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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Bluesphere Advisors
East Norriton,
Pennsylvania
| USD 113 M | +USD 2.32 M | +2% | 7.9% | 105% | 97 | 16.49% | 0.4 |
|
| 5677 |
DC
5677
DPM Capital
Coral Gables,
Florida
| USD 113 M | -USD 41 M | -27% | 11% | 110% | 2 | 0% | 1.6 |
|
| 5678 |
5678
Defined Wealth Management
Beaverton,
Oregon
| USD 113 M | +USD 7.01 M | +7% | 6.95% | 78.1% | 98 | 7.14% | 0.5 |
|
| 5679 |
5679
Syverson Strege & Co
West Des Moines,
Iowa
| USD 112 M | +USD 16.2 M | +17% | 3.35% | 66.8% | 304 | 13.49% | 0.4 |
|
| 5680 |
5680
Grand Central Investment Group
Tampa,
Florida
| USD 112 M | +USD 9.33 M | +9% | 6.04% | – | 40 | 12.5% | 0.4 |
|
| 5681 |
5681
FWG Holdings
Winter Park,
Florida
| USD 112 M | – | – | 8.07% | 91.6% | 87 | – | 0 |
|
| 5682 |
5682
Ronit Capital
London,
United Kingdom
| USD 112 M | -USD 45.9 M | -29% | 1.96% | – | 76 | 38.16% | 0.3 |
|
| 5683 |
5683
Better Money Decisions
Santa Fe,
New Mexico
| USD 112 M | +USD 14.9 M | +15% | 4.96% | 32.7% | 623 | 8.99% | 0.2 |
|
| 5684 |
5684
Ravenstone Capital Management
Toronto,
| USD 111 M | – | – | 11.8% | 63% | 37 | – | 0 |
|
| 5685 |
5685
Benedetti & Gucer
Atlanta,
Georgia
| USD 111 M | +USD 2.62 M | +2% | 9.77% | 42.7% | 101 | 28.71% | 0.2 |
|
| 5686 |
5686
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| USD 111 M | +USD 7.69 M | +7% | 2.62% | 41.2% | 279 | 23.3% | 0.2 |
|
| 5687 |
5687
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 111 M | -USD 2.61 M | -2% | 1.86% | 32% | 8 | 12.5% | 4.2 |
|
| 5688 |
5688
Trustco Bank (New York)
Albany,
New York
| USD 111 M | -USD 7.95 M | -7% | 3.79% | 131% | 73 | 4.11% | 4.6 |
|
| 5689 |
5689
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| USD 111 M | +USD 9.9 M | +10% | 6.2% | 74.4% | 117 | 10.26% | 0.4 |
|
| 5690 |
ARIS
5690
Advanced Research Investment Solutions
Los Angeles,
California
| USD 111 M | +USD 24.7 M | +29% | 7.16% | 13.1% | 77 | 7.79% | 0.7 |
|
| 5691 |
5691
Orca Investment Management
Roseburg,
Oregon
| USD 111 M | +USD 14.5 M | +15% | 7.82% | 122% | 66 | 13.64% | 4.3 |
|
| 5692 |
5692
4Thought Financial Group
Syosset,
New York
| USD 111 M | +USD 7.19 M | +7% | 4.62% | 37.6% | 114 | 23.68% | 0.2 |
|
| 5693 |
JC
5693
JCSD Capital
Walnut Creek,
California
| USD 111 M | +USD 7.56 M | +7% | 0.56% | – | 76 | 18.42% | 1.1 |
|
| 5694 |
5694
Touchstone Capital
Pittsburgh,
Pennsylvania
| USD 111 M | +USD 1.34 M | +1% | 5.68% | – | 16 | 12.5% | 0.5 |
|
| 5695 |
SCM
5695
Springhouse Capital Management
Westport,
Connecticut
| USD 111 M | +USD 10.2 M | +10% | 2.31% | 52% | 25 | 32% | 1 |
|
| 5696 |
5696
Atlassian
San Francisco,
California
| USD 110 M | +USD 18.8 M | +20% | 20.5% | – | 1 | 0% | 0.5 |
|
| 5697 |
5697
VERITY Wealth Advisors
Sausalito,
United States
| USD 110 M | -USD 2.73 M | -2% | 6.31% | 59.9% | 56 | 1.79% | 2 |
|
| 5698 |
5698
Akaris Global Partners
New York
| USD 110 M | +USD 7.15 M | +7% | 8.41% | 35% | 19 | 31.58% | 0.7 |
|
| 5699 |
5699
Signature Wealth Management Partners
Montvale,
New Jersey
| USD 110 M | +USD 5.88 M | +6% | 6.51% | 97.9% | 113 | 13.27% | 0.4 |
|
| 5700 |
5700
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| USD 110 M | +USD 6.78 M | +7% | 6.2% | 85.6% | 104 | 3.85% | 4.4 |
|