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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 167 M | +USD 8.65 M | +5% | 6.87% | 261% | 69 | 44.93% | 2.2 |
|
| 5527 |
5527
Elevation Wealth Partners
Santa Rosa,
California
| USD 167 M | +USD 51 M | +44% | 10.1% | 69.9% | 447 | 23.04% | 0.6 |
|
| 5528 |
5528
Nierenberg Investment Management Company
Camas,
Washington
| USD 167 M | +USD 27.5 M | +20% | 16.7% | 135% | 49 | 38.78% | 1.3 |
|
| 5529 |
5529
Robbins Farley
Bedford,
New Hampshire
| USD 167 M | +USD 18.6 M | +13% | 12.6% | 106% | 200 | 21.5% | 1.5 |
|
| 5530 |
5530
Shira Ridge Wealth Management
Larkspur,
California
| USD 167 M | +USD 14.4 M | +9% | 10.6% | 72.8% | 74 | 9.46% | 0.8 |
|
| 5531 |
5531
Etesian Wealth Advisors
West Linn,
Oregon
| USD 166 M | +USD 17.9 M | +12% | 10.2% | 60.6% | 111 | 5.41% | 0.9 |
|
| 5532 |
5532
New England Capital Financial Advisors
Meriden,
Connecticut
| USD 166 M | +USD 21.4 M | +15% | 11.5% | 58.3% | 418 | 8.85% | 0.9 |
|
| 5533 |
5533
Sensible Money
Scottsdale,
Arizona
| USD 166 M | +USD 24.7 M | +17% | 11% | 69.1% | 78 | 10.26% | 0.9 |
|
| 5534 |
OCP
5534
OCO Capital Partners
New York
| USD 166 M | +USD 30.7 M | +23% | 10.7% | 679% | 4 | 25% | 2.1 |
|
| 5535 |
5535
Range Financial Group
Tigard,
Oregon
| USD 166 M | +USD 15.2 M | +10% | 12.4% | 195% | 183 | 30.6% | 1.4 |
|
| 5536 |
LAI
5536
Legal Advantage Investments
Los Altos Hills,
California
| USD 166 M | +USD 26.4 M | +19% | 18.3% | 116% | 101 | 11.88% | 1.8 |
|
| 5537 |
5537
Financial Avengers
Oakland,
California
| USD 166 M | +USD 16.7 M | +11% | 14.1% | 108% | 183 | 4.37% | 2.2 |
|
| 5538 |
5538
Consilium Wealth Advisory
Richardson,
Texas
| USD 166 M | +USD 23.5 M | +16% | 11.6% | 126% | 89 | 11.24% | 1.5 |
|
| 5539 |
5539
Holistic Financial Partners
Indianapolis,
Indiana
| USD 166 M | +USD 15.6 M | +10% | 9.4% | 95.7% | 125 | 19.2% | 2.8 |
|
| 5540 |
5540
Abbot Financial Management
Andover,
Massachusetts
| USD 166 M | +USD 17.5 M | +12% | 12% | 102% | 116 | 4.31% | 4.9 |
|
| 5541 |
5541
Voisard Asset Management Group
Grand Rapids,
Michigan
| USD 166 M | – | – | 8.03% | 50.5% | 384 | – | 0 |
|
| 5542 |
5542
Pinion Investment Advisors
Wichita,
Kansas
| USD 166 M | +USD 12.2 M | +8% | 10.1% | 81.7% | 173 | 24.28% | 2.7 |
|
| 5543 |
5543
Signet Investment Advisory Group
Providence,
Rhode Island
| USD 166 M | +USD 15.7 M | +10% | 9.57% | 68.2% | 67 | 5.97% | 4.1 |
|
| 5544 |
5544
Crown Wealth Group
Charlotte,
North Carolina
| USD 166 M | +USD 33 M | +25% | 11.3% | 98.2% | 105 | 40% | 0.8 |
|
| 5545 |
5545
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| USD 166 M | +USD 10.2 M | +7% | 8.82% | 92.4% | 412 | 10.92% | 5 |
|
| 5546 |
5546
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 166 M | +USD 22.3 M | +16% | 15.3% | 36.9% | 72 | 2.78% | 6.9 |
|
| 5547 |
AIA
5547
Arcadia Investment Advisors
Eagle,
Idaho
| USD 166 M | +USD 14.8 M | +10% | 9.62% | 56.4% | 85 | 14.12% | 3.8 |
|
| 5548 |
5548
Eagle Wealth Strategies
West Deptford,
New Jersey
| USD 166 M | – | – | 11.5% | 85% | 98 | – | 0 |
|
| 5549 |
5549
Values First Advisors
Gray,
Tennessee
| USD 166 M | +USD 10.9 M | +7% | 10.8% | 87.6% | 183 | 21.31% | 2.4 |
|
| 5550 |
5550
Constitution Capital
Shelton,
Connecticut
| USD 166 M | +USD 18.9 M | +13% | 12.1% | 91.1% | 67 | 14.93% | 2.3 |
|