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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Accel Wealth Management
Waverly,
Iowa
| USD 180 M | -USD 2.14 M | -1% | 2.77% | 82.4% | 183 | 15.3% | 2.3 |
|
| 4927 |
4927
Bullseye Asset Management
Denver,
Colorado
| USD 179 M | -USD 19.7 M | -10% | 6.29% | 81% | 76 | 11.84% | 2.8 |
|
| 4928 |
4928
Sea Otter Advisors
Miami,
Florida
| USD 179 M | -USD 1.19 M | -0.7% | 6.97% | – | 319 | 36.05% | 0.4 |
|
| 4929 |
4929
Deane Retirement Strategies
New Orleans,
Louisiana
| USD 179 M | -USD 3.2 M | -2% | 1.08% | 73.4% | 75 | 40% | 3.1 |
|
| 4930 |
4930
Providence First Trust
Scottsdale,
Arizona
| USD 179 M | -USD 2.57 M | -1% | 3.27% | 68.4% | 94 | 11.7% | 3.1 |
|
| 4931 |
4931
Brown Miller Wealth Management
Mclean,
Virginia
| USD 179 M | -USD 6.22 M | -3% | 4.43% | 121% | 127 | 11.81% | 2.1 |
|
| 4932 |
LAM
4932
Lountzis Asset Management
Wyomissing,
Pennsylvania
| USD 179 M | -USD 2.11 M | -1% | 2.57% | 124% | 45 | 2.22% | 2.1 |
|
| 4933 |
4933
Stone House Capital Management
Bay Harbor Islands,
Florida
| USD 179 M | -USD 20.4 M | -10% | 6.68% | 151% | 4 | 25% | 1.3 |
|
| 4934 |
SC
4934
Steph & Co
Marinette,
Wisconsin
| USD 179 M | -USD 4.08 M | -2% | 3.4% | 61.6% | 298 | 21.14% | 2.3 |
|
| 4935 |
4935
Level Financial Advisors
East Amherst,
New York
| USD 179 M | -USD 230 k | -0.1% | 2.79% | 44% | 301 | 11.3% | 1.3 |
|
| 4936 |
4936
Waterford Advisors
Orchard Park,
New York
| USD 179 M | -USD 29 M | -14% | 3.99% | 50.5% | 56 | 23.21% | 0.6 |
|
| 4937 |
4937
FSA Wealth Management
Needham,
Massachusetts
| USD 179 M | -USD 6.53 M | -4% | 4.22% | – | 51 | 9.8% | 1.8 |
|
| 4938 |
4938
Yorktown Energy Partners XI
New York
| USD 179 M | +USD 11.6 M | +7% | 9.54% | 105% | 5 | 0% | 2.4 |
|
| 4939 |
4939
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| USD 179 M | +USD 21.8 M | +14% | 2.03% | 66% | 199 | 19.1% | 1.2 |
|
| 4940 |
4940
Wick Capital Partners
Wayne,
Pennsylvania
| USD 179 M | +USD 9.6 M | +6% | 3.74% | 60% | 70 | 35.71% | 0.9 |
|
| 4941 |
4941
Channel Wealth
Santa Barbara,
California
| USD 179 M | +USD 4.66 M | +3% | 2.7% | 68.1% | 200 | 19.5% | 0.4 |
|
| 4942 |
4942
Machina Capital
Paris,
France
| USD 179 M | +USD 2.22 M | +1% | 6.25% | 42.5% | 380 | 69.21% | 0.3 |
|
| 4943 |
4943
CNA Financial
Chicago,
Illinois
| USD 178 M | +USD 11.8 M | +7% | 0.97% | 48.6% | 20 | 40% | 2 |
|
| 4944 |
4944
Silverlake Wealth Management
Williston,
Vermont
| USD 178 M | -USD 1.76 M | -1% | 3.56% | 73.3% | 244 | 13.93% | 1.4 |
|
| 4945 |
BIMC
4945
Benson Investment Management Company
Roanoke,
Virginia
| USD 178 M | -USD 2.06 M | -1% | 2.64% | 99.8% | 55 | 34.55% | 1.8 |
|
| 4946 |
4946
Newlight Partners
New York
| USD 178 M | -USD 65.1 M | -27% | 9.43% | 92.8% | 2 | 0% | 2.9 |
|
| 4947 |
MAM
4947
Mystic Asset Management
Warwick,
Rhode Island
| USD 178 M | -USD 8.56 M | -5% | 3.64% | 114% | 148 | 8.11% | 1.5 |
|
| 4948 |
4948
ShankerValleau Wealth Advisors
Skokie,
Illinois
| USD 178 M | -USD 3.95 M | -2% | 3.44% | 60.3% | 25 | 12% | 1.3 |
|
| 4949 |
SP
4949
Saranac Partners
London,
| USD 178 M | -USD 10.7 M | -6% | 3.01% | 69% | 96 | 18.75% | 0.6 |
|
| 4950 |
4950
Radcliff Management
New York
| USD 178 M | -USD 46.4 M | -21% | 20.4% | 47.6% | 2 | 0% | 1.8 |
|