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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Karani Asset Management
New York
| USD 202 M | -USD 3.91 M | -2% | 8.18% | – | 51 | 37.25% | 1.3 |
|
| 4952 |
AMC
4952
Asset Management Corp
Northbrook,
Illinois
| USD 202 M | +USD 2.56 M | +1% | 9.18% | 57.1% | 212 | 26.42% | 1.2 |
|
| 4953 |
4953
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 202 M | +USD 29.1 M | +17% | 9.91% | 98.6% | 166 | 18.07% | 3.1 |
|
| 4954 |
4954
Monterey Private Wealth
Monterey,
California
| USD 202 M | +USD 23.8 M | +13% | 8.56% | 29.8% | 110 | 14.55% | 1.4 |
|
| 4955 |
4955
Worth Venture Partners
Fort Lee,
New Jersey
| USD 202 M | -USD 20.4 M | -9% | 5.78% | 105% | 161 | 35.4% | 0.7 |
|
| 4956 |
4956
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| USD 202 M | +USD 9.9 M | +5% | 4.85% | 72.4% | 54 | 9.26% | 0.9 |
|
| 4957 |
4957
Innealta Capital
Austin,
Texas
| USD 202 M | +USD 23 M | +13% | 3.85% | 69.8% | 71 | 18.31% | 1.2 |
|
| 4958 |
4958
California First Leasing Corp
Newport Beach,
California
| USD 201 M | – | – | 14.4% | 377% | 39 | – | 0 |
|
| 4959 |
MA
4959
Menlo Advisors
Menlo Park,
California
| USD 201 M | +USD 12 M | +6% | 10.1% | 108% | 46 | 10.87% | 3.7 |
|
| 4960 |
4960
KFA Private Wealth Group
Tysons,
Virginia
| USD 201 M | +USD 18.4 M | +10% | 7.73% | 62.8% | 73 | 8.22% | 1.5 |
|
| 4961 |
4961
Oakwell Private Wealth Management
Austin,
Texas
| USD 201 M | +USD 16 M | +9% | 5.92% | 68.2% | 63 | 9.52% | 0.8 |
|
| 4962 |
4962
American Trust Investment Advisors
Lebanon,
New Hampshire
| USD 201 M | +USD 23.2 M | +13% | 11% | 91% | 97 | 17.53% | 2.5 |
|
| 4963 |
4963
GPM Growth Investors
Bloomfield Hills,
Michigan
| USD 201 M | +USD 11.2 M | +6% | 11.2% | – | 41 | 14.63% | 1.4 |
|
| 4964 |
GWM
4964
Gray Wealth Management
Bangor,
Maine
| USD 201 M | +USD 22 M | +12% | 8.52% | 22.1% | 133 | 13.53% | 1.3 |
|
| 4965 |
4965
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| USD 201 M | +USD 18.4 M | +10% | 5.21% | 47.5% | 31 | 0% | 2.6 |
|
| 4966 |
4966
G&S Capital
Denver,
Colorado
| USD 201 M | +USD 18.9 M | +10% | 10.2% | 85.6% | 124 | 33.06% | 1.4 |
|
| 4967 |
4967
Sandbar Asset Management
London,
United Kingdom
| USD 200 M | -USD 719 M | -78% | 12.2% | 128% | 74 | 48.65% | 0.7 |
|
| 4968 |
4968
StrongBox Wealth
Lee's Summit,
Missouri
| USD 200 M | +USD 21.9 M | +12% | 8.8% | 63.9% | 106 | 11.32% | 1.3 |
|
| 4969 |
4969
Brown, Lisle/Cummings
Providence,
Rhode Island
| USD 200 M | – | – | 8.69% | 82.3% | 452 | – | 0 |
|
| 4970 |
4970
Sound Financial Strategies Group
Madison,
Mississippi
| USD 200 M | +USD 801 k | +0.4% | 3.83% | 27.1% | 86 | 6.98% | 0.9 |
|
| 4971 |
AP
4971
Agilis Partners
Waltham,
Massachusetts
| USD 200 M | -USD 1.29 M | -0.6% | 5.12% | 8.47% | 28 | 10.71% | 2.4 |
|
| 4972 |
NEGWA
4972
New England Guild Wealth Advisors
Avon,
Connecticut
| USD 200 M | +USD 11 M | +6% | 4.69% | 6.04% | 72 | 8.33% | 2.6 |
|
| 4973 |
4973
William Marsh Rice University
Houston,
Texas
| USD 200 M | -USD 41.2 M | -17% | 3.01% | 1.81% | 10 | 60% | 0.8 |
|
| 4974 |
4974
Key Financial Inc
West Chester,
Pennsylvania
| USD 200 M | +USD 22.9 M | +13% | 9% | 64.1% | 1,024 | 10.06% | 0.9 |
|
| 4975 |
4975
DCVC Opportunity Fund II
Palo Alto,
California
| USD 200 M | – | – | 21% | – | 4 | – | 0 |
|