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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6626 |
6626
Heritage Wealth Architects
Mendota Heights,
Minnesota
| USD 162 M | +USD 26.5 M | +20% | 6.09% | – | 59 | 18.64% | 0.3 |
|
| 6627 |
BCM
6627
Berbice Capital Management
Melville,
New York
| USD 162 M | +USD 19.6 M | +14% | 13.4% | – | 208 | 23.56% | 0.5 |
|
| 6628 |
6628
Invera Wealth Advisors
Bend,
Oregon
| USD 162 M | +USD 8.9 M | +6% | 7.65% | 102% | 88 | 5.68% | 1 |
|
| 6629 |
MCM
6629
Monimus Capital Management
Woodbridge,
New Jersey
| USD 162 M | +USD 24.6 M | +18% | 10.7% | – | 69 | 36.23% | 0.4 |
|
| 6630 |
6630
Kintayl Capital
New York
| USD 162 M | -USD 19 M | -10% | 10.3% | – | 53 | 54.72% | 0.3 |
|
| 6631 |
6631
Columbia River Financial Group
Vancouver,
Washington
| USD 162 M | +USD 7.62 M | +5% | 4.8% | – | 53 | 0% | 0.7 |
|
| 6632 |
6632
Applied Capital LLC
Hollywood,
Florida
| USD 162 M | +USD 24.4 M | +18% | 7.02% | 78.3% | 88 | 7.95% | 2.2 |
|
| 6633 |
6633
Salus Financial Advisors
Colorado Springs,
Colorado
| USD 162 M | +USD 13.3 M | +9% | 7.08% | – | 33 | 3.03% | 0.7 |
|
| 6634 |
6634
Teton Advisors
Rye,
New York
| USD 162 M | -USD 2.21 M | -1% | 11% | 139% | 172 | 9.88% | 9.2 |
|
| 6635 |
6635
Grant Private Wealth Management
Pleasanton,
California
| USD 162 M | -USD 14.3 M | -8% | 11.4% | – | 174 | 78.74% | 0.2 |
|
| 6636 |
6636
Traction Financial Partners
Encampment,
Wyoming
| USD 162 M | +USD 14.5 M | +10% | 6.37% | – | 82 | 25.61% | 1.3 |
|
| 6637 |
6637
Sectoral Asset Management
Montreal,
Quebec, Canada
| USD 162 M | +USD 10.6 M | +7% | 41.9% | 168% | 98 | 20.41% | 2.8 |
|
| 6638 |
6638
Thompson Davis & Co
Richmond,
Virginia
| USD 162 M | +USD 15.3 M | +10% | 12.1% | 188% | 180 | 40.56% | 2.2 |
|
| 6639 |
6639
Kure Advisory
Plymouth,
Minnesota
| USD 162 M | +USD 11.1 M | +7% | 5.85% | – | 49 | 12.24% | 1.5 |
|
| 6640 |
6640
Immersion
Aventura,
Florida
| USD 162 M | -USD 35.4 M | -18% | 12.9% | – | 11 | 45.45% | 0.6 |
|
| 6641 |
GA
6641
Gagnon Advisors
New York
| USD 162 M | +USD 13.1 M | +9% | 10.6% | 129% | 26 | 15.38% | 5.5 |
|
| 6642 |
6642
Capital & Planning LLC
Jonesboro,
Georgia
| USD 162 M | +USD 14.7 M | +10% | 7.48% | – | 40 | 12.5% | 0.6 |
|
| 6643 |
AI
6643
Axecap Investments
Mason,
Ohio
| USD 162 M | +USD 8.33 M | +5% | 8.16% | – | 91 | 29.67% | 0.6 |
|
| 6644 |
6644
Grand Alliance Asset Management
Central,
Hong Kong
| USD 162 M | +USD 73.2 M | +83% | 53.7% | – | 11 | 54.55% | 0.7 |
|
| 6645 |
6645
Papamarkou Wellner Asset Management
New York
| USD 162 M | +USD 10.6 M | +7% | 9.14% | – | 87 | 16.09% | 0.6 |
|
| 6646 |
6646
Explore Capital Management
Wilmington,
Delaware
| USD 162 M | +USD 20.3 M | +14% | 4.21% | – | 19 | 31.58% | 0.2 |
|
| 6647 |
6647
Magnolia Wealth Management
Dothan,
Alabama
| USD 162 M | +USD 8.27 M | +5% | 6.06% | 48.7% | 14 | 14.29% | 2.2 |
|
| 6648 |
6648
Gould Capital
Tacoma,
Washington
| USD 162 M | +USD 11.9 M | +8% | 7.16% | 60.1% | 222 | 8.11% | 2.8 |
|
| 6649 |
6649
Wilkins Miller Wealth Management
Mobile,
Alabama
| USD 161 M | +USD 14.5 M | +10% | 5.78% | – | 92 | 3.26% | 0.6 |
|
| 6650 |
6650
Aflac Inc
Columbus,
Georgia
| USD 161 M | -USD 42.7 M | -21% | 20.1% | 28.8% | 3 | 0% | 3.1 |
|