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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
denkapparat Operations
Berlin,
Germany
| USD 306 M | +USD 64.3 M | +27% | 13.9% | – | 424 | 31.13% | 0.7 |
|
| 5252 |
5252
1 North Wealth Services
Annapolis,
Maryland
| USD 306 M | +USD 29 M | +10% | 9.25% | – | 309 | 13.59% | 1.8 |
|
| 5253 |
5253
Denver PWM
Denver,
Colorado
| USD 306 M | +USD 14.8 M | +5% | 10.5% | 48.6% | 91 | 6.59% | 3 |
|
| 5254 |
5254
Adapt Wealth Advisors
Atlanta,
Georgia
| USD 306 M | +USD 29.6 M | +11% | 21.3% | – | 113 | 23.01% | 1.3 |
|
| 5255 |
5255
Ted Buchan & Co
San Diego,
California
| USD 306 M | +USD 30.4 M | +11% | 9.8% | 65.2% | 96 | 9.38% | 2.1 |
|
| 5256 |
5256
Tekne Capital Management
New York
| USD 306 M | +USD 68.9 M | +29% | 58.7% | 516% | 6 | 50% | 0.9 |
|
| 5257 |
5257
Quartz Partners
Saratoga Springs,
New York
| USD 305 M | +USD 46.5 M | +18% | 14.5% | – | 214 | 32.24% | 0.9 |
|
| 5258 |
WIM
5258
WIM Investment Management
Hong Kong
| USD 305 M | -USD 32.1 M | -10% | 7.22% | – | 29 | 41.38% | 0.7 |
|
| 5259 |
5259
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| USD 305 M | +USD 96 M | +46% | 9.48% | – | 233 | 23.61% | 1.1 |
|
| 5260 |
5260
Bond Capital Management
San Francisco,
California
| USD 305 M | +USD 195 M | +178% | 13.6% | 47.5% | 5 | 20% | 2.7 |
|
| 5261 |
5261
Texas Bank & Trust
Longview,
Texas
| USD 305 M | +USD 38.9 M | +15% | 21% | – | 192 | 11.98% | 1.3 |
|
| 5262 |
5262
Access Financial Services
Minneapolis,
Minnesota
| USD 305 M | +USD 22.9 M | +8% | 8.26% | 44.8% | 106 | 13.21% | 4 |
|
| 5263 |
BDA
5263
Borer Denton & Associates
Blue Bell,
Pennsylvania
| USD 305 M | +USD 24.5 M | +9% | 8.24% | 44.2% | 77 | 18.18% | 2.9 |
|
| 5264 |
5264
Allred Capital Management
Dallas,
Texas
| USD 305 M | +USD 30 M | +11% | 16.2% | 73.5% | 163 | 5.52% | 5.2 |
|
| 5265 |
5265
Carroll Advisory Group
Texarkana,
Texas
| USD 305 M | +USD 46.9 M | +18% | 11.7% | – | 75 | 10.67% | 0.4 |
|
| 5266 |
5266
IronBridge Private Wealth
Austin,
Texas
| USD 304 M | -USD 5.64 M | -2% | 8.8% | 143% | 53 | 26.42% | 1.8 |
|
| 5267 |
5267
First Sabrepoint Capital Management
Dallas,
Texas
| USD 304 M | +USD 28.5 M | +10% | 21.5% | 218% | 38 | 52.63% | 1 |
|
| 5268 |
5268
Roehl & Yi Investment Advisors
Eugene,
Oregon
| USD 304 M | +USD 37.6 M | +14% | 13.1% | – | 205 | 17.56% | 1.1 |
|
| 5269 |
5269
Excalibur Management
Waltham,
Massachusetts
| USD 303 M | +USD 25 M | +9% | 13.6% | 93% | 180 | 13.89% | 6.1 |
|
| 5270 |
5270
Carmel Capital Partners
San Diego,
California
| USD 303 M | +USD 26.2 M | +9% | 9.45% | 65.9% | 160 | 33.75% | 1.7 |
|
| 5271 |
5271
Four Tree Island Advisory
Portsmouth,
New Hampshire
| USD 303 M | +USD 105 M | +53% | 60.4% | – | 26 | 19.23% | 1.2 |
|
| 5272 |
5272
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 303 M | USD 0 | 0% | 17.5% | 97.4% | 96 | 0% | 3.4 |
|
| 5273 |
5273
David Kennon
Sarasota,
Florida
| USD 303 M | +USD 23.7 M | +9% | 11.8% | 52.4% | 46 | 13.04% | 2.5 |
|
| 5274 |
5274
First Dallas Securities
Dallas,
Texas
| USD 303 M | +USD 32.3 M | +12% | 20.3% | 163% | 136 | 21.32% | 3.2 |
|
| 5275 |
LWMI
5275
Landmark Wealth Management (Illinois)
Normal,
Illinois
| USD 302 M | +USD 37.1 M | +14% | 9.2% | 42.4% | 46 | 13.04% | 1.6 |
|