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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
6201
Fairbanks Capital Management
Rancho Santa Fe,
California
| USD 176 M | +USD 20 M | +13% | 17.1% | 81.3% | 55 | 3.64% | 5.3 |
|
| 6202 |
6202
Scalar Gauge Management
Dallas,
Texas
| USD 176 M | +USD 11.5 M | +7% | 16.1% | – | 45 | 71.11% | 0.4 |
|
| 6203 |
6203
Potentia Wealth
San Jose,
California
| USD 175 M | -USD 37.8 M | -18% | 11.1% | – | 94 | 28.72% | 0.5 |
|
| 6204 |
6204
Jacobs Asset Management
New York
| USD 175 M | +USD 15.6 M | +10% | 6.42% | 114% | 35 | 28.57% | 2.3 |
|
| 6205 |
6205
Chris Bulman
Roseville,
California
| USD 175 M | +USD 17.1 M | +11% | 7.62% | – | 141 | 29.08% | 0.7 |
|
| 6206 |
6206
Pantera Capital Partners
San Francisco,
California
| USD 175 M | +USD 27 M | +18% | 373% | – | 5 | 80% | 0.1 |
|
| 6207 |
6207
Westfuller Advisors
New York
| USD 175 M | +USD 25.6 M | +17% | 7.2% | – | 115 | 15.65% | 0.8 |
|
| 6208 |
6208
Mendel Capital Management
Little Rock,
Arkansas
| USD 175 M | +USD 10.2 M | +6% | 9.41% | – | 101 | 10.89% | 2.5 |
|
| 6209 |
6209
Avos Capital Management
Seattle,
Washington
| USD 175 M | +USD 23.8 M | +16% | 4.1% | – | 47 | 40.43% | 0.3 |
|
| 6210 |
6210
Kennicott Capital Management
Corte Madera,
California
| USD 175 M | +USD 22.1 M | +14% | 14.4% | 98% | 49 | 14.29% | 2.7 |
|
| 6211 |
6211
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| USD 175 M | +USD 16.4 M | +10% | 7.89% | 67.4% | 585 | 16.92% | 0.5 |
|
| 6212 |
6212
Beaconlight Capital
New York
| USD 175 M | +USD 25.9 M | +17% | 22.4% | 282% | 37 | 56.76% | 1.3 |
|
| 6213 |
FAG
6213
Fortitude Advisory Group
Gig Harbor,
Washington
| USD 175 M | +USD 35.7 M | +26% | 17.2% | 142% | 224 | 12.5% | 2.3 |
|
| 6214 |
6214
Signature Wealth Management Partners
Montvale,
New Jersey
| USD 175 M | +USD 22.2 M | +15% | 9.82% | 97.9% | 114 | 13.16% | 3 |
|
| 6215 |
6215
Value Base
Tel Aviv,
Israel
| USD 175 M | +USD 22.1 M | +14% | 17% | – | 8 | 12.5% | 0.5 |
|
| 6216 |
6216
School Employees Retirement Board of Ohio
Columbus,
Ohio
| USD 175 M | +USD 2.44 M | +1% | 1.89% | – | 4 | 25% | 0.7 |
|
| 6217 |
6217
Strategic Value Bank Partners
Cleveland,
Ohio
| USD 175 M | +USD 18.7 M | +12% | 0.49% | 98.1% | 16 | 25% | 2.4 |
|
| 6218 |
6218
McCarter Private Wealth Services
Boston,
Massachusetts
| USD 175 M | +USD 22.2 M | +15% | 13.7% | – | 121 | 19.83% | 0.6 |
|
| 6219 |
MA
6219
McBroom & Associates
Las Vegas,
Nevada
| USD 175 M | USD 0 | 0% | 11% | 133% | 37 | 0% | 2.6 |
|
| 6220 |
6220
Avid Wealth Partners
San Antonio,
Texas
| USD 175 M | +USD 27.4 M | +19% | 14.8% | – | 62 | 37.1% | 0.8 |
|
| 6221 |
6221
Lake Hills Wealth Management
Austin,
Texas
| USD 175 M | +USD 29.9 M | +21% | 10.6% | 83.7% | 69 | 60.87% | 0.8 |
|
| 6222 |
6222
Banque de Luxembourg
Luxembourg
| USD 175 M | -USD 252 k | -0.1% | 5.57% | – | 87 | 0% | 0.5 |
|
| 6223 |
6223
Chokshi & Queen Wealth Advisors
San Diego,
California
| USD 175 M | +USD 10.6 M | +6% | 13.8% | – | 58 | 15.52% | 0.4 |
|
| 6224 |
KA
6224
Kearns & Associates
Palos Verdes Estates,
California
| USD 174 M | +USD 20.3 M | +13% | 10.3% | 78.7% | 45 | 8.89% | 2.4 |
|
| 6225 |
6225
Brookmont Capital Management
Dallas,
Texas
| USD 174 M | -USD 2.8 M | -2% | 3.3% | 32.2% | 54 | 1.85% | 7.5 |
|