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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
BRC
5426
Bell Rock Capital
Rehoboth Beach,
Delaware
| USD 129 M | +USD 21.4 M | +20% | 11.8% | – | 133 | 93.98% | 1.1 |
|
| 5427 |
5427
Altus Wealth Management
Ft Mitchell,
Kentucky
| USD 129 M | -USD 16.7 M | -12% | 15.7% | 73% | 40 | 15% | 1.7 |
|
| 5428 |
5428
Lansing Street Advisors
Ambler,
Pennsylvania
| USD 129 M | -USD 28.5 M | -18% | 11.1% | – | 318 | 21.38% | 0.2 |
|
| 5429 |
5429
Caliber Wealth Management (Utah)
Orem,
Utah
| USD 129 M | -USD 28.2 M | -18% | 17.9% | 36.5% | 74 | 31.08% | 1 |
|
| 5430 |
5430
RiverTree Advisors
Winter Park,
Florida
| USD 128 M | -USD 20.1 M | -14% | 10.1% | 25.4% | 41 | 43.9% | 0.6 |
|
| 5431 |
5431
Lloyd Advisory Services
Suwanee,
Georgia
| USD 128 M | -USD 86.2 M | -40% | 12.7% | 47.7% | 611 | 90.02% | 1.8 |
|
| 5432 |
MI
5432
Moneywise Inc
Forest,
Virginia
| USD 128 M | -USD 23.5 M | -15% | 14% | 58% | 57 | 24.56% | 3.2 |
|
| 5433 |
5433
Wealth Quarterback
Toms River,
New Jersey
| USD 128 M | – | – | 9.88% | 109% | 118 | – | 1.9 |
|
| 5434 |
YRHAM
5434
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| USD 128 M | +USD 57.5 M | +81% | 25.6% | 2,310% | 18 | 61.11% | 0.3 |
|
| 5435 |
5435
Trinity Wealth Management
Berwyn,
Pennsylvania
| USD 128 M | -USD 14 M | -10% | 12.3% | 56.7% | 42 | 16.67% | 1.6 |
|
| 5436 |
5436
MKT Advisors
Escondido,
California
| USD 128 M | -USD 4.26 M | -3% | 12.8% | 55.5% | 148 | 11.49% | 0.5 |
|
| 5437 |
5437
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| USD 128 M | -USD 90.1 M | -41% | 14.5% | 58.5% | 31 | 22.58% | 2.5 |
|
| 5438 |
5438
TLW Wealth Management
Indian Rocks Beach,
Florida
| USD 128 M | -USD 42.5 M | -25% | 20.3% | 82.9% | 21 | 28.57% | 2.4 |
|
| 5439 |
5439
Blackhawk Capital Partners
Thiensville,
Wisconsin
| USD 128 M | -USD 19.1 M | -13% | 12.5% | 87.2% | 100 | 47% | 1.6 |
|
| 5440 |
5440
Joule Financial
Lexington,
Kentucky
| USD 128 M | – | – | 11.8% | 55.5% | 78 | – | 0 |
|
| 5441 |
5441
Fairfield University
Fairfield,
Connecticut
| USD 128 M | +USD 6.38 M | +5% | 15.1% | 61.9% | 4 | 0% | 5.1 |
|
| 5442 |
5442
Rainwater Charitable Foundation
Fort Worth,
Texas
| USD 128 M | -USD 22.9 M | -15% | 16.9% | 44% | 4 | 25% | 1.7 |
|
| 5443 |
5443
IDG China Venture Capital Fund V Associates
Hong Kong
| USD 128 M | +USD 20.4 M | +19% | 19% | 7.34% | 1 | 0% | 0.5 |
|
| 5444 |
5444
Mad River Investors
Boston,
Massachusetts
| USD 128 M | -USD 1.62 M | -1% | 1.84% | 225% | 29 | 6.9% | 3.5 |
|
| 5445 |
GCM
5445
Granby Capital Management
Miami Beach,
Florida
| USD 128 M | +USD 11 M | +9% | 13.1% | 50% | 61 | 37.7% | 0.7 |
|
| 5446 |
GBI
5446
GP Brinson Investments
Chicago,
Illinois
| USD 128 M | -USD 23.9 M | -16% | 15.6% | 51.2% | 16 | 0% | 1.2 |
|
| 5447 |
5447
Metavasi Capital
Larchmont,
New York
| USD 128 M | -USD 57.4 M | -31% | 17.5% | 840% | 35 | 60% | 0.3 |
|
| 5448 |
5448
Bancreek Capital Management
Santa Monica,
California
| USD 128 M | -USD 25.3 M | -17% | 13% | 33.6% | 29 | 10.34% | 0.5 |
|
| 5449 |
LCH
5449
Lee Capital Holdings
New York
| USD 128 M | -USD 50.8 M | -28% | 21.5% | 34.4% | 74 | 55.41% | 1.6 |
|
| 5450 |
5450
Sound Financial Strategies Group
Madison,
Mississippi
| USD 128 M | -USD 53.5 M | -30% | 5.71% | 26.4% | 73 | 50.68% | 0.9 |
|