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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Vigilare Wealth Management
Scottsdale,
Arizona
| USD 98.5 M | +USD 15 M | +18% | 21.4% | 59.5% | 154 | 46.1% | 0.3 |
|
| 4902 |
4902
Rovin Capital
Mesa,
Arizona
| USD 98.5 M | +USD 2.8 M | +3% | 18.3% | 63.8% | 45 | 31.11% | 0.4 |
|
| 4903 |
4903
Adams Chetwood Wealth Management
Durham,
North Carolina
| USD 98.4 M | +USD 12.9 M | +15% | 19.4% | – | 71 | 7.04% | 0.5 |
|
| 4904 |
4904
Spreng Capital Management
Bucyrus,
Ohio
| USD 98.3 M | +USD 11.3 M | +13% | 15.7% | 72.5% | 85 | 16.47% | 0.4 |
|
| 4905 |
4905
Swaine & Leidel Wealth Services
Sebring,
Florida
| USD 98.1 M | +USD 1.77 M | +2% | 18.1% | – | 61 | 31.15% | 0.7 |
|
| 4906 |
4906
Truvestments Capital
Sarasota,
Florida
| USD 98.1 M | +USD 19.4 M | +25% | 20.6% | 131% | 648 | 24.07% | 0.5 |
|
| 4907 |
4907
Providence Wealth Advisors
Frankfort,
Illinois
| USD 98 M | +USD 15.2 M | +18% | 16.4% | 121% | 90 | 8.89% | 1.7 |
|
| 4908 |
4908
Water Oak Advisors
Winter Park,
Florida
| USD 98 M | -USD 27 M | -22% | 19.1% | 12.9% | 17 | 29.41% | 4.6 |
|
| 4909 |
4909
Svenska Handelsbanken
Stockholm,
Sweden
| USD 97.9 M | +USD 22.6 M | +30% | 28.4% | – | 52 | 23.08% | 2.5 |
|
| 4910 |
4910
Millrace Asset Group
Berwyn,
Pennsylvania
| USD 97.8 M | +USD 31.6 M | +48% | 46% | 113% | 94 | 58.51% | 0.7 |
|
| 4911 |
4911
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| USD 97.8 M | -USD 40 M | -29% | 16.2% | 32% | 33 | 18.18% | 1.1 |
|
| 4912 |
4912
Adams Wealth Management
Logan,
Utah
| USD 97.8 M | +USD 18.2 M | +23% | 19.6% | 105% | 94 | 43.62% | 0.3 |
|
| 4913 |
4913
RiverGlades Family Offices
Naples,
Florida
| USD 97.8 M | +USD 3.82 M | +4% | 15.2% | – | 69 | 20.29% | 1.1 |
|
| 4914 |
IWAG
4914
Integer Wealth Advisors Group
Cartersville,
Georgia
| USD 97.7 M | +USD 9.7 M | +11% | 23.2% | – | 67 | 7.46% | 0.5 |
|
| 4915 |
4915
Bellevue Asset Management
Bellevue,
Washington
| USD 97.4 M | +USD 1.12 M | +1% | 19.8% | 56.7% | 650 | 12.77% | 0.4 |
|
| 4916 |
4916
Insight Wealth Partners
Plano,
Texas
| USD 97.4 M | +USD 20.7 M | +27% | 14.4% | 56.2% | 43 | 11.63% | 0.4 |
|
| 4917 |
4917
Quad-Cities Investment Group
Davenport,
Iowa
| USD 97.3 M | +USD 19.1 M | +24% | 19.6% | 67.3% | 165 | 16.97% | 1.9 |
|
| 4918 |
4918
Exane Asset Management
Paris,
France
| USD 97 M | +USD 45.8 M | +89% | 18.6% | 74.5% | 19 | 57.89% | 0.4 |
|
| 4919 |
4919
HCSF Management
San Francisco,
California
| USD 96.9 M | +USD 3.87 M | +4% | 36.2% | 58.8% | 14 | 28.57% | 2.4 |
|
| 4920 |
4920
Bay Rivers Group
Williamsburg,
Virginia
| USD 96.7 M | +USD 26.1 M | +37% | 22.7% | 166% | 66 | 30.3% | 0.4 |
|
| 4921 |
4921
Triton Wealth Management
Sun City,
Arizona
| USD 96.6 M | +USD 34.8 M | +56% | 29.4% | – | 91 | 42.86% | 0.2 |
|
| 4922 |
4922
Gunma Bank
Gunma,
Japan
| USD 96.6 M | -USD 28.4 M | -23% | 16.4% | 24.5% | 19 | 68.42% | 1.8 |
|
| 4923 |
4923
Copperleaf Capital
Raleigh,
North Carolina
| USD 96.4 M | +USD 13.2 M | +16% | 13.8% | 102% | 51 | 19.61% | 0.4 |
|
| 4924 |
4924
GoodHaven Capital Management
Millburn,
New Jersey
| USD 96.4 M | +USD 5.48 M | +6% | 27.6% | 80.7% | 28 | 21.43% | 3.8 |
|
| 4925 |
MAS
4925
Madden Advisory Services
Jacksonville,
Florida
| USD 96.4 M | -USD 47.8 M | -33% | 19.5% | 52.3% | 78 | 23.08% | 4 |
|