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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Lake Hills Wealth Management
Austin,
Texas
| USD 135 M | -USD 3.87 M | -3% | 0.97% | 83.7% | 45 | 53.33% | 0.3 |
|
| 5302 |
5302
Corepath Wealth Partners
Scottsdale,
Arizona
| USD 135 M | -USD 8.6 M | -6% | 11.6% | 62.1% | 38 | 7.89% | 1.4 |
|
| 5303 |
5303
Infusive Asset Management
New York
| USD 135 M | -USD 75.8 M | -36% | 12.8% | 33.8% | 41 | 65.85% | 1.3 |
|
| 5304 |
5304
Alaethes Wealth
Glenbrook,
Nevada
| USD 135 M | -USD 22.5 M | -14% | 15.1% | 96.4% | 308 | 69.16% | 1.1 |
|
| 5305 |
5305
Quad-Cities Investment Group
Davenport,
Iowa
| USD 135 M | -USD 21.6 M | -14% | 13.4% | 67.3% | 193 | 15.54% | 2.7 |
|
| 5306 |
CWM
5306
Capital Wealth Management
W. Warwick,
Rhode Island
| USD 135 M | -USD 13.5 M | -9% | 13.3% | 46.7% | 45 | 22.22% | 2.2 |
|
| 5307 |
5307
Tabor Asset Management
New York
| USD 135 M | -USD 46.8 M | -26% | 21.3% | 214% | 47 | 57.45% | 0.5 |
|
| 5308 |
5308
Seelaus Asset Management
Chatham,
New Jersey
| USD 135 M | -USD 33.6 M | -20% | 12.2% | 134% | 297 | 30.3% | 1.9 |
|
| 5309 |
5309
Pacific Financial Group
Bellevue,
Washington
| USD 135 M | -USD 18.9 M | -12% | 13% | 61.1% | 66 | 16.67% | 4.6 |
|
| 5310 |
5310
Northstar Advisory Group
Northfield,
New Jersey
| USD 135 M | -USD 20.8 M | -13% | 7.99% | 141% | 109 | 33.03% | 0.5 |
|
| 5311 |
5311
Varley Holdings
Tomago NSW,
Australia
| USD 135 M | – | – | 39.3% | – | 1 | – | 0 |
|
| 5312 |
5312
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| USD 135 M | -USD 16 M | -11% | 37.1% | 22.2% | 3 | 0% | 0.3 |
|
| 5313 |
5313
Albert D. Mason Inc
Boston,
Massachusetts
| USD 135 M | -USD 20.9 M | -13% | 8.71% | 82% | 157 | 7.01% | 4.7 |
|
| 5314 |
5314
Newton One Investments
Newark,
Delaware
| USD 134 M | -USD 2.72 M | -2% | 11.4% | 42% | 127 | 3.15% | 1.2 |
|
| 5315 |
5315
Harrington Investments
Napa,
California
| USD 134 M | -USD 32.5 M | -19% | 14.9% | 109% | 82 | 6.1% | 4 |
|
| 5316 |
5316
First National Bank of Hutchinson
Hutchinson,
Kansas
| USD 134 M | -USD 37.2 M | -22% | 15.5% | 121% | 120 | 21.67% | 3.5 |
|
| 5317 |
5317
Moser Wealth Advisors
Bellevue,
Washington
| USD 134 M | -USD 25.5 M | -16% | 14.8% | – | 134 | 1.49% | 2 |
|
| 5318 |
5318
Verger Capital Management
Winston-Salem,
North Carolina
| USD 134 M | +USD 6.87 M | +5% | 11.9% | 58.3% | 29 | 58.62% | 2.4 |
|
| 5319 |
5319
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| USD 134 M | -USD 76.5 M | -36% | 24% | 34.5% | 49 | 24.49% | 1.7 |
|
| 5320 |
5320
Golden Gate Private Equity
San Francisco,
California
| USD 134 M | -USD 83.8 M | -38% | 40.7% | 8.72% | 4 | 0% | 1.3 |
|
| 5321 |
5321
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| USD 134 M | -USD 11.4 M | -8% | 7.01% | 7.8% | 405 | 49.38% | 0.5 |
|
| 5322 |
5322
Spreng Capital Management
Bucyrus,
Ohio
| USD 134 M | -USD 28.6 M | -18% | 13.8% | 72.5% | 102 | 9.8% | 2.1 |
|
| 5323 |
5323
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 134 M | -USD 22.3 M | -14% | 11.8% | 62.6% | 157 | 8.28% | 3.8 |
|
| 5324 |
5324
Five Oceans Advisors
Santa Monica,
California
| USD 134 M | +USD 21.8 M | +19% | 11.3% | 85.3% | 145 | 27.59% | 0.5 |
|
| 5325 |
5325
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| USD 134 M | -USD 48.6 M | -27% | 24.3% | 75.2% | 18 | 22.22% | 1.5 |
|