Southland Equity Partners
Wildwood,
Missouri
| USD 212 M | +USD 35.8 M | +20% | 5.87% | 66.1% | 170 | 21.76% | 0.4 |
|
| 4518 |
4518
Droms Strauss Advisors
St. Louis,
Missouri
| USD 212 M | +USD 8.34 M | +4% | 7.76% | 68.7% | 57 | 29.82% | 1.3 |
|
| 4519 |
4519
Humankind Investments
New York
| USD 212 M | +USD 38.8 M | +22% | 6.22% | 62.5% | 93 | 27.96% | 0.2 |
|
| 4520 |
4520
Waterfront Wealth
Overland Park,
Kansas
| USD 211 M | +USD 12.7 M | +6% | 7.74% | 71.8% | 186 | 10.75% | 0.4 |
|
| 4521 |
4521
Aprio Wealth Management
Atlanta,
Georgia
| USD 211 M | – | – | 5.07% | 60.6% | 71 | – | 0.8 |
|
| 4522 |
4522
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| USD 211 M | +USD 31.9 M | +18% | 7.21% | 30.7% | 49 | 16.33% | 0.8 |
|
| 4523 |
4523
Riverstone Advisors
New Braunfels,
Texas
| USD 211 M | +USD 19.9 M | +10% | 10.3% | 104% | 42 | 7.14% | 1.8 |
|
| 4524 |
4524
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| USD 211 M | -USD 184 M | -47% | 6.31% | 65.7% | 120 | 79.17% | 1.6 |
|
| 4525 |
4525
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| USD 211 M | -USD 50.2 M | -19% | 4.98% | – | 77 | 57.14% | 0.3 |
|