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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
6551
Magnolia Wealth Management
Dothan,
Alabama
| USD 97.7 M | – | – | 4.51% | 48.7% | 13 | – | 0 |
|
| 6552 |
6552
Raleigh Capital Management
Cary,
North Carolina
| USD 97.5 M | – | – | 4.83% | 79.9% | 329 | – | 0 |
|
| 6553 |
6553
Cook Wealth
Raleigh,
North Carolina
| USD 97.5 M | – | – | 3.08% | 7.36% | 39 | – | 0 |
|
| 6554 |
6554
Gibson Wealth Advisors
Tyler,
Texas
| USD 97.2 M | – | – | 6.65% | – | 116 | – | 0 |
|
| 6555 |
MIM
6555
Meixler Investment Management
Show Low,
Arizona
| USD 97.1 M | – | – | 8% | 60.8% | 85 | – | 0 |
|
| 6556 |
6556
Udine Wealth Management
Boca Raton,
Florida
| USD 96.9 M | – | – | 8.98% | 141% | 20 | – | 0 |
|
| 6557 |
6557
Vista Finance
Clayton,
Missouri
| USD 96.8 M | – | – | 7.45% | 50.7% | 87 | – | 0 |
|
| 6558 |
VIA
6558
Vantis Investment Advisers
Miami,
Florida
| USD 96.6 M | +USD 1.12 M | +1% | 1.09% | 39.6% | 39 | 76.92% | 0.2 |
|
| 6559 |
6559
Convergence Financial
Columbia,
Missouri
| USD 96.2 M | – | – | 7.72% | 70.6% | 23 | – | 0 |
|
| 6560 |
D
6560
Drystone
Ivy,
Virginia
| USD 96.2 M | – | – | 10.6% | – | 20 | – | 0 |
|
| 6561 |
6561
Arena Investors
Purchase,
New York
| USD 96.1 M | – | – | 8.33% | – | 29 | – | 0 |
|
| 6562 |
6562
Data Collective II
Palo Alto,
California
| USD 96 M | – | – | 20.8% | – | 5 | – | 0 |
|
| 6563 |
6563
Eagle Bluffs Wealth Management
Columbia,
Missouri
| USD 95.8 M | – | – | 6.61% | 95.5% | 61 | – | 0 |
|
| 6564 |
6564
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| USD 95.6 M | – | – | 8.79% | 111% | 72 | – | 0 |
|
| 6565 |
6565
Lewis Capital Management
Beverly Hills,
California
| USD 95.4 M | – | – | 5.08% | – | 73 | – | 0 |
|
| 6566 |
6566
Canvas GP 1
Portola Valley,
California
| USD 95.3 M | – | – | 8.4% | – | 1 | – | 1 |
|
| 6567 |
6567
Yarra Square Partners
New York
| USD 95.1 M | -USD 8.44 M | -8% | 6.3% | 55.9% | 22 | 27.27% | 0.8 |
|
| 6568 |
6568
Pluribus Labs
Mill Valley,
California
| USD 94.8 M | – | – | 8.46% | – | 228 | – | 0 |
|
| 6569 |
6569
Finivi Inc
Westborough,
Massachusetts
| USD 94.7 M | – | – | 10.2% | 144% | 75 | – | 0 |
|
| 6570 |
6570
Kapitalo Investimentos
Sao Paulo,
Brazil
| USD 94.5 M | -USD 102 M | -52% | 2.88% | 66.5% | 51 | 49.02% | 0.4 |
|
| 6571 |
IP
6571
Invenire Partners
Ridgefield,
Connecticut
| USD 94.5 M | – | – | 1.47% | – | 26 | – | 0 |
|
| 6572 |
6572
Claris Advisors
St. Louis,
Missouri
| USD 94.5 M | – | – | 6.74% | 65.7% | 51 | – | 0 |
|
| 6573 |
6573
QP Wealth Management
Eatontown,
New Jersey
| USD 94.3 M | +USD 1.09 M | +1% | 7.87% | – | 80 | 20% | 1.3 |
|
| 6574 |
6574
Delphia (USA)
Toronto,
Ontario, Canada
| USD 94.1 M | – | – | 9.12% | – | 264 | – | 0 |
|
| 6575 |
6575
Sanctuary Wealth Management
Pocatello,
Idaho
| USD 94 M | +USD 4.14 M | +5% | 3.99% | – | 36 | 16.67% | 1.8 |
|