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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Shira Ridge Wealth Management
Larkspur,
California
| USD 201 M | -USD 3.84 M | -2% | 2.96% | 72.8% | 83 | 16.87% | 1.7 |
|
| 5527 |
5527
Walnut Level Capital
Denver,
Colorado
| USD 200 M | -USD 61.9 M | -24% | 10.8% | – | 55 | 40% | 0.7 |
|
| 5528 |
5528
May Barnhard Investments
Bethesda,
Maryland
| USD 200 M | -USD 9.8 M | -5% | 4.89% | 65.4% | 93 | 12.9% | 1 |
|
| 5529 |
5529
Acorn Creek Capital
Fort Collins,
Colorado
| USD 200 M | +USD 5.71 M | +3% | 0.65% | 66.6% | 80 | 6.25% | 1 |
|
| 5530 |
5530
Game Creek Capital
Boston,
Massachusetts
| USD 200 M | -USD 55.9 M | -22% | 0.94% | 176% | 91 | 31.87% | 3.3 |
|
| 5531 |
5531
Richmond Hill Investments
New York
| USD 200 M | -USD 58.7 M | -23% | 11.8% | 55.2% | 4 | 25% | 6.3 |
|
| 5532 |
CCM
5532
Conway Capital Management
Burbank,
California
| USD 200 M | -USD 25.9 M | -11% | 6.28% | 139% | 51 | 21.57% | 3.1 |
|
| 5533 |
5533
Lakeridge Wealth Management
Mentor,
Ohio
| USD 200 M | +USD 6.43 M | +3% | 0.55% | – | 160 | 10.63% | 1.1 |
|
| 5534 |
5534
Genesee Capital Advisors
Auburn,
New York
| USD 200 M | -USD 15 M | -7% | 2.47% | 107% | 126 | 10.32% | 1.9 |
|
| 5535 |
CSA
5535
Cottage Street Advisors
Marion,
Massachusetts
| USD 200 M | +USD 7.94 M | +4% | 5.27% | 95.8% | 119 | 19.33% | 2.8 |
|
| 5536 |
5536
Optimist Retirement Group
Bellevue,
Washington
| USD 200 M | -USD 11.6 M | -5% | 1.3% | 92.2% | 134 | 23.88% | 0.9 |
|
| 5537 |
5537
Vivid Wealth Management
West Des Moines,
Iowa
| USD 200 M | +USD 2.24 M | +1% | 4.21% | 107% | 74 | 36.49% | 0.8 |
|
| 5538 |
5538
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
| USD 200 M | – | – | 0.01% | – | 72 | – | 0 |
|
| 5539 |
5539
Uniting Wealth Partners
Mission,
Kansas
| USD 200 M | -USD 7.5 M | -4% | 1.99% | – | 128 | 29.69% | 0.2 |
|
| 5540 |
5540
Bain Capital Venture Investors
Boston,
Massachusetts
| USD 200 M | -USD 20.2 M | -9% | 8.74% | 34.2% | 3 | 0% | 2.4 |
|
| 5541 |
5541
Consilium Wealth Advisory
Richardson,
Texas
| USD 199 M | -USD 10.2 M | -5% | 1.12% | 126% | 95 | 15.79% | 2.2 |
|
| 5542 |
5542
GE Investment Management
Norwalk,
Connecticut
| USD 199 M | +USD 32.2 M | +19% | 17% | – | 4 | 0% | 1.1 |
|
| 5543 |
PIP
5543
Palisades Investment Partners
Santa Monica,
California
| USD 199 M | -USD 37.7 M | -16% | 10.2% | – | 43 | 11.63% | 0.6 |
|
| 5544 |
BCFD
5544
Boit C.F. David
| USD 199 M | -USD 46.8 M | -19% | 1.93% | 84.2% | 128 | 2.34% | 2.8 |
|
| 5545 |
5545
Scion Asset Management
Saratoga,
California
| USD 199 M | +USD 122 M | +157% | 12% | 1.91% | 19 | 94.74% | 0 |
|
| 5546 |
5546
TCFG Wealth Management
Laguna Niguel,
California
| USD 199 M | +USD 504 k | +0.3% | 0.02% | – | 247 | 12.15% | 0.4 |
|
| 5547 |
5547
Drummond Knight Asset Management
Crows Nest, NSW,
Australia
| USD 199 M | +USD 61.6 M | +45% | 1.55% | – | 16 | 56.25% | 0.2 |
|
| 5548 |
5548
Lloyd Advisory Services
Suwanee,
Georgia
| USD 199 M | -USD 12 M | -6% | 0.92% | 51.1% | 122 | 37.7% | 0.7 |
|
| 5549 |
5549
Physician Wealth Solutions
North Las Vegas,
Nevada
| USD 199 M | -USD 684 k | -0.3% | 0.07% | 43.6% | 41 | 0% | 1.2 |
|
| 5550 |
5550
Viola Ventures VC Management 4
Herzliya,
Israel
| USD 199 M | -USD 72.7 M | -27% | 5.52% | 79.1% | 4 | 0% | 1.8 |
|