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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Goepper Burkhardt
Greenville,
South Carolina
| USD 333 M | +USD 33.8 M | +11% | 11.1% | 50.4% | 104 | 11.54% | 3.3 |
|
| 4977 |
4977
Vista Investment Management
Pittsburgh,
Pennsylvania
| USD 333 M | +USD 32.1 M | +11% | 12.8% | 54.4% | 180 | 3.33% | 5.6 |
|
| 4978 |
4978
Ducere Wealth Management
Newport Beach,
California
| USD 333 M | +USD 81.1 M | +32% | 23.3% | – | 153 | 29.41% | 0.4 |
|
| 4979 |
JPLA
4979
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| USD 333 M | +USD 52.8 M | +19% | 17.4% | 84% | 189 | 11.11% | 3.6 |
|
| 4980 |
4980
Steadview Capital Management
London,
United Kingdom
| USD 333 M | +USD 106 M | +47% | 71.1% | 839% | 17 | 47.06% | 1.1 |
|
| 4981 |
4981
Tandem Financial
Greenwood Village,
Colorado
| USD 332 M | +USD 18.1 M | +6% | 9.44% | – | 106 | 8.49% | 0.7 |
|
| 4982 |
4982
Canopy Partners
Cincinnati,
Ohio
| USD 332 M | +USD 41 M | +14% | 19.2% | 108% | 274 | 17.15% | 1.8 |
|
| 4983 |
4983
Master's Wealth Management
Lancaster,
Pennsylvania
| USD 332 M | +USD 37.1 M | +13% | 9.29% | – | 95 | 17.89% | 0.8 |
|
| 4984 |
4984
Gallatin Point Capital
Greenwich,
Connecticut
| USD 332 M | +USD 94.2 M | +40% | 24.8% | – | 3 | 33.33% | 1 |
|
| 4985 |
4985
American Assets Inc
San Diego,
California
| USD 332 M | +USD 33.8 M | +11% | 20.5% | 49.9% | 30 | 60% | 6.1 |
|
| 4986 |
4986
Hidden Lake Asset Management
New York
| USD 332 M | +USD 1.33 M | +0.4% | 121% | 849% | 48 | 91.67% | 0.1 |
|
| 4987 |
4987
Iams Wealth Management
Omaha,
Nebraska
| USD 332 M | +USD 45.3 M | +16% | 10.9% | 57.7% | 205 | 16.59% | 1.6 |
|
| 4988 |
4988
Prodigy Asset Management
Omaha,
Nebraska
| USD 332 M | +USD 32.5 M | +11% | 8.53% | – | 32 | 21.88% | 1.1 |
|
| 4989 |
4989
BCS Private Wealth Management
Rumson,
New Jersey
| USD 332 M | +USD 2.96 M | +0.9% | 12.7% | – | 217 | 28.11% | 0.7 |
|
| 4990 |
4990
Precision Wealth Strategies
Saint Louis,
Missouri
| USD 332 M | +USD 30.4 M | +10% | 32.8% | 106% | 194 | 31.96% | 1.1 |
|
| 4991 |
4991
Legacy Capital Group California
Los Gatos,
California
| USD 332 M | +USD 69 M | +26% | 19.9% | 129% | 333 | 27.03% | 1.6 |
|
| 4992 |
4992
Mayfair Advisory Group
Birmingham,
Alabama
| USD 332 M | +USD 45.3 M | +16% | 11.4% | 71.5% | 194 | 14.43% | 3 |
|
| 4993 |
4993
FDx Advisors
Chicago,
Illinois
| USD 332 M | +USD 18.4 M | +6% | 12.9% | 66.2% | 196 | 15.31% | 3.6 |
|
| 4994 |
4994
Left Brain Wealth Management
Naperville,
Illinois
| USD 332 M | +USD 77.1 M | +30% | 55% | 376% | 119 | 50.42% | 1 |
|
| 4995 |
4995
Argentarii
Cincinnati,
Ohio
| USD 332 M | +USD 45.6 M | +16% | 16.1% | – | 225 | 17.33% | 1 |
|
| 4996 |
SCMS
4996
Serenity Capital Management (Singapore)
Singapore
| USD 332 M | -USD 82.8 M | -20% | 12.6% | 21% | 11 | 9.09% | 1.3 |
|
| 4997 |
4997
Pacifica Partners
Surrey,
Canada
| USD 332 M | +USD 30.4 M | +10% | 23.7% | 127% | 456 | 8.55% | 3.8 |
|
| 4998 |
4998
L.K. Benson & Company
Baltimore,
Maryland
| USD 332 M | +USD 29 M | +10% | 15.6% | – | 120 | 10% | 1.3 |
|
| 4999 |
4999
Long Corridor Asset Management
Hong Kong
| USD 331 M | -USD 79.8 M | -19% | 9.59% | 73.6% | 46 | 47.83% | 0.6 |
|
| 5000 |
5000
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| USD 331 M | +USD 47.8 M | +17% | 10% | – | 106 | 15.09% | 1.2 |
|