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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
6176
Farrow Financial
Randolph,
Vermont
| USD 133 M | – | – | 11.8% | 79.9% | 51 | – | 0 |
|
| 6177 |
6177
Hidden Lake Asset Management
New York
| USD 133 M | +USD 48.9 M | +58% | 16.5% | 849% | 23 | 78.26% | 0.3 |
|
| 6178 |
6178
Archvest Wealth Advisors
Concord,
California
| USD 133 M | +USD 9.9 M | +8% | 7.39% | 53.1% | 59 | 20.34% | 1.3 |
|
| 6179 |
6179
Armstrong Fleming & Moore
Washington,
District of Columbia
| USD 133 M | +USD 29.6 M | +29% | 14.2% | 135% | 93 | 13.98% | 0.4 |
|
| 6180 |
6180
Partnership Wealth Management
Towson,
Maryland
| USD 133 M | – | – | 9.34% | 67.6% | 210 | – | 0 |
|
| 6181 |
6181
Pacific Capital Partners
London,
| USD 133 M | -USD 32.8 M | -20% | 9.65% | 61.4% | 59 | 5.08% | 0.3 |
|
| 6182 |
6182
BTS Asset Management
Lincoln,
Massachusetts
| USD 133 M | -USD 22 M | -14% | 5.21% | 8.8% | 45 | 64.44% | 1.1 |
|
| 6183 |
6183
Aufman Associates
Sewickley,
Pennsylvania
| USD 133 M | +USD 13.3 M | +11% | 12.6% | 141% | 43 | 0% | 3 |
|
| 6184 |
6184
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 132 M | +USD 4.3 M | +3% | 7.91% | 61% | 95 | 7.37% | 5.8 |
|
| 6185 |
6185
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 132 M | +USD 26.8 M | +25% | 0.99% | 0.05% | 20 | 10% | 0.5 |
|
| 6186 |
6186
Bridgefront Capital
Austin,
Texas
| USD 132 M | -USD 10.2 M | -7% | 11.3% | 52.1% | 597 | 80.07% | 0.1 |
|
| 6187 |
6187
Matrix Private Capital Group
New York
| USD 132 M | -USD 1.64 M | -1% | 9.15% | 62.5% | 179 | 24.58% | 3 |
|
| 6188 |
6188
Palo Alto Wealth Advisors
Palo Alto,
California
| USD 132 M | +USD 12.4 M | +10% | 10.5% | 108% | 42 | 16.67% | 0.9 |
|
| 6189 |
6189
Fischer Investment Strategies
Westlake Village,
California
| USD 132 M | +USD 33.8 M | +34% | 11.2% | 81% | 38 | 60.53% | 0.3 |
|
| 6190 |
6190
SCP Investment
Orinda,
California
| USD 132 M | +USD 707 k | +0.5% | 7.31% | 32.8% | 61 | 45.9% | 0.9 |
|
| 6191 |
6191
Clarus Group
Houston,
Texas
| USD 132 M | -USD 5.66 M | -4% | 6.42% | 67.5% | 117 | 18.8% | 2 |
|
| 6192 |
WAM
6192
Werlinich Asset Management
Stamford,
Connecticut
| USD 132 M | +USD 10.9 M | +9% | 14% | 232% | 61 | 13.11% | 2.2 |
|
| 6193 |
BCM
6193
BML Capital Management
Zionsville,
Indiana
| USD 132 M | +USD 23.1 M | +21% | 1.82% | 349% | 38 | 39.47% | 0.5 |
|
| 6194 |
6194
Kaizen Financial Strategies
Campbell,
California
| USD 132 M | +USD 13.6 M | +12% | 12.4% | 126% | 129 | 21.71% | 1.7 |
|
| 6195 |
QGA
6195
Q Global Advisors
Fort Worth,
Texas
| USD 132 M | -USD 23.5 M | -15% | 27.1% | 79% | 160 | 30.63% | 1.6 |
|
| 6196 |
MSCM
6196
Marlin Sams Capital Management
New York
| USD 132 M | +USD 26.1 M | +25% | 20.3% | 53.1% | 2 | 0% | 1 |
|
| 6197 |
6197
Banco de Sabadell
Miami,
Florida
| USD 132 M | +USD 16.5 M | +14% | 10.9% | 75.1% | 85 | 7.06% | 4.3 |
|
| 6198 |
BCM
6198
Beaumont Capital Management
Boston,
Massachusetts
| USD 132 M | -USD 6.98 M | -5% | 8.54% | 49.6% | 51 | 37.25% | 0.8 |
|
| 6199 |
6199
Marmo Financial Group
Johnson City,
Tennessee
| USD 132 M | +USD 26.3 M | +25% | 12.2% | 47.5% | 19 | 10.53% | 0.8 |
|
| 6200 |
BCM
6200
BluePointe Capital Management
Menlo Park,
California
| USD 132 M | – | – | 12.9% | – | 87 | – | 0 |
|