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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
EnCap Energy Capital Fund XI
Houston,
Texas
| USD 403 M | -USD 101 M | -20% | 29.9% | 21% | 2 | 50% | 0.3 |
|
| 3502 |
3502
Signal Advisors Wealth
Detroit,
Michigan
| USD 403 M | +USD 114 M | +40% | 7.29% | 70.5% | 301 | 27.91% | 0.2 |
|
| 3503 |
3503
Advisors Management Group
La Crosse,
Wisconsin
| USD 403 M | +USD 34.7 M | +9% | 8.04% | 132% | 171 | 11.11% | 3.9 |
|
| 3504 |
PBF
3504
Petix & Botte Financial
La Mesa,
California
| USD 403 M | +USD 62.9 M | +19% | 5.29% | 47.5% | 168 | 43.45% | 1.9 |
|
| 3505 |
3505
SilverOak Wealth Management
Edina,
Minnesota
| USD 403 M | +USD 32.5 M | +9% | 8% | 77.8% | 94 | 9.57% | 0.2 |
|
| 3506 |
3506
Berkshire Bank
Pittsfield,
Massachusetts
| USD 403 M | +USD 24.7 M | +7% | 9.82% | 76.2% | 152 | 13.16% | 2.6 |
|
| 3507 |
3507
Stanley Capital Management
Houston,
Texas
| USD 402 M | -USD 3.33 M | -0.8% | 20.8% | 158% | 38 | 21.05% | 4.2 |
|
| 3508 |
3508
RDST Capital
Seattle,
Washington
| USD 402 M | +USD 88.3 M | +28% | 8.68% | 43% | 18 | 0% | 1.5 |
|
| 3509 |
FSA
3509
Financial Services Advisory
Rockville,
Maryland
| USD 402 M | +USD 52.4 M | +15% | 8.32% | 82.5% | 62 | 24.19% | 0.8 |
|
| 3510 |
3510
Welch Capital Partners
Harrison,
New York
| USD 402 M | +USD 26.2 M | +7% | 7.61% | 79.2% | 21 | 4.76% | 4.6 |
|
| 3511 |
3511
Sycamore Partners Management
New York
| USD 402 M | -USD 73.3 M | -15% | 15.4% | 31.8% | 1 | 0% | 2.3 |
|
| 3512 |
3512
True Wealth Design
Akron,
Ohio
| USD 401 M | +USD 46.2 M | +13% | 5.53% | 57% | 818 | 8.56% | 1.1 |
|
| 3513 |
LT
3513
Legacy Trust
Grand Rapids,
Michigan
| USD 401 M | +USD 16.9 M | +4% | 9.3% | 110% | 160 | 9.38% | 1.2 |
|
| 3514 |
3514
Bleichroeder LP
New York
| USD 401 M | -USD 49.1 M | -11% | 4.36% | 202% | 82 | 8.54% | 2.6 |
|
| 3515 |
3515
Greenspring Advisors
Towson,
Maryland
| USD 400 M | +USD 37.5 M | +10% | 7.21% | – | 88 | 14.77% | 1.6 |
|
| 3516 |
RC
3516
Reik & Co
New York
| USD 400 M | +USD 44.2 M | +12% | 14.1% | 47.2% | 56 | 3.57% | 7.5 |
|
| 3517 |
3517
Bedell Frazier Investment Counselling
Walnut Creek,
California
| USD 400 M | +USD 36.7 M | +10% | 7.5% | 72.5% | 100 | 17% | 2.9 |
|
| 3518 |
3518
Punch Card Management
Winter Park,
Florida
| USD 400 M | +USD 19 M | +5% | 14.2% | 41% | 5 | 0% | 4.1 |
|
| 3519 |
3519
Vinland Capital Management Gestora de Recursos
Sao Paulo,
Brazil
| USD 400 M | +USD 3.39 M | +0.9% | 6.99% | – | 72 | 81.94% | 0.1 |
|
| 3520 |
3520
Strategic Planning Group
Bountiful,
Utah
| USD 400 M | +USD 98.5 M | +33% | 12.4% | 162% | 119 | 7.56% | 0.2 |
|
| 3521 |
3521
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| USD 400 M | -USD 150 M | -27% | 9.49% | 85.6% | 234 | 35.04% | 3.2 |
|
| 3522 |
3522
Abacus FCF Advisors
Orlando,
Florida
| USD 400 M | +USD 55.4 M | +16% | 11.4% | 197% | 167 | 25.75% | 1.3 |
|
| 3523 |
CWM
3523
Compass Wealth Management
Guilford,
Connecticut
| USD 399 M | +USD 41.3 M | +12% | 8.34% | 103% | 396 | 6.31% | 1.1 |
|
| 3524 |
TAA
3524
TB Alternative Assets
Grand Cayman,
Cayman Islands
| USD 399 M | +USD 24.3 M | +6% | 7.31% | 312% | 53 | 49.06% | 1.2 |
|
| 3525 |
3525
Stordahl Capital Management
Greenwood Village,
Colorado
| USD 399 M | +USD 31.5 M | +9% | 6.13% | 54% | 61 | 9.84% | 4 |
|