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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 |
5776
Tull Financial Group
Chesapeake,
Virginia
| USD 256 M | +USD 31.5 M | +14% | 11.3% | – | 35 | 11.43% | 1.4 |
|
| 5777 |
5777
Altrafin AG
Zurich,
| USD 255 M | -USD 34.9 M | -12% | 22.5% | 97.6% | 56 | 28.57% | 2.4 |
|
| 5778 |
5778
Tribridge Partners Financial
Columbia,
Maryland
| USD 255 M | +USD 13.5 M | +6% | 9.92% | – | 87 | 13.79% | 0.8 |
|
| 5779 |
5779
Mainsail Asset Management
Birmingham,
Alabama
| USD 255 M | +USD 32.4 M | +15% | 13.8% | 90.4% | 208 | 51.44% | 0.7 |
|
| 5780 |
5780
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| USD 255 M | +USD 15 M | +6% | 14.7% | 62% | 297 | 12.46% | 2.6 |
|
| 5781 |
5781
Politan Capital Management
New York
| USD 255 M | -USD 730 M | -74% | 61.2% | 75.4% | 3 | 33.33% | 3.8 |
|
| 5782 |
5782
Vista Investment Partners II
Richmond,
Indiana
| USD 255 M | +USD 32.2 M | +14% | 21.9% | – | 184 | 27.72% | 1 |
|
| 5783 |
5783
Shelton Wealth Management
Fort Worth,
Texas
| USD 255 M | +USD 26.4 M | +12% | 19.6% | 89.4% | 168 | 32.74% | 1.9 |
|
| 5784 |
SFC
5784
Sprinkle Financial Consultants
Littleton,
Colorado
| USD 255 M | +USD 38.1 M | +18% | 11.7% | 64.1% | 108 | 12.96% | 1.7 |
|
| 5785 |
5785
State Insurance Fund
New York
| USD 255 M | +USD 38.9 M | +18% | 18% | 77.9% | 1 | 0% | 2.5 |
|
| 5786 |
FA
5786
FAI Advisors
Farmington Hills,
Michigan
| USD 255 M | +USD 30.2 M | +13% | 15.8% | – | 190 | 15.79% | 1.2 |
|
| 5787 |
5787
Flatrock Wealth Partners
Newport Beach,
California
| USD 255 M | +USD 32.3 M | +15% | 17% | – | 193 | 24.35% | 0.4 |
|
| 5788 |
HM
5788
Harvest Management
New York
| USD 254 M | +USD 48.1 M | +23% | 14.6% | 610% | 95 | 74.74% | 0.3 |
|
| 5789 |
5789
Millington Financial Advisors
Naperville,
Illinois
| USD 254 M | +USD 16.9 M | +7% | 17.7% | 77.5% | 130 | 10% | 1.8 |
|
| 5790 |
5790
Essex Woodlands Management
The Woodlands,
Texas
| USD 254 M | +USD 3.69 M | +1% | 1.68% | 55% | 5 | 0% | 7.1 |
|
| 5791 |
5791
Cherry Creek Investment Advisors
Englewood,
Colorado
| USD 254 M | +USD 24 M | +10% | 19.9% | 151% | 136 | 14.71% | 2.8 |
|
| 5792 |
5792
Eastover Investment Advisors
Charlotte,
North Carolina
| USD 254 M | +USD 20.5 M | +9% | 14.7% | 105% | 50 | 2% | 3.4 |
|
| 5793 |
5793
Aurelius Family Office
Bedford,
New Hampshire
| USD 254 M | +USD 23.9 M | +10% | 9.09% | – | 49 | 4.08% | 1.4 |
|
| 5794 |
5794
GEM Asset Management
Plymouth,
Michigan
| USD 254 M | +USD 27.2 M | +12% | 15.1% | 62.9% | 118 | 11.02% | 2.3 |
|
| 5795 |
5795
Fairfield Financial Advisors
Wellesley,
Massachusetts
| USD 254 M | -USD 36.4 M | -13% | 26.1% | – | 89 | 44.94% | 2.4 |
|
| 5796 |
5796
Gainplan
Bloomfield Hills,
Michigan
| USD 254 M | +USD 120 M | +90% | 14% | 103% | 71 | 30.99% | 2 |
|
| 5797 |
5797
McKinney Capital Management
Houston,
Texas
| USD 254 M | +USD 137 M | +118% | 25.2% | – | 87 | 47.13% | 0.1 |
|
| 5798 |
5798
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| USD 254 M | +USD 34.9 M | +16% | 19.8% | 91.4% | 160 | 16.25% | 2.6 |
|
| 5799 |
5799
TRV GP IV
Boston,
Massachusetts
| USD 254 M | -USD 13.2 M | -5% | 23.4% | 1,102% | 2 | 0% | 3 |
|
| 5800 |
5800
Signature Resources Capital Management
Newport Beach,
California
| USD 254 M | +USD 42.6 M | +20% | 15.5% | 67.8% | 746 | 16.89% | 1.4 |
|