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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 |
4926
Greenbush Financial Group
Albany,
New York
| USD 340 M | +USD 38 M | +13% | 14.1% | – | 40 | 22.5% | 1.3 |
|
| 4927 |
ODFS
4927
O'Donnell Financial Services
San Rafael,
California
| USD 340 M | +USD 49.5 M | +17% | 15.4% | 61% | 78 | 23.08% | 1.6 |
|
| 4928 |
4928
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| USD 340 M | +USD 25 M | +8% | 11.9% | – | 112 | 44.64% | 0.8 |
|
| 4929 |
4929
River Street Advisors
Aurora,
Illinois
| USD 340 M | +USD 43.6 M | +15% | 15.2% | 93.5% | 188 | 14.36% | 2.1 |
|
| 4930 |
4930
Jeppson Wealth Management
Manhattan Beach,
California
| USD 339 M | +USD 20.4 M | +6% | 13.6% | 107% | 254 | 12.2% | 3.6 |
|
| 4931 |
4931
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| USD 339 M | +USD 293 k | +0.1% | 6.88% | 39.2% | 18 | 50% | 0.3 |
|
| 4932 |
4932
Haverford Financial Services
Radnor,
Pennsylvania
| USD 339 M | +USD 3.62 M | +1% | 6.35% | 57.9% | 49 | 6.12% | 6 |
|
| 4933 |
4933
New Insight Wealth Advisors
San Ramon,
California
| USD 339 M | +USD 60.3 M | +22% | 18.2% | – | 122 | 13.93% | 1.7 |
|
| 4934 |
4934
1492 Capital Management
Milwaukee,
Wisconsin
| USD 339 M | +USD 76.1 M | +29% | 67.4% | 332% | 143 | 16.08% | 1.3 |
|
| 4935 |
FC
4935
Fore Capital
New York
| USD 338 M | +USD 177 M | +109% | 0.49% | 25.4% | 75 | 62.67% | 0.2 |
|
| 4936 |
4936
Etesian Wealth Advisors
West Linn,
Oregon
| USD 338 M | +USD 24.9 M | +8% | 9.21% | 60.6% | 143 | 4.9% | 2.6 |
|
| 4937 |
4937
Castle Wealth Management
West Palm Beach,
Florida
| USD 338 M | +USD 29 M | +9% | 9.58% | 53.6% | 148 | 14.19% | 2.7 |
|
| 4938 |
4938
Elite Wealth Management
Kirkland,
Washington
| USD 337 M | +USD 29.4 M | +10% | 22.7% | 182% | 58 | 34.48% | 2.9 |
|
| 4939 |
4939
Shayne & Jacobs LLC
Nashville,
Tennessee
| USD 337 M | +USD 13.6 M | +4% | 8.98% | 79.4% | 101 | 6.93% | 4.2 |
|
| 4940 |
4940
Corundum Group
Colorado Springs,
Colorado
| USD 337 M | +USD 37.9 M | +13% | 15.8% | 89.5% | 118 | 13.56% | 5 |
|
| 4941 |
4941
Consilium Wealth Advisory
Richardson,
Texas
| USD 337 M | +USD 43.8 M | +15% | 23.8% | 126% | 110 | 15.45% | 2.6 |
|
| 4942 |
4942
Northern Right Capital Management
Darien,
Connecticut
| USD 337 M | +USD 55.9 M | +20% | 30.6% | 187% | 34 | 47.06% | 1.9 |
|
| 4943 |
4943
Ameliora Wealth Management
Zurich,
Switzerland
| USD 337 M | +USD 23.2 M | +7% | 10.2% | 73.9% | 244 | 11.07% | 2.2 |
|
| 4944 |
4944
Riverwater Partners
Milwaukee,
Wisconsin
| USD 337 M | +USD 36.8 M | +12% | 18.8% | 112% | 239 | 23.43% | 2 |
|
| 4945 |
4945
BFI Infinity
Zurich,
Switzerland
| USD 337 M | +USD 146 M | +76% | 14.2% | – | 73 | 26.03% | 0.8 |
|
| 4946 |
4946
Bank OZK
Little Rock,
Arkansas
| USD 337 M | +USD 53.2 M | +19% | 24.8% | 112% | 164 | 12.2% | 6.3 |
|
| 4947 |
4947
AlphaGrep UK
London,
| USD 336 M | -USD 9.17 M | -3% | 12.2% | – | 997 | 51.55% | 0.3 |
|
| 4948 |
4948
Amtrust Financial Services
New York
| USD 336 M | +USD 36.7 M | +12% | 12.5% | 61.9% | 15 | 0% | 4.1 |
|
| 4949 |
4949
Roth Financial Partners
Kingwood,
Texas
| USD 336 M | +USD 43.4 M | +15% | 11.7% | 61% | 33 | 6.06% | 3.9 |
|
| 4950 |
4950
Strategic Financial Concepts
San Antonio,
Texas
| USD 336 M | -USD 69.3 M | -17% | 13.5% | 56.8% | 326 | 35.28% | 0.8 |
|