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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
6351
Granite Group Advisors
Stamford,
Connecticut
| USD 166 M | +USD 22 M | +15% | 16.8% | 74% | 83 | 14.46% | 1.3 |
|
| 6352 |
6352
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| USD 166 M | +USD 17.8 M | +12% | 10.6% | 70.9% | 123 | 17.07% | 1.9 |
|
| 6353 |
PCA
6353
Prospect Capital Advisors
Sausalito,
California
| USD 166 M | +USD 19.9 M | +14% | 38.9% | 202% | 32 | 31.25% | 3.7 |
|
| 6354 |
PIM
6354
Pullen Investment Management
Bradenton,
Florida
| USD 166 M | +USD 7.66 M | +5% | 6.77% | – | 106 | 7.55% | 1 |
|
| 6355 |
SIM
6355
Synergy Investment Management
Altamonte Springs,
Florida
| USD 166 M | -USD 73.6 M | -31% | 9.01% | – | 599 | 86.81% | 0.5 |
|
| 6356 |
6356
Aspen Wealth Strategies
Arvada,
Colorado
| USD 166 M | +USD 13.3 M | +9% | 9.45% | 65.8% | 90 | 16.67% | 1.7 |
|
| 6357 |
VFG
6357
V2 Financial group
Naperville,
Illinois
| USD 166 M | +USD 10.6 M | +7% | 8.44% | 63.3% | 89 | 10.11% | 2.8 |
|
| 6358 |
6358
Darden Wealth Group
Ann Arbor,
Michigan
| USD 166 M | +USD 36.8 M | +29% | 24.2% | – | 136 | 30.88% | 1 |
|
| 6359 |
6359
Destiny Capital
Golden,
Colorado
| USD 166 M | +USD 19.2 M | +13% | 9.44% | – | 48 | 6.25% | 2.2 |
|
| 6360 |
6360
NRI Wealth Management
Santa Clara,
California
| USD 166 M | +USD 30.6 M | +23% | 18.1% | – | 31 | 22.58% | 1.2 |
|
| 6361 |
6361
TRV GP V
Boston,
Massachusetts
| USD 166 M | +USD 40.6 M | +32% | 40.1% | – | 4 | 0% | 0.4 |
|
| 6362 |
6362
NavPoint Financial
Prior Lake,
Minnesota
| USD 166 M | +USD 23.3 M | +16% | 5.33% | 58.5% | 61 | 11.48% | 1.1 |
|
| 6363 |
6363
SFG Wealth Management
Towson,
Maryland
| USD 165 M | -USD 39.3 M | -19% | 8.49% | 86.3% | 127 | 44.09% | 2 |
|
| 6364 |
6364
Masterton Capital Management
New York
| USD 165 M | +USD 18.9 M | +13% | 2.6% | 1.94% | 21 | 4.76% | 1.2 |
|
| 6365 |
6365
Soviero Asset Management
New York
| USD 165 M | +USD 53.7 M | +48% | 35.9% | 676% | 71 | 60.56% | 0.4 |
|
| 6366 |
6366
Paul R. Ried Financial Group
Bellevue,
Washington
| USD 165 M | +USD 21.7 M | +15% | 14.2% | – | 33 | 12.12% | 0.4 |
|
| 6367 |
6367
Aurora Investment Managers
Naples,
Florida
| USD 165 M | +USD 6.87 M | +4% | 6.39% | 74.4% | 51 | 21.57% | 2.8 |
|
| 6368 |
6368
Valley Financial Group
Ambler,
Pennsylvania
| USD 165 M | +USD 14.4 M | +10% | 6.46% | – | 63 | 12.7% | 1.3 |
|
| 6369 |
CH
6369
Cromwell Holdings
Jackson,
Wyoming
| USD 165 M | +USD 9.45 M | +6% | 14.4% | – | 1,029 | 22.64% | 0.6 |
|
| 6370 |
6370
Bridge Generations Wealth Management
South Miami,
Florida
| USD 165 M | +USD 5.62 M | +4% | 6.28% | – | 153 | 18.3% | 0.4 |
|
| 6371 |
6371
Farrow Financial
Randolph,
Vermont
| USD 165 M | +USD 16.1 M | +11% | 10.9% | – | 52 | 5.77% | 1.3 |
|
| 6372 |
6372
Trust Investment Advisors
Indianapolis,
Indiana
| USD 165 M | +USD 9.43 M | +6% | 14.2% | 178% | 148 | 37.16% | 3.3 |
|
| 6373 |
FAG
6373
Financial Architects (Georgia)
Woodstock,
Georgia
| USD 165 M | +USD 7.93 M | +5% | 5.5% | 35.9% | 28 | 28.57% | 1.1 |
|
| 6374 |
6374
Stephenson & Company
San Clemente,
California
| USD 165 M | +USD 10.7 M | +7% | 4.05% | – | 44 | 15.91% | 1.2 |
|
| 6375 |
6375
Better Money Decisions
Santa Fe,
New Mexico
| USD 165 M | +USD 14.8 M | +10% | 6.43% | 32.7% | 75 | 10.67% | 2.7 |
|