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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
5926
Brooks Moore & Associates
Chattanooga,
Tennessee
| USD 169 M | +USD 13.8 M | +9% | 7.58% | 63.7% | 94 | 8.51% | 4.2 |
|
| 5927 |
5927
Sivia Capital Partners
Mill Valley,
California
| USD 169 M | +USD 19.8 M | +13% | 6.03% | – | 230 | 21.74% | 0.6 |
|
| 5928 |
5928
Sectoral Asset Management
Montreal,
Quebec, Canada
| USD 169 M | -USD 76.8 M | -31% | 11.6% | 168% | 105 | 21.9% | 2.4 |
|
| 5929 |
5929
Highlander Partners
Dallas,
Texas
| USD 169 M | +USD 18.9 M | +13% | 9.69% | 241% | 43 | 13.95% | 1.2 |
|
| 5930 |
5930
AlpInvest Partners
Amsterdam,
Netherlands
| USD 169 M | -USD 110 M | -39% | 3.86% | 138% | 20 | 50% | 1.1 |
|
| 5931 |
5931
Harbert Fund Advisors
Birmingham,
Alabama
| USD 169 M | +USD 28.3 M | +20% | 1.94% | 70.8% | 139 | 50.36% | 0.8 |
|
| 5932 |
CWMGP
5932
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| USD 169 M | +USD 15.9 M | +10% | 4.56% | 85.4% | 75 | 14.67% | 1.7 |
|
| 5933 |
5933
Black Diamond Capital Management
Stamford,
Connecticut
| USD 169 M | +USD 3.39 M | +2% | 0.51% | 28.3% | 13 | 15.38% | 2.7 |
|
| 5934 |
5934
Yardley Wealth Management
Yardley,
Pennsylvania
| USD 169 M | – | – | 5.33% | – | 41 | – | 0 |
|
| 5935 |
5935
One Plus One Wealth Management
Jupiter,
Florida
| USD 169 M | -USD 6.19 M | -4% | 5.37% | 71.9% | 97 | 14.43% | 2.2 |
|
| 5936 |
5936
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| USD 169 M | +USD 24.8 M | +17% | 6.22% | 61.3% | 71 | 9.86% | 0.7 |
|
| 5937 |
5937
Foresight Capital Management Advisors
Saline,
Michigan
| USD 169 M | +USD 20.8 M | +14% | 8.48% | 100% | 87 | 17.24% | 1 |
|
| 5938 |
LFWA
5938
LBJ Family Wealth Advisors
Austin,
Texas
| USD 169 M | +USD 9.38 M | +6% | 6.9% | 64.9% | 29 | 6.9% | 6.3 |
|
| 5939 |
5939
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| USD 168 M | +USD 38.4 M | +30% | 24.8% | 667% | 12 | 25% | 2.3 |
|
| 5940 |
5940
Mainsail Financial Group
Bellevue,
Washington
| USD 168 M | -USD 1.42 M | -0.8% | 4.04% | 61.9% | 54 | 9.26% | 1.5 |
|
| 5941 |
5941
TLW Wealth Management
Indian Rocks Beach,
Florida
| USD 168 M | +USD 7.86 M | +5% | 6.25% | 98.3% | 21 | 9.52% | 3.9 |
|
| 5942 |
II
5942
Ironclad Investments
Maitland,
Florida
| USD 168 M | +USD 8.71 M | +5% | 5.46% | – | 3 | 0% | 0.8 |
|
| 5943 |
5943
FreeGulliver LLC
New Orleans,
Louisiana
| USD 168 M | +USD 22.1 M | +15% | 6.41% | – | 96 | 23.96% | 0.5 |
|
| 5944 |
5944
Horizon Financial Services
Winston Salem,
North Carolina
| USD 168 M | +USD 10.1 M | +6% | 5.15% | 42.6% | 287 | 13.24% | 0.8 |
|
| 5945 |
5945
Absolute Capital Management
Pittsburgh,
Pennsylvania
| USD 168 M | +USD 2.98 M | +2% | 4.97% | 98.2% | 121 | 24.79% | 1 |
|
| 5946 |
TFG
5946
Team Financial Group
Temecula,
California
| USD 168 M | +USD 12.5 M | +8% | 5.47% | 46% | 36 | 8.33% | 0.8 |
|
| 5947 |
5947
Fairfield, Bush & Co
Darien,
Connecticut
| USD 168 M | +USD 1.25 M | +0.7% | 3.89% | 112% | 119 | 13.45% | 6.3 |
|
| 5948 |
5948
Threadgill Financial
Spring,
Texas
| USD 168 M | -USD 45.2 M | -21% | 7.38% | 49.3% | 55 | 25.45% | 1.3 |
|
| 5949 |
WPEP
5949
Walnut Private Equity Partners
Omaha,
Nebraska
| USD 168 M | +USD 10.6 M | +7% | 10.2% | 48% | 16 | 12.5% | 6.3 |
|
| 5950 |
5950
Planning Directions
Glen Mills,
Pennsylvania
| USD 168 M | +USD 21.1 M | +14% | 6.89% | 46.3% | 84 | 19.05% | 3 |
|