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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
AAF Wealth Management
Westborough,
Massachusetts
| USD 221 M | +USD 1.23 M | +0.6% | 7.62% | 75.1% | 49 | 16.33% | 3 |
|
| 5727 |
5727
Melone Private Wealth
Auburn Hills,
Michigan
| USD 221 M | +USD 25.3 M | +13% | 4.29% | 30.4% | 56 | 10.71% | 2.9 |
|
| 5728 |
5728
Lunate Capital
Al Maryah Island, Abu Dhabi,
United Arab Emirates
| USD 221 M | +USD 42.6 M | +24% | 14.8% | – | 7 | 28.57% | 0.4 |
|
| 5729 |
5729
Patron Partners
Houston,
Texas
| USD 221 M | +USD 18.7 M | +9% | 6.01% | 90.2% | 182 | 8.79% | 3.2 |
|
| 5730 |
5730
Catawba River Capital
Lake Wylie,
South Carolina
| USD 220 M | +USD 23.7 M | +12% | 8.23% | 89.5% | 20 | 10% | 2.7 |
|
| 5731 |
5731
Vawter Financial
Columbus,
Ohio
| USD 220 M | +USD 212 M | +2,389% | 6.03% | 48% | 118 | 80.51% | 0.4 |
|
| 5732 |
5732
Endowment Wealth Management
Appleton,
Wisconsin
| USD 220 M | +USD 26.4 M | +14% | 3.99% | 70.7% | 164 | 9.15% | 2.3 |
|
| 5733 |
5733
Adalta Capital Management
New York
| USD 220 M | +USD 21 M | +11% | 8.57% | 80.4% | 107 | 14.02% | 4 |
|
| 5734 |
5734
Aspect Partners
Fairfax,
Virginia
| USD 220 M | +USD 17.4 M | +9% | 6.96% | 66.7% | 742 | 22.91% | 1.2 |
|
| 5735 |
5735
Banyan Capital Management
Atlanta,
Georgia
| USD 220 M | +USD 25.7 M | +13% | 1.42% | 44.4% | 56 | 66.07% | 1.5 |
|
| 5736 |
5736
Logan Stone Capital
Chicago,
Illinois
| USD 220 M | +USD 7.63 M | +4% | 11.7% | 43.9% | 97 | 51.55% | 1 |
|
| 5737 |
5737
Spider Management Company
Richmond,
Virginia
| USD 220 M | -USD 44.4 M | -17% | 6.8% | – | 2 | 0% | 1.6 |
|
| 5738 |
VM
5738
VPR Management
Houston,
Texas
| USD 220 M | +USD 7.04 M | +3% | 7.84% | 54.5% | 61 | 3.28% | 3.5 |
|
| 5739 |
5739
Harold Davidson & Associates
Los Angeles,
California
| USD 220 M | +USD 65.7 M | +43% | 10.6% | – | 68 | 13.24% | 0.6 |
|
| 5740 |
5740
Dogwood Wealth Management
Lenexa,
Kansas
| USD 220 M | +USD 15.2 M | +7% | 6.06% | – | 818 | 23.59% | 0.7 |
|
| 5741 |
5741
Alternative Investment Advisors
Maitland,
Florida
| USD 220 M | +USD 18.5 M | +9% | 7.95% | 78.6% | 66 | 31.82% | 1.2 |
|
| 5742 |
5742
Westfuller Advisors
New York
| USD 220 M | +USD 44.6 M | +25% | 6.69% | – | 761 | 84.63% | 0.2 |
|
| 5743 |
5743
Beaton Management Company
Haverhill,
Massachusetts
| USD 220 M | +USD 15.2 M | +7% | 8.76% | 95.9% | 145 | 8.97% | 5.6 |
|
| 5744 |
5744
Green Court Capital Management
Hong Kong
| USD 220 M | +USD 68.7 M | +45% | 22.9% | 33.4% | 4 | 0% | 0.8 |
|
| 5745 |
5745
MYeCFO
La Jolla,
California
| USD 220 M | +USD 15.9 M | +8% | 7.44% | 58.5% | 64 | 12.5% | 2.1 |
|
| 5746 |
DFS
5746
Dixon Fnancial Services
Lafayette,
California
| USD 220 M | +USD 21.6 M | +11% | 7.97% | 76.6% | 48 | 16.67% | 2.1 |
|
| 5747 |
5747
Brentview Investment Management
Northfield,
Illinois
| USD 219 M | +USD 21.4 M | +11% | 9% | – | 69 | 8.7% | 0.6 |
|
| 5748 |
5748
Cairn Investment Group
Vancouver,
Washington
| USD 219 M | +USD 27.9 M | +15% | 5.85% | 67.4% | 71 | 5.63% | 3.6 |
|
| 5749 |
5749
Ballast Asset Management
Dallas,
Texas
| USD 219 M | +USD 26.8 M | +14% | 14.6% | 123% | 57 | 10.53% | 1.4 |
|
| 5750 |
LA
5750
Latitude Advisors
Vero Beach,
Florida
| USD 219 M | +USD 20.3 M | +10% | 7.58% | 79.6% | 226 | 14.16% | 2.5 |
|