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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
SIF
5776
State Insurance Fund
New York
| USD 255 M | +USD 38.9 M | +18% | 18% | – | 1 | 0% | 2.5 |
|
| 5777 |
FWP
5777
Flatrock Wealth Partners
Newport Beach,
California
| USD 255 M | +USD 32.3 M | +15% | 17% | – | 193 | 24.35% | 0.4 |
|
| 5778 |
HM
5778
Harvest Management
New York
| USD 254 M | +USD 48.1 M | +23% | 14.6% | 610% | 95 | 74.74% | 0.3 |
|
| 5779 |
MFA
5779
Millington Financial Advisors
Naperville,
Illinois
| USD 254 M | +USD 16.9 M | +7% | 17.7% | 77.5% | 130 | 10% | 1.8 |
|
| 5780 |
EWM
5780
Essex Woodlands Management
The Woodlands,
Texas
| USD 254 M | +USD 3.69 M | +1% | 1.68% | 55% | 5 | 0% | 7.1 |
|
| 5781 |
CCIA
5781
Cherry Creek Investment Advisors
Englewood,
Colorado
| USD 254 M | +USD 24 M | +10% | 19.9% | 151% | 136 | 14.71% | 2.8 |
|
| 5782 |
EIA
5782
Eastover Investment Advisors
Charlotte,
North Carolina
| USD 254 M | +USD 20.5 M | +9% | 14.7% | 105% | 50 | 2% | 3.4 |
|
| 5783 |
AFO
5783
Aurelius Family Office
Bedford,
New Hampshire
| USD 254 M | +USD 23.9 M | +10% | 9.09% | – | 49 | 4.08% | 1.4 |
|
| 5784 |
GAM
5784
GEM Asset Management
Plymouth,
Michigan
| USD 254 M | +USD 27.2 M | +12% | 15.1% | 62.9% | 118 | 11.02% | 2.3 |
|
| 5785 |
FFA
5785
Fairfield Financial Advisors
Wellesley,
Massachusetts
| USD 254 M | -USD 36.4 M | -13% | 26.1% | – | 89 | 44.94% | 2.4 |
|
| 5786 |
G
5786
Gainplan
Bloomfield Hills,
Michigan
| USD 254 M | +USD 120 M | +90% | 14% | 103% | 71 | 30.99% | 2 |
|
| 5787 |
MCM
5787
McKinney Capital Management
Houston,
Texas
| USD 254 M | +USD 137 M | +118% | 25.2% | – | 87 | 47.13% | 0.1 |
|
| 5788 |
OPWM
5788
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| USD 254 M | +USD 34.9 M | +16% | 19.8% | 91.4% | 160 | 16.25% | 2.6 |
|
| 5789 |
TGI
5789
TRV GP IV
Boston,
Massachusetts
| USD 254 M | -USD 13.2 M | -5% | 23.4% | 1,102% | 2 | 0% | 3 |
|
| 5790 |
SRCM
5790
Signature Resources Capital Management
Newport Beach,
California
| USD 254 M | +USD 42.6 M | +20% | 15.5% | 67.8% | 746 | 16.89% | 1.4 |
|
| 5791 |
SOAG
5791
Silver Oak Advisory Group
Portland,
Oregon
| USD 254 M | +USD 21.8 M | +9% | 7.02% | 27% | 87 | 9.2% | 2.8 |
|
| 5792 |
FB
5792
First Bancorp
Damariscotta,
Maine
| USD 253 M | +USD 52.2 M | +26% | 15.3% | 73.8% | 531 | 75.14% | 1 |
|
| 5793 |
WWM
5793
WJ Wealth Management
Glendale,
Arizona
| USD 253 M | +USD 39.9 M | +19% | 18.3% | 90.6% | 88 | 29.55% | 2.3 |
|
| 5794 |
OC
5794
Optima Capital
Beaverton,
Oregon
| USD 253 M | +USD 38 M | +18% | 12.1% | – | 179 | 18.99% | 1.1 |
|
| 5795 |
DWM
5795
Dogwood Wealth Management
Lenexa,
Kansas
| USD 253 M | +USD 23.1 M | +10% | 10.6% | – | 939 | 17.78% | 1.1 |
|
| 5796 |
9FG
5796
93 Financial Group
Woburn,
Massachusetts
| USD 253 M | +USD 29.1 M | +13% | 16.6% | – | 9 | 0% | 0.5 |
|
| 5797 |
DA
5797
DCM Advisors
New York
| USD 253 M | +USD 33.5 M | +15% | 14.7% | 99.3% | 39 | 5.13% | 4.3 |
|
| 5798 |
ECM
5798
EMC Capital Management
Houston,
Texas
| USD 253 M | – | – | 20.5% | – | 53 | – | 2.6 |
|
| 5799 |
HHWM
5799
Hiley Hunt Wealth Management
Omaha,
Nebraska
| USD 253 M | +USD 26.3 M | +12% | 8.91% | 48.4% | 49 | 4.08% | 2 |
|
| 5800 |
SI
5800
SimpliFi Inc
San Diego,
California
| USD 253 M | +USD 14.9 M | +6% | 6.14% | 26.7% | 45 | 4.44% | 3.2 |
|