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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
GECH
5151
Garnet Equity Capital Holdings
New York
| USD 269 M | -USD 154 M | -36% | 21.2% | 302% | 33 | 30.3% | 1.2 |
|
| 5152 |
5152
Tandem Financial
Greenwood Village,
Colorado
| USD 269 M | +USD 162 M | +151% | 9.96% | – | 90 | 44.44% | 0.4 |
|
| 5153 |
5153
Stone Point Capital
Greenwich,
Connecticut
| USD 269 M | -USD 514 M | -66% | 8.58% | 15.7% | 3 | 33.33% | 7.6 |
|
| 5154 |
5154
Sachetta
Lynnfield,
Massachusetts
| USD 269 M | +USD 15.7 M | +6% | 7.41% | – | 1,140 | 9.74% | 1.5 |
|
| 5155 |
5155
IMZ Advisory
Boca Raton,
Florida
| USD 269 M | +USD 18.7 M | +7% | 7.12% | 73.1% | 41 | 2.44% | 1.5 |
|
| 5156 |
5156
MKT Advisors
Escondido,
California
| USD 269 M | +USD 16 M | +6% | 5.62% | 55.5% | 175 | 7.43% | 2.5 |
|
| 5157 |
5157
Jessup Wealth Management
Dayton,
Ohio
| USD 269 M | +USD 19.3 M | +8% | 14% | 181% | 83 | 12.05% | 1.3 |
|
| 5158 |
5158
TPG Financial Advisors
Portland,
Oregon
| USD 268 M | +USD 18.6 M | +7% | 5.45% | – | 69 | 8.7% | 3.5 |
|
| 5159 |
BOC
5159
Barbara Oil Co
Chicago,
Illinois
| USD 268 M | +USD 14.1 M | +6% | 7.14% | 76.9% | 76 | 3.95% | 8.7 |
|
| 5160 |
5160
SK Wealth Management
Providence,
Rhode Island
| USD 268 M | +USD 37.5 M | +16% | 6.3% | – | 86 | 11.63% | 0.8 |
|
| 5161 |
5161
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 268 M | +USD 15.3 M | +6% | 7.64% | 66.9% | 95 | 6.32% | 8.3 |
|
| 5162 |
5162
eCIO Inc
Madison,
Wisconsin
| USD 268 M | +USD 30.7 M | +13% | 2.15% | – | 80 | 23.75% | 0.4 |
|
| 5163 |
5163
Warner Financial
Bethesda,
Maryland
| USD 268 M | +USD 25.4 M | +10% | 6.43% | 62.1% | 125 | 8.8% | 2.6 |
|
| 5164 |
5164
BHK Investment Advisors
Birmingham,
Alabama
| USD 268 M | +USD 12.3 M | +5% | 5.65% | 54.6% | 67 | 5.97% | 4.8 |
|
| 5165 |
5165
Fosun International
Hong Kong,
China
| USD 267 M | -USD 92.2 M | -26% | 0.59% | 41.3% | 56 | 21.43% | 2.5 |
|
| 5166 |
5166
Ruggaard & Associates
Hudson,
Ohio
| USD 267 M | +USD 18.5 M | +7% | 5.53% | 47.6% | 121 | 4.96% | 2 |
|
| 5167 |
5167
First Dallas Securities
Dallas,
Texas
| USD 267 M | +USD 13.9 M | +6% | 9.83% | 163% | 127 | 14.17% | 3 |
|
| 5168 |
5168
Family Wealth Partners
Matthews,
North Carolina
| USD 267 M | +USD 16.9 M | +7% | 3.55% | 58.5% | 82 | 25.61% | 1 |
|
| 5169 |
TIM
5169
Timelo Investment Management
Aurora,
Ontario, Canada
| USD 267 M | +USD 193 M | +259% | 21.8% | 104% | 50 | 76% | 0.2 |
|
| 5170 |
5170
WorthPointe
La Jolla,
California
| USD 267 M | +USD 29.1 M | +12% | 7.06% | 59.7% | 111 | 19.82% | 1.6 |
|
| 5171 |
5171
Trinity Wealth Management
Berwyn,
Pennsylvania
| USD 267 M | +USD 14.8 M | +6% | 5.05% | 56.7% | 69 | 11.59% | 2.6 |
|
| 5172 |
5172
AmeriFlex Group
Las Vegas,
Nevada
| USD 267 M | +USD 76.4 M | +40% | 9.77% | – | 1,435 | 50.1% | 0.5 |
|
| 5173 |
5173
Stonebridge Financial Planning Group
Orlando,
Florida
| USD 266 M | +USD 26.8 M | +11% | 6.64% | 67.2% | 176 | 9.09% | 3.2 |
|
| 5174 |
5174
EMG Holdings
Old Greenwich,
Connecticut
| USD 266 M | +USD 130 M | +95% | 10.1% | 4.17% | 34 | 58.82% | 1 |
|
| 5175 |
5175
Able Wealth Management
Toms River,
New Jersey
| USD 266 M | +USD 67.7 M | +34% | 5.47% | 58.1% | 119 | 21.85% | 1.1 |
|