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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
PSU
5851
Pennsylvania State University
University Park,
Pennsylvania
| USD 249 M | +USD 57.2 M | +30% | 2.15% | – | 3 | 33.33% | 0.3 |
|
| 5852 |
FF
5852
Finley Financial
Las Vegas,
Nevada
| USD 248 M | +USD 34.9 M | +16% | 19.2% | – | 110 | 2.73% | 1.4 |
|
| 5853 |
PBC
5853
Pavion Blue Capital
Newport Beach,
California
| USD 248 M | +USD 18.2 M | +8% | 12.5% | 77.6% | 117 | 12.82% | 4.3 |
|
| 5854 |
SWM
5854
Steelhead Wealth Management
Glen Allen,
Virginia
| USD 248 M | +USD 51.1 M | +26% | 16.7% | – | 102 | 23.53% | 0.2 |
|
| 5855 |
TPCM
5855
Two Point Capital Management
Pittsford,
New York
| USD 248 M | +USD 19.2 M | +8% | 14.4% | – | 30 | 6.67% | 2.8 |
|
| 5856 |
ATWA
5856
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| USD 248 M | +USD 20.4 M | +9% | 13.3% | 63.8% | 102 | 17.65% | 4 |
|
| 5857 |
SFG
5857
Seamount Financial Group
Colorado Springs,
Colorado
| USD 248 M | +USD 26.1 M | +12% | 13.3% | – | 146 | 10.96% | 1.8 |
|
| 5858 |
RF
5858
RHS Financial
San Francisco,
California
| USD 248 M | +USD 36.8 M | +17% | 10.6% | 65.6% | 178 | 25.28% | 2.3 |
|
| 5859 |
DCM
5859
Dilation Capital Management
New York
| USD 248 M | +USD 48.7 M | +24% | 67.3% | – | 28 | 57.14% | 0.5 |
|
| 5860 |
CCP
5860
Cunning Capital Partners
Morrisville,
North Carolina
| USD 248 M | +USD 51.2 M | +26% | 41.1% | 268% | 56 | 1.79% | 2.4 |
|
| 5861 |
TBBL
5861
True Blue (BVI) Ltd
Road Town, Tortola,
| USD 248 M | +USD 44.7 M | +22% | 22.1% | – | 3 | 0% | 1.5 |
|
| 5862 |
LCG
5862
Lynx Capital Group
Beachwood,
Ohio
| USD 248 M | +USD 32.7 M | +15% | 7.92% | – | 95 | 16.84% | 1.8 |
|
| 5863 |
GWM
5863
GoalFusion Wealth Management
Austin,
Texas
| USD 248 M | +USD 27.2 M | +12% | 10.1% | 47.6% | 35 | 22.86% | 2.4 |
|
| 5864 |
WJS
5864
William John Sempolinski
Easton,
Massachusetts
| USD 248 M | +USD 48.5 M | +24% | 19.7% | – | 110 | 19.09% | 0.4 |
|
| 5865 |
EF
5865
Elite Financial
Lewiston,
Idaho
| USD 248 M | +USD 24.5 M | +11% | 12.7% | – | 56 | 5.36% | 1.4 |
|
| 5866 |
NBWM
5866
North Berkeley Wealth Management
Berkeley,
California
| USD 247 M | +USD 58.2 M | +31% | 17.2% | – | 81 | 14.81% | 1.1 |
|
| 5867 |
MBI
5867
May Barnhard Investments
Bethesda,
Maryland
| USD 247 M | +USD 41.2 M | +20% | 15.1% | 65.4% | 90 | 8.89% | 2.1 |
|
| 5868 |
TSM
5868
Two Star Manager
Miami Beach,
Florida
| USD 247 M | -USD 7.08 M | -3% | 6.65% | – | 12 | 8.33% | 1.8 |
|
| 5869 |
PP
5869
PFS Partners
Mine Hill,
New Jersey
| USD 247 M | +USD 28.8 M | +13% | 18.7% | 63.2% | 614 | 6.35% | 2.6 |
|
| 5870 |
FU
5870
Fairfield University
Fairfield,
Connecticut
| USD 247 M | +USD 47.4 M | +24% | 14.3% | 61.9% | 4 | 0% | 6.7 |
|
| 5871 |
DFS
5871
Dixon Fnancial Services
Lafayette,
California
| USD 247 M | +USD 24.2 M | +11% | 13.2% | 70% | 48 | 8.33% | 2.4 |
|
| 5872 |
BSAM
5872
Blue Square Asset Management
New York
| USD 247 M | +USD 36.2 M | +17% | 19.1% | 104% | 78 | 15.38% | 2.5 |
|
| 5873 |
TIG
5873
Tribune Investment Group
New York
| USD 247 M | -USD 14.4 M | -6% | 44.4% | – | 51 | 74.51% | 0.2 |
|
| 5874 |
GPA
5874
Garrison Point Advisors
Walnut Creek,
California
| USD 247 M | +USD 27.4 M | +12% | 14.8% | 81.5% | 179 | 7.82% | 4.8 |
|
| 5875 |
TI
5875
TTP Investments
San Jose,
California
| USD 247 M | +USD 6.62 M | +3% | 43.6% | 197% | 47 | 61.7% | 1.7 |
|