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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Westshore Wealth
Newport Beach,
California
| USD 245 M | +USD 3.83 M | +2% | 5.85% | 58.8% | 100 | 12% | 2.6 |
|
| 4902 |
4902
Cherrydale Wealth Management
Hoboken,
New Jersey
| USD 245 M | +USD 16.5 M | +7% | 6.32% | 80.8% | 77 | 23.38% | 1.4 |
|
| 4903 |
FSI
4903
Flow State Investments
Chicago,
Illinois
| USD 245 M | -USD 72.7 M | -23% | 0.55% | – | 230 | 88.26% | 0.3 |
|
| 4904 |
GBI
4904
GP Brinson Investments
Chicago,
Illinois
| USD 244 M | +USD 12.1 M | +5% | 5.68% | 51.2% | 16 | 0% | 2.9 |
|
| 4905 |
4905
American Trust Investment Advisors
Lebanon,
New Hampshire
| USD 244 M | +USD 38.5 M | +19% | 8.54% | 91% | 110 | 24.55% | 3.1 |
|
| 4906 |
4906
Next Level Private
Harrison,
New York
| USD 244 M | +USD 25.4 M | +12% | 7.36% | 95.9% | 144 | 8.33% | 1.3 |
|
| 4907 |
4907
All-Stars Investment
Hong Kong
| USD 244 M | -USD 36.1 M | -13% | 11.1% | 41.7% | 4 | 25% | 1.6 |
|
| 4908 |
SLA
4908
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 244 M | +USD 22.2 M | +10% | 9.14% | 76.7% | 99 | 5.05% | 3.8 |
|
| 4909 |
4909
FSB Premier Wealth Management
Waterloo,
Iowa
| USD 244 M | +USD 22.5 M | +10% | 6.52% | 53.9% | 206 | 11.17% | 2.2 |
|
| 4910 |
4910
Hengistbury Investment Partners
London,
United Kingdom
| USD 244 M | +USD 5.45 M | +2% | 9.04% | 108% | 6 | 33.33% | 3.1 |
|
| 4911 |
4911
Beddow Capital Management
Jackson,
Wyoming
| USD 244 M | +USD 15.3 M | +7% | 6.46% | 50.7% | 60 | 3.33% | 5.1 |
|
| 4912 |
4912
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 244 M | +USD 842 k | +0.3% | 3.34% | – | 108 | 12.04% | 4.5 |
|
| 4913 |
4913
Tidemark
San Diego,
California
| USD 244 M | +USD 26.3 M | +12% | 5.48% | – | 650 | 8% | 0.7 |
|
| 4914 |
4914
Essential Planning
Portsmouth,
New Hampshire
| USD 244 M | +USD 16.5 M | +7% | 4.85% | 40.9% | 83 | 14.46% | 1.2 |
|
| 4915 |
4915
True Wind Capital Management
San Francisco,
California
| USD 244 M | +USD 41.6 M | +21% | 35% | 59.6% | 2 | 0% | 2.8 |
|
| 4916 |
DI
4916
DAGCO Inc
Westlake,
Ohio
| USD 244 M | +USD 18.2 M | +8% | 7.03% | 75% | 226 | 6.19% | 1.3 |
|
| 4917 |
4917
Bare Financial Services
Gap,
Pennsylvania
| USD 243 M | +USD 53.3 M | +28% | 6.5% | – | 155 | 4.52% | 0.6 |
|
| 4918 |
4918
Biltmore Wealth Management
Tempe,
Arizona
| USD 243 M | +USD 12.6 M | +5% | 6.79% | 59.8% | 56 | 5.36% | 3.6 |
|
| 4919 |
FCP
4919
Fosse Capital Partners
London,
United Kingdom
| USD 243 M | -USD 43.5 M | -15% | 4.19% | 80% | 3 | 0% | 3.8 |
|
| 4920 |
4920
Dorval Corp
Maple Grove,
Minnesota
| USD 243 M | +USD 16.5 M | +7% | 6.14% | 29.6% | 30 | 13.33% | 0.7 |
|
| 4921 |
4921
Gunma Bank
Gunma,
Japan
| USD 243 M | +USD 123 M | +102% | 6.3% | 24.5% | 32 | 31.25% | 0.7 |
|
| 4922 |
4922
Brown Financial Advisors
Milford,
Ohio
| USD 243 M | +USD 19.1 M | +9% | 5.49% | – | 229 | 49.78% | 0.2 |
|
| 4923 |
SA
4923
Skyline Advisors
Bellingham,
Washington
| USD 243 M | +USD 12.9 M | +6% | 4.79% | – | 92 | 13.04% | 0.6 |
|
| 4924 |
4924
Whelan Financial
Fresno,
California
| USD 243 M | +USD 19 M | +8% | 6.91% | 64.6% | 43 | 6.98% | 1.9 |
|
| 4925 |
4925
HGC Investment Management
Toronto,
Ontario, Canada
| USD 243 M | +USD 25.4 M | +12% | 3.48% | 33.2% | 127 | 35.43% | 0.8 |
|