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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Strategic Global Advisors
Newport Beach,
California
| USD 623 M | -USD 1.95 M | -0.3% | 7.49% | 137% | 155 | 22.58% | 2 |
|
| 2402 |
2402
Adams Natural Resources Fund
Baltimore,
Maryland
| USD 622 M | -USD 25.2 M | -4% | 3.03% | 50.6% | 56 | 3.57% | 5.8 |
|
| 2403 |
LCM
2403
Lonestar Capital Management
San Francisco,
California
| USD 622 M | +USD 184 M | +42% | 12.1% | 260% | 33 | 33.33% | 0.9 |
|
| 2404 |
2404
Resources Management Corp
West Hartford,
Connecticut
| USD 622 M | -USD 11.5 M | -2% | 1.97% | 78.5% | 516 | 19.38% | 3.2 |
|
| 2405 |
2405
Sunbelt Securities
Houston,
Texas
| USD 622 M | +USD 110 M | +21% | 7.95% | 83.5% | 1,651 | 72.62% | 0.8 |
|
| 2406 |
2406
George Kaiser Family Foundation
Tulsa,
Oklahoma
| USD 621 M | -USD 56.9 M | -8% | 10.6% | 106% | 49 | 20.41% | 2.6 |
|
| 2407 |
2407
WealthShield Partners
Cary,
North Carolina
| USD 620 M | +USD 98.3 M | +19% | 5.83% | 71% | 494 | 43.72% | 1.3 |
|
| 2408 |
2408
Keebeck Wealth Management
Chicago,
Illinois
| USD 620 M | +USD 50.9 M | +9% | 5.69% | 81.3% | 263 | 14.83% | 2 |
|
| 2409 |
2409
Sage Mountain Advisors
Atlanta,
Georgia
| USD 620 M | +USD 180 M | +41% | 7.7% | 67% | 390 | 42.82% | 1 |
|
| 2410 |
2410
C2C Wealth Management
Scottsdale,
Arizona
| USD 620 M | +USD 42.8 M | +7% | 6.02% | 77.2% | 243 | 31.28% | 0.8 |
|
| 2411 |
2411
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 619 M | +USD 38.3 M | +7% | 11.7% | 67.7% | 142 | 22.54% | 3.9 |
|
| 2412 |
2412
Wealth Alliance
Mellville,
New York
| USD 617 M | +USD 54.1 M | +10% | 8.95% | 75.7% | 540 | 17.59% | 1.7 |
|
| 2413 |
2413
Sierra Capital
Miami,
Florida
| USD 616 M | +USD 31.8 M | +5% | 3.71% | 32.4% | 654 | 72.63% | 1.6 |
|
| 2414 |
2414
Cable Hill Partners
Portland,
Oregon
| USD 615 M | +USD 56.3 M | +10% | 6.35% | 20.3% | 223 | 26.46% | 2.3 |
|
| 2415 |
2415
Tompkins Financial
Ithaca,
New York
| USD 614 M | -USD 18.4 M | -3% | 3.3% | 84.4% | 651 | 8.29% | 3.6 |
|
| 2416 |
2416
American Financial Advisors
Marietta,
Georgia
| USD 614 M | +USD 24.2 M | +4% | 5.4% | 52.7% | 130 | 5.38% | 2.1 |
|
| 2417 |
2417
Nordwand Advisors
Radnor,
Pennsylvania
| USD 614 M | -USD 188 M | -23% | 5.36% | 93% | 141 | 63.83% | 0.1 |
|
| 2418 |
2418
CKW Financial Group
Honolulu,
Hawaii
| USD 613 M | +USD 18.9 M | +3% | 6.62% | 70.3% | 207 | 3.38% | 5.5 |
|
| 2419 |
2419
Twele Capital Management
Minnetonka,
Minnesota
| USD 612 M | +USD 2.56 M | +0.4% | 4.6% | 37.1% | 40 | 0% | 7.4 |
|
| 2420 |
2420
Goodnow Investment Group
Darien,
Connecticut
| USD 612 M | -USD 12.1 M | -2% | 8.44% | 131% | 18 | 5.56% | 4.4 |
|
| 2421 |
2421
Avala Global
New York
| USD 611 M | +USD 335 M | +121% | 32.3% | 552% | 15 | 26.67% | 0.2 |
|
| 2422 |
2422
White Mountains Insurance Group
Hanover,
New Hampshire
| USD 611 M | +USD 109 M | +22% | 25.1% | 105% | 2 | 0% | 1.4 |
|
| 2423 |
2423
Virtue Capital Management
Brentwood,
Tennessee
| USD 611 M | -USD 44 M | -7% | 4.17% | 97.9% | 448 | 27.68% | 1.2 |
|
| 2424 |
2424
Strategic Wealth Partners Group
Deerfield,
Illinois
| USD 611 M | +USD 140 M | +30% | 6.68% | – | 60 | 18.33% | 3.5 |
|
| 2425 |
2425
Anson Funds Management
Dallas,
Texas
| USD 610 M | +USD 4.86 M | +0.8% | 25.1% | 2,010% | 286 | 58.39% | 0.6 |
|