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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
1CM
4926
1492 Capital Management
Milwaukee,
Wisconsin
| USD 339 M | +USD 76.1 M | +29% | 67.4% | 332% | 143 | 16.08% | 1.3 |
|
| 4927 |
ECAM
4927
East Coast Asset Management
Essex,
Massachusetts
| USD 339 M | +USD 35.2 M | +12% | 14.9% | 147% | 72 | 12.5% | 8.6 |
|
| 4928 |
FC
4928
Fore Capital
New York
| USD 338 M | +USD 177 M | +109% | 0.49% | 25.4% | 75 | 62.67% | 0.2 |
|
| 4929 |
EWA
4929
Etesian Wealth Advisors
West Linn,
Oregon
| USD 338 M | +USD 24.9 M | +8% | 9.21% | 54.8% | 143 | 4.9% | 2.6 |
|
| 4930 |
CWM
4930
Castle Wealth Management
West Palm Beach,
Florida
| USD 338 M | +USD 29 M | +9% | 9.58% | 53.6% | 148 | 14.19% | 2.7 |
|
| 4931 |
EWM
4931
Elite Wealth Management
Kirkland,
Washington
| USD 337 M | +USD 29.4 M | +10% | 22.7% | 142% | 58 | 34.48% | 2.9 |
|
| 4932 |
SJL
4932
Shayne & Jacobs LLC
Nashville,
Tennessee
| USD 337 M | +USD 13.6 M | +4% | 8.98% | 73.4% | 101 | 6.93% | 4.2 |
|
| 4933 |
CG
4933
Corundum Group
Colorado Springs,
Colorado
| USD 337 M | +USD 37.9 M | +13% | 15.8% | 80.5% | 118 | 13.56% | 5 |
|
| 4934 |
CWA
4934
Consilium Wealth Advisory
Richardson,
Texas
| USD 337 M | +USD 43.8 M | +15% | 23.8% | 126% | 110 | 15.45% | 2.6 |
|
| 4935 |
NRCM
4935
Northern Right Capital Management
Darien,
Connecticut
| USD 337 M | +USD 55.9 M | +20% | 30.6% | 187% | 34 | 47.06% | 1.9 |
|
| 4936 |
AWM
4936
Ameliora Wealth Management
Zurich,
Switzerland
| USD 337 M | +USD 23.2 M | +7% | 10.2% | 70.1% | 244 | 11.07% | 2.2 |
|
| 4937 |
RP
4937
Riverwater Partners
Milwaukee,
Wisconsin
| USD 337 M | +USD 36.8 M | +12% | 18.8% | 110% | 239 | 23.43% | 2 |
|
| 4938 |
BI
4938
BFI Infinity
Zurich,
Switzerland
| USD 337 M | +USD 146 M | +76% | 14.2% | – | 73 | 26.03% | 0.8 |
|
| 4939 |
BO
4939
Bank OZK
Little Rock,
Arkansas
| USD 337 M | +USD 53.2 M | +19% | 24.8% | 112% | 164 | 12.2% | 6.3 |
|
| 4940 |
AU
4940
AlphaGrep UK
London,
| USD 336 M | -USD 9.17 M | -3% | 12.2% | – | 997 | 51.55% | 0.3 |
|
| 4941 |
AFS
4941
Amtrust Financial Services
New York
| USD 336 M | +USD 36.7 M | +12% | 12.5% | 53.8% | 15 | 0% | 4.1 |
|
| 4942 |
RFP
4942
Roth Financial Partners
Kingwood,
Texas
| USD 336 M | +USD 43.4 M | +15% | 11.7% | 61% | 33 | 6.06% | 3.9 |
|
| 4943 |
SFC
4943
Strategic Financial Concepts
San Antonio,
Texas
| USD 336 M | -USD 69.3 M | -17% | 13.5% | 56.8% | 326 | 35.28% | 0.8 |
|
| 4944 |
FPCG
4944
Forum Private Client Group
Fishers,
Indiana
| USD 336 M | +USD 35.9 M | +12% | 8.82% | 47.9% | 88 | 11.36% | 2 |
|
| 4945 |
SCI
4945
Silver Coast Investments
San Diego,
United States
| USD 336 M | +USD 22.5 M | +7% | 8.65% | – | 127 | 11.02% | 1.6 |
|
| 4946 |
GSCM
4946
Greenfield Seitz Capital Management
Dallas,
Texas
| USD 336 M | +USD 4.22 M | +1% | 7.19% | – | 116 | 12.07% | 2 |
|
| 4947 |
RLIM
4947
Red Lighthouse Investment Management
New York
| USD 336 M | +USD 39.5 M | +13% | 12.5% | 63.4% | 85 | 5.88% | 2.1 |
|
| 4948 |
ATC
4948
Adirondack Trust Company
Saratoga Springs,
New York
| USD 336 M | +USD 38 M | +13% | 16.7% | 96.8% | 576 | 8.68% | 6.2 |
|
| 4949 |
OWM
4949
OneAscent Wealth Management
Birmingham,
Alabama
| USD 336 M | +USD 33.1 M | +11% | 11.6% | 50.6% | 186 | 24.73% | 1.7 |
|
| 4950 |
JWM
4950
Jessup Wealth Management
Dayton,
Ohio
| USD 335 M | +USD 61.3 M | +22% | 35.5% | 164% | 86 | 15.12% | 1.8 |
|