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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
BHK Investment Advisors
Birmingham,
Alabama
| USD 165 M | +USD 31.8 M | +24% | 11.1% | 54.6% | 91 | 25.27% | 0.8 |
|
| 3802 |
3802
Rezny Wealth Management
Fort Myers,
Florida
| USD 165 M | +USD 21.1 M | +15% | 11.3% | 99.6% | 15 | 6.67% | 2.2 |
|
| 3803 |
3803
Voce Capital Management
San Francisco,
California
| USD 165 M | +USD 20 M | +14% | 2.83% | 69.2% | 12 | 33.33% | 1.1 |
|
| 3804 |
HCM
3804
Hudson Capital Management
Ramsey,
New Jersey
| USD 164 M | +USD 26.9 M | +20% | 9.65% | 66.8% | 81 | 8.64% | 1 |
|
| 3805 |
GCM
3805
Grisanti Capital Management
New York
| USD 164 M | +USD 10.3 M | +7% | 15.1% | 17.9% | 70 | 24.29% | 2.4 |
|
| 3806 |
3806
Diker Management
New York
| USD 164 M | -USD 73.8 M | -31% | 6.92% | 210% | 63 | 58.73% | 1.9 |
|
| 3807 |
3807
Context Capital Management
Lajolla,
California
| USD 164 M | -USD 13 M | -7% | 0.43% | 3.38% | 91 | 23.08% | 0.5 |
|
| 3808 |
3808
Malaga Cove Capital
Pv Estates,
California
| USD 163 M | +USD 18.6 M | +13% | 13.7% | 97.3% | 183 | 21.86% | 1.3 |
|
| 3809 |
3809
Frisch Financial Group
Melville,
New York
| USD 163 M | +USD 20.5 M | +14% | 11.4% | 66.6% | 113 | 23.89% | 0.2 |
|
| 3810 |
3810
Long Road Investment Counsel
Kalamazoo,
Michigan
| USD 163 M | +USD 32.5 M | +25% | 15.9% | 53.8% | 73 | 12.33% | 3.4 |
|
| 3811 |
CSA
3811
Cottage Street Advisors
Marion,
Massachusetts
| USD 163 M | +USD 12.9 M | +9% | 11.4% | 95.8% | 101 | 11.88% | 2.2 |
|
| 3812 |
WA
3812
Wealthstar Advisors
Plano,
Texas
| USD 163 M | +USD 29.3 M | +22% | 12.2% | – | 63 | 12.7% | 0.8 |
|
| 3813 |
3813
Robertson Opportunity Capital
Dallas,
Texas
| USD 163 M | +USD 22.9 M | +16% | 22.8% | 93.4% | 26 | 3.85% | 3.4 |
|
| 3814 |
3814
REDW Wealth
Albuquerque,
New Mexico
| USD 163 M | +USD 17.6 M | +12% | 9.67% | 54.1% | 87 | 9.2% | 1.7 |
|
| 3815 |
3815
Bison Wealth
Atlanta,
Georgia
| USD 163 M | +USD 25.3 M | +18% | 12.9% | 37.4% | 234 | 17.09% | 2.4 |
|
| 3816 |
3816
Blankinship & Foster
Solana Beach,
California
| USD 163 M | +USD 14.1 M | +9% | 12.4% | 67.1% | 49 | 12.24% | 1.4 |
|
| 3817 |
3817
Prestige Wealth Management Group
Flemington,
New Jersey
| USD 163 M | +USD 27 M | +20% | 9.83% | 55.8% | 1,336 | 64.52% | 0.2 |
|
| 3818 |
3818
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| USD 163 M | +USD 7.11 M | +5% | 7.32% | 95.4% | 29 | 6.9% | 4.2 |
|
| 3819 |
3819
G&S Capital
Denver,
Colorado
| USD 163 M | +USD 52.3 M | +47% | 9.26% | 85.6% | 254 | 29.13% | 0.9 |
|
| 3820 |
3820
Surevest
Los Angeles,
California
| USD 162 M | +USD 35.8 M | +28% | 10.1% | 24.6% | 147 | 21.77% | 0.2 |
|
| 3821 |
3821
Brookmont Capital Management
Dallas,
Texas
| USD 162 M | +USD 15.5 M | +11% | 11.3% | 32.2% | 69 | 1.45% | 3.7 |
|
| 3822 |
3822
Mass General Brigham
Somerville,
Massachusetts
| USD 162 M | +USD 18.8 M | +13% | 13.1% | – | 1 | 0% | 0.3 |
|
| 3823 |
3823
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| USD 162 M | +USD 52 M | +47% | 11.1% | 84.3% | 177 | 41.81% | 0.6 |
|
| 3824 |
3824
First United Bank & Trust
Oakland,
Maryland
| USD 162 M | +USD 19.6 M | +14% | 13.3% | 78% | 122 | 9.84% | 3.6 |
|
| 3825 |
3825
Beech Hill Advisors
New York
| USD 162 M | +USD 1.33 M | +0.8% | 11.2% | 105% | 72 | 15.28% | 2.7 |
|