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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
FLA
4826
Financial Life Advisors
San Antonio,
Texas
| USD 352 M | +USD 30.7 M | +10% | 10.3% | 47% | 62 | 19.35% | 3 |
|
| 4827 |
SIM
4827
SW Investment Management
Telluride,
Colorado
| USD 352 M | -USD 99.1 M | -22% | 0.78% | 143% | 8 | 37.5% | 2.8 |
|
| 4828 |
PIP
4828
Palisades Investment Partners
Santa Monica,
California
| USD 352 M | +USD 96.5 M | +38% | 46.9% | – | 59 | 23.73% | 1.3 |
|
| 4829 |
CRI
4829
Colonial River Investments
Midlothian,
Virginia
| USD 352 M | +USD 72.3 M | +26% | 28.5% | 144% | 268 | 21.64% | 2 |
|
| 4830 |
EA
4830
Everpar Advisors
Tulsa,
Oklahoma
| USD 352 M | +USD 61.1 M | +21% | 22.5% | – | 326 | 20.86% | 1.5 |
|
| 4831 |
KHCM
4831
Kirtland Hills Capital Management
Bratenahl,
Ohio
| USD 351 M | +USD 36.5 M | +12% | 20.6% | – | 167 | 7.19% | 1.5 |
|
| 4832 |
GBFG
4832
Gerald Baker Financial Group
Arlington,
Texas
| USD 351 M | +USD 35.7 M | +11% | 11.3% | – | 127 | 11.02% | 0.2 |
|
| 4833 |
WIC
4833
Whitegate Investment Counselors
Concord,
New Hampshire
| USD 351 M | +USD 36.7 M | +12% | 10.4% | 48% | 78 | 15.38% | 5.8 |
|
| 4834 |
LFA
4834
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| USD 351 M | +USD 38.4 M | +12% | 7.88% | 31% | 51 | 17.65% | 2.5 |
|
| 4835 |
TLA
4835
Tree Line Advisors
Central,
Hong Kong
| USD 351 M | +USD 119 M | +51% | 94% | 670% | 3 | 0% | 2.2 |
|
| 4836 |
SWAG
4836
Spectrum Wealth Advisory Group
Granite Bay,
California
| USD 351 M | +USD 82.2 M | +31% | 15.5% | 67.9% | 543 | 89.32% | 0.3 |
|
| 4837 |
BBWP
4837
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| USD 351 M | +USD 52.3 M | +17% | 12.7% | 52% | 113 | 17.7% | 2.1 |
|
| 4838 |
YCM
4838
Yakira Capital Management
Westport,
Connecticut
| USD 351 M | +USD 9.29 M | +3% | 2.32% | 74.1% | 262 | 48.09% | 0.8 |
|
| 4839 |
PAM
4839
Pegasus Asset Management
Montebello,
New York
| USD 351 M | +USD 38.2 M | +12% | 14.2% | 89% | 77 | 15.58% | 4.9 |
|
| 4840 |
AFP
4840
Advus Financial Partners
Winter Park,
Florida
| USD 351 M | +USD 86.9 M | +33% | 11.2% | 50.4% | 147 | 56.46% | 1.3 |
|
| 4841 |
SW
4841
StrongBox Wealth
Lee's Summit,
Missouri
| USD 351 M | +USD 38.4 M | +12% | 9.31% | 57.8% | 267 | 64.04% | 1.3 |
|
| 4842 |
FCM
4842
Fieldview Capital Management
Niles,
Michigan
| USD 351 M | +USD 8.13 M | +2% | 14.3% | – | 748 | 69.65% | 0.2 |
|
| 4843 |
DR
4843
Davis Rea
Toronto,
Ontario, Canada
| USD 351 M | -USD 33 M | -9% | 5.67% | 66.9% | 62 | 40.32% | 3.3 |
|
| 4844 |
MIM
4844
MTM Investment Management
Spartanburg,
South Carolina
| USD 350 M | +USD 34.8 M | +11% | 12.3% | 80.5% | 739 | 8.12% | 2.2 |
|
| 4845 |
SCM
4845
Stonehill Capital Management
New York
| USD 350 M | +USD 153 M | +77% | 1.3% | 117% | 21 | 57.14% | 0.5 |
|
| 4846 |
AC
4846
Attestor Capital
Grand Cayman,
Cayman Islands
| USD 350 M | -USD 29.4 M | -8% | 11.6% | – | 9 | 66.67% | 0.4 |
|
| 4847 |
OPW
4847
Oxler Private Wealth
Rye Brook,
New York
| USD 350 M | +USD 30.6 M | +10% | 13.7% | 92.6% | 97 | 9.28% | 4 |
|
| 4848 |
PBBUPS
4848
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| USD 350 M | +USD 136 M | +64% | 133% | – | 13 | 0% | 1.3 |
|
| 4849 |
KFS
4849
Kirkwood Financial Services
San Antonio,
Texas
| USD 350 M | +USD 58.1 M | +20% | 16.3% | – | 43 | 11.63% | 0.6 |
|
| 4850 |
YAL
4850
Your Advocates Ltd
Houston,
Texas
| USD 350 M | +USD 22 M | +7% | 7.96% | 50% | 249 | 22.89% | 3.1 |
|