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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
5151
Activest Wealth Management
Aventure,
Florida
| USD 208 M | +USD 26.3 M | +15% | 8.39% | 117% | 416 | 33.17% | 0.8 |
|
| 5152 |
5152
Axis Capital Holdings
Pembroke,
| USD 208 M | +USD 64.8 M | +45% | 9.82% | 76% | 3 | 0% | 7.3 |
|
| 5153 |
5153
Anfield Capital Management
Irvine,
California
| USD 207 M | +USD 21.9 M | +12% | 10.2% | 65.3% | 366 | 83.33% | 0.4 |
|
| 5154 |
5154
Corundum Group
Colorado Springs,
Colorado
| USD 207 M | +USD 7.89 M | +4% | 8.59% | 89.5% | 107 | 14.95% | 4.3 |
|
| 5155 |
5155
Empirical Asset Management
Wellesley,
Massachusetts
| USD 207 M | +USD 84.8 M | +69% | 8.22% | 94.5% | 306 | 52.61% | 0.8 |
|
| 5156 |
5156
GS Investments
Minneapolis,
Minnesota
| USD 207 M | +USD 16 M | +8% | 11.5% | 108% | 138 | 2.9% | 3.3 |
|
| 5157 |
5157
Weinberger Asset Management
Los Angeles,
California
| USD 207 M | +USD 12.6 M | +6% | 9.04% | 89.6% | 80 | 3.75% | 1.8 |
|
| 5158 |
5158
Sharper & Granite
El Segundo,
California
| USD 207 M | +USD 13.7 M | +7% | 6.31% | 50.8% | 100 | 6% | 1.2 |
|
| 5159 |
5159
WealthCare Investment Partners
Portsmouth,
Rhode Island
| USD 207 M | +USD 23.7 M | +13% | 6.8% | 67.6% | 139 | 12.95% | 1.5 |
|
| 5160 |
5160
Gainplan
Bloomfield Hills,
Michigan
| USD 207 M | +USD 16.3 M | +9% | 9.93% | 103% | 73 | 35.62% | 1.1 |
|
| 5161 |
5161
Forum Private Client Group
Fishers,
Indiana
| USD 207 M | +USD 15.2 M | +8% | 5.3% | 47.9% | 77 | 12.99% | 0.2 |
|
| 5162 |
AAG
5162
Avalon Advisory Group
Wexford,
Pennsylvania
| USD 207 M | +USD 14.9 M | +8% | 5.46% | 46% | 13 | 46.15% | 2.3 |
|
| 5163 |
5163
Left Brain Wealth Management
Naperville,
Illinois
| USD 207 M | +USD 33.5 M | +19% | 42.6% | 376% | 85 | 24.71% | 1 |
|
| 5164 |
5164
TRV GP IV
Boston,
Massachusetts
| USD 206 M | -USD 39.8 M | -16% | 13.1% | 1,102% | 3 | 0% | 3.6 |
|
| 5165 |
5165
Madison International Realty Holdings
New York
| USD 206 M | -USD 11.1 M | -5% | 5.07% | – | 2 | 0% | 5.3 |
|
| 5166 |
5166
Forefront Analytics
West Conshohocken,
Pennsylvania
| USD 206 M | +USD 3.68 M | +2% | 4.59% | 50.9% | 70 | 8.57% | 3.8 |
|
| 5167 |
5167
Beacon Financial Advisory
Cleveland,
Ohio
| USD 206 M | -USD 1.73 M | -0.8% | 9.07% | 76.8% | 281 | 25.62% | 2.3 |
|
| 5168 |
5168
Beta Wealth Group
San Diego,
California
| USD 206 M | +USD 14.9 M | +8% | 5.63% | 45.4% | 110 | 11.82% | 1.8 |
|
| 5169 |
5169
Lumbard & Kellner
Hollis,
New Hampshire
| USD 206 M | +USD 32.8 M | +19% | 5.4% | 137% | 73 | 20.55% | 3.4 |
|
| 5170 |
ALS
5170
Andrew L. Share
| USD 205 M | +USD 15.6 M | +8% | 8.1% | 3.31% | 13 | 7.69% | 1 |
|
| 5171 |
5171
Altman Advisors
Chicago,
Illinois
| USD 205 M | +USD 14.8 M | +8% | 10.5% | 143% | 102 | 8.82% | 2.4 |
|
| 5172 |
5172
Palmer Knight Company
Jacksonville,
Florida
| USD 205 M | +USD 39.7 M | +24% | 11.4% | 78.9% | 33 | 3.03% | 3.4 |
|
| 5173 |
PL
5173
Polianta Ltd
St Helier,
Jersey
| USD 205 M | +USD 33.8 M | +20% | 5.81% | 31.6% | 110 | 69.09% | 0.5 |
|
| 5174 |
5174
Calton & Associates
Tampa,
Florida
| USD 205 M | -USD 43.3 M | -17% | 7.29% | 73.9% | 263 | 35.36% | 1.3 |
|
| 5175 |
5175
KKM Financial
Chicago,
Illinois
| USD 205 M | +USD 46.4 M | +29% | 9.58% | – | 148 | 18.24% | 0.2 |
|