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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
AG
5901
AmeriFlex Group
Las Vegas,
Nevada
| USD 245 M | +USD 47.1 M | +24% | 20.7% | – | 1,624 | 34.85% | 0.8 |
|
| 5902 |
FAM
5902
Forte Asset Management
Bedford,
New York
| USD 245 M | +USD 16.8 M | +7% | 10.2% | 57.7% | 79 | 6.33% | 2.4 |
|
| 5903 |
CMBA
5903
C.M. Bidwell & Associates
Honolulu,
Hawaii
| USD 245 M | +USD 30.5 M | +14% | 13.6% | 70.6% | 554 | 23.65% | 3.5 |
|
| 5904 |
SIA
5904
Spectrum Investment Advisors
Mequon,
Wisconsin
| USD 245 M | +USD 43.3 M | +22% | 10.5% | – | 77 | 41.56% | 0.8 |
|
| 5905 |
PSAMP
5905
P. Schoenfeld Asset Management (PSAM)
New York
| USD 244 M | +USD 60.4 M | +33% | 24.3% | 367% | 46 | 50% | 0.7 |
|
| 5906 |
RCM
5906
Ravenstone Capital Management
Toronto,
| USD 244 M | +USD 44.2 M | +22% | 15.2% | 63% | 68 | 38.24% | 2.4 |
|
| 5907 |
HWM
5907
HRC Wealth Management
Moscow,
Idaho
| USD 244 M | +USD 32.8 M | +15% | 15.5% | 82.2% | 66 | 12.12% | 1.7 |
|
| 5908 |
AM
5908
Aspect Management
Palo Alto,
California
| USD 244 M | +USD 20.9 M | +9% | 9.34% | – | 1 | 0% | 0.5 |
|
| 5909 |
IWP
5909
Innova Wealth Partners
Newtown,
Pennsylvania
| USD 244 M | +USD 33.1 M | +16% | 10% | 68% | 193 | 20.73% | 1 |
|
| 5910 |
PW
5910
Potentia Wealth
San Jose,
California
| USD 244 M | -USD 14.8 M | -6% | 14% | – | 97 | 46.39% | 1 |
|
| 5911 |
DA
5911
Dover Advisors
Richmond,
Virginia
| USD 244 M | +USD 2.51 M | +1% | 10.1% | 65% | 167 | 13.17% | 2.2 |
|
| 5912 |
DIGDR
5912
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 244 M | -USD 47.4 M | -16% | 4.96% | 34.1% | 7 | 42.86% | 3 |
|
| 5913 |
8AFIM
5913
8VC AI Fund I MM
Austin,
Texas
| USD 244 M | – | – | 6.16% | – | 1 | – | 0 |
|
| 5914 |
TFM
5914
Trademark Financial Management
Bloomington,
Minnesota
| USD 244 M | +USD 40 M | +20% | 13.1% | – | 116 | 19.83% | 1.5 |
|
| 5915 |
LFPWM
5915
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 244 M | +USD 23.6 M | +11% | 10.5% | 46.3% | 17 | 17.65% | 3.5 |
|
| 5916 |
GU
5916
Georgetown University
Washington,
District of Columbia
| USD 244 M | +USD 23.1 M | +10% | 13.3% | 79.9% | 11 | 0% | 4.2 |
|
| 5917 |
SHFP
5917
Second Half Financial Partners
Sebring,
Florida
| USD 244 M | +USD 21.8 M | +10% | 10.1% | 36.8% | 122 | 31.97% | 1.3 |
|
| 5918 |
SGWM
5918
Sterling Group Wealth Management
Pasadena,
California
| USD 244 M | +USD 32.3 M | +15% | 14.9% | 67.7% | 68 | 23.53% | 1.5 |
|
| 5919 |
GREM
5919
Grey Rock Energy Management
Dallas,
Texas
| USD 244 M | -USD 80.7 M | -25% | 24.9% | – | 1 | 0% | 1.5 |
|
| 5920 |
SNBOSCI
5920
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 244 M | +USD 74.5 M | +44% | 10.7% | 61% | 323 | 68.42% | 2 |
|
| 5921 |
PC
5921
Powers Capital
San Francisco,
California
| USD 244 M | +USD 32.1 M | +15% | 15.3% | – | 2 | 0% | 1.5 |
|
| 5922 |
CCA
5922
Cypress Capital Advisors
Franklin,
Tennessee
| USD 243 M | +USD 58.9 M | +32% | 8.57% | – | 82 | 12.2% | 1.2 |
|
| 5923 |
TC
5923
Tejara Capital
London,
United Kingdom
| USD 243 M | -USD 60.1 M | -20% | 6.51% | 17.3% | 98 | 58.16% | 0.7 |
|
| 5924 |
JP
5924
JNE Partners
London,
United Kingdom
| USD 243 M | -USD 1.19 M | -0.5% | 2.94% | 100% | 7 | 14.29% | 1.8 |
|
| 5925 |
MWA
5925
Motive Wealth Advisors
Birmingham,
Michigan
| USD 243 M | +USD 30.2 M | +14% | 14.9% | 66% | 102 | 15.69% | 2.6 |
|