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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
WorthPointe
La Jolla,
California
| USD 119 M | -USD 5.29 M | -4% | 13.6% | 59.7% | 48 | 29.17% | 0.4 |
|
| 5602 |
5602
Summit Place Financial Advisors
Summit,
New Jersey
| USD 119 M | -USD 29.9 M | -20% | 15.2% | 111% | 109 | 8.26% | 1.5 |
|
| 5603 |
5603
Stone House Capital Management
Bay Harbor Islands,
Florida
| USD 119 M | -USD 40.8 M | -25% | 20.8% | 151% | 3 | 66.67% | 0.4 |
|
| 5604 |
5604
Banco de Sabadell
Miami,
Florida
| USD 119 M | -USD 53.6 M | -31% | 12.9% | 75.1% | 87 | 13.79% | 3.3 |
|
| 5605 |
5605
Peak Planning Group
Centennial,
Colorado
| USD 119 M | – | – | 16.3% | 105% | 78 | – | 1.3 |
|
| 5606 |
5606
Syntax Advisors
New York
| USD 119 M | -USD 39 k | -0% | 12.4% | – | 234 | 13.25% | 0.5 |
|
| 5607 |
CNFG
5607
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| USD 119 M | -USD 14.4 M | -11% | 11.1% | 52.6% | 77 | 6.49% | 5.1 |
|
| 5608 |
RCM
5608
Ratan Capital Management
Miami Beach,
Florida
| USD 119 M | -USD 25.2 M | -18% | 25.3% | 616% | 43 | 32.56% | 1.8 |
|
| 5609 |
5609
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| USD 119 M | -USD 18.2 M | -13% | 15.4% | 66% | 159 | 6.92% | 0.5 |
|
| 5610 |
5610
Innova Wealth Partners
Newtown,
Pennsylvania
| USD 119 M | -USD 20.3 M | -15% | 3.74% | 72.5% | 79 | 39.24% | 1.1 |
|
| 5611 |
5611
Affinia Financial Group
Burlington,
Massachusetts
| USD 119 M | -USD 11.8 M | -9% | 12% | 37.5% | 34 | 20.59% | 1.6 |
|
| 5612 |
5612
SWS Partners
Columbus,
Ohio
| USD 119 M | -USD 34.1 M | -22% | 18.2% | 112% | 111 | 38.74% | 2.4 |
|
| 5613 |
5613
Long Corridor Asset Management
Hong Kong
| USD 119 M | +USD 36.4 M | +44% | 6.59% | 73.6% | 15 | 33.33% | 0.7 |
|
| 5614 |
5614
Carrhae Capital
London,
United Kingdom
| USD 119 M | -USD 159 M | -57% | 16.5% | 182% | 24 | 50% | 0.4 |
|
| 5615 |
5615
Northeast Financial Group
Tannersville,
Pennsylvania
| USD 118 M | -USD 22.7 M | -16% | 10.8% | 31.6% | 44 | 29.55% | 1.2 |
|
| 5616 |
5616
Cheyne Capital Management (UK)
London,
United Kingdom
| USD 118 M | -USD 40.4 M | -25% | 8.59% | 35.6% | 143 | 32.17% | 0.7 |
|
| 5617 |
5617
Boothe Investment Group
Dover,
Delaware
| USD 118 M | -USD 26.6 M | -18% | 19.8% | 75.6% | 41 | 41.46% | 1.6 |
|
| 5618 |
5618
AMJ Financial Wealth Management
Leesburg,
Virginia
| USD 118 M | -USD 131 M | -53% | 5.42% | 167% | 96 | 56.25% | 1.1 |
|
| 5619 |
5619
Vida Ventures Advisors
Boston,
Massachusetts
| USD 118 M | -USD 53.6 M | -31% | 15.5% | 154% | 8 | 0% | 1.4 |
|
| 5620 |
5620
Mezzasalma Advisors
Tinton Falls,
New Jersey
| USD 118 M | -USD 42.1 M | -26% | 24.1% | 203% | 93 | 12.9% | 1.4 |
|
| 5621 |
5621
Cahill Wealth Management
Portage,
Michigan
| USD 118 M | -USD 16.5 M | -12% | 15.3% | 24.7% | 47 | 25.53% | 0.2 |
|
| 5622 |
5622
Better Money Decisions
Santa Fe,
New Mexico
| USD 118 M | +USD 11.4 M | +11% | 10.7% | 32.7% | 490 | 87.76% | 0.1 |
|
| 5623 |
5623
Coombe, Bender & Co
Ellenville,
New York
| USD 118 M | – | – | 13.6% | – | 78 | – | 0 |
|
| 5624 |
5624
swisspartners Advisors
Zurich,
Switzerland
| USD 118 M | -USD 27 M | -19% | 13% | 73.2% | 26 | 7.69% | 1.8 |
|
| 5625 |
5625
Melone Private Wealth
Auburn Hills,
Michigan
| USD 118 M | -USD 4.59 M | -4% | 10.8% | 30.4% | 62 | 9.68% | 0.5 |
|