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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
PFG Private Wealth Management
Lutz,
Florida
| USD 149 M | +USD 14.1 M | +10% | 8.2% | 52.6% | 314 | 31.21% | 2 |
|
| 5877 |
5877
CV Advisors
Aventura,
Florida
| USD 149 M | +USD 14.1 M | +10% | 11.2% | 112% | 23 | 8.7% | 1.5 |
|
| 5878 |
5878
Hazlett, Burt & Watson
Wheeling,
West Virginia
| USD 149 M | +USD 14.4 M | +11% | 10.9% | 108% | 745 | 9.66% | 1.4 |
|
| 5879 |
5879
Carl Stuart Investment Advisor
Austin,
Texas
| USD 148 M | +USD 24.3 M | +20% | 10.8% | 84.4% | 31 | 29.03% | 0.8 |
|
| 5880 |
5880
New Insight Wealth Advisors
San Ramon,
California
| USD 148 M | – | – | 12.7% | – | 78 | – | 0 |
|
| 5881 |
5881
PACK Private Wealth
Wayzata,
Minnesota
| USD 148 M | +USD 14.4 M | +11% | 10.3% | 52.8% | 38 | 5.26% | 1.7 |
|
| 5882 |
5882
Flynn Zito Capital Management
Garden City,
New York
| USD 148 M | +USD 5.8 M | +4% | 10.4% | 109% | 98 | 30.61% | 1 |
|
| 5883 |
5883
Penobscot Wealth Management
Portland,
Maine
| USD 148 M | +USD 16.2 M | +12% | 10.4% | 56.7% | 74 | 16.22% | 1.6 |
|
| 5884 |
AFT
5884
Alpha Family Trust
Los Angeles,
California
| USD 148 M | +USD 16.7 M | +13% | 13.1% | 215% | 159 | 28.93% | 0.8 |
|
| 5885 |
5885
Yorktown Energy Partners XI
New York
| USD 148 M | -USD 30.6 M | -17% | 28% | 105% | 5 | 20% | 2.8 |
|
| 5886 |
5886
Deere & Company
Moline,
Illinois
| USD 148 M | +USD 15.2 M | +11% | 9.95% | – | 3 | 0% | 6.3 |
|
| 5887 |
5887
Semanteon Capital Management
Newton,
Massachusetts
| USD 148 M | – | – | 14.6% | – | 207 | – | 0 |
|
| 5888 |
5888
Victory Financial Group
Austin,
Texas
| USD 148 M | – | – | 11.2% | – | 63 | – | 0 |
|
| 5889 |
5889
Selkirk Management
Chatham,
New Jersey
| USD 148 M | +USD 13.4 M | +10% | 19.6% | 245% | 17 | 23.53% | 4.7 |
|
| 5890 |
5890
Kestrel Investment Management
San Mateo,
California
| USD 148 M | -USD 10.3 M | -7% | 15.2% | 99.8% | 41 | 17.07% | 1.6 |
|
| 5891 |
BSWA
5891
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| USD 148 M | +USD 15 M | +11% | 9.33% | – | 99 | 2.02% | 1.7 |
|
| 5892 |
5892
Platinum Equity
Beverly Hills,
California
| USD 148 M | -USD 45 M | -23% | 26.6% | 52.7% | 8 | 25% | 1.4 |
|
| 5893 |
5893
Coulter & Justus Financial Services
Knoxville,
Tennessee
| USD 148 M | +USD 10.1 M | +7% | 7.79% | – | 48 | 27.08% | 1.1 |
|
| 5894 |
5894
Blackhawk Capital Partners
Thiensville,
Wisconsin
| USD 148 M | +USD 10.7 M | +8% | 10.4% | 87.2% | 107 | 36.45% | 1.5 |
|
| 5895 |
5895
HBC Financial Services
Seattle,
Washington
| USD 147 M | +USD 14.2 M | +11% | 10.2% | 12.6% | 220 | 30% | 2.3 |
|
| 5896 |
5896
Resolute Wealth Strategies
Jackson,
Mississippi
| USD 147 M | +USD 13.6 M | +10% | 10.9% | 105% | 93 | 10.75% | 0.7 |
|
| 5897 |
ACM
5897
Altium Capital Management
New York
| USD 147 M | -USD 44.4 M | -23% | 23.6% | – | 94 | 53.19% | 0.8 |
|
| 5898 |
5898
Privium Fund Management (UK)
London,
United Kingdom
| USD 147 M | +USD 19.5 M | +15% | 12.5% | 34.4% | 103 | 51.46% | 0.6 |
|
| 5899 |
5899
Midwest Heritage Bank
West Des Moines,
Iowa
| USD 147 M | +USD 14.1 M | +11% | 9.74% | 52.2% | 54 | 0% | 1.7 |
|
| 5900 |
5900
Aspire Wealth Management
Waltham,
Massachusetts
| USD 147 M | +USD 15.6 M | +12% | 10.3% | 26% | 186 | 3.76% | 1.6 |
|