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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
MOR Wealth Management
Philadelphia,
Pennsylvania
| USD 251 M | +USD 33.2 M | +15% | 14.8% | – | 136 | 34.56% | 0.3 |
|
| 5827 |
5827
Client First Capital
San Diego,
California
| USD 251 M | +USD 20.6 M | +9% | 11.2% | 54.6% | 29 | 6.9% | 1.7 |
|
| 5828 |
5828
Aufman Associates
Sewickley,
Pennsylvania
| USD 251 M | +USD 47 M | +23% | 40.1% | 136% | 69 | 8.7% | 3.6 |
|
| 5829 |
CWMG
5829
Compass Wealth Management (Georgia)
Atlanta,
Georgia
| USD 251 M | +USD 16.8 M | +7% | 12.5% | – | 76 | 7.89% | 0.8 |
|
| 5830 |
5830
LTS One Management
New York
| USD 251 M | +USD 12.2 M | +5% | 20.9% | 67.9% | 23 | 30.43% | 0.8 |
|
| 5831 |
5831
Abound Financial
Granite Bay,
California
| USD 251 M | +USD 21.9 M | +10% | 12.1% | – | 309 | 12.3% | 0.7 |
|
| 5832 |
LA
5832
Latitude Advisors
Vero Beach,
Florida
| USD 251 M | +USD 32.5 M | +15% | 13.9% | 79.6% | 249 | 18.47% | 2.6 |
|
| 5833 |
5833
Ballast Asset Management
Dallas,
Texas
| USD 251 M | +USD 26 M | +12% | 18% | 126% | 55 | 9.09% | 2 |
|
| 5834 |
5834
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| USD 251 M | +USD 26.6 M | +12% | 9.52% | 61.3% | 78 | 14.1% | 1.8 |
|
| 5835 |
5835
Sherborne Investors Management
New York
| USD 251 M | +USD 9.7 M | +4% | 4.03% | 54.2% | 1 | 0% | 3.5 |
|
| 5836 |
PK
5836
Pflug Koory
Omaha,
Nebraska
| USD 250 M | +USD 32.1 M | +15% | 22.7% | – | 429 | 3.03% | 6.5 |
|
| 5837 |
DCM
5837
Dudley Capital Management
Middleburg,
Virginia
| USD 250 M | +USD 23.6 M | +10% | 14.2% | 129% | 157 | 16.56% | 2.3 |
|
| 5838 |
5838
MW Advisory
Atlanta,
Georgia
| USD 250 M | – | – | 18.4% | – | 139 | – | 0 |
|
| 5839 |
5839
Quadratic Capital Management
Greenwich,
Connecticut
| USD 250 M | -USD 133 M | -35% | 0.4% | 0.6% | 2 | 0% | 5.1 |
|
| 5840 |
5840
Jupiter Wealth Management
Glendale,
Colorado
| USD 250 M | -USD 3.03 M | -1% | 15.1% | 99.2% | 97 | 11.34% | 3.2 |
|
| 5841 |
5841
Bernzott Capital Advisors
Camarillo,
California
| USD 250 M | +USD 41.2 M | +20% | 17.6% | 46.2% | 40 | 17.5% | 2.9 |
|
| 5842 |
5842
Matisse Capital
Portland,
Oregon
| USD 250 M | +USD 15.3 M | +7% | 15.8% | 73.3% | 179 | 20.11% | 2.5 |
|
| 5843 |
5843
Level Wealth Management
Greensboro,
North Carolina
| USD 250 M | +USD 36.2 M | +17% | 9.28% | – | 73 | 12.33% | 1.1 |
|
| 5844 |
5844
Brogan Financial
Knoxville,
Tennessee
| USD 250 M | +USD 22.2 M | +10% | 9.3% | 46.4% | 64 | 12.5% | 2.4 |
|
| 5845 |
5845
Fox Hill Wealth Management
Dedham,
Massachusetts
| USD 249 M | +USD 41.5 M | +20% | 33.3% | – | 131 | 19.08% | 1.7 |
|
| 5846 |
5846
Mirabaud & Cie
Geneva,
Switzerland
| USD 249 M | +USD 3.5 M | +1% | 30.8% | 151% | 60 | 21.67% | 1.7 |
|
| 5847 |
5847
Rockingstone Advisors
Great Barrington,
Massachusetts
| USD 249 M | +USD 31.1 M | +14% | 16.1% | 114% | 119 | 8.4% | 2.6 |
|
| 5848 |
VM
5848
VPR Management
Houston,
Texas
| USD 249 M | -USD 1.21 M | -0.5% | 0.73% | 54.5% | 66 | 1.52% | 3.7 |
|
| 5849 |
RSC
5849
Rising Stella Capital
Singapore,
| USD 249 M | +USD 35.4 M | +17% | 17.9% | – | 3 | 0% | 0.5 |
|
| 5850 |
5850
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| USD 249 M | +USD 55.2 M | +29% | 33.1% | 105% | 157 | 10.83% | 2.8 |
|