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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
Wasserstein Debt Opportunities Management
New York
| USD 264 M | +USD 75.2 M | +40% | 33.1% | – | 9 | 66.67% | 0.4 |
|
| 5677 |
5677
Aragon Global Management
Miami,
Florida
| USD 264 M | +USD 121 M | +84% | 69.4% | – | 26 | 42.31% | 0.7 |
|
| 5678 |
5678
Alpha Zero
Boca Raton,
Florida
| USD 264 M | +USD 66.2 M | +34% | 12.4% | – | 109 | 29.36% | 0.8 |
|
| 5679 |
BWA
5679
BlueChip Wealth Advisors
Milton,
Georgia
| USD 264 M | +USD 36 M | +16% | 10.3% | 62.2% | 180 | 22.78% | 1.4 |
|
| 5680 |
5680
Physician Wealth Solutions
North Las Vegas,
Nevada
| USD 264 M | +USD 22.2 M | +9% | 9.36% | 43.6% | 45 | 0% | 2.3 |
|
| 5681 |
5681
Navis Wealth Advisors
Rye Brook,
New York
| USD 264 M | +USD 67.7 M | +35% | 17.1% | 107% | 210 | 33.33% | 2.1 |
|
| 5682 |
5682
GGM Financials
Columbus,
Ohio
| USD 264 M | +USD 46.4 M | +21% | 12% | – | 271 | 15.13% | 0.8 |
|
| 5683 |
5683
Greenfield Savings Bank
Greenfield,
Massachusetts
| USD 264 M | +USD 29.2 M | +12% | 19.4% | 108% | 150 | 6% | 3.2 |
|
| 5684 |
5684
GatePass Capital
Independence,
Ohio
| USD 263 M | +USD 49.1 M | +23% | 21.3% | – | 211 | 28.44% | 0.8 |
|
| 5685 |
5685
VarCov Co
Darien,
Connecticut
| USD 263 M | -USD 4.85 M | -2% | 19.4% | – | 599 | 80.63% | 0.1 |
|
| 5686 |
5686
Investmark Advisory Group
Shelton,
Connecticut
| USD 263 M | +USD 29.7 M | +13% | 12.5% | 73.8% | 154 | 11.69% | 2.8 |
|
| 5687 |
HWMC
5687
Heritage Wealth Management (California)
San Diego,
California
| USD 263 M | +USD 81.9 M | +45% | 13.5% | 78.5% | 104 | 13.46% | 1.8 |
|
| 5688 |
5688
Krensavage Asset Management
New York
| USD 263 M | +USD 7.53 M | +3% | 7.69% | 124% | 20 | 10% | 2.4 |
|
| 5689 |
5689
Alternative Investment Advisors
Maitland,
Florida
| USD 263 M | +USD 33.8 M | +15% | 15.6% | 78.6% | 92 | 32.61% | 1.3 |
|
| 5690 |
5690
Cambridge Capital Management
O'fallon,
Illinois
| USD 263 M | +USD 30.9 M | +13% | 11.3% | 55.9% | 48 | 10.42% | 1.9 |
|
| 5691 |
5691
Haven Private
Orlando,
Florida
| USD 263 M | +USD 33.4 M | +15% | 12.1% | – | 182 | 14.84% | 1.1 |
|
| 5692 |
BCM
5692
Birmingham Capital Management
Birmingham,
Alabama
| USD 263 M | +USD 25.9 M | +11% | 18.2% | 103% | 92 | 5.43% | 9.9 |
|
| 5693 |
5693
5th Street Advisors
Southport,
Connecticut
| USD 263 M | +USD 30.7 M | +13% | 9.66% | 47.5% | 58 | 12.07% | 1.5 |
|
| 5694 |
5694
Purkiss Capital Advisors
Ridgefield,
Connecticut
| USD 263 M | +USD 35.2 M | +15% | 13% | – | 198 | 19.7% | 1 |
|
| 5695 |
5695
Financial Futures
Brielle,
New Jersey
| USD 263 M | +USD 35 M | +15% | 11.2% | 48.5% | 84 | 19.05% | 2.2 |
|
| 5696 |
5696
Melone Private Wealth
Auburn Hills,
Michigan
| USD 263 M | +USD 17.7 M | +7% | 8.35% | 30.4% | 61 | 6.56% | 3.2 |
|
| 5697 |
5697
Massachusetts Wealth Management
North Andover,
Massachusetts
| USD 262 M | +USD 31.8 M | +14% | 21.4% | 110% | 99 | 2.02% | 2.6 |
|
| 5698 |
FAG
5698
Fortitude Advisory Group
Gig Harbor,
Washington
| USD 262 M | +USD 39.4 M | +18% | 25% | 142% | 252 | 16.27% | 2.6 |
|
| 5699 |
5699
MOKAN Wealth Management
Overland Park,
Kansas
| USD 262 M | +USD 35.8 M | +16% | 20.5% | – | 126 | 38.1% | 1 |
|
| 5700 |
5700
Eagle Wealth Strategies
West Deptford,
New Jersey
| USD 262 M | +USD 33.7 M | +15% | 17.5% | 85% | 126 | 15.87% | 1.7 |
|