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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
Echo45 Advisors
Walnut Creek,
California
| USD 121 M | +USD 8.95 M | +8% | 5.91% | 53.6% | 63 | 30.16% | 0.8 |
|
| 5902 |
5902
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| USD 121 M | +USD 6.61 M | +6% | 6.37% | 55.5% | 65 | 21.54% | 0.2 |
|
| 5903 |
5903
Lakewood Asset Management
Naperville,
Illinois
| USD 120 M | -USD 3.39 M | -3% | 4.48% | 69.3% | 316 | 64.87% | 0.2 |
|
| 5904 |
5904
Yoder Wealth Management
Walnut Creek,
California
| USD 120 M | – | – | 8.51% | 69.3% | 74 | – | 0 |
|
| 5905 |
5905
Iams Wealth Management
Omaha,
Nebraska
| USD 120 M | +USD 22 M | +22% | 2.13% | 57.7% | 117 | 30.77% | 0.2 |
|
| 5906 |
5906
Paladin Advisory Group
Clive,
Iowa
| USD 120 M | +USD 3.3 M | +3% | 5.98% | 71.9% | 533 | 100% | 0 |
|
| 5907 |
5907
Alamar Capital Management
Santa Barbara,
California
| USD 120 M | +USD 22.6 M | +23% | 15.5% | – | 72 | 8.33% | 1.6 |
|
| 5908 |
KSCM
5908
Key Square Capital Management
Stamford,
Connecticut
| USD 120 M | +USD 16.7 M | +16% | 14% | 50.2% | 18 | 61.11% | 0.3 |
|
| 5909 |
5909
Adirondack Retirement Specialists
Queensbury,
New York
| USD 120 M | +USD 31.5 M | +35% | 8.97% | 13.1% | 175 | 28% | 0.5 |
|
| 5910 |
5910
BOS Asset Management
Springfield,
Illinois
| USD 120 M | +USD 8.02 M | +7% | 4.4% | 70.3% | 129 | 6.2% | 0.2 |
|
| 5911 |
LCM
5911
Lynx1 Capital Management
San Juan,
Puerto Rico
| USD 120 M | +USD 4.31 M | +4% | 8.72% | 883% | 14 | 14.29% | 0.9 |
|
| 5912 |
5912
Howard Wealth Management
Madison,
Connecticut
| USD 120 M | -USD 1.97 M | -2% | 6.06% | 69.9% | 118 | 14.41% | 1.6 |
|
| 5913 |
5913
swisspartners Advisors
Zurich,
Switzerland
| USD 120 M | +USD 7.86 M | +7% | 10.6% | 75.9% | 26 | 0% | 2.3 |
|
| 5914 |
SC
5914
Settian Capital
New York
| USD 120 M | +USD 5.58 M | +5% | 8% | 69% | 36 | 2.78% | 0.8 |
|
| 5915 |
5915
Basepoint Wealth
Cedar Rapids,
Iowa
| USD 120 M | +USD 6.85 M | +6% | 4.11% | 113% | 95 | 6.32% | 1 |
|
| 5916 |
5916
Banco de Sabadell
Miami,
Florida
| USD 120 M | +USD 838 k | +0.7% | 5.55% | 75.1% | 81 | 3.7% | 3.9 |
|
| 5917 |
5917
Tower Wealth Partners
Lewisburg,
Pennsylvania
| USD 120 M | +USD 4.91 M | +4% | 4.36% | 53.7% | 55 | 14.55% | 1.6 |
|
| 5918 |
5918
Q3 Asset Management
Birmingham,
Michigan
| USD 120 M | -USD 28 M | -19% | 11.6% | 105% | 71 | 76.06% | 0.2 |
|
| 5919 |
5919
Ted Buchan & Co
San Diego,
California
| USD 120 M | +USD 11.5 M | +11% | 3.8% | 65.2% | 90 | 23.33% | 0.2 |
|
| 5920 |
5920
Mayar Capital
London,
United Kingdom
| USD 120 M | +USD 3.97 M | +3% | 6.15% | 14.7% | 12 | 0% | 1.7 |
|
| 5921 |
5921
Petiole USA
New York
| USD 119 M | -USD 17 M | -12% | 14.3% | 105% | 39 | 7.69% | 1 |
|
| 5922 |
5922
IMPACTfolio
Denver,
Colorado
| USD 119 M | +USD 11.6 M | +11% | 7.42% | 58.8% | 55 | 52.73% | 0.7 |
|
| 5923 |
5923
Crown Wealth Group
Charlotte,
North Carolina
| USD 119 M | +USD 13 M | +12% | 8.91% | 98.2% | 81 | 35.8% | 0.7 |
|
| 5924 |
5924
Fort Henry Capital
Wheeling,
West Virginia
| USD 119 M | +USD 8.95 M | +8% | 3.98% | 39.3% | 15 | 0% | 1.9 |
|
| 5925 |
5925
Hudson Canyon Capital Management
New York
| USD 119 M | +USD 11 M | +10% | 13.4% | 182% | 57 | 3.51% | 1.9 |
|