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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
KKM Financial
Chicago,
Illinois
| USD 159 M | – | – | 11.7% | – | 125 | – | 0 |
|
| 5677 |
5677
Nova R Wealth
Overland Park,
Kansas
| USD 159 M | +USD 13.9 M | +10% | 8.89% | 60.7% | 64 | 14.06% | 1.6 |
|
| 5678 |
5678
H&H Retirement Design & Management
Las Vegas,
Nevada
| USD 159 M | +USD 14.2 M | +10% | 8.86% | 38.4% | 69 | 26.09% | 1.5 |
|
| 5679 |
5679
MYeCFO
La Jolla,
California
| USD 159 M | +USD 14.5 M | +10% | 9.06% | 58.5% | 52 | 9.62% | 0.8 |
|
| 5680 |
5680
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| USD 159 M | +USD 19.8 M | +14% | 7.97% | 49.9% | 338 | 27.81% | 0.7 |
|
| 5681 |
5681
WJ Interests
Sugar Land,
Texas
| USD 159 M | +USD 14.8 M | +10% | 10.3% | 55.2% | 18 | 44.44% | 1.1 |
|
| 5682 |
5682
Pacific Sun Financial
Los Angeles,
California
| USD 158 M | +USD 14.1 M | +10% | 12.4% | 70.3% | 175 | 5.14% | 4.2 |
|
| 5683 |
5683
Working Capital Advisors (UK)
London,
United Kingdom
| USD 158 M | +USD 9.6 M | +6% | 7.5% | 17.1% | 4 | 25% | 1.5 |
|
| 5684 |
5684
Eagle Bay Advisors
New York
| USD 158 M | -USD 57.5 M | -27% | 9.41% | 85% | 918 | 14.6% | 1.6 |
|
| 5685 |
AIP
5685
Alapocas Investment Partners
Beverly,
Massachusetts
| USD 158 M | +USD 20.9 M | +15% | 16% | 58.3% | 19 | 5.26% | 1.9 |
|
| 5686 |
5686
EnCap Energy Capital Fund VIII
Houston,
Texas
| USD 158 M | -USD 9.09 M | -5% | 2.76% | 6.16% | 4 | 50% | 1.2 |
|
| 5687 |
5687
FOCUS Wealth Advisors
Houston,
Texas
| USD 158 M | +USD 13.9 M | +10% | 10.8% | 68.7% | 64 | 15.63% | 1.6 |
|
| 5688 |
5688
Bullseye Investment Management
Cincinnati,
Ohio
| USD 158 M | +USD 34.9 M | +28% | 6.31% | 38.2% | 55 | 50.91% | 0.5 |
|
| 5689 |
5689
RHS Financial
San Francisco,
California
| USD 158 M | +USD 15 M | +10% | 7.81% | 65.6% | 108 | 19.44% | 2.4 |
|
| 5690 |
FP
5690
Factorial Partners
Mt. Kisco,
New York
| USD 158 M | +USD 21 M | +15% | 17.2% | 88.7% | 93 | 20.43% | 3 |
|
| 5691 |
5691
Blackston Financial Advisory Group
The Villages,
Florida
| USD 158 M | +USD 14.3 M | +10% | 10.8% | 79.8% | 101 | 18.81% | 1.5 |
|
| 5692 |
5692
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| USD 158 M | +USD 4.59 M | +3% | 2.99% | 96.7% | 1 | 0% | 4 |
|
| 5693 |
5693
Cook Wealth
Raleigh,
North Carolina
| USD 158 M | +USD 27.4 M | +21% | 9.16% | 7.36% | 61 | 27.87% | 1.1 |
|
| 5694 |
5694
Syncona Portfolio
St Peter Port,
Guernsey
| USD 158 M | +USD 90.6 M | +135% | 156% | 24% | 4 | 0% | 2 |
|
| 5695 |
5695
Leverty Financial Group
Hudson,
Wisconsin
| USD 158 M | +USD 20 M | +15% | 9.14% | 57.3% | 36 | 22.22% | 1.3 |
|
| 5696 |
5696
Beam Wealth Advisors
Covington,
Louisiana
| USD 158 M | +USD 17 M | +12% | 8.73% | 69.2% | 107 | 11.21% | 2.2 |
|
| 5697 |
5697
Virtus ETF Advisers
New York
| USD 158 M | -USD 7.14 M | -4% | 12.9% | 177% | 474 | 18.78% | 2.3 |
|
| 5698 |
5698
Financial Freedom LLC
Cincinnati,
Ohio
| USD 157 M | +USD 16.4 M | +12% | 10.4% | 76.9% | 380 | 6.58% | 0.9 |
|
| 5699 |
5699
Resource Planning Group
Atlanta,
Georgia
| USD 157 M | +USD 39.4 M | +33% | 7.82% | 1.9% | 73 | 23.29% | 3 |
|
| 5700 |
5700
Kinloch Capital
Glen Allen,
Virginia
| USD 157 M | -USD 2.36 M | -1% | 8.66% | 63.4% | 79 | 22.78% | 2.1 |
|