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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 |
SAMT
4626
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| USD 272 M | +USD 20.7 M | +8% | 7.8% | 68.4% | 70 | 8.57% | 3.9 |
|
| 4627 |
4627
BNC Wealth Management
Beaverton,
Oregon
| USD 271 M | +USD 2.17 M | +0.8% | 6.45% | 204% | 114 | 31.58% | 2.4 |
|
| 4628 |
4628
Sterling Financial Planning
Sparta,
New Jersey
| USD 271 M | +USD 24.8 M | +10% | 7.32% | 59.3% | 109 | 3.67% | 2.9 |
|
| 4629 |
4629
University of Illinois Foundation
Champaign,
Illinois
| USD 271 M | -USD 14.8 M | -5% | 8.63% | – | 4 | 25% | 0.7 |
|
| 4630 |
4630
Three Bridge Wealth Advisors
Los Altos,
California
| USD 271 M | +USD 18.7 M | +7% | 5.5% | 169% | 93 | 8.6% | 2 |
|
| 4631 |
4631
Alaethes Wealth
Glenbrook,
Nevada
| USD 271 M | +USD 29.2 M | +12% | 4.4% | 96.4% | 118 | 13.56% | 2.2 |
|
| 4632 |
4632
Union Heritage Capital
Bloomfield Hills,
Michigan
| USD 271 M | +USD 16.7 M | +7% | 6.59% | 82.1% | 59 | 0% | 3 |
|
| 4633 |
KA
4633
Kooman & Associates
Altoona,
Pennsylvania
| USD 271 M | +USD 22.1 M | +9% | 5.9% | 66% | 48 | 12.5% | 1.3 |
|
| 4634 |
4634
Viola Ventures VC Management 4
Herzliya,
Israel
| USD 271 M | +USD 8.6 M | +3% | 2.36% | 79.1% | 5 | 0% | 1.6 |
|
| 4635 |
4635
360 Financial
Wayzata,
Minnesota
| USD 271 M | +USD 6.11 M | +2% | 6.71% | 82.5% | 96 | 14.58% | 2.5 |
|
| 4636 |
4636
Cypress Financial Planning
Haddon Heights,
New Jersey
| USD 270 M | +USD 28.8 M | +12% | 6.71% | 41.2% | 80 | 13.75% | 1.2 |
|
| 4637 |
SC
4637
Sawyer & Company
Boston,
Massachusetts
| USD 270 M | +USD 18.6 M | +7% | 7.55% | 111% | 199 | 11.06% | 4 |
|
| 4638 |
4638
Rovin Capital
Mesa,
Arizona
| USD 270 M | +USD 30 M | +12% | 5.77% | 63.8% | 184 | 22.83% | 1.6 |
|
| 4639 |
4639
Global Trust Asset Management
West Palm Beach,
Florida
| USD 270 M | +USD 21.7 M | +9% | 6.85% | 178% | 512 | 12.7% | 3.8 |
|
| 4640 |
4640
CEDRUS
Littleton,
Colorado
| USD 270 M | +USD 70 M | +35% | 5.94% | 19.8% | 192 | 25% | 1.5 |
|
| 4641 |
4641
Graybill Wealth Management
Elmhurst,
Illinois
| USD 270 M | +USD 23.4 M | +10% | 8.36% | – | 60 | 5% | 5.4 |
|
| 4642 |
4642
Congress Park Capital
Saratoga Springs,
New York
| USD 270 M | +USD 20.8 M | +8% | 5.33% | 99.9% | 123 | 14.63% | 3.9 |
|
| 4643 |
MFG
4643
Monumental Financial Group
Rockville,
Maryland
| USD 270 M | +USD 40.2 M | +18% | 4.65% | 18.2% | 43 | 6.98% | 1.8 |
|
| 4644 |
4644
Townsend Asset Management
Raleigh,
North Carolina
| USD 269 M | +USD 11.4 M | +4% | 5.75% | 88.5% | 203 | 7.39% | 3.4 |
|
| 4645 |
4645
Patient Square Capital
Menlo Park,
California
| USD 269 M | +USD 54 M | +25% | 0.67% | 329% | 11 | 81.82% | 0.2 |
|
| 4646 |
4646
Performa Ltd (US)
Charleston,
South Carolina
| USD 269 M | +USD 26 M | +11% | 6.54% | 55.8% | 60 | 18.33% | 2.5 |
|
| 4647 |
4647
Argent Advisors
Monroe,
Louisiana
| USD 269 M | +USD 17.4 M | +7% | 7.91% | 63.1% | 140 | 5.71% | 3.3 |
|
| 4648 |
4648
Delta Financial Group
Basking Ridge,
New Jersey
| USD 269 M | +USD 30.6 M | +13% | 8.12% | – | 140 | 13.57% | 1.1 |
|
| 4649 |
4649
Stoneridge Investment Partners
Radnor,
Pennsylvania
| USD 269 M | +USD 4.5 M | +2% | 1.21% | 44.2% | 149 | 34.23% | 1.5 |
|
| 4650 |
4650
Robinswood Financial
Kirkland,
Washington
| USD 269 M | +USD 21.8 M | +9% | 5.67% | 43.2% | 394 | 16.5% | 0.9 |
|