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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7551 |
7551
Harbor Asset Planning
Belmont,
Massachusetts
| USD 105 M | – | – | 8.18% | – | 410 | – | 0 |
|
| 7552 |
7552
Green Alpha Advisors
Niwot,
Colorado
| USD 105 M | +USD 11.1 M | +12% | 21.3% | 316% | 112 | 2.68% | 3.2 |
|
| 7553 |
7553
York GP
Grand Cayman,
Cayman Islands
| USD 104 M | -USD 18.8 M | -15% | 18.2% | – | 4 | 75% | 0.8 |
|
| 7554 |
7554
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| USD 104 M | +USD 13.6 M | +15% | 9.95% | – | 80 | 13.75% | 0.4 |
|
| 7555 |
7555
MY Wealth Management
Germantown,
Maryland
| USD 104 M | +USD 1.01 M | +1% | 4.59% | 41.2% | 32 | 21.88% | 2 |
|
| 7556 |
7556
Western Pacific Wealth Management
Lake Forest,
Illinois
| USD 104 M | -USD 6.32 M | -6% | 14.3% | 91.4% | 216 | 16.67% | 2.4 |
|
| 7557 |
7557
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| USD 104 M | +USD 40.1 k | +0% | 1.28% | 52.2% | 63 | 3.17% | 5.9 |
|
| 7558 |
7558
Luts & Greenleigh Group
Bethesda,
Maryland
| USD 104 M | +USD 3.66 M | +4% | 5.08% | – | 80 | 7.5% | 1.9 |
|
| 7559 |
7559
Square Wave Capital
Brooklyn,
New York
| USD 104 M | +USD 10.8 M | +12% | 13.9% | – | 8 | 12.5% | 0.5 |
|
| 7560 |
7560
Michelson Medical Research Foundation
Los Angeles,
California
| USD 104 M | -USD 15.3 M | -13% | 7.51% | 52.2% | 27 | 33.33% | 1.5 |
|
| 7561 |
CWMGP
7561
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| USD 104 M | -USD 71 M | -41% | 8.23% | 75.9% | 76 | 40.79% | 2.1 |
|
| 7562 |
7562
Searchlight Capital Partners
New York
| USD 104 M | +USD 8.18 M | +9% | 3.73% | 38.5% | 3 | 0% | 7.3 |
|
| 7563 |
7563
Clarendon Private
Boston,
Massachusetts
| USD 104 M | +USD 9.35 M | +10% | 15.2% | – | 110 | 16.36% | 0.4 |
|
| 7564 |
7564
E Fund Management (HK)
Central,
Hong Kong
| USD 104 M | -USD 7.54 M | -7% | 4.07% | 163% | 177 | 27.68% | 1.1 |
|
| 7565 |
7565
LWM Advisors
El Dorado Hills,
California
| USD 104 M | +USD 6.7 M | +7% | 8.66% | – | 29 | 3.45% | 0.4 |
|
| 7566 |
7566
Nestegg Advisors
Hauppauge,
New York
| USD 104 M | +USD 9.8 M | +10% | 8.24% | – | 47 | 8.51% | 0.5 |
|
| 7567 |
7567
Post Resch Tallon Group
Pittsford,
New York
| USD 104 M | +USD 5.8 M | +6% | 8.01% | – | 110 | 16.36% | 0.5 |
|
| 7568 |
7568
Dynamic Financial Group
Cedar Falls,
Iowa
| USD 104 M | +USD 3.9 M | +4% | 3.68% | – | 63 | 12.7% | 0.4 |
|
| 7569 |
7569
RK Asset Management
Grosse Pointe Farms,
Michigan
| USD 104 M | -USD 4.58 M | -4% | 1.24% | 47.6% | 23 | 0% | 4.3 |
|
| 7570 |
7570
Medici Capital
Newport Beach,
California
| USD 104 M | +USD 21.6 M | +26% | 9.18% | 127% | 30 | 56.67% | 0.6 |
|
| 7571 |
7571
Eagle Harbor Asset Management
Seattle,
Washington
| USD 104 M | +USD 5.01 M | +5% | 7.76% | 76.2% | 128 | 7.03% | 2.4 |
|
| 7572 |
7572
Cooper Capital Advisors
Encinitas,
California
| USD 104 M | +USD 10.3 M | +11% | 11.3% | – | 40 | 40% | 0.3 |
|
| 7573 |
7573
Measured Risk Portfolios
San Diego,
California
| USD 104 M | +USD 10.3 M | +11% | 0.5% | – | 60 | 3.33% | 0.5 |
|
| 7574 |
7574
Delphi Management
Brookline,
Massachusetts
| USD 103 M | +USD 5.36 M | +5% | 9.94% | 111% | 88 | 20.45% | 3.3 |
|
| 7575 |
7575
Karani Asset Management
New York
| USD 103 M | +USD 8.78 M | +9% | 13.4% | – | 48 | 33.33% | 2.2 |
|