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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
Tanglewood Legacy Advisors
Houston,
Texas
| USD 276 M | +USD 10.1 M | +4% | 1.02% | 61.1% | 273 | 3.66% | 2.7 |
|
| 5152 |
5152
Five Oceans Advisors
Santa Monica,
California
| USD 276 M | -USD 6.57 M | -2% | 0.76% | 85.3% | 204 | 11.27% | 2.7 |
|
| 5153 |
5153
Envision Financial Planning
Memphis,
Tennessee
| USD 276 M | +USD 11.9 M | +4% | 0.67% | 32.1% | 52 | 11.54% | 1.7 |
|
| 5154 |
AA
5154
Alta Advisers
London,
United Kingdom
| USD 276 M | +USD 406 k | +0.1% | 2.08% | 129% | 217 | 13.36% | 2.7 |
|
| 5155 |
5155
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| USD 276 M | +USD 7.57 M | +3% | 1.76% | 55.5% | 69 | 11.59% | 2.1 |
|
| 5156 |
5156
Metavasi Capital
Larchmont,
New York
| USD 276 M | +USD 30.9 M | +13% | 10% | 840% | 31 | 45.16% | 1 |
|
| 5157 |
5157
RiverPark Advisors
New York
| USD 276 M | -USD 71.7 M | -21% | 1.94% | 87.5% | 173 | 26.01% | 2.4 |
|
| 5158 |
5158
Flagstar Advisors
New York
| USD 276 M | -USD 22.5 M | -8% | 0.91% | 81.9% | 189 | 14.29% | 3.3 |
|
| 5159 |
FCT
5159
Family Capital Trust
Peabody,
Massachusetts
| USD 276 M | -USD 30.1 M | -10% | 6.38% | 39.1% | 90 | 4.44% | 4.4 |
|
| 5160 |
5160
Adapt Wealth Advisors
Atlanta,
Georgia
| USD 276 M | -USD 14.6 M | -5% | 1.63% | – | 113 | 11.5% | 1.1 |
|
| 5161 |
LFP
5161
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| USD 276 M | -USD 4.02 M | -1% | 2.19% | 65.4% | 93 | 16.13% | 1.8 |
|
| 5162 |
5162
First Sabrepoint Capital Management
Dallas,
Texas
| USD 276 M | +USD 16.4 M | +6% | 18.2% | 218% | 40 | 55% | 0.9 |
|
| 5163 |
5163
Arohi Asset Management
Singapore
| USD 275 M | -USD 57.8 M | -17% | 29.5% | – | 7 | 14.29% | 1 |
|
| 5164 |
5164
Victrix Investment Advisors
Stuart,
Florida
| USD 275 M | +USD 17.2 M | +7% | 0.4% | – | 114 | 14.91% | 0.8 |
|
| 5165 |
5165
Ted Buchan & Co
San Diego,
California
| USD 275 M | +USD 2.89 M | +1% | 2.32% | 65.2% | 96 | 16.67% | 2 |
|
| 5166 |
5166
Heathbridge Capital Management
Toronto,
Ontario, Canada
| USD 275 M | +USD 13.5 M | +5% | 4.26% | 73.6% | 31 | 12.9% | 5.3 |
|
| 5167 |
5167
Highview Capital Management
Buffalo Grove,
Illinois
| USD 275 M | -USD 8.39 M | -3% | 0.6% | 123% | 117 | 23.93% | 2.5 |
|
| 5168 |
5168
Renesas Electronics America
San Jose,
California
| USD 275 M | -USD 18.4 M | -6% | 6.26% | – | 1 | 0% | 0.3 |
|
| 5169 |
5169
Praetorian PR
Rincon,
Puerto Rico
| USD 275 M | +USD 68.6 M | +33% | 30.7% | 80.3% | 21 | 61.9% | 0.6 |
|
| 5170 |
5170
Allred Capital Management
Dallas,
Texas
| USD 275 M | -USD 1.96 M | -0.7% | 0.28% | 73.5% | 162 | 8.64% | 5.2 |
|
| 5171 |
5171
325 Capital
New York
| USD 274 M | -USD 10.9 M | -4% | 13.4% | 226% | 13 | 7.69% | 2.5 |
|
| 5172 |
5172
Maestria Partners
Atlanta,
Georgia
| USD 274 M | -USD 67.3 M | -20% | 13.9% | – | 18 | 44.44% | 0.9 |
|
| 5173 |
5173
Jessup Wealth Management
Dayton,
Ohio
| USD 274 M | -USD 28.5 M | -9% | 4.06% | 181% | 388 | 80.67% | 1.7 |
|
| 5174 |
OL
5174
Odyssean LLC
Darien,
Connecticut
| USD 274 M | +USD 135 M | +97% | 4.95% | – | 486 | 61.73% | 0.1 |
|
| 5175 |
5175
BKM Wealth Management
Brookfield,
Wisconsin
| USD 274 M | +USD 350 k | +0.1% | 0.84% | 69.6% | 153 | 7.84% | 1.9 |
|