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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Alpha Wave Global
New York
| USD 987 M | +USD 59.2 M | +6% | 20.8% | 226% | 37 | 35.14% | 1.7 |
|
| 2327 |
2327
Jackson Thornton Wealth Management
Montgomery,
Alabama
| USD 986 M | +USD 113 M | +13% | 7.31% | 64.4% | 293 | 53.24% | 0.6 |
|
| 2328 |
2328
Navellier & Associates
Reno,
Nevada
| USD 986 M | +USD 179 M | +22% | 17.8% | 361% | 384 | 27.86% | 1.8 |
|
| 2329 |
2329
Wealthcare Capital Management
Richmond,
Virginia
| USD 985 M | +USD 39 M | +4% | 5.81% | 46.2% | 86 | 12.79% | 5.1 |
|
| 2330 |
2330
Norden Group
Provo,
Utah
| USD 984 M | +USD 63 M | +7% | 8.65% | 104% | 628 | 20.38% | 1.2 |
|
| 2331 |
2331
Van Cleef Asset Management
Beachwood,
Ohio
| USD 984 M | +USD 55.7 M | +6% | 8.37% | 104% | 119 | 3.36% | 7.5 |
|
| 2332 |
2332
Vista Capital Partners
Portland,
Oregon
| USD 983 M | +USD 69.6 M | +8% | 6.99% | 61.2% | 153 | 22.22% | 4 |
|
| 2333 |
2333
Nuance Investments
Kansas City,
Missouri
| USD 982 M | -USD 302 M | -23% | 0.64% | 3.13% | 53 | 26.42% | 2.4 |
|
| 2334 |
2334
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 982 M | +USD 16.8 M | +2% | 4.69% | 124% | 51 | 5.88% | 7.3 |
|
| 2335 |
2335
Sentinel Trust
Houston,
Texas
| USD 981 M | +USD 60.5 M | +7% | 9.12% | 79.2% | 136 | 10.29% | 3.7 |
|
| 2336 |
2336
TRUE Private Wealth Advisors
Salem,
Oregon
| USD 980 M | +USD 90.1 M | +10% | 5.63% | 89.2% | 270 | 11.48% | 4 |
|
| 2337 |
2337
Trivium Point Advisory
Westport,
Connecticut
| USD 979 M | +USD 58.1 M | +6% | 9.71% | 106% | 372 | 14.78% | 2.6 |
|
| 2338 |
2338
LVW Advisors
Pittsford,
New York
| USD 979 M | +USD 62.6 M | +7% | 6.9% | 79.1% | 367 | 15.26% | 3.2 |
|
| 2339 |
2339
Iron Gate Global Advisors
Nsl,
Utah
| USD 979 M | +USD 81.8 M | +9% | 9.78% | 106% | 117 | 29.91% | 2.9 |
|
| 2340 |
2340
Arrow Financial
Glens Falls,
New York
| USD 978 M | +USD 28.3 M | +3% | 6.65% | 71.1% | 166 | 7.23% | 8.5 |
|
| 2341 |
2341
Trust Company
Manhattan,
Kansas
| USD 978 M | +USD 91.6 M | +10% | 4.26% | 40.6% | 428 | 10.28% | 4.7 |
|
| 2342 |
2342
Technology Crossover Management XI
Menlo Park,
California
| USD 977 M | -USD 75.9 M | -7% | 6.51% | 112% | 3 | 0% | 1.9 |
|
| 2343 |
2343
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| USD 976 M | +USD 79.4 M | +9% | 5.39% | 42.8% | 329 | 41.03% | 2.6 |
|
| 2344 |
SL
2344
SWF LLC
Omaha,
Nebraska
| USD 976 M | +USD 115 M | +13% | 6.16% | 87.4% | 10 | 40% | 1.1 |
|
| 2345 |
2345
Pacific Life Fund Advisors
Newport Beach,
California
| USD 975 M | +USD 41.8 M | +4% | 6.1% | 47.6% | 20 | 0% | 1.4 |
|
| 2346 |
2346
Aquamarine Financial
George Town,
| USD 975 M | – | – | 5.03% | – | 11 | – | 0 |
|
| 2347 |
2347
Hackensack Meridian Health
Edison,
New Jersey
| USD 973 M | +USD 70.6 M | +8% | 6.19% | 53.4% | 6 | 0% | 2.2 |
|
| 2348 |
2348
Wealth Alliance
Mellville,
New York
| USD 972 M | +USD 76.8 M | +9% | 8.68% | 75.7% | 603 | 18.24% | 3 |
|
| 2349 |
2349
Berkshire Money Management
Dalton,
Massachusetts
| USD 972 M | +USD 21.3 M | +2% | 6.27% | 61.8% | 157 | 70.7% | 3.6 |
|
| 2350 |
2350
Kadensa Capital
Central,
Hong Kong
| USD 971 M | +USD 343 M | +55% | 23.6% | 191% | 68 | 60.29% | 0.3 |
|