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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6226 |
MAM
6226
MWA Asset Management
Lexington,
Massachusetts
| USD 221 M | +USD 38.7 M | +21% | 37.1% | 174% | 135 | 11.11% | 2.1 |
|
| 6227 |
WA1
6227
Wimmer Associates 1
Pasadena,
California
| USD 221 M | +USD 16.6 M | +8% | 13.8% | 78.9% | 116 | 7.76% | 7.3 |
|
| 6228 |
EPG
6228
Estate Planners Group
Yardley,
Pennsylvania
| USD 221 M | +USD 13 M | +6% | 11.1% | – | 86 | 33.72% | 0.4 |
|
| 6229 |
AIM
6229
Ausbil Investment Management
Sydney,
Australia
| USD 221 M | +USD 20 M | +10% | 8.53% | 115% | 77 | 33.77% | 1.3 |
|
| 6230 |
RIM
6230
Ryan Investment Management
Basalt,
Colorado
| USD 221 M | +USD 43.1 M | +24% | 12% | – | 33 | 48.48% | 0.5 |
|
| 6231 |
AAM
6231
Ameraudi Asset Management
New York
| USD 221 M | +USD 36.8 M | +20% | 8.88% | 47.1% | 49 | 22.45% | 3.3 |
|
| 6232 |
RCS
6232
R2 Capital Strategies
Lincoln,
Nebraska
| USD 221 M | – | – | 12.6% | – | 115 | – | 0 |
|
| 6233 |
EV
6233
EJMK Ventures
Itasca,
Illinois
| USD 220 M | +USD 41.3 M | +23% | 17.5% | – | 190 | 26.84% | 0.4 |
|
| 6234 |
CIA
6234
Citadel Investment Advisory
Chesterland,
Ohio
| USD 220 M | +USD 10.7 M | +5% | 7.46% | 66.1% | 78 | 2.56% | 4.9 |
|
| 6235 |
PCA
6235
Prospect Capital Advisors
Sausalito,
California
| USD 220 M | +USD 40.4 M | +22% | 38.5% | 202% | 32 | 18.75% | 3.9 |
|
| 6236 |
MLTEF
6236
Metatron Long Term Equity Fund
Birkirkara,
| USD 220 M | – | – | 31.7% | – | 65 | – | 0 |
|
| 6237 |
DAM
6237
Deepwater Asset Management
Minneapolis,
Minnesota
| USD 220 M | +USD 62.4 M | +40% | 60.4% | 142% | 43 | 27.91% | 1 |
|
| 6238 |
YWM
6238
Yardley Wealth Management
Yardley,
Pennsylvania
| USD 220 M | +USD 25 M | +13% | 9.73% | – | 37 | 2.7% | 1.6 |
|
| 6239 |
HHRDM
6239
H&H Retirement Design & Management
Las Vegas,
Nevada
| USD 220 M | +USD 7.25 M | +3% | 8.47% | 38.4% | 121 | 27.27% | 2 |
|
| 6240 |
LHWM
6240
Lake Hills Wealth Management
Austin,
Texas
| USD 220 M | +USD 41.2 M | +23% | 15.8% | 83.7% | 86 | 55.81% | 0.9 |
|
| 6241 |
WAL
6241
W Advisors LLC
Germantown,
Tennessee
| USD 220 M | +USD 24.9 M | +13% | 14.7% | 73.8% | 157 | 12.74% | 2.8 |
|
| 6242 |
IAM
6242
Infusive Asset Management
New York
| USD 220 M | +USD 13.2 M | +6% | 4.29% | 33.8% | 38 | 36.84% | 1.8 |
|
| 6243 |
SWIA
6243
Solano Wealth Investment Advisors
Fairfield,
California
| USD 220 M | +USD 19.1 M | +10% | 12.9% | – | 35 | 2.86% | 1.4 |
|
| 6244 |
EWA
6244
Exit Wealth Advisors
Atlanta,
Georgia
| USD 220 M | +USD 25.1 M | +13% | 14.8% | – | 181 | 44.75% | 0.4 |
|
| 6245 |
BWG
6245
Boomfish Wealth Group
Alpharetta,
Georgia
| USD 220 M | +USD 32.2 M | +17% | 17.9% | – | 96 | 10.42% | 1.8 |
|
| 6246 |
ORP
6246
Orion Resource Partners
New York
| USD 219 M | +USD 577 k | +0.3% | 5.72% | – | 32 | 62.5% | 0.5 |
|
| 6247 |
PWA
6247
Primoris Wealth Advisors
North Palm Beach,
Florida
| USD 219 M | +USD 76.5 M | +54% | 44.5% | 182% | 135 | 36.3% | 1.9 |
|
| 6248 |
CE
6248
Cornerstone Enterprises
Appleton,
Wisconsin
| USD 219 M | +USD 18.2 M | +9% | 17.2% | 84.1% | 43 | 20.93% | 1.3 |
|
| 6249 |
WMRU
6249
William Marsh Rice University
Houston,
Texas
| USD 219 M | -USD 1.42 M | -0.6% | 6.8% | 4.44% | 2 | 0% | 5.5 |
|
| 6250 |
CI
6250
Canerector Inc
Toronto,
Ontario, Canada
| USD 219 M | +USD 8.12 M | +4% | 19.2% | – | 9 | 0% | 1.5 |
|