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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
CSC
5651
Caldwell Sutter Capital
Sausalito,
California
| USD 265 M | +USD 19.3 M | +8% | 12.7% | 79.5% | 957 | 9.82% | 2.6 |
|
| 5652 |
SFP
5652
Strategic Financial Partners
Bend,
Oregon
| USD 265 M | +USD 33.6 M | +15% | 12.7% | 54.8% | 91 | 14.29% | 3.7 |
|
| 5653 |
HFA
5653
Hippocratic Financial Advisors
Westlake Village,
California
| USD 265 M | +USD 37.1 M | +16% | 8.01% | – | 41 | 24.39% | 0.9 |
|
| 5654 |
PI
5654
Pachira Investments
Dana Point,
California
| USD 265 M | +USD 51 M | +24% | 19.2% | 82.3% | 81 | 14.81% | 2.7 |
|
| 5655 |
MC
5655
Mount Capital
London,
United Kingdom
| USD 265 M | +USD 16.8 M | +7% | 9.05% | 34.4% | 18 | 5.56% | 4 |
|
| 5656 |
M
5656
MYeCFO
La Jolla,
California
| USD 265 M | +USD 26 M | +11% | 10.7% | 58.5% | 73 | 9.59% | 2.4 |
|
| 5657 |
GL
5657
GHE LLC
Memphis,
Tennessee
| USD 265 M | +USD 24.2 M | +10% | 12% | 188% | 58 | 6.9% | 2.5 |
|
| 5658 |
RP
5658
Raelipskie Partnership
Waterloo,
Ontario, Canada
| USD 265 M | +USD 28.6 M | +12% | 16.1% | – | 131 | 14.5% | 1.8 |
|
| 5659 |
WU
5659
Washington University
St Louis,
Missouri
| USD 265 M | +USD 105 M | +65% | 16.6% | 44% | 4 | 75% | 1.3 |
|
| 5660 |
KGP
5660
Keystone Global Partners
Denver,
Colorado
| USD 265 M | +USD 39.2 M | +17% | 15.5% | – | 60 | 15% | 1 |
|
| 5661 |
SJIM
5661
St. Johns Investment Management
Jacksonville,
Florida
| USD 264 M | +USD 26.7 M | +11% | 15.4% | 80.9% | 204 | 6.86% | 6.6 |
|
| 5662 |
KW
5662
Keyvantage Wealth
Bethlehem,
Pennsylvania
| USD 264 M | +USD 37.3 M | +16% | 14.8% | – | 107 | 24.3% | 1.2 |
|
| 5663 |
VAM
5663
Verity Asset Management
Durham,
North Carolina
| USD 264 M | +USD 26 M | +11% | 11.3% | 79.7% | 248 | 24.19% | 2.9 |
|
| 5664 |
BWM
5664
Boyd Wealth Management
Sacramento,
California
| USD 264 M | +USD 27.7 M | +12% | 11.7% | 51.1% | 51 | 13.73% | 3.3 |
|
| 5665 |
CPL
5665
Corecam Pte Ltd
Singapore,
| USD 264 M | +USD 33.4 M | +14% | 3.94% | – | 90 | 36.67% | 0.6 |
|
| 5666 |
WF
5666
Wayfinding Financial
Lynnwood,
Washington
| USD 264 M | +USD 33.7 M | +15% | 14.1% | 68.3% | 179 | 16.76% | 1.4 |
|
| 5667 |
WDOM
5667
Wasserstein Debt Opportunities Management
New York
| USD 264 M | +USD 75.2 M | +40% | 33.1% | – | 9 | 66.67% | 0.4 |
|
| 5668 |
AGM
5668
Aragon Global Management
Miami,
Florida
| USD 264 M | +USD 121 M | +84% | 69.4% | – | 26 | 42.31% | 0.7 |
|
| 5669 |
AZ
5669
Alpha Zero
Boca Raton,
Florida
| USD 264 M | +USD 66.2 M | +34% | 12.4% | – | 109 | 29.36% | 0.8 |
|
| 5670 |
BWA
5670
BlueChip Wealth Advisors
Milton,
Georgia
| USD 264 M | +USD 36 M | +16% | 10.3% | – | 180 | 22.78% | 1.4 |
|
| 5671 |
PWS
5671
Physician Wealth Solutions
North Las Vegas,
Nevada
| USD 264 M | +USD 22.2 M | +9% | 9.36% | 43.6% | 45 | 0% | 2.3 |
|
| 5672 |
NWA
5672
Navis Wealth Advisors
Rye Brook,
New York
| USD 264 M | +USD 67.7 M | +35% | 17.1% | 107% | 210 | 33.33% | 2.1 |
|
| 5673 |
GF
5673
GGM Financials
Columbus,
Ohio
| USD 264 M | +USD 46.4 M | +21% | 12% | – | 271 | 15.13% | 0.8 |
|
| 5674 |
GSB
5674
Greenfield Savings Bank
Greenfield,
Massachusetts
| USD 264 M | +USD 29.2 M | +12% | 19.4% | 108% | 150 | 6% | 3.2 |
|
| 5675 |
GC
5675
GatePass Capital
Independence,
Ohio
| USD 263 M | +USD 49.1 M | +23% | 21.3% | – | 211 | 28.44% | 0.8 |
|