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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7576 |
7576
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 107 M | -USD 116 M | -52% | 50.2% | 245% | 4 | 25% | 3.2 |
|
| 7577 |
7577
RD Lewis Holdings
Maitland,
Florida
| USD 107 M | +USD 7.62 M | +8% | 6.43% | – | 85 | 8.24% | 0.7 |
|
| 7578 |
CG
7578
Curat Global
Springfield,
New Hampshire
| USD 107 M | +USD 1.83 M | +2% | 7.37% | – | 297 | 0.67% | 0.5 |
|
| 7579 |
7579
Velan Capital Investment Management
Alpharetta,
Georgia
| USD 106 M | +USD 5.23 M | +5% | 105% | 2,395% | 61 | 37.7% | 0.7 |
|
| 7580 |
7580
PrairieView Wealth Partners
Orland Park,
Illinois
| USD 106 M | +USD 10.1 M | +10% | 5.27% | – | 29 | 3.45% | 1 |
|
| 7581 |
7581
Carl Stuart Investment Advisor
Austin,
Texas
| USD 106 M | -USD 89 M | -46% | 11.2% | 84.4% | 19 | 15.79% | 2.2 |
|
| 7582 |
7582
American National Bank of Texas
Richardson,
Texas
| USD 106 M | – | – | 5.6% | – | 58 | – | 0 |
|
| 7583 |
7583
Wasserstein Debt Opportunities Management
New York
| USD 106 M | +USD 14.5 M | +16% | 15.8% | – | 1 | 0% | 1.8 |
|
| 7584 |
7584
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| USD 106 M | +USD 13.8 M | +15% | 8.84% | 75.6% | 53 | 13.21% | 2.8 |
|
| 7585 |
7585
Kitching Partners
Conshohocken,
Pennsylvania
| USD 106 M | +USD 7.31 M | +7% | 5.87% | – | 43 | 27.91% | 1 |
|
| 7586 |
7586
Conquis Financial
Milbrae,
California
| USD 106 M | +USD 2.59 M | +3% | 5.87% | – | 57 | 14.04% | 0.7 |
|
| 7587 |
7587
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| USD 106 M | – | – | 26.9% | – | 82 | – | 0 |
|
| 7588 |
7588
BXM Wealth
Englewood,
Colorado
| USD 106 M | +USD 21.4 M | +25% | 11.7% | – | 139 | 29.5% | 0.5 |
|
| 7589 |
7589
21 West Wealth Management
Tustin,
California
| USD 105 M | +USD 6.28 M | +6% | 4.89% | – | 59 | 1.69% | 0.3 |
|
| 7590 |
7590
Silver Grove Financial Group
Orchard Park,
New York
| USD 105 M | – | – | 8.15% | – | 113 | – | 0 |
|
| 7591 |
7591
Ramsey Quantitative Systems
Louisville,
Kentucky
| USD 105 M | +USD 4.58 M | +5% | 7.03% | 51.1% | 12 | 83.33% | 1.6 |
|
| 7592 |
7592
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| USD 105 M | +USD 18 M | +21% | 9.04% | – | 88 | 10.23% | 0.6 |
|
| 7593 |
7593
Harpswell Capital Advisors
Yarmouth,
Maine
| USD 105 M | – | – | 6.12% | – | 35 | – | 0 |
|
| 7594 |
7594
Providence Financial Advisors
Overland Park,
Kansas
| USD 105 M | – | – | 7.07% | – | 49 | – | 0 |
|
| 7595 |
BG
7595
BRX Global
New York
| USD 105 M | -USD 13.7 M | -12% | 6.99% | 65.8% | 3 | 0% | 3.8 |
|
| 7596 |
7596
Peck Wealth Management
White Plains,
New York
| USD 105 M | – | – | 8.94% | – | 134 | – | 0 |
|
| 7597 |
7597
Lattice Capital Management
Kirkland,
Washington
| USD 104 M | +USD 13.5 M | +15% | 17% | 187% | 24 | 12.5% | 1.8 |
|
| 7598 |
7598
13D Management
New York
| USD 104 M | -USD 5.31 M | -5% | 18.4% | 157% | 24 | 41.67% | 1.8 |
|
| 7599 |
7599
Brandywine Managers
Hockessin,
Delaware
| USD 104 M | +USD 3.62 M | +4% | 4.86% | 96.3% | 39 | 12.82% | 4.2 |
|
| 7600 |
7600
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| USD 104 M | +USD 4.86 M | +5% | 6.53% | 80.2% | 41 | 14.63% | 4 |
|