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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
Five Oceans Advisors
Santa Monica,
California
| USD 191 M | -USD 3.76 M | -2% | 3.3% | 85.3% | 212 | 23.58% | 1.8 |
|
| 5427 |
5427
Metavasi Capital
Larchmont,
New York
| USD 191 M | +USD 18.8 M | +11% | 13.7% | 840% | 42 | 54.76% | 0.7 |
|
| 5428 |
NCM
5428
NCM Capital Management
Ramsey,
New Jersey
| USD 191 M | +USD 12.2 M | +7% | 5.41% | 105% | 169 | 11.24% | 2 |
|
| 5429 |
5429
Blue Pool Management
Causeway Bay,
Hong Kong
| USD 191 M | -USD 3.81 M | -2% | 1.9% | 72.8% | 2 | 0% | 1.8 |
|
| 5430 |
CC
5430
Corton Capital
Carrying Place,
Ontario, Canada
| USD 191 M | -USD 81.2 M | -30% | 4.25% | 225% | 789 | 77.69% | 0.3 |
|
| 5431 |
5431
Orion Capital Management
Coronado,
California
| USD 191 M | +USD 2.27 M | +1% | 4% | 75.3% | 515 | 17.28% | 1.3 |
|
| 5432 |
5432
Union Savings Bank
Litchfield,
Connecticut
| USD 190 M | -USD 786 k | -0.4% | 1.21% | – | 307 | 6.84% | 0.9 |
|
| 5433 |
5433
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| USD 190 M | +USD 8.41 M | +5% | 1.45% | 63.8% | 104 | 9.62% | 3.2 |
|
| 5434 |
5434
Private Wealth Group
Tampa,
Florida
| USD 190 M | -USD 2.54 M | -1% | 0.73% | 52.9% | 60 | 1.67% | 3.1 |
|
| 5435 |
5435
New England Professional Planning Group
Westerly,
Rhode Island
| USD 190 M | -USD 1.34 M | -0.7% | 0.66% | 59% | 56 | 14.29% | 3.7 |
|
| 5436 |
5436
Tekne Capital Management
New York
| USD 190 M | -USD 159 M | -46% | 10.3% | 516% | 11 | 54.55% | 3 |
|
| 5437 |
SCM
5437
Sage Capital Management
Stockton,
New Jersey
| USD 190 M | +USD 6.05 M | +3% | 2.99% | 94.3% | 158 | 6.33% | 0.5 |
|
| 5438 |
5438
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| USD 190 M | +USD 8.61 M | +5% | 3.19% | 72.4% | 82 | 9.76% | 1.8 |
|
| 5439 |
5439
Optimist Retirement Group
Bellevue,
Washington
| USD 190 M | -USD 4.45 M | -2% | 1.25% | – | 123 | 20.33% | 0.4 |
|
| 5440 |
5440
Fir Tree Capital Management
New York
| USD 190 M | -USD 224 M | -54% | 1.58% | 17.3% | 134 | 50.75% | 0.8 |
|
| 5441 |
5441
Bare Financial Services
Gap,
Pennsylvania
| USD 190 M | +USD 86.1 M | +83% | 0.6% | – | 169 | 27.81% | 0.3 |
|
| 5442 |
5442
MB, Levis & Associates
Center Valley,
Pennsylvania
| USD 190 M | +USD 3.97 M | +2% | 0.32% | 43.1% | 292 | 4.11% | 1.4 |
|
| 5443 |
5443
Garrison Asset Management
Fayetteville,
Arkansas
| USD 190 M | -USD 377 k | -0.2% | 0.95% | 52.1% | 112 | 10.71% | 6.2 |
|
| 5444 |
5444
Continuum Wealth Advisors
Saratoga Springs,
New York
| USD 190 M | +USD 13.2 M | +7% | 2.33% | 69% | 69 | 23.19% | 1.1 |
|
| 5445 |
5445
Gallacher Capital Management
Lone Tree,
Colorado
| USD 190 M | -USD 7.01 M | -4% | 2.18% | 70.7% | 329 | 38.6% | 0.8 |
|
| 5446 |
5446
Aletheian Wealth Advisors
Bellevue,
Washington
| USD 190 M | +USD 5.44 M | +3% | 2.33% | – | 87 | 5.75% | 1.7 |
|
| 5447 |
OCP
5447
OCO Capital Partners
New York
| USD 190 M | +USD 82.8 M | +77% | 2.21% | 679% | 4 | 25% | 1.8 |
|
| 5448 |
5448
Lodestone Wealth Management
Spokane,
Washington
| USD 190 M | -USD 946 k | -0.5% | 1.24% | 87.1% | 151 | 4.64% | 1.2 |
|
| 5449 |
5449
American Financial & Tax Strategies
New York
| USD 190 M | +USD 3.42 M | +2% | 0.5% | 46.9% | 93 | 2.15% | 0.5 |
|
| 5450 |
5450
Constitution Capital
Shelton,
Connecticut
| USD 190 M | +USD 12.5 M | +7% | 4.38% | 91.1% | 64 | 6.25% | 2.5 |
|