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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Berkeley Capital Partners
Milton,
Georgia
| USD 350 M | +USD 18.1 M | +5% | 7.55% | 62.8% | 177 | 15.82% | 3.9 |
|
| 3952 |
3952
WealthBridge Capital Management
Westerville,
Ohio
| USD 350 M | +USD 46.1 M | +15% | 6.29% | 89.4% | 216 | 15.28% | 3.2 |
|
| 3953 |
3953
Park Edge Advisors
Cleveland,
Ohio
| USD 350 M | +USD 22.8 M | +7% | 4.3% | 61.1% | 154 | 22.73% | 1.1 |
|
| 3954 |
DI
3954
DDFG Inc
Thousand Oaks,
California
| USD 350 M | +USD 26.3 M | +8% | 6.29% | 56.3% | 83 | 9.64% | 1.4 |
|
| 3955 |
3955
Trium Capital
London,
United Kingdom
| USD 350 M | -USD 441 M | -56% | 13.7% | 215% | 97 | 44.33% | 1 |
|
| 3956 |
3956
High Note Wealth
Deephaven,
Minnesota
| USD 350 M | +USD 22.5 M | +7% | 6.16% | 82.8% | 102 | 7.84% | 2.5 |
|
| 3957 |
3957
Prism Advisors
Studio City,
California
| USD 350 M | +USD 19.8 M | +6% | 6.4% | 54.6% | 69 | 10.14% | 2.9 |
|
| 3958 |
3958
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| USD 350 M | +USD 18.3 M | +6% | 9.41% | 17.8% | 1 | 0% | 11.3 |
|
| 3959 |
3959
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| USD 350 M | +USD 21 M | +6% | 6.79% | 74% | 81 | 6.17% | 6.2 |
|
| 3960 |
3960
Seafarer Capital Partners
Larkspur,
California
| USD 350 M | +USD 56.6 M | +19% | 12.3% | 43% | 7 | 14.29% | 2.7 |
|
| 3961 |
3961
Haverford Financial Services
Radnor,
Pennsylvania
| USD 349 M | +USD 15.8 M | +5% | 9.12% | 57.9% | 41 | 0% | 6 |
|
| 3962 |
3962
AMJ Financial Wealth Management
Leesburg,
Virginia
| USD 349 M | +USD 26.2 M | +8% | 8.25% | 167% | 93 | 30.11% | 1.2 |
|
| 3963 |
3963
Wiser Wealth Management
Marietta,
Georgia
| USD 349 M | +USD 25.9 M | +8% | 5.13% | 53% | 49 | 28.57% | 1.5 |
|
| 3964 |
3964
Apeiron RIA
Dallas,
Texas
| USD 349 M | +USD 22.4 M | +7% | 5.84% | 68.5% | 214 | 8.88% | 1.8 |
|
| 3965 |
3965
Little House Capital
Braintree,
Massachusetts
| USD 349 M | +USD 28.9 M | +9% | 6.03% | 108% | 123 | 15.45% | 2.4 |
|
| 3966 |
3966
Aristotle Pacific Capital
Newport Beach,
California
| USD 348 M | +USD 45.2 M | +15% | 2.43% | 1.84% | 6 | 0% | 2.2 |
|
| 3967 |
3967
Birinyi Associates
Westport,
Connecticut
| USD 348 M | +USD 14.4 M | +4% | 5.25% | 133% | 61 | 11.48% | 6.1 |
|
| 3968 |
3968
Outlook Wealth Advisors
Shenandoah,
Texas
| USD 348 M | +USD 27.8 M | +9% | 4.7% | 76% | 273 | 13.19% | 1.8 |
|
| 3969 |
3969
Kore Advisors
Boynton Beach,
Florida
| USD 348 M | +USD 1.56 M | +0.4% | 10.1% | – | 22 | 27.27% | 0.6 |
|
| 3970 |
3970
NFC Investments
Memphis,
Tennessee
| USD 348 M | -USD 482 k | -0.1% | 5.21% | – | 36 | 2.78% | 5.5 |
|
| 3971 |
3971
Gavilan Investment Partners
Burlingame,
California
| USD 348 M | +USD 33 M | +10% | 11.9% | 109% | 14 | 14.29% | 1.5 |
|
| 3972 |
3972
Park Place Capital
Homewood,
Alabama
| USD 348 M | +USD 34.7 M | +11% | 6.89% | 60% | 905 | 11.05% | 1.5 |
|
| 3973 |
3973
GoalVest Advisory
New York
| USD 348 M | +USD 34.9 M | +11% | 6.4% | 94.8% | 387 | 22.48% | 1.6 |
|
| 3974 |
3974
Oakwell Private Wealth Management
Austin,
Texas
| USD 348 M | -USD 6.49 M | -2% | 5.87% | 63% | 67 | 11.94% | 2.6 |
|
| 3975 |
ECG
3975
EPIQ Capital Group
San Francisco,
California
| USD 348 M | +USD 63.4 M | +22% | 9.38% | 6.25% | 76 | 17.11% | 2.2 |
|