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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
SkyOak Wealth
Southfield,
Michigan
| USD 342 M | -USD 11.8 M | -3% | 2.88% | 80.7% | 261 | 15.33% | 2.5 |
|
| 3427 |
3427
LexAurum Advisors
Overland Park,
Kansas
| USD 342 M | +USD 10 M | +3% | 2.85% | – | 304 | 16.78% | 2.6 |
|
| 3428 |
3428
Wellspring Financial Advisors
Cleveland,
Ohio
| USD 342 M | -USD 11.4 M | -3% | 3.63% | 77.2% | 127 | 12.6% | 2.1 |
|
| 3429 |
3429
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| USD 342 M | -USD 23.6 M | -6% | 0.6% | 71.4% | 281 | 8.9% | 3.1 |
|
| 3430 |
3430
Park Place Capital
Homewood,
Alabama
| USD 342 M | -USD 12.8 M | -4% | 3.15% | 60% | 1,046 | 7.93% | 0.7 |
|
| 3431 |
HWM
3431
HFR Wealth Management
Niskayuna,
New York
| USD 342 M | -USD 17.9 M | -5% | 2.41% | 47.5% | 55 | 5.45% | 2.1 |
|
| 3432 |
3432
SC XII Management
Menlo Park,
California
| USD 342 M | -USD 131 M | -28% | 27.7% | 73.4% | 1 | 0% | 3 |
|
| 3433 |
3433
Marino Stram & Associates
Braintree,
Massachusetts
| USD 341 M | -USD 11.8 M | -3% | 3.49% | 72.2% | 165 | 6.06% | 2.9 |
|
| 3434 |
3434
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| USD 341 M | -USD 2.09 M | -0.6% | 3.07% | 38.9% | 629 | 9.22% | 0.2 |
|
| 3435 |
RC
3435
Reik & Co
New York
| USD 341 M | -USD 21.8 M | -6% | 4.2% | 47.2% | 56 | 1.79% | 6.9 |
|
| 3436 |
3436
Mattern Wealth Management
Lawrence,
Kansas
| USD 341 M | -USD 1.63 M | -0.5% | 2.73% | 54% | 172 | 9.3% | 2.5 |
|
| 3437 |
3437
Cypress Capital
Franklin,
Tennessee
| USD 341 M | -USD 6.77 M | -2% | 1.91% | 43.6% | 88 | 10.23% | 2.1 |
|
| 3438 |
3438
Shorepoint Capital Partners
Norwood,
Massachusetts
| USD 341 M | -USD 14.2 M | -4% | 2.53% | – | 108 | 20.37% | 2.5 |
|
| 3439 |
3439
Waterloo Capital
Austin,
Texas
| USD 341 M | +USD 1.98 M | +0.6% | 2.5% | 79.8% | 248 | 43.95% | 1.4 |
|
| 3440 |
3440
Berry Street Capital Management
London,
United Kingdom
| USD 340 M | -USD 198 M | -37% | 13.3% | 331% | 49 | 79.59% | 0.3 |
|
| 3441 |
3441
Manchester Financial
Westlake Village,
California
| USD 340 M | -USD 12.2 M | -3% | 1.78% | 73% | 101 | 11.88% | 2.6 |
|
| 3442 |
3442
SailingStone Capital Partners
Houston,
Texas
| USD 340 M | -USD 17.9 M | -5% | 2.91% | 152% | 13 | 7.69% | 2.9 |
|
| 3443 |
3443
MSD Capital
New York
| USD 340 M | -USD 88.9 M | -21% | 23% | 11.5% | 5 | 0% | 4.6 |
|
| 3444 |
3444
Quantum Financial Advisors
El Segundo,
California
| USD 340 M | +USD 179 k | +0.1% | 3.6% | 61.1% | 120 | 20.83% | 0.9 |
|
| 3445 |
3445
Laffer Tengler Investments
Nashville,
Tennessee
| USD 340 M | -USD 36.8 M | -10% | 2.53% | 96.5% | 420 | 32.14% | 2.1 |
|
| 3446 |
3446
Mudrick Capital Management
New York
| USD 340 M | +USD 83.2 M | +32% | 2.92% | 212% | 11 | 9.09% | 1.8 |
|
| 3447 |
3447
Light Street Capital Management
Palo Alto,
California
| USD 340 M | -USD 37.6 M | -10% | 2.76% | 377% | 25 | 24% | 1 |
|
| 3448 |
3448
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| USD 340 M | -USD 6.21 M | -2% | 2.57% | 90.7% | 263 | 8.37% | 5.2 |
|
| 3449 |
ICM
3449
Indaba Capital Management
San Francisco,
California
| USD 339 M | +USD 43.8 M | +15% | 7.18% | 66.7% | 18 | 22.22% | 1.7 |
|
| 3450 |
3450
Cedar Mountain Advisors
Lake Oswego,
Oregon
| USD 339 M | -USD 10.9 M | -3% | 3.07% | 57.7% | 329 | 12.16% | 2.7 |
|