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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
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| USD 80.2 M | +USD 3.84 M | +5% | 7.58% | – | 174 | 48.85% | 0.4 |
|
| 6552 |
6552
Redwood Wealth Management Group
Medford,
New Jersey
| USD 80.1 M | – | – | 8.68% | 74.1% | 146 | – | 0 |
|
| 6553 |
6553
Clifford Group
Wayland,
Massachusetts
| USD 80.1 M | – | – | 7.52% | 67.9% | 74 | – | 0 |
|
| 6554 |
6554
Nvest Financial
Portsmouth,
New Hampshire
| USD 79.9 M | +USD 9.19 M | +13% | 9.08% | 92.8% | 51 | 7.84% | 0.7 |
|
| 6555 |
6555
Offit Capital Advisors
New York
| USD 79.8 M | +USD 11.3 M | +16% | 25.3% | – | 1 | 0% | 1 |
|
| 6556 |
6556
David J. Yvars Group
University Park,
Florida
| USD 79.8 M | -USD 10.2 M | -11% | 9.27% | 143% | 71 | 14.08% | 1.6 |
|
| 6557 |
6557
Fidato Wealth
Middleburg Heights,
Ohio
| USD 79.7 M | +USD 6.52 M | +9% | 6.66% | 61.1% | 7 | 28.57% | 0.7 |
|
| 6558 |
6558
Meritech Capital Associates VI
Palo Alto,
California
| USD 79.7 M | -USD 17.4 M | -18% | 16.6% | – | 6 | 0% | 1 |
|
| 6559 |
PAM
6559
Premier Asset Management
Chicago,
Illinois
| USD 79.6 M | -USD 16.9 M | -17% | 10.2% | 104% | 121 | 23.14% | 2 |
|
| 6560 |
6560
Ativo Capital Management
Chicago,
Illinois
| USD 79.5 M | +USD 15.8 M | +25% | 11.1% | 63.2% | 62 | 24.19% | 2 |
|
| 6561 |
DIM
6561
DC Investments Management
Mclean,
Virginia
| USD 79 M | +USD 35.3 M | +81% | 3.41% | 56.3% | 65 | 64.62% | 0.4 |
|
| 6562 |
TMC
6562
Trellus Management Company
Delray Beach,
Florida
| USD 79 M | -USD 3.38 M | -4% | 1.32% | 268% | 73 | 49.32% | 1.5 |
|
| 6563 |
6563
Luts & Greenleigh Group
Bethesda,
Maryland
| USD 78.9 M | – | – | 14.1% | – | 60 | – | 0 |
|
| 6564 |
6564
Watershed Asset Management
San Francisco,
California
| USD 78.9 M | +USD 2.26 M | +3% | 11.2% | – | 159 | 52.2% | 0.4 |
|
| 6565 |
6565
Orca Investment Management
Roseburg,
Oregon
| USD 78.9 M | +USD 2.22 M | +3% | 7.87% | 122% | 57 | 0% | 5.6 |
|
| 6566 |
6566
ClientFirst Wealth Management
Little Rock,
Arkansas
| USD 78.8 M | -USD 1.84 M | -2% | 14.2% | – | 26 | 3.85% | 0.9 |
|
| 6567 |
6567
Gritstone Asset Management
Bethesda,
Maryland
| USD 78.6 M | – | – | 3.63% | – | 213 | – | 0 |
|
| 6568 |
6568
EDBI Pte Ltd
Singapore
| USD 78.5 M | -USD 16.5 M | -17% | 9.4% | 6.21% | 26 | 26.92% | 0.9 |
|
| 6569 |
6569
Mayfair Advisory Group
Birmingham,
Alabama
| USD 78.5 M | +USD 7.76 M | +11% | 8.43% | 71.5% | 125 | 20% | 1.5 |
|
| 6570 |
6570
Mendota Financial Group
Madison,
Wisconsin
| USD 78.5 M | – | – | 12.6% | 50.1% | 312 | – | 0 |
|
| 6571 |
6571
Arthedge Capital Management
Jericho,
New York
| USD 78.5 M | -USD 19.6 M | -20% | 17.5% | 80.7% | 13 | 7.69% | 1.5 |
|
| 6572 |
6572
AtonRa Partners
Geneva,
Switzerland
| USD 78.5 M | -USD 23.3 M | -23% | 14.9% | 49% | 116 | 4.31% | 1.4 |
|
| 6573 |
WPA
6573
Winning Points Advisors
Boca Raton,
Florida
| USD 78.5 M | -USD 3.36 M | -4% | 6.51% | – | 53 | 26.42% | 3.8 |
|
| 6574 |
6574
Morling Financial Advisors
Fremont,
California
| USD 78.4 M | +USD 4.98 M | +7% | 3.82% | 91.2% | 79 | 16.46% | 0.8 |
|
| 6575 |
6575
swisspartners
Vaduz,
Liechtenstein
| USD 78.4 M | -USD 18.2 M | -19% | 20.4% | – | 85 | 20% | 1.5 |
|