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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
Aurelius Family Office
Bedford,
New Hampshire
| USD 212 M | +USD 14.5 M | +7% | 6.39% | – | 47 | 4.26% | 0.5 |
|
| 5627 |
5627
Capricorn Fund Managers
London,
United Kingdom
| USD 212 M | +USD 24.5 M | +13% | 9.54% | 169% | 60 | 28.33% | 1 |
|
| 5628 |
5628
Guerra Advisors
Miami,
Florida
| USD 212 M | +USD 32.9 M | +18% | 13.9% | – | 74 | 18.92% | 0.4 |
|
| 5629 |
5629
Gables Capital Management
Miami,
Florida
| USD 212 M | +USD 9.26 M | +5% | 15.3% | 151% | 462 | 8.23% | 4.3 |
|
| 5630 |
5630
Matisse Capital
Portland,
Oregon
| USD 212 M | +USD 21.9 M | +12% | 9.34% | 66.9% | 176 | 10.8% | 2.2 |
|
| 5631 |
5631
Fedenia Advisers
Madison,
Wisconsin
| USD 211 M | +USD 57.6 M | +37% | 19.6% | – | 154 | 36.36% | 0.3 |
|
| 5632 |
5632
Endeavor Private Wealth
Topeka,
Kansas
| USD 211 M | +USD 27.3 M | +15% | 8.53% | – | 145 | 18.62% | 0.4 |
|
| 5633 |
5633
Crown Oak Advisors
Piedmont,
California
| USD 211 M | +USD 13.6 M | +7% | 5.46% | 53.3% | 23 | 4.35% | 1.4 |
|
| 5634 |
5634
Family Office Research
Bethesda,
Maryland
| USD 211 M | +USD 6.15 M | +3% | 10.9% | – | 72 | 9.72% | 0.5 |
|
| 5635 |
I2I
5635
Insight 2811 Inc
Chicago,
Illinois
| USD 211 M | +USD 13.9 M | +7% | 3.45% | 30.8% | 94 | 14.89% | 5 |
|
| 5636 |
5636
CNB Bank
Clearfield,
Pennsylvania
| USD 211 M | +USD 13.4 M | +7% | 13.1% | 91.6% | 527 | 10.63% | 4.3 |
|
| 5637 |
5637
Wealth Quarterback
Toms River,
New Jersey
| USD 211 M | +USD 33.2 M | +19% | 10.4% | 109% | 144 | 18.06% | 2.6 |
|
| 5638 |
5638
IMPACTfolio
Denver,
Colorado
| USD 211 M | +USD 20.6 M | +11% | 8.31% | 58.8% | 37 | 24.32% | 2.1 |
|
| 5639 |
5639
Ballentine Capital Advisors
Greenville,
South Carolina
| USD 211 M | +USD 13.8 M | +7% | 8.01% | 48.8% | 30 | 16.67% | 1.4 |
|
| 5640 |
5640
Rosalind Advisors
Toronto,
Ontario, Canada
| USD 211 M | +USD 5.25 M | +3% | 8.81% | – | 46 | 45.65% | 0.7 |
|
| 5641 |
5641
Onyx Financial Advisors
Idaho Falls,
Idaho
| USD 211 M | +USD 21.9 M | +12% | 8.15% | 57.8% | 18 | 11.11% | 1.6 |
|
| 5642 |
5642
Stash Investments
New York
| USD 211 M | +USD 24.1 M | +13% | 6.81% | 40.7% | 5 | 0% | 1.5 |
|
| 5643 |
5643
Meros Investment Management
Dallas,
Texas
| USD 211 M | +USD 40.4 M | +24% | 19.5% | 102% | 44 | 13.64% | 1.8 |
|
| 5644 |
5644
Legacy Bridge
West Des Moines,
Iowa
| USD 211 M | +USD 31.5 M | +18% | 27.4% | 236% | 347 | 21.33% | 4 |
|
| 5645 |
5645
Yorkville Advisors Global
Mountainside,
New Jersey
| USD 211 M | – | – | 9.47% | – | 22 | – | 0 |
|
| 5646 |
5646
Creekside Partners
Petaluma,
California
| USD 211 M | +USD 19.6 M | +10% | 8.32% | – | 173 | 5.78% | 0.9 |
|
| 5647 |
NERM
5647
New England Research & Management
Chicago,
Illinois
| USD 211 M | +USD 13.7 M | +7% | 8.73% | 65% | 176 | 33.52% | 4 |
|
| 5648 |
5648
5T Wealth
Napa,
California
| USD 211 M | +USD 23.9 M | +13% | 10.2% | – | 109 | 15.6% | 0.4 |
|
| 5649 |
5649
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 211 M | +USD 19.3 M | +10% | 7.48% | 46.3% | 19 | 26.32% | 3.2 |
|
| 5650 |
5650
Littlejohn & Co
Greenwich,
Connecticut
| USD 210 M | +USD 18 M | +9% | 1.95% | 56.2% | 24 | 12.5% | 2.9 |
|