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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
AAF Wealth Management
Westborough,
Massachusetts
| USD 133 M | -USD 19.4 M | -13% | 14.6% | 65.8% | 41 | 31.71% | 0.9 |
|
| 5352 |
5352
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| USD 133 M | -USD 24.7 M | -16% | 11.5% | 67.8% | 143 | 7.69% | 6.7 |
|
| 5353 |
5353
Little Harbor Advisors
Marblehead,
Massachusetts
| USD 132 M | -USD 40.3 M | -23% | 16.6% | 59% | 2 | 50% | 0.3 |
|
| 5354 |
5354
Texas Capital Bancshares
Dallas,
Texas
| USD 132 M | -USD 32.9 M | -20% | 16.3% | 175% | 86 | 15.12% | 2.4 |
|
| 5355 |
5355
Gables Capital Management
Miami,
Florida
| USD 132 M | -USD 27 M | -17% | 14.6% | 151% | 361 | 3.6% | 3.2 |
|
| 5356 |
5356
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| USD 132 M | -USD 10.9 M | -8% | 15.6% | – | 113 | 19.47% | 0.9 |
|
| 5357 |
5357
Concentric Capital Strategies
Stamford,
Connecticut
| USD 132 M | -USD 175 M | -57% | 14.1% | 165% | 190 | 71.05% | 0.1 |
|
| 5358 |
5358
Yorktown Energy Partners X
New York
| USD 132 M | -USD 183 M | -58% | 13.6% | 95.9% | 3 | 0% | 2.3 |
|
| 5359 |
5359
Beaumont Asset Management
Beaumont,
Texas
| USD 132 M | -USD 15.7 M | -11% | 13.8% | 73.1% | 75 | 26.67% | 1.7 |
|
| 5360 |
5360
Seaside Wealth Management
Carlsbad,
California
| USD 132 M | – | – | 13.3% | 53.4% | 48 | – | 0 |
|
| 5361 |
MAS
5361
Madden Advisory Services
Jacksonville,
Florida
| USD 132 M | -USD 15.1 M | -10% | 12.9% | 52.3% | 83 | 16.87% | 4.7 |
|
| 5362 |
5362
Q3 Asset Management
Birmingham,
Michigan
| USD 132 M | -USD 85.1 M | -39% | 7.43% | 96.2% | 61 | 72.13% | 0.3 |
|
| 5363 |
5363
Western Standard LLC
Los Angeles,
California
| USD 132 M | +USD 26.6 M | +25% | 3.52% | 83.7% | 38 | 44.74% | 0.8 |
|
| 5364 |
5364
626 Financial
Portage,
Michigan
| USD 132 M | -USD 24.2 M | -16% | 15.4% | 71.3% | 115 | 19.13% | 1.1 |
|
| 5365 |
5365
One Plus One Wealth Management
Jupiter,
Florida
| USD 132 M | -USD 19 M | -13% | 14.5% | 71.9% | 109 | 33.94% | 0.9 |
|
| 5366 |
5366
Aspire Capital Advisors
Seattle,
Washington
| USD 132 M | +USD 26.7 M | +25% | 15.1% | 59.3% | 49 | 18.37% | 0.2 |
|
| 5367 |
5367
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| USD 132 M | -USD 27.9 M | -17% | 17.9% | 91.4% | 122 | 27.87% | 1.2 |
|
| 5368 |
5368
Protective Life
Birmingham,
Alabama
| USD 132 M | +USD 20.8 M | +19% | 7.77% | 38.4% | 19 | 21.05% | 2.3 |
|
| 5369 |
5369
Israel Discount Bank of New York
New York
| USD 132 M | -USD 20.6 M | -14% | 11.8% | 40.8% | 89 | 10.11% | 3.9 |
|
| 5370 |
5370
Jentner Corp
Akron,
Ohio
| USD 132 M | -USD 6.37 M | -5% | 11.8% | 38.9% | 39 | 17.95% | 3.3 |
|
| 5371 |
5371
California First Leasing Corp
Newport Beach,
California
| USD 132 M | -USD 48.6 M | -27% | 12.9% | 377% | 34 | 29.41% | 0.4 |
|
| 5372 |
5372
Clearstead Trust
Portland,
Maine
| USD 131 M | -USD 22.7 M | -15% | 12.1% | 111% | 199 | 4.52% | 2.5 |
|
| 5373 |
ZCM
5373
Zenyatta Capital Management
Dover,
Delaware
| USD 131 M | -USD 110 M | -45% | 19.5% | – | 50 | 54% | 0.3 |
|
| 5374 |
5374
Harbor Capital Advisors
Chicago,
Illinois
| USD 131 M | -USD 80.7 M | -38% | 26.7% | 128% | 169 | 10.65% | 0.4 |
|
| 5375 |
5375
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 131 M | -USD 42.7 M | -25% | 16.2% | 261% | 76 | 39.47% | 1.6 |
|