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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Fairhaven Wealth Management
Oak Brook,
Illinois
| USD 235 M | +USD 11.7 M | +5% | 7.06% | – | 128 | 22.66% | 2.3 |
|
| 4102 |
4102
OneAscent Financial Services
Birmingham,
Alabama
| USD 235 M | -USD 16.7 M | -7% | 6.29% | 63.8% | 251 | 51.79% | 0.6 |
|
| 4103 |
4103
TRV GP IV
Boston,
Massachusetts
| USD 235 M | +USD 64 M | +37% | 60% | 1,102% | 5 | 0% | 2.8 |
|
| 4104 |
4104
Blue Owl Capital Holdings
New York
| USD 235 M | +USD 4.11 M | +2% | 7.63% | 145% | 43 | 9.3% | 0.8 |
|
| 4105 |
4105
Advisors Preferred
Rockville,
Maryland
| USD 235 M | +USD 39.5 M | +20% | 10.9% | 102% | 233 | 66.95% | 0.4 |
|
| 4106 |
4106
Forager Capital Management
Birmingham,
Alabama
| USD 235 M | +USD 74 M | +46% | 22.7% | 52.6% | 13 | 7.69% | 0.9 |
|
| 4107 |
4107
Trustees of the Smith College
Northampton,
Massachusetts
| USD 235 M | -USD 95.8 M | -29% | 7.53% | – | 8 | 37.5% | 0.8 |
|
| 4108 |
4108
Knuff & Co
Foster City,
California
| USD 235 M | +USD 23.2 M | +11% | 9.93% | 85.8% | 135 | 5.93% | 2.9 |
|
| 4109 |
4109
My Legacy Advisors
Bend,
Oregon
| USD 234 M | +USD 36.3 M | +18% | 8.54% | 49.1% | 221 | 18.1% | 0.6 |
|
| 4110 |
4110
Winch Advisory Services
Appleton,
Wisconsin
| USD 234 M | +USD 1.59 M | +0.7% | 3.57% | 80.8% | 455 | 6.81% | 3.9 |
|
| 4111 |
GTC
4111
Ghost Tree Capital
New York
| USD 234 M | -USD 122 M | -34% | 30% | 265% | 53 | 50.94% | 1 |
|
| 4112 |
4112
Foresite Capital Management IV
Larkspur,
California
| USD 234 M | -USD 76.8 M | -25% | 9.86% | 151% | 8 | 0% | 1.8 |
|
| 4113 |
4113
Oakview Capital Management
Dallas,
Texas
| USD 234 M | +USD 24.4 M | +12% | 12.6% | 21.2% | 17 | 5.88% | 2.1 |
|
| 4114 |
4114
Hidden Lake Asset Management
New York
| USD 234 M | +USD 26.8 M | +13% | 10.1% | 849% | 37 | 72.97% | 0.3 |
|
| 4115 |
4115
Northwest Wealth Management
Spencer,
Iowa
| USD 234 M | +USD 7.31 M | +3% | 7.91% | 68.2% | 153 | 18.3% | 2.9 |
|
| 4116 |
4116
Crake Asset Management
London,
United Kingdom
| USD 234 M | -USD 112 M | -32% | 2.61% | 52.7% | 13 | 53.85% | 2.3 |
|
| 4117 |
4117
Untitled Investments
New York
| USD 233 M | -USD 111 M | -32% | 2.8% | 79.6% | 22 | 40.91% | 1.1 |
|
| 4118 |
4118
Bourne Lent Asset Management
Pawling,
New York
| USD 233 M | +USD 3.34 M | +1% | 9.89% | 95.1% | 65 | 12.31% | 5.2 |
|
| 4119 |
4119
JRM Investment Counsel
Omaha,
Nebraska
| USD 233 M | -USD 1.61 M | -0.7% | 9.06% | 65.5% | 23 | 13.04% | 4.4 |
|
| 4120 |
4120
Hemington Wealth Management
Falls Church,
Virginia
| USD 233 M | +USD 3.87 M | +2% | 7.69% | 76.1% | 104 | 14.42% | 1.5 |
|
| 4121 |
4121
Clean Yield Group
Norwich,
Vermont
| USD 233 M | +USD 17.3 M | +8% | 10.9% | 80.7% | 502 | 15.94% | 2.6 |
|
| 4122 |
4122
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| USD 233 M | +USD 26.8 M | +13% | 9.11% | 83.4% | 70 | 15.71% | 1.4 |
|
| 4123 |
MFGP
4123
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| USD 233 M | +USD 21.2 M | +10% | 7.17% | 65.5% | 53 | 3.77% | 3.5 |
|
| 4124 |
4124
PRW Wealth Management
Quincy,
Massachusetts
| USD 233 M | +USD 22.7 M | +11% | 9.13% | 42.3% | 112 | 53.57% | 1.3 |
|
| 4125 |
4125
New Capital Management
Houston,
Texas
| USD 232 M | +USD 50.2 M | +28% | 8.4% | 55.4% | 50 | 22% | 2.9 |
|