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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
Arcadia Wealth Management (New York)
Smithtown,
New York
| USD 185 M | +USD 10.4 M | +6% | 0.09% | – | 62 | 20.97% | 1.1 |
|
| 6427 |
6427
Catalyst Private Wealth
San Mateo,
California
| USD 185 M | -USD 44.3 M | -19% | 7.49% | 120% | 77 | 1.3% | 3.7 |
|
| 6428 |
6428
Clark Financial Services Group
Chesterfield,
Missouri
| USD 185 M | -USD 3.48 M | -2% | 2.77% | 116% | 128 | 33.59% | 1.9 |
|
| 6429 |
6429
Kellett Wealth Advisors
Cincinnati,
Ohio
| USD 184 M | +USD 9.42 M | +5% | 0.89% | 76.3% | 86 | 16.28% | 2.3 |
|
| 6430 |
CCA
6430
Cypress Capital Advisors
Franklin,
Tennessee
| USD 184 M | -USD 1.89 M | -1% | 0.28% | – | 79 | 10.13% | 1.1 |
|
| 6431 |
6431
Forum Finance Group
Geneva,
| USD 184 M | – | – | 0.61% | – | 321 | – | 0 |
|
| 6432 |
6432
Stephenson & Company
San Clemente,
California
| USD 184 M | +USD 2.38 M | +1% | 1.05% | 47% | 47 | 12.77% | 1.8 |
|
| 6433 |
AI
6433
Arrien Investments
Boise,
Idaho
| USD 184 M | +USD 7.1 M | +4% | 0.27% | 46% | 47 | 4.26% | 2 |
|
| 6434 |
6434
Sachetta
Lynnfield,
Massachusetts
| USD 184 M | +USD 1.81 M | +1% | 0.62% | – | 1,130 | 13.81% | 1.8 |
|
| 6435 |
6435
Integrity Investment Advisors
Fort Collins,
Colorado
| USD 184 M | +USD 2.85 M | +2% | 2.6% | – | 88 | 25% | 0.7 |
|
| 6436 |
6436
CastleKeep Investment Advisors
Westport,
Connecticut
| USD 184 M | -USD 36.5 M | -17% | 0.29% | – | 91 | 28.57% | 1.9 |
|
| 6437 |
6437
Index Venture Growth Associates V
St. Helier,
Jersey
| USD 184 M | -USD 124 M | -40% | 40.1% | – | 3 | 0% | 0.3 |
|
| 6438 |
6438
Define Financial
San Diego,
California
| USD 184 M | +USD 7.83 M | +4% | 1.82% | – | 45 | 13.33% | 1 |
|
| 6439 |
6439
GSI Capital Advisors
Newport Beach,
California
| USD 184 M | +USD 5.6 M | +3% | 4.86% | 39.7% | 34 | 26.47% | 2.1 |
|
| 6440 |
6440
Harbour Investment Management
Edmonds,
Washington
| USD 184 M | -USD 4.44 M | -2% | 0.18% | 58.8% | 107 | 13.08% | 6.5 |
|
| 6441 |
6441
P. Schoenfeld Asset Management (PSAM)
New York
| USD 184 M | -USD 98.8 M | -35% | 6.1% | 367% | 54 | 53.7% | 0.8 |
|
| 6442 |
6442
Tassel Capital Management
Matthews,
North Carolina
| USD 184 M | +USD 18.9 M | +11% | 0.05% | – | 38 | 13.16% | 1 |
|
| 6443 |
MKW
6443
Mullaney, Keating & Wright
Middletown,
Connecticut
| USD 184 M | -USD 5.35 M | -3% | 1.38% | – | 75 | 13.33% | 1.4 |
|
| 6444 |
6444
Nutshell Asset Management
Sevenoaks,
United Kingdom
| USD 184 M | -USD 96.5 M | -34% | 11% | – | 47 | 53.19% | 0.5 |
|
| 6445 |
6445
KMT Wealth Management
El Segundo,
California
| USD 184 M | -USD 2.78 M | -1% | 3.87% | – | 19 | 26.32% | 1 |
|
| 6446 |
LAMC
6446
Longview Asset Management (California)
San Rafael,
California
| USD 184 M | +USD 2.66 M | +1% | 0.53% | – | 175 | 10.29% | 1 |
|
| 6447 |
RFG
6447
RFP Financial Group
Atlanta,
Georgia
| USD 184 M | -USD 24.8 M | -12% | 0.22% | 53.2% | 91 | 42.86% | 2.2 |
|
| 6448 |
6448
Ameraudi Asset Management
New York
| USD 184 M | +USD 1.92 M | +1% | 0.04% | 51.5% | 46 | 10.87% | 3.6 |
|
| 6449 |
6449
Sard Wealth Management Group
Atlanta,
Georgia
| USD 184 M | +USD 1.71 M | +0.9% | 0.07% | 51.3% | 62 | 9.68% | 1.7 |
|
| 6450 |
6450
Eliot Finkel Investment Counsel
Beverly Hills,
California
| USD 184 M | +USD 20.6 M | +13% | 14.9% | 85.5% | 33 | 3.03% | 5.8 |
|