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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7026 |
7026
Teton Advisors
Rye,
New York
| USD 173 M | +USD 30.8 M | +22% | 41.5% | 139% | 163 | 9.82% | 9 |
|
| 7027 |
7027
Concorde Asset Management
Ann Arbor,
Michigan
| USD 173 M | -USD 31.1 M | -15% | 22.1% | – | 231 | 44.59% | 2.3 |
|
| 7028 |
7028
Archvest Wealth Advisors
Concord,
California
| USD 173 M | +USD 17.8 M | +12% | 11.3% | 53.1% | 81 | 18.52% | 2.1 |
|
| 7029 |
7029
Hopwood Financial Services
Reston,
Virginia
| USD 173 M | +USD 24.3 M | +16% | 12.8% | – | 92 | 9.78% | 1.3 |
|
| 7030 |
7030
Grantvest Financial Group
Matawan,
New Jersey
| USD 173 M | +USD 18.1 M | +12% | 10.2% | – | 194 | 16.49% | 1 |
|
| 7031 |
7031
DeLarme Wealth Management
Palos Verdes Estates,
California
| USD 172 M | +USD 17.2 M | +11% | 8.56% | – | 69 | 10.14% | 0.4 |
|
| 7032 |
7032
Doheny Asset Management
Los Angeles,
California
| USD 172 M | +USD 19 M | +12% | 15.6% | 135% | 65 | 13.85% | 6.5 |
|
| 7033 |
7033
Fundamenta Capital
Montevideo,
| USD 172 M | +USD 70.6 M | +69% | 2.01% | – | 16 | 62.5% | 0.1 |
|
| 7034 |
7034
Sanders Morris Harris
Houston,
Texas
| USD 172 M | -USD 458 M | -73% | 9.11% | 85.8% | 303 | 77.23% | 0.2 |
|
| 7035 |
7035
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 172 M | -USD 133 M | -44% | 8.92% | 51.8% | 29 | 27.59% | 2.2 |
|
| 7036 |
7036
Pacific Park Financial
Lagina Hills,
California
| USD 172 M | +USD 19.1 M | +12% | 9.86% | – | 80 | 12.5% | 0.4 |
|
| 7037 |
7037
Innovative Wealth Building
California,
Maryland
| USD 172 M | +USD 30 M | +21% | 14.4% | – | 87 | 22.99% | 0.9 |
|
| 7038 |
7038
Aspire Growth Partners
Miromar Lakes,
Florida
| USD 172 M | +USD 26.4 M | +18% | 19.2% | – | 135 | 15.56% | 1.2 |
|
| 7039 |
7039
Networth Advisors
Canonsburg,
Pennsylvania
| USD 172 M | +USD 30.6 M | +22% | 9.77% | – | 452 | 30.53% | 0.4 |
|
| 7040 |
7040
Coastwise Capital Group
La Jolla,
California
| USD 172 M | -USD 8.07 M | -4% | 17.1% | 88.8% | 152 | 21.71% | 2.6 |
|
| 7041 |
7041
Paladin Wealth
Arden Hills,
Minnesota
| USD 172 M | +USD 26.6 M | +18% | 11.7% | – | 146 | 22.6% | 1.1 |
|
| 7042 |
7042
Stonekeep Investments
Sante Fe,
New Mexico
| USD 172 M | +USD 17.6 M | +11% | 10.4% | – | 83 | 22.89% | 1.3 |
|
| 7043 |
7043
Gambit Capital Management
Franklin,
Tennessee
| USD 172 M | +USD 26.6 M | +18% | 15.6% | – | 109 | 21.1% | 0.4 |
|
| 7044 |
7044
Graphene Investments SAS
Paris,
France
| USD 172 M | +USD 22.8 M | +15% | 17.8% | 103% | 45 | 8.89% | 2.5 |
|
| 7045 |
CFA
7045
Collaborative Fund Advisors
Reno,
Nevada
| USD 172 M | +USD 9.9 M | +6% | 16.8% | – | 251 | 63.75% | 0.1 |
|
| 7046 |
7046
Shade Tree Advisors
Saratoga Springs,
New York
| USD 172 M | +USD 32.1 M | +23% | 34.7% | – | 30 | 13.33% | 0.9 |
|
| 7047 |
7047
Northland Securities
Minneapolis,
Minnesota
| USD 172 M | +USD 66.6 M | +63% | 19.5% | – | 124 | 19.35% | 0.4 |
|
| 7048 |
7048
Welch Financial Planning
Boulder,
Colorado
| USD 172 M | +USD 32.6 M | +23% | 19% | – | 77 | 20.78% | 0.4 |
|
| 7049 |
7049
Brian Low Financial Group
Baton Rouge,
Louisiana
| USD 171 M | +USD 24.3 M | +16% | 9.23% | – | 128 | 18.75% | 0.8 |
|
| 7050 |
7050
Bannerman Wealth Management Group
Lewisville,
Texas
| USD 171 M | +USD 23 M | +15% | 11.3% | – | 38 | 15.79% | 1.1 |
|