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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
Syquant Capital SAS
Paris,
France
| USD 164 M | +USD 80.5 M | +97% | 7.79% | 160% | 62 | 66.13% | 0.2 |
|
| 5002 |
5002
Alcosta Capital Management
San Ramon,
California
| USD 164 M | +USD 1.46 M | +0.9% | 2.54% | 175% | 30 | 6.67% | 0.7 |
|
| 5003 |
5003
Searcy Financial Services
Overland Park,
Kansas
| USD 164 M | -USD 1.37 M | -0.8% | 1.2% | 60.2% | 21 | 14.29% | 1.7 |
|
| 5004 |
5004
Fortis Advisors
Wayne,
Pennsylvania
| USD 164 M | -USD 9.4 M | -5% | 1.5% | 72.8% | 279 | 12.54% | 1.8 |
|
| 5005 |
EWG
5005
Executive Wealth Group
Kirkland,
Washington
| USD 164 M | -USD 5.38 M | -3% | 2.59% | 14.9% | 49 | 4.08% | 2.9 |
|
| 5006 |
5006
Atlas Private Wealth Management
Albany,
New York
| USD 164 M | +USD 1.51 M | +0.9% | 0.34% | 19.8% | 120 | 5% | 1.6 |
|
| 5007 |
5007
Bellevue Asset Management
Bellevue,
Washington
| USD 163 M | -USD 428 k | -0.3% | 0.67% | 56.7% | 609 | 9.52% | 1.4 |
|
| 5008 |
5008
Baugh & Associates
Atlanta,
Georgia
| USD 163 M | +USD 2.15 M | +1% | 0.89% | 98.8% | 41 | 0% | 3.1 |
|
| 5009 |
IAS
5009
Investment Advisory Services
The Woodlands,
Texas
| USD 163 M | +USD 1.36 M | +0.8% | 0.23% | 74.9% | 96 | 5.21% | 1.4 |
|
| 5010 |
5010
Tacita Capital
Toronto,
Ontario, Canada
| USD 163 M | -USD 2.7 M | -2% | 0.5% | 72.3% | 184 | 2.72% | 0.7 |
|
| 5011 |
5011
Van Leeuwen & Company
Princeton,
New Jersey
| USD 163 M | -USD 5.8 M | -3% | 0.38% | 75.4% | 86 | 39.53% | 1.4 |
|
| 5012 |
5012
Red Cedar Capital
Omaha,
Nebraska
| USD 163 M | +USD 3.86 M | +2% | 4.04% | 43% | 168 | 10.71% | 2.9 |
|
| 5013 |
5013
Maltin Wealth Management
Ridgewood,
New Jersey
| USD 163 M | -USD 1.7 M | -1% | 1.22% | 58.2% | 114 | 12.28% | 1.2 |
|
| 5014 |
5014
H&H Retirement Design & Management
Las Vegas,
Nevada
| USD 163 M | -USD 611 k | -0.4% | 1.04% | 38.4% | 47 | 14.89% | 1.3 |
|
| 5015 |
5015
Grace Capital
Quincy,
Massachusetts
| USD 163 M | +USD 13.3 M | +9% | 2.18% | 127% | 176 | 19.89% | 2.2 |
|
| 5016 |
REMS
5016
Real Estate Management Services
| USD 163 M | +USD 1.29 M | +0.8% | 2.97% | 67.2% | 38 | 7.89% | 2.7 |
|
| 5017 |
5017
Clarus Wealth Advisors
Peoria,
Arizona
| USD 163 M | +USD 2.86 M | +2% | 0.45% | 89.7% | 112 | 18.75% | 1.7 |
|
| 5018 |
5018
Lakestar II
St. Peter Port, Gy1 3pp,
Guernsey
| USD 162 M | +USD 7.93 M | +5% | 12.7% | – | 2 | 0% | 0.6 |
|
| 5019 |
5019
Naman Capital
Sao Paulo,
Brazil
| USD 162 M | -USD 29.8 M | -16% | 7.11% | 89.9% | 17 | 0% | 2.2 |
|
| 5020 |
5020
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| USD 162 M | +USD 8.5 M | +6% | 1.42% | 62.6% | 359 | 17.83% | 1.3 |
|
| 5021 |
5021
Adaptive Financial Consulting
Beachwood,
Ohio
| USD 162 M | +USD 1.98 M | +1% | 0.29% | 33.4% | 18 | 5.56% | 1.6 |
|
| 5022 |
5022
Holistic Financial Partners
Indianapolis,
Indiana
| USD 162 M | -USD 5.33 M | -3% | 2.05% | 95.7% | 134 | 26.87% | 1.9 |
|
| 5023 |
5023
WESPAC Advisors
Orinda,
California
| USD 162 M | +USD 110 M | +210% | 0.56% | 126% | 177 | 50.85% | 0.6 |
|
| 5024 |
5024
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| USD 162 M | -USD 5.32 M | -3% | 0.25% | 84.8% | 108 | 18.52% | 1.6 |
|
| 5025 |
5025
Powell Investment Advisors
Miami,
Florida
| USD 162 M | -USD 827 k | -0.5% | 1.88% | 82.4% | 130 | 13.85% | 1.4 |
|