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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
HPM
6026
Hudson Portfolio Management
Garrison,
New York
| USD 96.6 M | -USD 16.9 M | -15% | 9.83% | – | 111 | 12.61% | 1 |
|
| 6027 |
6027
Perkins Capital Management
Wayzata,
Minnesota
| USD 96.6 M | -USD 25.4 M | -21% | 15.1% | 303% | 115 | 13.04% | 3.8 |
|
| 6028 |
6028
CMG Global Holdings
Plano,
Texas
| USD 96.6 M | -USD 25.9 M | -21% | 14% | 80.8% | 84 | 11.9% | 1.2 |
|
| 6029 |
6029
Cadence Wealth Management
Westborough,
Massachusetts
| USD 96.5 M | -USD 33.8 M | -26% | 14.2% | 56.4% | 39 | 17.95% | 0.9 |
|
| 6030 |
6030
Jess S. Morgan & Co
Los Angeles,
California
| USD 96.4 M | -USD 41 M | -30% | 14.5% | 69.3% | 47 | 29.79% | 1.7 |
|
| 6031 |
6031
Marlowe Partners
New York
| USD 96.4 M | -USD 37.6 M | -28% | 21.9% | 16.3% | 8 | 12.5% | 1.9 |
|
| 6032 |
6032
Von Berge Wealth Management Group
San Diego,
California
| USD 96.2 M | -USD 13.5 M | -12% | 15.6% | 60.5% | 65 | 9.23% | 0.5 |
|
| 6033 |
6033
Saber Capital Management
Fuquay Varina,
North Carolina
| USD 96.2 M | -USD 12.5 M | -11% | 19.2% | – | 19 | 31.58% | 0.3 |
|
| 6034 |
6034
Anabranch Capital Management
Stamford,
Connecticut
| USD 96.2 M | -USD 49.4 M | -34% | 26.9% | 139% | 7 | 0% | 1.3 |
|
| 6035 |
6035
Capital CS Group
Irvine,
California
| USD 96.1 M | -USD 18.7 M | -16% | 20.4% | 22.5% | 83 | 74.7% | 0.5 |
|
| 6036 |
6036
Hofer & Associates
Thousand Oaks,
California
| USD 96.1 M | -USD 17.5 M | -15% | 14.3% | 61.7% | 52 | 5.77% | 0.5 |
|
| 6037 |
6037
Moulton Wealth Management
Spokane,
Washington
| USD 96.1 M | USD 0 | 0% | 8.44% | 47.8% | 17 | 0% | 1.4 |
|
| 6038 |
6038
Tenret Company
Tampa,
Florida
| USD 96 M | -USD 14.9 M | -13% | 12.4% | – | 32 | 18.75% | 0.9 |
|
| 6039 |
6039
Islay Capital Management
Lubbock,
Texas
| USD 96 M | -USD 24.2 M | -20% | 11.7% | 72% | 342 | 33.04% | 1.5 |
|
| 6040 |
6040
Robbins Farley
Bedford,
New Hampshire
| USD 96 M | -USD 37 M | -28% | 12.7% | 106% | 175 | 41.71% | 0.8 |
|
| 6041 |
6041
LifeSteps Financial
Claremont,
California
| USD 95.9 M | -USD 39.3 M | -29% | 15.9% | 98.4% | 83 | 10.84% | 2.1 |
|
| 6042 |
SPAS
6042
Spectrum Planning & Advisory Services
San Diego,
California
| USD 95.9 M | -USD 13.5 M | -12% | 8.51% | – | 49 | 26.53% | 1.1 |
|
| 6043 |
6043
Benchmark Investment Advisors
Chicago,
Illinois
| USD 95.9 M | -USD 37.1 M | -28% | 16.3% | – | 155 | 45.16% | 0.4 |
|
| 6044 |
6044
Basepoint Wealth
Cedar Rapids,
Iowa
| USD 95.8 M | -USD 12.7 M | -12% | 13% | 113% | 90 | 18.89% | 0.4 |
|
| 6045 |
6045
Denver Wealth Management
Denver,
Colorado
| USD 95.8 M | – | – | 14.3% | 64.4% | 53 | – | 0.9 |
|
| 6046 |
LP
6046
Lloyd Park
Wilmette,
Illinois
| USD 95.6 M | +USD 4.94 M | +5% | 16.4% | – | 92 | 53.26% | 0.3 |
|
| 6047 |
6047
AH Equity Partners LSV II
Menlo Park,
California
| USD 95.6 M | -USD 43.3 M | -31% | 26.1% | – | 4 | 0% | 0.5 |
|
| 6048 |
6048
Broadcrest Asset Management
Winter Park,
Florida
| USD 95.6 M | -USD 24.7 M | -21% | 22.3% | 54.1% | 9 | 33.33% | 0.4 |
|
| 6049 |
6049
Norwest Venture Partners XII
Palo Alto,
California
| USD 95.6 M | -USD 60.9 M | -39% | 18.2% | – | 2 | 0% | 0.5 |
|
| 6050 |
FC
6050
Fore Capital
New York
| USD 95.5 M | -USD 118 M | -55% | 1.33% | 25.4% | 41 | 36.59% | 0.6 |
|