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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
NAH
4801
Neumann Advisory (HK)
Central,
Hong Kong
| USD 356 M | +USD 38.4 M | +12% | 14.3% | 77.3% | 6 | 0% | 5.9 |
|
| 4802 |
4802
Eaton-Cambridge
Phoenix,
Arizona
| USD 356 M | +USD 36.2 M | +11% | 9.8% | – | 73 | 27.4% | 1.2 |
|
| 4803 |
4803
Genesis Private Wealth
Ashburn,
Virginia
| USD 356 M | +USD 38.1 M | +12% | 9.61% | – | 202 | 14.85% | 1 |
|
| 4804 |
4804
Core Wealth Management
Jupiter,
Florida
| USD 356 M | +USD 29.4 M | +9% | 8.29% | 44.5% | 43 | 9.3% | 2 |
|
| 4805 |
4805
Hi-Line Capital Management
Watertown,
South Dakota
| USD 355 M | +USD 37.3 M | +12% | 3.31% | 57.5% | 36 | 22.22% | 2 |
|
| 4806 |
4806
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| USD 355 M | +USD 124 M | +54% | 54.1% | – | 2 | 0% | 0.5 |
|
| 4807 |
4807
Rise Advisors
Rochester,
New York
| USD 355 M | +USD 71.6 M | +25% | 13.4% | 62.8% | 103 | 8.74% | 3.6 |
|
| 4808 |
4808
TFR Capital
Plano,
Texas
| USD 355 M | +USD 29.4 M | +9% | 19.3% | – | 172 | 9.3% | 1.2 |
|
| 4809 |
4809
One Wealth Capital Management
Scottsdale,
Arizona
| USD 355 M | +USD 126 M | +55% | 13.3% | – | 232 | 49.57% | 0.6 |
|
| 4810 |
4810
Watershed Private Wealth
Oak Brook,
Illinois
| USD 355 M | +USD 34.4 M | +11% | 14.2% | 80.3% | 125 | 15.2% | 2.2 |
|
| 4811 |
4811
FSB Premier Wealth Management
Waterloo,
Iowa
| USD 355 M | +USD 35.7 M | +11% | 11.1% | 53.9% | 267 | 9.74% | 3 |
|
| 4812 |
4812
Oxbow Capital Management (HK)
Hong Kong
| USD 355 M | -USD 16.2 M | -4% | 100% | 2,244% | 7 | 57.14% | 0.4 |
|
| 4813 |
4813
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| USD 355 M | +USD 57.2 M | +19% | 25.3% | – | 729 | 11.11% | 3.4 |
|
| 4814 |
4814
Firetrail Investments
Sydney, NSW,
Australia
| USD 355 M | +USD 61.6 M | +21% | 30.1% | 139% | 33 | 18.18% | 1.3 |
|
| 4815 |
4815
Santori & Peters Inc
Canonsburg,
Pennsylvania
| USD 355 M | +USD 33.4 M | +10% | 10.4% | 103% | 84 | 7.14% | 3.7 |
|
| 4816 |
A6
4816
Anchor @ 65
Singapore
| USD 355 M | -USD 7.2 M | -2% | 2.43% | – | 2 | 0% | 1.5 |
|
| 4817 |
4817
Advisor Resource Council
Dallas,
Texas
| USD 355 M | +USD 45.5 M | +15% | 16.8% | 74.7% | 291 | 21.31% | 0.6 |
|
| 4818 |
4818
Wheelhouse Advisory Group
St. Louis,
Missouri
| USD 354 M | +USD 52.6 M | +17% | 11.6% | 67.9% | 56 | 10.71% | 1.6 |
|
| 4819 |
4819
Timonier Family Office
Winston Salem,
North Carolina
| USD 354 M | – | – | 11% | – | 57 | – | 1.4 |
|
| 4820 |
4820
Essential Planning
Portsmouth,
New Hampshire
| USD 354 M | +USD 39.4 M | +13% | 8.16% | 40.9% | 90 | 8.89% | 2.5 |
|
| 4821 |
4821
TSA Wealth Management
Houston,
Texas
| USD 354 M | +USD 44.1 M | +14% | 13.9% | 62.4% | 128 | 25% | 1.3 |
|
| 4822 |
4822
Somerset Trust
Somerset,
Pennsylvania
| USD 354 M | +USD 27.5 M | +8% | 13.6% | 80.5% | 195 | 15.38% | 5.2 |
|
| 4823 |
4823
INCA Investments
Miami,
Florida
| USD 353 M | +USD 71.6 M | +25% | 9% | 128% | 11 | 18.18% | 5.4 |
|
| 4824 |
4824
Autumn Glory Partners
Dallas,
Texas
| USD 353 M | +USD 80.6 M | +30% | 10.5% | 76% | 229 | 18.34% | 2.2 |
|
| 4825 |
FNWM
4825
Financial Network Wealth Management
Draper,
Utah
| USD 353 M | +USD 36.9 M | +12% | 11.3% | – | 123 | 8.94% | 2.6 |
|