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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Blue Barn Wealth
Orem,
Utah
| USD 141 M | +USD 10 M | +8% | 10.1% | 46.4% | 124 | 12.1% | 1 |
|
| 5052 |
5052
KPS Global Asset Management (UK)
London,
United Kingdom
| USD 140 M | -USD 33.7 M | -19% | 15.2% | 373% | 5 | 0% | 2.4 |
|
| 5053 |
5053
Newton One Investments
Newark,
Delaware
| USD 140 M | +USD 5.97 M | +4% | 5.32% | 42% | 127 | 6.3% | 1.4 |
|
| 5054 |
5054
CJM Wealth Advisers
Falls Church,
Virginia
| USD 140 M | -USD 3.45 M | -2% | 4.35% | 71.5% | 56 | 10.71% | 0.7 |
|
| 5055 |
5055
Turiya Advisors Asia
Hong Kong
| USD 140 M | +USD 62.8 M | +81% | 8.41% | 247% | 2 | 50% | 0.8 |
|
| 5056 |
5056
Abbot Financial Management
Andover,
Massachusetts
| USD 140 M | -USD 25 M | -15% | 6.3% | 102% | 125 | 12.8% | 4.1 |
|
| 5057 |
5057
New England Professional Planning Group
Westerly,
Rhode Island
| USD 140 M | -USD 3.94 M | -3% | 5.8% | 59% | 40 | 10% | 4.2 |
|
| 5058 |
5058
WFA Asset Management
Whitefish Bay,
Wisconsin
| USD 140 M | -USD 2.41 M | -2% | 5.71% | 60% | 246 | 12.2% | 0.6 |
|
| 5059 |
5059
Beacon Financial Advisory
Cleveland,
Ohio
| USD 140 M | -USD 35.6 M | -20% | 5.61% | 76.8% | 224 | 18.3% | 2 |
|
| 5060 |
5060
JLP Asset Management
New York
| USD 140 M | -USD 11 M | -7% | 9.81% | 16.1% | 22 | 9.09% | 2 |
|
| 5061 |
5061
Clarus Wealth Advisors
Peoria,
Arizona
| USD 140 M | -USD 1.89 M | -1% | 4.26% | 89.7% | 120 | 29.17% | 1.9 |
|
| 5062 |
5062
DB Wealth Management Group
San Diego,
California
| USD 140 M | -USD 6.6 M | -4% | 4.57% | 19% | 296 | 3.72% | 1.5 |
|
| 5063 |
5063
Fortis Advisors
Wayne,
Pennsylvania
| USD 140 M | -USD 10.8 M | -7% | 4.9% | 72.8% | 300 | 18% | 2.4 |
|
| 5064 |
5064
Seldon Capital
San Francisco,
California
| USD 140 M | -USD 32.9 M | -19% | 1.22% | 604% | 290 | 6.21% | 0.7 |
|
| 5065 |
5065
Greycroft
New York
| USD 140 M | -USD 30.4 M | -18% | 15.9% | 20% | 6 | 50% | 0.7 |
|
| 5066 |
5066
Scholtz & Company
Stamford,
Connecticut
| USD 140 M | -USD 22.6 M | -14% | 2.92% | 89.2% | 58 | 48.28% | 2 |
|
| 5067 |
5067
Act Wealth Management
Plano,
Texas
| USD 140 M | -USD 13 M | -9% | 5.64% | 70% | 43 | 18.6% | 1.3 |
|
| 5068 |
5068
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| USD 140 M | +USD 5.81 M | +4% | 1.01% | 75.2% | 18 | 27.78% | 1.6 |
|
| 5069 |
5069
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 140 M | -USD 7.88 M | -5% | 5.72% | 46.3% | 23 | 17.39% | 1.5 |
|
| 5070 |
HH
5070
HWG Holdings
Houston,
Texas
| USD 140 M | – | – | 3.94% | – | 156 | – | 1.4 |
|
| 5071 |
5071
Seneca Financial Advisors
Rochester,
New York
| USD 140 M | -USD 8.89 M | -6% | 5.68% | 47.3% | 45 | 6.67% | 1.4 |
|
| 5072 |
5072
Alta Wealth Advisors
Woburn,
Massachusetts
| USD 140 M | -USD 4.59 M | -3% | 3.91% | 120% | 141 | 6.38% | 1.4 |
|
| 5073 |
WAM
5073
WT Asset Management
Hong Kong
| USD 140 M | -USD 35.9 M | -20% | 11.6% | 2,788% | 7 | 14.29% | 1 |
|
| 5074 |
5074
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| USD 140 M | -USD 984 k | -0.7% | 4.59% | 56.7% | 258 | 10.85% | 1.3 |
|
| 5075 |
5075
Chou Associates Management
Toronto,
Ontario, Canada
| USD 140 M | +USD 85 k | +0.1% | 19.6% | 66.4% | 20 | 5% | 5.1 |
|