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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
HNH
4726
Hopwood Nicholas Hunter
| USD 365 M | +USD 50 M | +16% | 11.5% | – | 138 | 17.39% | 0.4 |
|
| 4727 |
GLCM
4727
Greenlea Lane Capital Management
Weston,
Connecticut
| USD 364 M | +USD 19.9 M | +6% | 5.55% | 99.7% | 10 | 10% | 3.6 |
|
| 4728 |
KIC
4728
Keating Investment Counselors
Delray Beach,
Florida
| USD 364 M | -USD 39.6 M | -10% | 6.71% | 50% | 63 | 12.7% | 6.9 |
|
| 4729 |
BBNB
4729
Baker Boyer National Bank
Walla Walla,
Washington
| USD 364 M | +USD 31.3 M | +9% | 9.49% | 44.7% | 100 | 15% | 5 |
|
| 4730 |
EFH
4730
Eaton Financial Holdings
Coral Springs,
Florida
| USD 364 M | +USD 58.7 M | +19% | 16.2% | – | 142 | 17.61% | 1.3 |
|
| 4731 |
ECM
4731
Engle Capital Management
Greenwich,
Connecticut
| USD 364 M | +USD 70.6 M | +24% | 56.2% | 398% | 25 | 32% | 0.8 |
|
| 4732 |
WAM
4732
Wilson Asset Management
Sydney,
Australia
| USD 364 M | +USD 10 M | +3% | 10% | 60.7% | 52 | 46.15% | 1.5 |
|
| 4733 |
SFMG
4733
Sage Financial Management Group
Mclean,
Virginia
| USD 364 M | +USD 38.6 M | +12% | 9.51% | 47.3% | 62 | 9.68% | 1.8 |
|
| 4734 |
ECA
4734
Elevated Capital Advisors
Sandy,
Utah
| USD 364 M | -USD 33.7 M | -8% | 9.98% | 46% | 870 | 5.52% | 1.2 |
|
| 4735 |
TFG
4735
Tilson Financial Group
New Providence,
New Jersey
| USD 364 M | +USD 30.4 M | +9% | 8.69% | 39.3% | 87 | 10.34% | 2 |
|
| 4736 |
RWP
4736
Reliant Wealth Planning
Louisville,
Kentucky
| USD 364 M | +USD 32.7 M | +10% | 8.09% | 39.4% | 54 | 5.56% | 1.6 |
|
| 4737 |
AIA
4737
AIMZ Investment Advisors
Los Altos,
California
| USD 363 M | +USD 39.9 M | +12% | 16.8% | 81.3% | 156 | 12.82% | 6.5 |
|
| 4738 |
GC
4738
GFG Capital
Miami,
Florida
| USD 363 M | +USD 50.4 M | +16% | 36% | 152% | 105 | 20.95% | 2.5 |
|
| 4739 |
GCM
4739
Glynn Capital Management
Menlo Park,
California
| USD 363 M | +USD 154 M | +74% | 71.7% | 252% | 49 | 26.53% | 2.7 |
|
| 4740 |
RBCM
4740
Raub Brock Capital Management
Larkspur,
California
| USD 363 M | -USD 31.7 M | -8% | 11.5% | 56.3% | 50 | 24% | 3 |
|
| 4741 |
PWM
4741
Purus Wealth Management
Newport Beach,
California
| USD 363 M | +USD 49.6 M | +16% | 23.9% | 174% | 175 | 12.57% | 2.9 |
|
| 4742 |
UFAC
4742
Urban Financial Advisory Corp
Chicago,
Illinois
| USD 363 M | +USD 80 M | +28% | 12.2% | – | 58 | 10.34% | 1.8 |
|
| 4743 |
WIA
4743
Westbourne Investment Advisors
Annapolis,
Maryland
| USD 363 M | +USD 19.6 M | +6% | 11.1% | 89.4% | 124 | 10.48% | 3.7 |
|
| 4744 |
HA
4744
Hamel Associates
Chatham,
New Jersey
| USD 363 M | +USD 12.1 M | +3% | 2.44% | 50.6% | 94 | 15.96% | 5.9 |
|
| 4745 |
OBGC
4745
O'Brien Greene & Co
Media,
Pennsylvania
| USD 362 M | +USD 9.09 M | +3% | 4.55% | 81.4% | 149 | 16.11% | 4.1 |
|
| 4746 |
WMA
4746
Wealth Management Associates
Cherry Hill,
New Jersey
| USD 362 M | +USD 72.8 M | +25% | 14.9% | 111% | 268 | 17.91% | 3.5 |
|
| 4747 |
FCMV
4747
Foresite Capital Management V
Larkspur,
California
| USD 362 M | +USD 91.2 M | +34% | 23.1% | 401% | 10 | 20% | 1.9 |
|
| 4748 |
AW
4748
Alteri Wealth
Westlake Village,
California
| USD 362 M | +USD 53.5 M | +17% | 28.2% | – | 314 | 12.74% | 1.2 |
|
| 4749 |
SI
4749
Saxon Interests
Houston,
Texas
| USD 362 M | +USD 71.8 M | +25% | 15.7% | 73% | 256 | 18.75% | 1.7 |
|
| 4750 |
FPM
4750
Francisco Partners Management
San Francisco,
California
| USD 361 M | +USD 69.6 M | +24% | 26.8% | 14.3% | 3 | 0% | 5.3 |
|