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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
SCI
4876
Silver Coast Investments
San Diego,
United States
| USD 275 M | +USD 11.7 M | +4% | 4.99% | – | 111 | 13.51% | 1.1 |
|
| 4877 |
4877
LifeWealth Investments
Winter Garden,
Florida
| USD 275 M | +USD 67.2 M | +32% | 7.9% | – | 163 | 29.45% | 0.3 |
|
| 4878 |
IWN
4878
Independent Wealth Network
Urbandale,
Iowa
| USD 275 M | +USD 24.1 M | +10% | 8.16% | 78.2% | 263 | 8.75% | 2.3 |
|
| 4879 |
4879
Watershed Private Wealth
Oak Brook,
Illinois
| USD 275 M | +USD 24.6 M | +10% | 10.9% | 71.4% | 116 | 13.79% | 1.8 |
|
| 4880 |
4880
Vert Asset Management
Sausalito,
California
| USD 275 M | -USD 16.3 M | -6% | 0.68% | 43.1% | 45 | 0% | 2.8 |
|
| 4881 |
4881
Sykon Capital
Harrison,
New York
| USD 274 M | +USD 10.9 M | +4% | 8.93% | 63.7% | 97 | 48.45% | 0.8 |
|
| 4882 |
4882
Nine Masts Capital
Central,
Hong Kong
| USD 274 M | +USD 123 M | +82% | 16% | 88.1% | 129 | 69.77% | 0.3 |
|
| 4883 |
4883
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| USD 274 M | -USD 51.8 M | -16% | 5.5% | 34.2% | 43 | 4.65% | 6 |
|
| 4884 |
CIA
4884
Cape Investment Advisory
Mcdonough,
Georgia
| USD 274 M | +USD 22.9 M | +9% | 8.58% | 72.5% | 1,272 | 18.79% | 1.5 |
|
| 4885 |
4885
Selective Wealth Management
Forest,
Virginia
| USD 274 M | +USD 44 M | +19% | 8.74% | 74.4% | 106 | 4.72% | 3.3 |
|
| 4886 |
AW
4886
Atlas Wealth
Cincinnati,
Ohio
| USD 274 M | +USD 17.4 M | +7% | 4.63% | 43.5% | 112 | 16.96% | 1.5 |
|
| 4887 |
4887
Financial Insights
Tacoma,
Washington
| USD 274 M | +USD 22.5 M | +9% | 9.63% | 82.1% | 134 | 22.39% | 3.1 |
|
| 4888 |
4888
TSA Wealth Management
Houston,
Texas
| USD 274 M | +USD 22.2 M | +9% | 8.03% | 62.4% | 85 | 15.29% | 1 |
|
| 4889 |
4889
Hassell Wealth Management
Houma,
Louisiana
| USD 274 M | +USD 39.3 M | +17% | 7.16% | 49.7% | 26 | 3.85% | 2 |
|
| 4890 |
4890
Royal Harbor Partners
Houston,
Texas
| USD 274 M | +USD 15.4 M | +6% | 7.47% | 54.6% | 53 | 20.75% | 1.9 |
|
| 4891 |
4891
Gladius Capital Management
Chicago,
Illinois
| USD 273 M | -USD 103 M | -27% | 12.7% | 78% | 74 | 8.11% | 2.2 |
|
| 4892 |
4892
Starr Indemnity & Liability Company
New York
| USD 273 M | +USD 66.7 M | +32% | 6.48% | – | 8 | 87.5% | 0.1 |
|
| 4893 |
4893
Beta Wealth Group
San Diego,
California
| USD 273 M | -USD 5.38 M | -2% | 6.42% | 45.4% | 118 | 22.03% | 2.2 |
|
| 4894 |
4894
Enzi Wealth
Austin,
Texas
| USD 273 M | +USD 25.9 M | +10% | 7.57% | 77% | 70 | 8.57% | 2 |
|
| 4895 |
4895
Encompass Wealth Advisors
Portland,
Oregon
| USD 273 M | +USD 27.1 M | +11% | 10.4% | 68.7% | 105 | 5.71% | 3.5 |
|
| 4896 |
4896
Canopy Partners
Cincinnati,
Ohio
| USD 273 M | +USD 16 M | +6% | 11.1% | 108% | 236 | 11.86% | 1.2 |
|
| 4897 |
4897
Olympus Peak Asset Management
Greenwich,
Connecticut
| USD 273 M | +USD 37 M | +16% | 29.9% | – | 1 | 0% | 0.8 |
|
| 4898 |
4898
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| USD 272 M | +USD 25.4 M | +10% | 8.7% | 70.3% | 141 | 11.35% | 4.6 |
|
| 4899 |
4899
Private Wealth Advisors (California)
Fresno,
California
| USD 272 M | -USD 4.07 M | -1% | 7.39% | 63.6% | 91 | 13.19% | 3.5 |
|
| 4900 |
4900
Cederberg Capital
London,
United Kingdom
| USD 272 M | +USD 13.5 M | +5% | 11.8% | 273% | 8 | 0% | 1.9 |
|