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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
Fortress Wealth Management
Culver City,
California
| USD 106 M | -USD 24.2 M | -19% | 13.1% | 52.1% | 68 | 39.71% | 0.4 |
|
| 5827 |
5827
Morgens Waterfall Vintiadis & Co
New York
| USD 106 M | -USD 52.5 M | -33% | 19.4% | 594% | 39 | 61.54% | 1.6 |
|
| 5828 |
5828
Crestwood Capital Management
New York
| USD 106 M | -USD 59.7 M | -36% | 17.3% | 203% | 19 | 31.58% | 2.6 |
|
| 5829 |
5829
Peterson Financial Group
Des Moines,
Iowa
| USD 106 M | -USD 14.5 M | -12% | 14.4% | 32.4% | 78 | 5.13% | 0.5 |
|
| 5830 |
5830
IMPACTfolio
Denver,
Colorado
| USD 106 M | -USD 28.2 M | -21% | 13.1% | 51.2% | 51 | 11.76% | 0.4 |
|
| 5831 |
5831
Verdad Advisers
Boston,
Massachusetts
| USD 106 M | -USD 16 M | -13% | 7.75% | – | 40 | 45% | 0.7 |
|
| 5832 |
5832
Act Two Investors
Santa Cruz,
California
| USD 106 M | -USD 20.1 M | -16% | 15.5% | 53% | 29 | 27.59% | 2.5 |
|
| 5833 |
5833
Holistic Financial Partners
Indianapolis,
Indiana
| USD 106 M | -USD 51.3 M | -33% | 7.93% | 95.7% | 124 | 32.26% | 2.4 |
|
| 5834 |
BWIA
5834
Bryant Woods Investment Advisors
Getzville,
New York
| USD 106 M | -USD 18 M | -14% | 15.4% | 66.3% | 38 | 7.89% | 0.5 |
|
| 5835 |
5835
Trilantic Capital Management
New York
| USD 106 M | -USD 114 M | -52% | 39.1% | – | 12 | 33.33% | 0.4 |
|
| 5836 |
CC
5836
Corton Capital
Carrying Place,
Ontario, Canada
| USD 106 M | -USD 125 M | -54% | 15.9% | 225% | 573 | 69.81% | 0.2 |
|
| 5837 |
5837
WealthTrust Asset Management
Destin,
Florida
| USD 106 M | -USD 34.5 M | -25% | 11.9% | 102% | 94 | 39.36% | 0.7 |
|
| 5838 |
HAM
5838
Hedges Asset Management
Reno,
Nevada
| USD 106 M | -USD 23.2 M | -18% | 13.3% | – | 112 | 9.82% | 0.5 |
|
| 5839 |
5839
Echo45 Advisors
Walnut Creek,
California
| USD 106 M | -USD 21.7 M | -17% | 10.2% | 53.6% | 75 | 30.67% | 0.5 |
|
| 5840 |
5840
Brown Advisory Securities
Baltimore,
Maryland
| USD 106 M | -USD 65.1 M | -38% | 13.2% | 51% | 174 | 21.26% | 6.2 |
|
| 5841 |
5841
Andrews Lucia Wealth Management
Danville,
California
| USD 106 M | -USD 5.89 M | -5% | 14.6% | 59.7% | 20 | 15% | 0.5 |
|
| 5842 |
WPEP
5842
Walnut Private Equity Partners
Omaha,
Nebraska
| USD 106 M | -USD 18.9 M | -15% | 14.5% | 48% | 15 | 0% | 5.9 |
|
| 5843 |
5843
First Bancorp
Damariscotta,
Maine
| USD 106 M | -USD 3.55 M | -3% | 10.8% | 73.8% | 117 | 20.51% | 1.1 |
|
| 5844 |
5844
CV Advisors
Aventura,
Florida
| USD 106 M | -USD 35.7 M | -25% | 18.8% | 112% | 30 | 26.67% | 0.5 |
|
| 5845 |
5845
Ivy Lane Capital Management
Winter Park,
Florida
| USD 106 M | -USD 23.3 M | -18% | 20.8% | 101% | 12 | 41.67% | 0.9 |
|
| 5846 |
5846
Palmer Knight Company
Jacksonville,
Florida
| USD 105 M | -USD 21.1 M | -17% | 15.4% | 78.9% | 27 | 0% | 2.8 |
|
| 5847 |
5847
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 105 M | -USD 45.4 M | -30% | 17.9% | 172% | 33 | 24.24% | 3.9 |
|
| 5848 |
5848
Taylor & Morgan Wealth Management
Flint,
Michigan
| USD 105 M | -USD 16.8 M | -14% | 16.5% | 85.9% | 69 | 13.04% | 0.4 |
|
| 5849 |
ABP
5849
Arthur B. Page
| USD 105 M | -USD 22.9 M | -18% | 12.7% | 40.4% | 57 | 10.53% | 5.9 |
|
| 5850 |
5850
Gouws Capital LLC
Charlotte,
North Carolina
| USD 105 M | -USD 17.7 M | -14% | 12.6% | 114% | 51 | 9.8% | 0.5 |
|