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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6926 |
6926
Retirement Wealth Solutions
Marshfield,
Wisconsin
| USD 137 M | +USD 13 M | +11% | 8.82% | – | 449 | 4.23% | 0.5 |
|
| 6927 |
6927
NDWM LLC
La Jolla,
California
| USD 137 M | +USD 34.3 M | +33% | 6.79% | – | 36 | 22.22% | 1.1 |
|
| 6928 |
6928
EMG Holdings
Old Greenwich,
Connecticut
| USD 136 M | -USD 71.3 M | -34% | 3.9% | 4.17% | 35 | 62.86% | 1.3 |
|
| 6929 |
6929
Tsai Capital
New York
| USD 136 M | +USD 14.8 M | +12% | 19.4% | 29.2% | 28 | 7.14% | 2.4 |
|
| 6930 |
TCM
6930
Tao Capital Management
San Francisco,
California
| USD 136 M | +USD 20.3 M | +17% | 38.3% | 314% | 9 | 0% | 4.4 |
|
| 6931 |
6931
Bradyco Inc
Cambridge,
Massachusetts
| USD 136 M | +USD 4.65 M | +4% | 8.7% | – | 50 | 4% | 0.5 |
|
| 6932 |
6932
Nautilus Advisors
La Jolla,
California
| USD 136 M | +USD 15.3 M | +13% | 11.2% | – | 169 | 11.83% | 0.4 |
|
| 6933 |
6933
Morgens Waterfall Vintiadis & Co
New York
| USD 136 M | +USD 48.1 M | +55% | 41.8% | 594% | 24 | 41.67% | 2 |
|
| 6934 |
6934
Safir Wealth Advisors
Greenland,
New Hampshire
| USD 136 M | +USD 10.3 M | +8% | 7.6% | 52.1% | 16 | 18.75% | 3.8 |
|
| 6935 |
6935
Bravias Capital Group
Iselin,
New Jersey
| USD 136 M | +USD 12.9 M | +10% | 9.39% | – | 105 | 24.76% | 0.4 |
|
| 6936 |
6936
Nova Wealth Management
Bonita Springs,
Florida
| USD 136 M | +USD 20.3 M | +18% | 12.6% | – | 805 | 39.5% | 0.3 |
|
| 6937 |
6937
Asset Value Investors
London,
United Kingdom
| USD 136 M | -USD 36.1 M | -21% | 8.18% | – | 4 | 25% | 0.5 |
|
| 6938 |
6938
Hein Park Capital Management
New York
| USD 136 M | -USD 83 M | -38% | 20.4% | 122% | 4 | 50% | 1 |
|
| 6939 |
6939
Brickwood Asset Management
London,
United Kingdom
| USD 136 M | +USD 5.82 M | +4% | 4.97% | – | 10 | 70% | 0.2 |
|
| 6940 |
6940
Chicago Capital Management
Chicago,
Illinois
| USD 136 M | -USD 24.9 M | -15% | 17.5% | 270% | 51 | 43.14% | 0.6 |
|
| 6941 |
6941
Synergy Financial Group
San Ramon,
California
| USD 136 M | +USD 24.4 M | +22% | 22.8% | 133% | 113 | 5.31% | 2.1 |
|
| 6942 |
6942
WFA of San Diego
San Diego,
California
| USD 136 M | – | – | 5.53% | – | 427 | – | 2 |
|
| 6943 |
6943
Heritage Wealth Architects
Mendota Heights,
Minnesota
| USD 136 M | +USD 32.9 M | +32% | 7.04% | – | 55 | 47.27% | 0.1 |
|
| 6944 |
6944
S.R. Schill & Associates
Mercer Island,
Washington
| USD 136 M | +USD 10.3 M | +8% | 5.36% | 42.7% | 32 | 28.13% | 3.8 |
|
| 6945 |
6945
1858 Wealth Management
Akron,
Ohio
| USD 136 M | +USD 17.5 M | +15% | 19.2% | – | 131 | 21.37% | 1.1 |
|
| 6946 |
6946
Nabity-Jensen Investment Management
Omaha,
Nebraska
| USD 136 M | +USD 9.7 M | +8% | 9.83% | 85.3% | 70 | 8.57% | 1.3 |
|
| 6947 |
6947
AdviceOne Advisory Services
Glastonbury,
Connecticut
| USD 136 M | +USD 13 M | +11% | 10.3% | – | 35 | 17.14% | 0.4 |
|
| 6948 |
6948
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 135 M | +USD 19.2 M | +16% | 13% | 167% | 18 | 44.44% | 1.4 |
|
| 6949 |
6949
Babb Wealth Advisors
Flagstaff,
Arizona
| USD 135 M | +USD 10.6 M | +9% | 7.12% | – | 20 | 15% | 0.5 |
|
| 6950 |
ICM
6950
Indaba Capital Management
San Francisco,
California
| USD 135 M | -USD 31.2 M | -19% | 0.43% | 66.7% | 11 | 9.09% | 1 |
|