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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Bardin Hill Management Partners
New York
| USD 214 M | -USD 25.8 M | -11% | 14.1% | 214% | 48 | 45.83% | 1 |
|
| 5102 |
5102
Left Brain Wealth Management
Naperville,
Illinois
| USD 214 M | +USD 7.66 M | +4% | 5.76% | 357% | 75 | 14.67% | 1.2 |
|
| 5103 |
5103
Samalin Investment Counsel
Chappaqua,
New York
| USD 214 M | +USD 4.18 M | +2% | 2.39% | 68.3% | 285 | 5.96% | 2.5 |
|
| 5104 |
5104
14B Capital Management
La Jolla,
California
| USD 214 M | +USD 2.11 M | +1% | 1.44% | – | 11 | 18.18% | 0.4 |
|
| 5105 |
LAM
5105
Lountzis Asset Management
Wyomissing,
Pennsylvania
| USD 214 M | +USD 2.84 M | +1% | 1.15% | 144% | 47 | 4.26% | 2.7 |
|
| 5106 |
5106
Victory Financial Group
Austin,
Texas
| USD 214 M | +USD 44.8 M | +27% | 2.44% | – | 80 | 27.5% | 0.3 |
|
| 5107 |
5107
Socha Financial Group
Corning,
New York
| USD 214 M | -USD 14.3 M | -6% | 1.9% | 81.5% | 31 | 38.71% | 1.8 |
|
| 5108 |
5108
Mendel Money Management
Northbrook,
Illinois
| USD 214 M | -USD 2.56 M | -1% | 0.4% | 75.4% | 135 | 7.41% | 3.7 |
|
| 5109 |
5109
MMA Asset Management
Conshohocken,
Pennsylvania
| USD 214 M | +USD 747 k | +0.4% | 1.14% | 54.3% | 256 | 53.52% | 2.1 |
|
| 5110 |
5110
Unique Wealth Strategies
Burr Ridge,
Illinois
| USD 213 M | +USD 9.19 M | +4% | 0.29% | 96.9% | 673 | 73.25% | 0.1 |
|
| 5111 |
5111
Selkirk Management
Chatham,
New Jersey
| USD 213 M | +USD 18.4 M | +9% | 13.3% | 245% | 16 | 6.25% | 4.5 |
|
| 5112 |
5112
Threadgill Financial
Spring,
Texas
| USD 213 M | -USD 11.9 M | -5% | 1.82% | 49.3% | 63 | 23.81% | 1 |
|
| 5113 |
WMA
5113
Wealth Management Associates
Cherry Hill,
New Jersey
| USD 213 M | USD 0 | 0% | 4.67% | 111% | 204 | 0% | 3.2 |
|
| 5114 |
HCA
5114
Hyperion Capital Advisors
New York
| USD 213 M | +USD 1.11 M | +0.5% | 4.61% | 86.1% | 116 | 16.38% | 1.8 |
|
| 5115 |
5115
Luminvest Wealth Management
Scottsdale,
Arizona
| USD 213 M | +USD 54.2 M | +34% | 0.8% | 47.7% | 35 | 37.14% | 0.3 |
|
| 5116 |
5116
Lokken Investment Group
Lewes,
Delaware
| USD 213 M | +USD 12 M | +6% | 1.4% | 65.3% | 157 | 14.01% | 2 |
|
| 5117 |
5117
O'Neil Global Advisors
Los Angeles,
California
| USD 213 M | +USD 132 M | +162% | 19.2% | 1,833% | 70 | 77.14% | 0.2 |
|
| 5118 |
5118
Retireful LLC
Haslett,
Michigan
| USD 213 M | -USD 27.9 M | -12% | 5.85% | 437% | 153 | 80.39% | 0.2 |
|
| 5119 |
GPC
5119
Guardian Point Capital
Charlottesville,
Virginia
| USD 213 M | -USD 109 M | -34% | 2.6% | 142% | 11 | 9.09% | 2.2 |
|
| 5120 |
5120
Retirement Financial Solutions
Knoxville,
Tennessee
| USD 212 M | +USD 18 M | +9% | 0.34% | 52.5% | 42 | 9.52% | 1 |
|
| 5121 |
5121
Lloyd Advisory Services
Suwanee,
Georgia
| USD 212 M | -USD 256 M | -55% | 2.61% | 47.7% | 200 | 89.5% | 0.3 |
|
| 5122 |
5122
Reliant Investment Management
Memphis,
Tennessee
| USD 212 M | -USD 974 k | -0.5% | 2.04% | 129% | 64 | 15.63% | 3.2 |
|
| 5123 |
5123
OMC Financial Services
Dewitt,
New York
| USD 212 M | +USD 15.5 M | +8% | 8.13% | – | 63 | 9.52% | 0.2 |
|
| 5124 |
5124
Kings Path Partners
Sugar Land,
Texas
| USD 212 M | – | – | 0.02% | – | 282 | – | 0 |
|
| 5125 |
5125
Weinberger Asset Management
Los Angeles,
California
| USD 212 M | +USD 5.11 M | +2% | 2.58% | 80% | 81 | 6.17% | 1.9 |
|