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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
6376
Octahedron Capital Management
Burlingame,
California
| USD 176 M | +USD 43.5 M | +33% | 14.8% | 234% | 27 | 33.33% | 1.1 |
|
| 6377 |
FAG
6377
Financial Architects (Georgia)
Woodstock,
Georgia
| USD 176 M | +USD 11.3 M | +7% | 4.43% | 35.9% | 29 | 10.34% | 1.3 |
|
| 6378 |
6378
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| USD 176 M | +USD 21.9 M | +14% | 6.03% | – | 626 | 23.16% | 1 |
|
| 6379 |
CCA
6379
Cypress Capital Advisors
Franklin,
Tennessee
| USD 176 M | +USD 15.8 M | +10% | 7.36% | – | 76 | 7.89% | 0.6 |
|
| 6380 |
6380
Colrain Capital
Boston,
Massachusetts
| USD 176 M | +USD 46 M | +35% | 9.34% | – | 23 | 4.35% | 6.9 |
|
| 6381 |
6381
Base Wealth Management
Lakewood Ranch,
Florida
| USD 175 M | +USD 19.4 M | +12% | 7.28% | – | 65 | 16.92% | 0.4 |
|
| 6382 |
SPI
6382
Sutton Place Investors
Katonah,
New York
| USD 175 M | +USD 9.23 M | +6% | 7.73% | 84% | 125 | 8% | 1.8 |
|
| 6383 |
6383
Element Squared
Minneapolis,
Minnesota
| USD 175 M | +USD 15 M | +9% | 8.13% | – | 77 | 50.65% | 0.2 |
|
| 6384 |
6384
Vestment Financial
Chanhassen,
Minnesota
| USD 175 M | +USD 17.6 M | +11% | 5.18% | – | 42 | 11.9% | 0.7 |
|
| 6385 |
6385
Sard Wealth Management Group
Atlanta,
Georgia
| USD 175 M | +USD 13 M | +8% | 4.97% | 51.3% | 55 | 14.55% | 1.3 |
|
| 6386 |
6386
Clay Northam Wealth Management
Huntington Beach,
California
| USD 175 M | +USD 18.6 M | +12% | 11.7% | 125% | 102 | 12.75% | 2.4 |
|
| 6387 |
6387
ADW Capital Management
Miami Beach,
Florida
| USD 175 M | -USD 191 M | -52% | 7.4% | 78.2% | 8 | 25% | 4 |
|
| 6388 |
6388
Islay Capital Management
Lubbock,
Texas
| USD 175 M | +USD 19.8 M | +13% | 6.88% | 72% | 234 | 21.79% | 3.3 |
|
| 6389 |
6389
North Ridge Wealth Advisors
Beaverton,
Oregon
| USD 175 M | +USD 12 M | +7% | 4.83% | 29.5% | 191 | 9.95% | 1 |
|
| 6390 |
6390
TLW Wealth Management
Indian Rocks Beach,
Florida
| USD 175 M | -USD 4.71 M | -3% | 8.2% | 98.3% | 19 | 10.53% | 4.3 |
|
| 6391 |
6391
Cladis Investment Advisory
Billings,
Montana
| USD 175 M | +USD 15.2 M | +10% | 10.1% | 131% | 158 | 15.19% | 2.5 |
|
| 6392 |
EIM
6392
Ervin Investment Management
Seattle,
Washington
| USD 175 M | +USD 14.9 M | +9% | 10.5% | 92.9% | 42 | 4.76% | 2.7 |
|
| 6393 |
6393
New Mountain Capital
New York
| USD 175 M | -USD 13.7 M | -7% | 7.28% | 64.8% | 1 | 0% | 3 |
|
| 6394 |
6394
Hofer & Associates
Thousand Oaks,
California
| USD 175 M | +USD 14.4 M | +9% | 5.68% | 61.7% | 61 | 11.48% | 2.5 |
|
| 6395 |
6395
Envision Financial
Brookfield,
Wisconsin
| USD 174 M | +USD 24.5 M | +16% | 5.09% | – | 46 | 8.7% | 0.7 |
|
| 6396 |
HFS
6396
Hoge Financial Services
Canonsburg,
Pennsylvania
| USD 174 M | +USD 13.6 M | +8% | 6.3% | – | 72 | 13.89% | 1.2 |
|
| 6397 |
6397
Councilmark Asset Management
Knoxville,
Tennessee
| USD 174 M | +USD 16.5 M | +10% | 10.4% | – | 89 | 6.74% | 1.3 |
|
| 6398 |
6398
Promethium Advisors
Bethesda,
Maryland
| USD 174 M | +USD 9.8 M | +6% | 8.43% | – | 122 | 9.02% | 0.9 |
|
| 6399 |
IMC
6399
Inherent Management Corp
New York
| USD 174 M | -USD 23 M | -12% | 7.75% | – | 10 | 20% | 0.7 |
|
| 6400 |
6400
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| USD 174 M | +USD 12 M | +7% | 7.38% | 61.1% | 133 | 3.76% | 6.5 |
|