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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Anavon Capital
London,
United Kingdom
| USD 104 M | – | – | 9.78% | – | 15 | – | 0.9 |
|
| 5002 |
5002
Naman Capital
Sao Paulo,
Brazil
| USD 104 M | +USD 2.95 M | +3% | 6.05% | 89.9% | 13 | 0% | 0.9 |
|
| 5003 |
5003
Islay Capital Management
Lubbock,
Texas
| USD 104 M | – | – | 8.47% | 72% | 263 | – | 0 |
|
| 5004 |
5004
Adaptive Financial Consulting
Beachwood,
Ohio
| USD 104 M | – | – | 3.73% | 33.4% | 22 | – | 0 |
|
| 5005 |
5005
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| USD 104 M | – | – | 8.9% | 95.9% | 105 | – | 0 |
|
| 5006 |
5006
Moser Wealth Advisors
Bellevue,
Washington
| USD 104 M | – | – | 9.27% | – | 141 | – | 0 |
|
| 5007 |
5007
Community Capital Management
Plantation,
Florida
| USD 104 M | +USD 12.7 M | +14% | 6.89% | 55.6% | 111 | 26.13% | 0.7 |
|
| 5008 |
5008
Solas Capital Management
Darien,
Connecticut
| USD 104 M | +USD 7.37 M | +8% | 9.12% | 62.5% | 26 | 26.92% | 0.7 |
|
| 5009 |
5009
Royal Harbor Partners
Houston,
Texas
| USD 104 M | – | – | 5.6% | 49.5% | 59 | – | 0 |
|
| 5010 |
5010
Engrave Wealth Partners
The Woodlands,
Texas
| USD 104 M | – | – | 6.82% | 39.9% | 433 | – | 0 |
|
| 5011 |
5011
Chicago Wealth Management
Chicago,
Illinois
| USD 104 M | – | – | 6.7% | 134% | 31 | – | 0 |
|
| 5012 |
5012
Raffles Associates
New York
| USD 104 M | -USD 946 k | -0.9% | 4.8% | 50% | 63 | 36.51% | 2.1 |
|
| 5013 |
5013
Edgbaston Investment Partners
| USD 104 M | -USD 675 k | -0.6% | 2.77% | 4.67% | 3 | 0% | 1.6 |
|
| 5014 |
5014
Menard Financial Group
Houston,
Texas
| USD 104 M | – | – | 6.82% | 141% | 120 | – | 0 |
|
| 5015 |
5015
Roubaix Capital
Denver,
Colorado
| USD 104 M | -USD 5.93 M | -5% | 7.21% | 174% | 49 | 59.18% | 0.3 |
|
| 5016 |
5016
VERITY Wealth Advisors
Sausalito,
United States
| USD 104 M | +USD 2.3 M | +2% | 5.36% | 59.9% | 52 | 7.69% | 1 |
|
| 5017 |
5017
Capstone Financial Group
Oklahoma City,
Oklahoma
| USD 104 M | – | – | 9.67% | – | 154 | – | 0 |
|
| 5018 |
5018
RMR Wealth Builders
Montclair,
New Jersey
| USD 104 M | – | – | 8.73% | 91.7% | 424 | – | 0 |
|
| 5019 |
5019
Richmond Hill Investments
New York
| USD 104 M | -USD 14.6 M | -12% | 0.63% | 55.2% | 8 | 12.5% | 3.3 |
|
| 5020 |
5020
Walkner Condon Financial Advisors
Madison,
Wisconsin
| USD 104 M | – | – | 4.39% | 56.8% | 68 | – | 0 |
|
| 5021 |
5021
Caxton Corporation
Princeton,
New Jersey
| USD 104 M | +USD 15 M | +17% | 34.1% | 512% | 49 | 36.73% | 0.8 |
|
| 5022 |
5022
Soleus Capital Management
Greenwich,
Connecticut
| USD 104 M | – | – | 82.8% | 508% | 49 | – | 0 |
|
| 5023 |
GIM
5023
Greenwich Investment Management
Norwalk,
Connecticut
| USD 104 M | +USD 8.8 M | +9% | 4.97% | – | 63 | 14.29% | 2.5 |
|
| 5024 |
AIFAIM
5024
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| USD 104 M | – | – | 5.55% | 72.8% | 96 | – | 0 |
|
| 5025 |
5025
Values First Advisors
Gray,
Tennessee
| USD 104 M | – | – | 11.4% | 87.6% | 139 | – | 0 |
|