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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
Cypress Financial Planning
Haddon Heights,
New Jersey
| USD 150 M | +USD 8.82 M | +6% | 6.51% | 41.2% | 57 | 19.3% | 0.4 |
|
| 5227 |
5227
JLP Asset Management
New York
| USD 150 M | +USD 9.41 M | +7% | 3.04% | 16.1% | 25 | 32% | 2.1 |
|
| 5228 |
5228
Ibex Investors
Denver,
Colorado
| USD 149 M | -USD 45 M | -23% | 12.5% | 16.6% | 65 | 78.46% | 0.4 |
|
| 5229 |
5229
Regimen Wealth
Atlanta,
Georgia
| USD 149 M | – | – | 6.23% | 34.4% | 61 | – | 0 |
|
| 5230 |
5230
Lindenwold Advisors
Reading,
Pennsylvania
| USD 149 M | +USD 14.2 M | +10% | 9.17% | 75% | 121 | 17.36% | 0.8 |
|
| 5231 |
5231
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 149 M | +USD 9.27 M | +7% | 7.61% | 46.3% | 29 | 37.93% | 1.2 |
|
| 5232 |
5232
Beaton Management Company
Haverhill,
Massachusetts
| USD 149 M | +USD 16.8 M | +13% | 13.9% | 95.9% | 128 | 5.47% | 4.2 |
|
| 5233 |
5233
Beta Wealth Group
San Diego,
California
| USD 149 M | +USD 10.2 M | +7% | 5.8% | 45.4% | 104 | 19.23% | 1.2 |
|
| 5234 |
5234
Blue Water Life Science Advisors
Larkspur,
California
| USD 149 M | -USD 98.9 M | -40% | 0.91% | 503% | 11 | 45.45% | 0.8 |
|
| 5235 |
5235
Financial Freedom LLC
Cincinnati,
Ohio
| USD 149 M | – | – | 6.43% | 72% | 408 | – | 0 |
|
| 5236 |
5236
GoodHaven Capital Management
Millburn,
New Jersey
| USD 149 M | +USD 10.5 M | +8% | 9.91% | 80.7% | 29 | 6.9% | 4 |
|
| 5237 |
5237
Cordant Inc
Portland,
Oregon
| USD 148 M | +USD 11.5 M | +8% | 6.43% | 47% | 78 | 15.38% | 1.8 |
|
| 5238 |
5238
Sequent Asset Management
Houston,
Texas
| USD 148 M | +USD 15.2 M | +11% | 9.41% | 51.3% | 76 | 19.74% | 3 |
|
| 5239 |
5239
Concorde Financial
Dallas,
Texas
| USD 148 M | +USD 318 | +0% | 13.9% | 81.3% | 58 | 0% | 0.6 |
|
| 5240 |
5240
Islet Management
New York
| USD 148 M | -USD 231 M | -61% | 5.19% | 75.3% | 101 | 72.28% | 0.6 |
|
| 5241 |
GA
5241
Gagnon Advisors
New York
| USD 148 M | -USD 6.27 M | -4% | 13.5% | 129% | 32 | 9.38% | 4.4 |
|
| 5242 |
5242
Lagoda Investment Management
New York
| USD 148 M | +USD 7.5 M | +5% | 21.4% | 250% | 41 | 9.76% | 4.6 |
|
| 5243 |
5243
Concord Asset Management (Virginia)
Abingdon,
Virginia
| USD 148 M | +USD 18.8 M | +15% | 6.21% | 64.7% | 67 | 46.27% | 0.5 |
|
| 5244 |
5244
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| USD 148 M | +USD 37.6 M | +34% | 8.13% | 107% | 162 | 33.95% | 0.6 |
|
| 5245 |
5245
Alta Wealth Advisors
Woburn,
Massachusetts
| USD 148 M | +USD 8.27 M | +6% | 6.56% | 120% | 151 | 16.56% | 1.5 |
|
| 5246 |
5246
Westhampton Capital
Winston-Salem,
North Carolina
| USD 148 M | +USD 15.3 M | +11% | 11.7% | 105% | 118 | 11.02% | 2.7 |
|
| 5247 |
YC
5247
Yunqi Capital
Hong Kong
| USD 148 M | +USD 56.7 M | +62% | 44.1% | 71.4% | 7 | 57.14% | 0.4 |
|
| 5248 |
DA
5248
DCF Advisers
Greenwich,
Connecticut
| USD 148 M | -USD 6.81 M | -4% | 8.21% | 372% | 85 | 34.12% | 1.5 |
|
| 5249 |
5249
Eudaimonia Advisors
Winchester,
Tennessee
| USD 148 M | +USD 2.82 M | +2% | 9.48% | – | 159 | 10.06% | 0.8 |
|
| 5250 |
MG
5250
Meditor Group
Hamilton,
Bermuda
| USD 148 M | -USD 2.43 M | -2% | 0.75% | 41.1% | 4 | 0% | 7 |
|