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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
6501
Provence Wealth Management Group
Irvine,
California
| USD 87.4 M | -USD 1.02 M | -1% | 3.42% | – | 80 | 28.75% | 0.2 |
|
| 6502 |
FTB
6502
First Trust Bank
Nassau,
Bahamas
| USD 87.4 M | +USD 7.57 M | +9% | 14.3% | 64.2% | 19 | 57.89% | 1.1 |
|
| 6503 |
HIH
6503
HRS Investment Holdings
New York
| USD 87.1 M | -USD 212 M | -71% | 4.63% | 21.5% | 142 | 99.3% | 1.6 |
|
| 6504 |
6504
Beam Wealth Advisors
Covington,
Louisiana
| USD 87.1 M | -USD 262 k | -0.3% | 3.88% | 59.7% | 91 | 8.79% | 1.7 |
|
| 6505 |
6505
Ampfield Management
New York
| USD 86.8 M | -USD 15.8 M | -15% | 24.9% | 56.9% | 7 | 14.29% | 0.9 |
|
| 6506 |
YC
6506
Yunqi Capital
Hong Kong
| USD 86.8 M | -USD 46.2 M | -35% | 28.9% | 71.4% | 7 | 57.14% | 0.2 |
|
| 6507 |
A
6507
Atomvest
Hong Kong
| USD 86.7 M | -USD 5.72 M | -6% | 24.8% | 90% | 4 | 50% | 0.8 |
|
| 6508 |
6508
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| USD 86.6 M | +USD 35.9 M | +71% | 52.9% | 23.7% | 3 | 33.33% | 0.2 |
|
| 6509 |
TPL
6509
Tao Pro LLC
San Francisco,
California
| USD 86.6 M | -USD 15.1 M | -15% | 14.8% | – | 1 | 0% | 0.3 |
|
| 6510 |
6510
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| USD 86.4 M | -USD 6.71 M | -7% | 1.07% | 66% | 56 | 17.86% | 1.4 |
|
| 6511 |
6511
Future Fund LLC
Chicago,
Illinois
| USD 86.4 M | -USD 29.6 M | -26% | 0.58% | 93.1% | 40 | 32.5% | 0.2 |
|
| 6512 |
6512
Memorial Sloan Kettering Cancer Center
New York
| USD 86.4 M | -USD 72.8 M | -46% | 0.77% | 14.8% | 6 | 0% | 1 |
|
| 6513 |
6513
Beecher Investors
Darien,
Connecticut
| USD 86.4 M | +USD 3.87 M | +5% | 5.92% | – | 21 | 0% | 0.3 |
|
| 6514 |
6514
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| USD 86.2 M | -USD 7.09 M | -8% | 3.3% | 32% | 81 | 65.43% | 0.9 |
|
| 6515 |
6515
Holland Advisory Services
Ormond Beach,
Florida
| USD 86.1 M | -USD 483 k | -0.6% | 4.91% | 57.1% | 36 | 5.56% | 0.3 |
|
| 6516 |
6516
Khrom Capital Management
Miami Beach,
Florida
| USD 86 M | -USD 13 M | -13% | 9.5% | 35.6% | 19 | 47.37% | 0.5 |
|
| 6517 |
KCS
6517
Koonce Calvin Scott
| USD 86 M | -USD 27.7 M | -24% | 24.4% | 67.9% | 1 | 0% | 7.3 |
|
| 6518 |
6518
Pitti Group Wealth Management
Victor,
New York
| USD 85.8 M | -USD 3.86 M | -4% | 4.82% | 65.3% | 73 | 16.44% | 0.2 |
|
| 6519 |
PWM
6519
Pinnacle Wealth Management
Roseville,
California
| USD 85.6 M | -USD 31.3 M | -27% | 1.26% | 194% | 63 | 66.67% | 0.1 |
|
| 6520 |
6520
Fingerlakes Wealth Management
Ithaca,
New York
| USD 85.5 M | -USD 3.28 M | -4% | 5.69% | 80.2% | 94 | 3.19% | 0.2 |
|
| 6521 |
BCP
6521
Berylson Capital Partners
Boston,
Massachusetts
| USD 85.3 M | -USD 5.5 M | -6% | 28% | 57.7% | 41 | 65.85% | 0.3 |
|
| 6522 |
MSCM
6522
Marlin Sams Capital Management
New York
| USD 85.2 M | -USD 21 M | -20% | 16.5% | 53.1% | 8 | 100% | 0 |
|
| 6523 |
6523
Avondale Wealth Management
West Lake Hills,
Texas
| USD 85.1 M | -USD 13.7 M | -14% | 4.13% | 83.8% | 129 | 27.13% | 1.9 |
|
| 6524 |
6524
Echo Wealth Management
Plymouth,
Minnesota
| USD 85.1 M | -USD 2.51 M | -3% | 5.48% | 42.9% | 51 | 5.88% | 1.1 |
|
| 6525 |
CFS
6525
Capital Financial Services
Clifton Park,
New York
| USD 85 M | -USD 6.6 M | -7% | 3.83% | – | 78 | 8.97% | 1.1 |
|