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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
HF
3851
Halpern Financial
Ashburn,
Virginia
| USD 322 M | +USD 32.3 M | +11% | 10.5% | 26.3% | 274 | 31.02% | 2.1 |
|
| 3852 |
3852
Shayne & Jacobs LLC
Nashville,
Tennessee
| USD 322 M | +USD 21.6 M | +7% | 8.72% | 79.4% | 94 | 4.26% | 2.5 |
|
| 3853 |
3853
Triangle Securities Wealth Management
Raleigh,
North Carolina
| USD 322 M | +USD 40.4 M | +14% | 11.9% | 83.6% | 194 | 6.19% | 5.7 |
|
| 3854 |
3854
Creekmur Asset Management
Morton,
Illinois
| USD 322 M | – | – | 8.86% | – | 801 | – | 0 |
|
| 3855 |
BDWCC
3855
B&D White Capital Company
Lakeway,
Texas
| USD 322 M | +USD 53.7 M | +20% | 5.34% | 44.2% | 83 | 46.99% | 0.8 |
|
| 3856 |
3856
Accurate Wealth Management
Wesley Chapel,
Florida
| USD 322 M | +USD 2.81 M | +0.9% | 10.4% | 101% | 294 | 15.31% | 1.3 |
|
| 3857 |
3857
Harrell Investment Partners
Austin,
Texas
| USD 322 M | +USD 28 M | +10% | 11.5% | 121% | 102 | 8.82% | 2.9 |
|
| 3858 |
3858
Satovsky Asset Management
New York
| USD 321 M | +USD 26.1 M | +9% | 9.03% | 53.6% | 48 | 14.58% | 1.8 |
|
| 3859 |
GECH
3859
Garnet Equity Capital Holdings
New York
| USD 321 M | +USD 145 M | +82% | 7.86% | 302% | 36 | 25% | 1 |
|
| 3860 |
3860
Roberts, Glore & Co
Deerfield,
Illinois
| USD 321 M | +USD 18.5 M | +6% | 9.13% | 72.3% | 209 | 6.7% | 5.7 |
|
| 3861 |
3861
Viola Ventures VC Management 4
Herzliya,
Israel
| USD 321 M | -USD 12.8 M | -4% | 3.91% | 79.1% | 5 | 20% | 0.8 |
|
| 3862 |
3862
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 321 M | +USD 34.6 M | +12% | 12.6% | 111% | 143 | 13.29% | 4.8 |
|
| 3863 |
HP
3863
Hound Partners
New York
| USD 321 M | -USD 130 M | -29% | 3.48% | 19.7% | 19 | 42.11% | 1.6 |
|
| 3864 |
3864
Apeiron RIA
Dallas,
Texas
| USD 321 M | +USD 27.4 M | +9% | 9.18% | 68.5% | 211 | 16.59% | 1.3 |
|
| 3865 |
3865
Monetary Management Group
St Louis,
Missouri
| USD 321 M | +USD 20.6 M | +7% | 11.9% | 138% | 341 | 8.21% | 6.4 |
|
| 3866 |
3866
Alliance Wealth Management Group
Flemington,
New Jersey
| USD 320 M | – | – | 8.1% | 43.4% | 76 | – | 4.8 |
|
| 3867 |
SEP
3867
Southland Equity Partners
Wildwood,
Missouri
| USD 320 M | +USD 29.1 M | +10% | 9.07% | 66.1% | 202 | 13.37% | 2.1 |
|
| 3868 |
3868
Financial Insights
Tacoma,
Washington
| USD 320 M | +USD 39.7 M | +14% | 11.4% | 82.1% | 158 | 10.13% | 2.2 |
|
| 3869 |
3869
Elevated Capital Advisors
Sandy,
Utah
| USD 320 M | +USD 26.1 M | +9% | 8.38% | 50.2% | 178 | 8.43% | 2.2 |
|
| 3870 |
3870
Geisinger Health
Danville,
Pennsylvania
| USD 320 M | +USD 24.4 M | +8% | 6.23% | – | 5 | 20% | 0.8 |
|
| 3871 |
3871
Arjuna Capital
Durham,
North Carolina
| USD 319 M | +USD 40.3 M | +14% | 12.1% | 118% | 108 | 27.78% | 2.4 |
|
| 3872 |
3872
Northside Capital Management
Hood River,
Oregon
| USD 319 M | -USD 114 M | -26% | 10.4% | 99.6% | 128 | 26.56% | 3.7 |
|
| 3873 |
3873
Orchard Capital Management
Chicago,
Illinois
| USD 319 M | +USD 49 M | +18% | 13.3% | 140% | 50 | 20% | 1.9 |
|
| 3874 |
3874
Donoghue Forlines
Boston,
Massachusetts
| USD 319 M | +USD 38.2 M | +14% | 9.86% | 229% | 266 | 37.59% | 1.2 |
|
| 3875 |
SM
3875
Scoggin Management
New York
| USD 319 M | +USD 76.5 M | +32% | 9.46% | 889% | 85 | 68.24% | 0.7 |
|