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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
SimpliFi Inc
San Diego,
California
| USD 193 M | -USD 9.43 M | -5% | 3.82% | 26.7% | 31 | 3.23% | 2.4 |
|
| 4327 |
4327
Blue Zone Wealth Advisors
Los Angeles,
California
| USD 193 M | -USD 27.5 M | -12% | 3.68% | 91.1% | 90 | 6.67% | 1.8 |
|
| 4328 |
GAMC
4328
Garner Asset Management Corp
Plano,
Texas
| USD 193 M | -USD 41.7 M | -18% | 8.68% | 95.3% | 178 | 10.67% | 3.9 |
|
| 4329 |
4329
Newport Capital Group
Red Bank,
New Jersey
| USD 193 M | +USD 96.2 M | +99% | 4.13% | – | 63 | 30.16% | 1.2 |
|
| 4330 |
4330
Affinity Investment Advisors
Newport Beach,
California
| USD 193 M | -USD 12.3 M | -6% | 3.24% | 189% | 199 | 12.06% | 2.4 |
|
| 4331 |
JHCM
4331
Juniper Hill Capital Management
Menlo Park,
California
| USD 193 M | -USD 35.1 M | -15% | 3.55% | 33.6% | 5 | 20% | 1.6 |
|
| 4332 |
4332
Scissortail Wealth Management
Tulsa,
Oklahoma
| USD 193 M | -USD 67.2 M | -26% | 3.63% | 65% | 149 | 61.07% | 0.5 |
|
| 4333 |
4333
Littlejohn & Co
Greenwich,
Connecticut
| USD 192 M | -USD 84.2 M | -30% | 5.23% | 56.2% | 167 | 55.69% | 1 |
|
| 4334 |
4334
Mass General Brigham
Somerville,
Massachusetts
| USD 192 M | -USD 21.5 M | -10% | 3.5% | – | 3 | 0% | 2 |
|
| 4335 |
4335
Enterprise Bank & Trust
Lowell,
Massachusetts
| USD 192 M | -USD 28.5 M | -13% | 5.17% | 65.9% | 92 | 9.78% | 2.6 |
|
| 4336 |
4336
BWCP LP
Dallas,
Texas
| USD 192 M | +USD 6.46 M | +3% | 4.33% | 198% | 22 | 22.73% | 0.6 |
|
| 4337 |
4337
Lantz Financial
Naperville,
Illinois
| USD 192 M | -USD 29.4 M | -13% | 6.11% | 74.3% | 176 | 10.8% | 2.3 |
|
| 4338 |
4338
DeDora Capital
Napa,
California
| USD 192 M | -USD 6.32 M | -3% | 4.83% | 91.2% | 103 | 9.71% | 1.4 |
|
| 4339 |
4339
Peloton Wealth Strategists
Indianapolis,
Indiana
| USD 192 M | -USD 12.9 M | -6% | 6.4% | 51.3% | 87 | 2.3% | 3 |
|
| 4340 |
SC
4340
Schulhoff & Co
Cincinnati,
Ohio
| USD 192 M | -USD 22.2 M | -10% | 8.2% | 51.8% | 118 | 6.78% | 6.7 |
|
| 4341 |
4341
Taylor Frigon Capital Management
Scottsdale,
Arizona
| USD 192 M | -USD 280 k | -0.1% | 4.61% | 152% | 89 | 6.74% | 3.4 |
|
| 4342 |
4342
Fifth Lane Capital
Austin,
Texas
| USD 192 M | +USD 33.1 M | +21% | 11.9% | 80.4% | 475 | 76.63% | 0.3 |
|
| 4343 |
4343
Strengthening Families & Communities LLC
Boston,
Massachusetts
| USD 192 M | +USD 26.9 M | +16% | 3.67% | 116% | 567 | 43.03% | 0.4 |
|
| 4344 |
4344
Hillman Company
Pittsburgh,
Pennsylvania
| USD 192 M | -USD 12.2 M | -6% | 1.4% | 134% | 18 | 33.33% | 1.3 |
|
| 4345 |
4345
Global Trust Asset Management
West Palm Beach,
Florida
| USD 192 M | -USD 11.6 M | -6% | 4.88% | 178% | 457 | 12.69% | 2.8 |
|
| 4346 |
4346
Prosperity Planning
Kansas City,
Missouri
| USD 191 M | -USD 4.2 M | -2% | 5.92% | 43.5% | 83 | 9.64% | 1.3 |
|
| 4347 |
4347
Eagle Strategies
New York
| USD 191 M | -USD 82.9 M | -30% | 5.77% | 77.7% | 150 | 45.33% | 0.5 |
|
| 4348 |
4348
Wiser Wealth Management
Marietta,
Georgia
| USD 191 M | -USD 1.65 M | -0.9% | 5.3% | 53% | 39 | 20.51% | 1.2 |
|
| 4349 |
4349
Jackson Grant Investment Advisers
Stamford,
Connecticut
| USD 191 M | -USD 10.6 M | -5% | 5.32% | 54.3% | 356 | 3.93% | 3.1 |
|
| 4350 |
4350
Gill Capital Partners
Denver,
Colorado
| USD 191 M | -USD 36.2 M | -16% | 4.94% | 59% | 129 | 17.05% | 2.5 |
|