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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
LAM
4776
Lountzis Asset Management
Wyomissing,
Pennsylvania
| USD 306 M | +USD 22.3 M | +8% | 10.2% | 124% | 54 | 3.7% | 3.3 |
|
| 4777 |
4777
Verity Asset Management
Durham,
North Carolina
| USD 306 M | +USD 96.9 M | +46% | 7.62% | 87% | 252 | 32.54% | 2.6 |
|
| 4778 |
4778
Seneca Financial Advisors
Rochester,
New York
| USD 306 M | +USD 46.8 M | +18% | 5.71% | 50.9% | 64 | 6.25% | 3 |
|
| 4779 |
4779
Starr Indemnity & Liability Company
New York
| USD 306 M | +USD 33.1 M | +12% | 12.4% | – | 4 | 0% | 0.4 |
|
| 4780 |
LJHT
4780
Laurie J. Hall Trustee
| USD 306 M | +USD 3.64 M | +1% | 5.9% | 105% | 117 | 7.69% | 8.6 |
|
| 4781 |
4781
Briaud Financial Planning
College Station,
Texas
| USD 306 M | +USD 52.5 M | +21% | 11.5% | 113% | 366 | 90.44% | 1.7 |
|
| 4782 |
4782
Transatlantique Private Wealth
New York
| USD 306 M | +USD 33.7 M | +12% | 8.82% | 88.6% | 234 | 17.95% | 2.1 |
|
| 4783 |
4783
Index Venture Growth Associates IV
St. Helier,
Jersey
| USD 306 M | +USD 122 M | +67% | 27.3% | – | 2 | 50% | 0.4 |
|
| 4784 |
4784
Silchester International Investors
London,
United Kingdom
| USD 306 M | -USD 160 M | -34% | 0.82% | 53.9% | 3 | 0% | 1.7 |
|
| 4785 |
4785
Bell & Brown Wealth Advisors
Newport Beach,
California
| USD 305 M | +USD 25.8 M | +9% | 11% | 125% | 74 | 8.11% | 5.5 |
|
| 4786 |
4786
Timonier Family Office
Winston Salem,
North Carolina
| USD 305 M | +USD 37.8 M | +14% | 6.4% | – | 58 | 6.9% | 0.7 |
|
| 4787 |
4787
First American Financial Corporation
Santa Ana,
California
| USD 305 M | +USD 11.5 M | +4% | 31.8% | – | 3 | 0% | 1.8 |
|
| 4788 |
4788
Paragon Private Wealth Management
Lexington,
Kentucky
| USD 305 M | +USD 54 M | +22% | 8.78% | 104% | 219 | 15.53% | 1.8 |
|
| 4789 |
4789
Oxford Asset Management
Oxford,
United Kingdom
| USD 305 M | -USD 100 k | -0% | 10.8% | – | 798 | 82.46% | 0.1 |
|
| 4790 |
4790
Yukon Wealth Management
Overland Park,
Kansas
| USD 305 M | +USD 25.5 M | +9% | 9.68% | – | 134 | 17.16% | 0.4 |
|
| 4791 |
4791
Boone Capital Management
Atlanta,
Georgia
| USD 305 M | +USD 71.8 M | +31% | 59.3% | 278% | 19 | 57.89% | 0.4 |
|
| 4792 |
4792
Sava Pension Fund (Sava Penzisko Drushtvo)
Skopje,
| USD 305 M | – | – | 9.72% | – | 24 | – | 0 |
|
| 4793 |
BE
4793
Bonness Enterprises
Washington,
District of Columbia
| USD 305 M | -USD 548 k | -0.2% | 1.91% | 98.6% | 38 | 0% | 11.5 |
|
| 4794 |
4794
Highland Peak Capital
Old Greenwich,
Connecticut
| USD 305 M | +USD 37.2 M | +14% | 17% | 260% | 20 | 60% | 0.3 |
|
| 4795 |
4795
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| USD 305 M | -USD 1.9 M | -0.6% | 5.28% | 62.6% | 150 | 10.67% | 2.4 |
|
| 4796 |
4796
Consilio Wealth Advisors
Bellevue,
Washington
| USD 304 M | +USD 24 M | +9% | 6.8% | 66.4% | 99 | 16.16% | 1.6 |
|
| 4797 |
4797
NYL Investors
New York
| USD 304 M | -USD 58.4 M | -16% | 2.86% | 10.8% | 37 | 2.7% | 5 |
|
| 4798 |
4798
Tilson Financial Group
New Providence,
New Jersey
| USD 304 M | +USD 39.2 M | +15% | 5.08% | 39.3% | 79 | 7.59% | 1.5 |
|
| 4799 |
OFCM
4799
One Fin Capital Management
San Francisco,
California
| USD 304 M | +USD 8.23 M | +3% | 16.7% | 92% | 31 | 77.42% | 0.3 |
|
| 4800 |
4800
FSB Premier Wealth Management
Waterloo,
Iowa
| USD 304 M | +USD 23.8 M | +9% | 5.52% | 53.9% | 234 | 11.11% | 2.7 |
|