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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
WA
4626
Wealth Advisors
Rancho Santa Fe,
California
| USD 188 M | -USD 8.15 M | -4% | 1.65% | 40% | 71 | 23.94% | 1.9 |
|
| 4627 |
4627
Northwest Capital Management
Lake Oswego,
Oregon
| USD 188 M | +USD 15.6 M | +9% | 5.35% | 57% | 101 | 17.82% | 2.5 |
|
| 4628 |
4628
KEB Asset Management
Springfield,
Illinois
| USD 188 M | +USD 31.3 M | +20% | 12.1% | 68.9% | 63 | 23.81% | 0.7 |
|
| 4629 |
MWM
4629
MTC Wealth Management
Tampa,
Florida
| USD 188 M | +USD 11.3 M | +6% | 6.76% | 30.5% | 12 | 0% | 1.6 |
|
| 4630 |
4630
Rather & Kittrell
Knoxville,
Tennessee
| USD 188 M | +USD 92.9 M | +98% | 8.21% | 41.1% | 63 | 14.29% | 0.8 |
|
| 4631 |
4631
Invus Financial Advisors
New York
| USD 188 M | +USD 5.75 M | +3% | 19.7% | 29.5% | 9 | 11.11% | 1.8 |
|
| 4632 |
PA
4632
PSI Advisors
Tampa,
Florida
| USD 188 M | -USD 2.42 M | -1% | 7.08% | 58.2% | 880 | 16.36% | 1.2 |
|
| 4633 |
4633
Atlas Private Wealth Advisors
Matawan,
New Jersey
| USD 188 M | +USD 21.2 M | +13% | 8.01% | 57.8% | 137 | 16.79% | 1.7 |
|
| 4634 |
4634
NewView Capital Partners I
Burlingame,
California
| USD 188 M | -USD 53 M | -22% | 15.4% | 20.8% | 4 | 0% | 0.8 |
|
| 4635 |
4635
Forefront Analytics
West Conshohocken,
Pennsylvania
| USD 188 M | -USD 119 k | -0.1% | 6.93% | 50.9% | 81 | 25.93% | 2.7 |
|
| 4636 |
OPL
4636
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
| USD 188 M | – | – | 3.11% | 77.6% | 15 | – | 0.3 |
|
| 4637 |
4637
Lapides Asset Management
Greenwich,
Connecticut
| USD 188 M | +USD 12.1 M | +7% | 9.34% | 63% | 58 | 20.69% | 3.3 |
|
| 4638 |
4638
Jacobsen Capital Management
Salt Lake City,
Utah
| USD 188 M | +USD 12.9 M | +7% | 7.39% | 97.3% | 55 | 14.55% | 2.5 |
|
| 4639 |
4639
Unique Wealth
Clearwater,
Florida
| USD 187 M | – | – | 6.91% | 68.5% | 61 | – | 0 |
|
| 4640 |
4640
Hilltop Partners
Mishawaka,
Indiana
| USD 187 M | – | – | 8.51% | 64.9% | 56 | – | 0 |
|
| 4641 |
4641
Blue Zone Wealth Advisors
Los Angeles,
California
| USD 187 M | -USD 5.78 M | -3% | 4.72% | 91.1% | 88 | 9.09% | 1.9 |
|
| 4642 |
4642
Operose Advisors
Milwaukee,
Wisconsin
| USD 187 M | +USD 35 M | +23% | 10.4% | 68.8% | 392 | 20.92% | 0.8 |
|
| 4643 |
4643
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| USD 187 M | +USD 56.7 M | +43% | 7.6% | 41.2% | 82 | 30.49% | 0.7 |
|
| 4644 |
SCM
4644
Snowhook Capital Management
New York
| USD 187 M | -USD 59.9 M | -24% | 2.08% | – | 18 | 50% | 0.6 |
|
| 4645 |
4645
Autumn Glory Partners
Dallas,
Texas
| USD 187 M | +USD 38.7 M | +26% | 12.7% | 76% | 171 | 17.54% | 0.7 |
|
| 4646 |
4646
Rede Wealth
Charlottesville,
Virginia
| USD 187 M | +USD 18.8 M | +11% | 11% | 84.4% | 98 | 19.39% | 1.5 |
|
| 4647 |
4647
Symetra Investment Management
Farmington,
Connecticut
| USD 187 M | +USD 42.5 M | +29% | 6.53% | 37.3% | 3 | 0% | 1.3 |
|
| 4648 |
4648
Ameliora Wealth Management
Zurich,
Switzerland
| USD 187 M | +USD 2.35 M | +1% | 6.25% | 73.9% | 246 | 15.45% | 0.3 |
|
| 4649 |
4649
Oak Family Advisors
Chicago,
Illinois
| USD 187 M | -USD 185 k | -0.1% | 10.3% | 81.9% | 129 | 19.38% | 1.3 |
|
| 4650 |
4650
Triumph Capital Management
Denver,
Colorado
| USD 187 M | +USD 3.12 M | +2% | 2.94% | 55.5% | 250 | 41.6% | 0.7 |
|