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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8401 |
8401
Framtiden Holdings Management
Chicago,
Illinois
| USD 92.2 M | – | – | 0.53% | – | 6 | – | 0 |
|
| 8402 |
GBA
8402
Garrison Bradford & Associates
New York
| USD 92.1 M | -USD 1.52 M | -2% | 0.16% | 62.2% | 33 | 9.09% | 6.9 |
|
| 8403 |
8403
Cogent Strategic Wealth
Chicago,
Illinois
| USD 91.7 M | – | – | 3.19% | – | 48 | – | 0 |
|
| 8404 |
OWMIAS
8404
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| USD 91.7 M | +USD 5.59 M | +6% | 3.27% | – | 56 | 17.86% | 1.5 |
|
| 8405 |
8405
MLP3 LLC
Linwood,
New Jersey
| USD 91.6 M | – | – | 2.59% | – | 87 | – | 0 |
|
| 8406 |
8406
Aspirean Wealth
Mill Valley,
California
| USD 91.6 M | – | – | 1.62% | – | 18 | – | 0 |
|
| 8407 |
8407
Decision Investments
San Diego,
California
| USD 91.4 M | – | – | 4.17% | – | 135 | – | 0 |
|
| 8408 |
8408
Stone House Capital Management
Bay Harbor Islands,
Florida
| USD 91.2 M | +USD 2.1 M | +2% | 68.5% | 151% | 4 | 25% | 1.5 |
|
| 8409 |
8409
Rivulet Capital
Summit,
New Jersey
| USD 91.2 M | -USD 761 M | -89% | 6.51% | 27.4% | 15 | 80% | 4.2 |
|
| 8410 |
8410
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| USD 91.2 M | +USD 4.51 M | +5% | 5.21% | 26.4% | 1 | 0% | 0.5 |
|
| 8411 |
8411
Goodwin Investment Advisory
Woodstock,
Georgia
| USD 91.1 M | -USD 2.16 M | -2% | 2.55% | 60.8% | 29 | 13.79% | 2.5 |
|
| 8412 |
8412
Teucrium Investment Advisors
Burlington,
Vermont
| USD 91.1 M | – | – | 4.84% | – | 43 | – | 0 |
|
| 8413 |
8413
Atlas Wealth Partners
Wyomissing,
Pennsylvania
| USD 91 M | -USD 6.98 M | -7% | 6.56% | 136% | 66 | 9.09% | 1.3 |
|
| 8414 |
8414
Markin Asset Management
Rye,
New York
| USD 91 M | – | – | 1.99% | – | 45 | – | 0 |
|
| 8415 |
8415
Sage Investment Counsel
Franklin,
Tennessee
| USD 90.9 M | +USD 620 k | +0.7% | 2.58% | – | 131 | 12.21% | 0.8 |
|
| 8416 |
8416
Gigafund Management Company
Austin,
Texas
| USD 90.9 M | – | – | 19.6% | – | 1 | – | 0 |
|
| 8417 |
8417
October Effect
Virginia Beach,
Virginia
| USD 90.8 M | +USD 59.9 k | +0.1% | 3.11% | – | 68 | 29.41% | 0.4 |
|
| 8418 |
8418
Benefit Street Partners
New York
| USD 90.7 M | – | – | 14% | – | 17 | – | 0.6 |
|
| 8419 |
OC
8419
Owlhouse Capital
New York
| USD 90.4 M | – | – | 7.85% | – | 20 | – | 0 |
|
| 8420 |
CAM
8420
Capital Asset Management
Denver,
Colorado
| USD 90.3 M | – | – | 1.98% | – | 74 | – | 0 |
|
| 8421 |
8421
SkyKnight Capital
San Francisco,
California
| USD 90.2 M | +USD 8.41 M | +10% | 10.4% | 11% | 3 | 0% | 4 |
|
| 8422 |
8422
Optimas Capital
Central,
Hong Kong
| USD 90.1 M | -USD 68 M | -43% | 2.59% | 358% | 38 | 81.58% | 0.2 |
|
| 8423 |
8423
Plus Group Wealth Advisors
Belgium,
Wisconsin
| USD 90.1 M | – | – | 0.75% | – | 43 | – | 0 |
|
| 8424 |
8424
August Group Capital
Toronto,
| USD 90.1 M | – | – | 2.62% | – | 102 | – | 0 |
|
| 8425 |
CG
8425
Curat Global
Springfield,
New Hampshire
| USD 90 M | -USD 16.5 M | -16% | 4.4% | – | 295 | 5.08% | 0.7 |
|