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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
SWMG
4301
Signature Wealth Management Group
Atlanta,
Georgia
| USD 206 M | -USD 16.4 M | -7% | 7.23% | – | 96 | 20.83% | 2.3 |
|
| 4302 |
4302
Mathes Company
New York
| USD 206 M | -USD 52.2 M | -20% | 16.6% | 121% | 135 | 11.85% | 4.9 |
|
| 4303 |
4303
Cisco Systems
San Jose,
California
| USD 206 M | -USD 55.1 M | -21% | 19.4% | 210% | 5 | 20% | 0.3 |
|
| 4304 |
4304
Shaker Financial Services
Arlington,
Virginia
| USD 206 M | -USD 59.9 M | -23% | 16.2% | 12.9% | 165 | 30.91% | 1.6 |
|
| 4305 |
EE
4305
EWG Elevate
Roseville,
California
| USD 206 M | -USD 49.3 M | -19% | 12% | 76% | 107 | 40.19% | 1.3 |
|
| 4306 |
4306
Harbert Fund Advisors
Birmingham,
Alabama
| USD 206 M | -USD 33 M | -14% | 22.2% | 70.8% | 59 | 44.07% | 0.8 |
|
| 4307 |
4307
Peloton Wealth Strategists
Indianapolis,
Indiana
| USD 205 M | -USD 34.3 M | -14% | 11.8% | 51.3% | 87 | 6.9% | 2.8 |
|
| 4308 |
4308
Affinity Investment Advisors
Newport Beach,
California
| USD 205 M | -USD 39.1 M | -16% | 12.9% | 189% | 215 | 20.93% | 2.2 |
|
| 4309 |
IP
4309
Investment Partners
New Philadelphia,
Ohio
| USD 205 M | -USD 31.8 M | -13% | 13.6% | 74.1% | 167 | 8.98% | 4 |
|
| 4310 |
4310
Websterrogers Financial Advisors
Florence,
South Carolina
| USD 205 M | +USD 9.15 M | +5% | 10.4% | 42.9% | 67 | 19.4% | 1 |
|
| 4311 |
4311
MBM Wealth Consultants
Chesterfield,
Missouri
| USD 205 M | -USD 36.2 M | -15% | 9.69% | 57.1% | 323 | 15.17% | 2.3 |
|
| 4312 |
4312
SR One Capital Management
Wayne,
Pennsylvania
| USD 204 M | +USD 8.99 M | +5% | 6.56% | 656% | 4 | 25% | 0.3 |
|
| 4313 |
4313
Three Bridge Wealth Advisors
Los Altos,
California
| USD 204 M | -USD 153 M | -43% | 26.7% | 169% | 91 | 13.19% | 0.2 |
|
| 4314 |
TAA
4314
TB Alternative Assets
Grand Cayman,
Cayman Islands
| USD 204 M | -USD 87 M | -30% | 17.1% | 312% | 46 | 39.13% | 1 |
|
| 4315 |
4315
Hillman Company
Pittsburgh,
Pennsylvania
| USD 204 M | -USD 63.8 M | -24% | 24.9% | 134% | 17 | 29.41% | 1.1 |
|
| 4316 |
4316
AWM Capital
Phoenix,
Arizona
| USD 204 M | +USD 41.5 M | +26% | 12.9% | 51.1% | 66 | 24.24% | 0.6 |
|
| 4317 |
4317
Taylor Hoffman Wealth Management
Richmond,
Virginia
| USD 204 M | -USD 45.6 M | -18% | 13.1% | 47.8% | 143 | 14.69% | 3.2 |
|
| 4318 |
KRC
4318
Kehrs Ridge Capital
Holmdel,
New Jersey
| USD 204 M | +USD 94.2 M | +86% | 1.74% | – | 41 | 82.93% | 0.2 |
|
| 4319 |
4319
Blue Owl Capital Holdings
New York
| USD 204 M | -USD 23.6 M | -10% | 26.1% | 145% | 37 | 16.22% | 0.4 |
|
| 4320 |
4320
Landmark Financial Advisors
Bowling Green,
Kentucky
| USD 203 M | -USD 4.77 M | -2% | 11.7% | 11.8% | 85 | 7.06% | 4.1 |
|
| 4321 |
PA
4321
PSI Advisors
Tampa,
Florida
| USD 203 M | -USD 39.5 M | -16% | 15% | 58.2% | 884 | 25% | 0.8 |
|
| 4322 |
4322
Global Trust Asset Management
West Palm Beach,
Florida
| USD 203 M | -USD 37.4 M | -16% | 12.7% | 178% | 483 | 19.46% | 2.7 |
|
| 4323 |
4323
Wills Financial Group
Richmond,
Virginia
| USD 203 M | -USD 34.8 M | -15% | 12.2% | 57.5% | 71 | 14.08% | 4.3 |
|
| 4324 |
4324
Front Row Advisors
Tiburon,
California
| USD 203 M | -USD 44.8 M | -18% | 15.8% | 142% | 969 | 6.81% | 3.4 |
|
| 4325 |
4325
Juncture Wealth Strategies
Scottsdale,
Arizona
| USD 203 M | -USD 7.52 M | -4% | 2.45% | 76.5% | 122 | 20.49% | 3 |
|