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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
Peterson Wealth Management
Sparks,
Nevada
| USD 156 M | -USD 5.5 M | -3% | 5.07% | 78% | 54 | 16.67% | 2.2 |
|
| 6127 |
6127
LifePlan Investment Advisors
Raleigh,
North Carolina
| USD 156 M | +USD 17.7 M | +13% | 6.77% | 60.9% | 93 | 9.68% | 0.9 |
|
| 6128 |
6128
EnCap Energy Capital Fund VIII
Houston,
Texas
| USD 156 M | -USD 4.1 M | -3% | 1.93% | 6.16% | 3 | 0% | 1.9 |
|
| 6129 |
6129
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| USD 156 M | +USD 13.8 M | +10% | 6.59% | – | 111 | 14.41% | 2.2 |
|
| 6130 |
6130
Regents of the University of California
Oakland,
California
| USD 156 M | -USD 26.7 M | -15% | 8.6% | 76.6% | 8 | 87.5% | 1 |
|
| 6131 |
6131
Rosalind Advisors
Toronto,
Ontario, Canada
| USD 156 M | +USD 26.2 M | +20% | 19.8% | – | 44 | 36.36% | 0.5 |
|
| 6132 |
6132
Albert D. Mason Inc
Boston,
Massachusetts
| USD 156 M | +USD 8.17 M | +6% | 7.36% | 83.4% | 149 | 4.7% | 5.8 |
|
| 6133 |
6133
Prentiss Smith & Co
Brattleboro,
Vermont
| USD 156 M | +USD 12.7 M | +9% | 7.22% | 67.4% | 72 | 11.11% | 5.7 |
|
| 6134 |
6134
Fee-Only Financial Planning
Okatie,
South Carolina
| USD 156 M | +USD 7.55 M | +5% | 6.71% | 72.6% | 41 | 4.88% | 1.6 |
|
| 6135 |
6135
Aurora Investment Managers
Naples,
Florida
| USD 156 M | +USD 16.6 M | +12% | 11.5% | 74.4% | 50 | 12% | 2.6 |
|
| 6136 |
6136
Graphene Investments SAS
Paris,
France
| USD 156 M | -USD 3.19 M | -2% | 4.26% | 103% | 50 | 20% | 1.2 |
|
| 6137 |
EIM
6137
Ervin Investment Management
Seattle,
Washington
| USD 156 M | +USD 11.5 M | +8% | 9.04% | 92.9% | 40 | 7.5% | 2.1 |
|
| 6138 |
6138
Forthright Family Wealth Advisory
Houston,
Texas
| USD 156 M | +USD 500 k | +0.3% | 5.08% | – | 78 | 30.77% | 0.6 |
|
| 6139 |
CH
6139
Cromwell Holdings
Jackson,
Wyoming
| USD 156 M | -USD 11.5 M | -7% | 6.72% | – | 632 | 7.12% | 0.2 |
|
| 6140 |
6140
Granite Group Advisors
Stamford,
Connecticut
| USD 156 M | +USD 23.6 M | +18% | 3.32% | 74% | 89 | 10.11% | 0.7 |
|
| 6141 |
EP
6141
Elkhorn Partners
Omaha,
Nebraska
| USD 156 M | +USD 10.4 M | +7% | 7.43% | 32.2% | 55 | 27.27% | 4.9 |
|
| 6142 |
6142
Aufman Associates
Sewickley,
Pennsylvania
| USD 156 M | +USD 15.1 M | +11% | 6.58% | 136% | 64 | 28.13% | 2.4 |
|
| 6143 |
6143
Armor Advisors
New York
| USD 156 M | +USD 19.7 M | +14% | 11.1% | 78.5% | 15 | 33.33% | 1.5 |
|
| 6144 |
CAM
6144
Crown Advisors Management
Larkspur,
California
| USD 155 M | -USD 427 k | -0.3% | 11.5% | 284% | 45 | 17.78% | 2.5 |
|
| 6145 |
6145
Wheelhouse Advisory Group
St. Louis,
Missouri
| USD 155 M | +USD 13.3 M | +9% | 5.63% | 67.9% | 44 | 13.64% | 0.6 |
|
| 6146 |
FA
6146
FF Advisors
Manhattan Beach,
California
| USD 155 M | +USD 13.2 M | +9% | 5.44% | 59.7% | 92 | 7.61% | 0.7 |
|
| 6147 |
6147
Boyar Asset Management
New York
| USD 155 M | +USD 9.6 M | +7% | 7.55% | 75.5% | 81 | 6.17% | 6.9 |
|
| 6148 |
6148
Twin Lakes Capital Management
Redwood Shores,
California
| USD 155 M | +USD 8.76 M | +6% | 8.66% | 131% | 255 | 10.2% | 2.5 |
|
| 6149 |
6149
Hahn Capital Management
Walnut Creek,
California
| USD 155 M | -USD 55.1 M | -26% | 12.4% | 53.6% | 33 | 15.15% | 6.8 |
|
| 6150 |
6150
Aspen Wealth Strategies
Arvada,
Colorado
| USD 155 M | +USD 11.4 M | +8% | 6.71% | 65.8% | 86 | 20.93% | 1.2 |
|