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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
Three Bridge Wealth Advisors
Los Altos,
California
| USD 252 M | -USD 1.43 M | -0.6% | 0.91% | 169% | 96 | 9.38% | 1.8 |
|
| 4652 |
4652
Long Path Partners
Stamford,
Connecticut
| USD 252 M | +USD 62.3 M | +33% | 11.5% | 9.18% | 10 | 10% | 1.6 |
|
| 4653 |
4653
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| USD 252 M | -USD 2.21 M | -0.9% | 1.85% | 71.1% | 94 | 13.83% | 3.9 |
|
| 4654 |
4654
KFG Wealth Management
Granger,
Indiana
| USD 252 M | +USD 8.8 M | +4% | 3.28% | 55.9% | 162 | 6.79% | 1 |
|
| 4655 |
4655
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| USD 252 M | +USD 17.4 M | +7% | 1.75% | 36.2% | 129 | 8.53% | 2.7 |
|
| 4656 |
4656
Strategic Advocates
Logan,
Utah
| USD 252 M | -USD 7.65 M | -3% | 2.92% | 103% | 140 | 25% | 0.5 |
|
| 4657 |
4657
Harvest Investment Services
Oakbrook Terrace,
Illinois
| USD 252 M | +USD 3.13 M | +1% | 4.02% | 282% | 214 | 35.98% | 1.5 |
|
| 4658 |
4658
Millstreet Capital Management
Boston,
Massachusetts
| USD 252 M | -USD 7.52 M | -3% | 8.88% | – | 4 | 25% | 0.5 |
|
| 4659 |
4659
Argent Advisors
Monroe,
Louisiana
| USD 252 M | -USD 1.1 M | -0.4% | 0.25% | 63.1% | 140 | 7.14% | 3.2 |
|
| 4660 |
SC
4660
Sawyer & Company
Boston,
Massachusetts
| USD 252 M | +USD 1.35 M | +0.5% | 2.88% | 111% | 187 | 12.3% | 4.2 |
|
| 4661 |
4661
Magnitude Capital
New York
| USD 251 M | +USD 41.1 M | +20% | 19.5% | – | 1 | 0% | 0.5 |
|
| 4662 |
OWMIAS
4662
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| USD 251 M | +USD 6.97 M | +3% | 5.7% | – | 150 | 14% | 0.4 |
|
| 4663 |
4663
Orion Investment Company
St. Louis,
Missouri
| USD 251 M | – | – | 2.97% | – | 64 | – | 0 |
|
| 4664 |
4664
Cadent Capital Advisors
Tulsa,
Oklahoma
| USD 251 M | -USD 420 k | -0.2% | 0.72% | 106% | 154 | 19.48% | 1.9 |
|
| 4665 |
4665
Truvestments Capital
Sarasota,
Florida
| USD 251 M | -USD 8.86 M | -3% | 2.92% | 131% | 730 | 70% | 2.8 |
|
| 4666 |
4666
Entrust Global Partners
New York
| USD 251 M | +USD 36.8 M | +17% | 5.04% | 82.3% | 8 | 25% | 1.8 |
|
| 4667 |
4667
Vert Asset Management
Sausalito,
California
| USD 251 M | +USD 13.1 M | +6% | 1.26% | 43.6% | 46 | 17.39% | 2.1 |
|
| 4668 |
4668
Divergent Planning
Bethesda,
Maryland
| USD 251 M | +USD 14.2 M | +6% | 0.57% | 43.3% | 29 | 6.9% | 2 |
|
| 4669 |
4669
Buska Wealth Management
Wausau,
Wisconsin
| USD 251 M | +USD 22.8 M | +10% | 2.56% | – | 58 | 15.52% | 0.2 |
|
| 4670 |
SAMT
4670
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| USD 251 M | +USD 10.2 M | +4% | 1.66% | 68.4% | 68 | 8.82% | 3.9 |
|
| 4671 |
4671
Lind Value II ApS
Aarhus C,
Denmark
| USD 251 M | +USD 106 M | +73% | 3.97% | – | 4 | 50% | 0.1 |
|
| 4672 |
4672
Denver PWM
Denver,
Colorado
| USD 251 M | -USD 8.07 M | -3% | 0.52% | 48.6% | 274 | 79.93% | 0.7 |
|
| 4673 |
DMKJ
4673
David M. Knott Jr
| USD 251 M | -USD 32.1 M | -11% | 1.58% | 169% | 112 | 16.96% | 1.6 |
|
| 4674 |
RGREA
4674
Ranger Global Real Estate Advisors
Denver,
Colorado
| USD 251 M | -USD 250 M | -50% | 0.6% | 18% | 33 | 72.73% | 1.5 |
|
| 4675 |
4675
Custos Family Office
Austin,
Texas
| USD 250 M | +USD 56.6 M | +29% | 2.25% | 57.4% | 57 | 22.81% | 1.2 |
|