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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
CWA
6401
Clearview Wealth Advisors
Salem,
Oregon
| USD 98.4 M | -USD 269 k | -0.3% | 2.77% | 45.2% | 745 | 18.26% | 1.7 |
|
| 6402 |
6402
Atlantic Private Wealth
Chapel Hill,
North Carolina
| USD 98.3 M | +USD 3.18 M | +3% | 5.53% | 55.7% | 118 | 29.66% | 0.5 |
|
| 6403 |
ASA
6403
Armstrong Shaw Associates
New Canaan,
Connecticut
| USD 98.3 M | -USD 3.58 M | -4% | 8.62% | 51.2% | 47 | 4.26% | 5.7 |
|
| 6404 |
6404
Fortune 45 LLC
Gonzales,
Louisiana
| USD 98.1 M | -USD 1.21 M | -1% | 9.12% | 85.2% | 38 | 26.32% | 1.1 |
|
| 6405 |
LCM
6405
Linker Capital Management
Prospect,
Kentucky
| USD 97.9 M | +USD 6.7 M | +7% | 6.54% | – | 40 | 5% | 1.4 |
|
| 6406 |
CCP
6406
Crocodile Capital Partners
Ursensollen,
Germany
| USD 97.8 M | -USD 50 M | -34% | 7.61% | 126% | 7 | 28.57% | 0.4 |
|
| 6407 |
6407
Cruiser Capital Advisors
Stamford,
Connecticut
| USD 97.7 M | -USD 16.6 M | -15% | 3.12% | 192% | 78 | 41.03% | 1.5 |
|
| 6408 |
6408
Pacific Wealth Strategies Group
Santa Barbara,
California
| USD 97.7 M | +USD 10.1 M | +12% | 10.5% | 75.5% | 50 | 6% | 3.8 |
|
| 6409 |
6409
Members Capital Advisors Inc
Madison,
Wisconsin
| USD 97.7 M | -USD 40.7 M | -29% | 0.91% | – | 72 | 5.56% | 2.4 |
|
| 6410 |
6410
Triatomic Management
Palo Alto,
California
| USD 97.6 M | -USD 51 M | -34% | 12.7% | – | 77 | 61.04% | 0.5 |
|
| 6411 |
6411
Teca Partners
Austin,
Texas
| USD 97.6 M | +USD 14.5 M | +17% | 8.41% | 66% | 16 | 18.75% | 0.8 |
|
| 6412 |
6412
Saltoro Capital
Dallas,
Texas
| USD 97.5 M | -USD 63.8 M | -40% | 10% | 130% | 84 | 76.19% | 0.4 |
|
| 6413 |
6413
University of Maryland Foundation
Adelphi,
Maryland
| USD 97.5 M | +USD 5.83 M | +6% | 6.44% | 51.2% | 6 | 0% | 3 |
|
| 6414 |
PCM
6414
Potomac Capital Management
New York
| USD 97.5 M | +USD 2.03 M | +2% | 0.33% | – | 69 | 24.64% | 1.5 |
|
| 6415 |
6415
Mayo Clinic
Rochester,
Minnesota
| USD 97.4 M | -USD 24.4 M | -20% | 8.09% | – | 13 | 15.38% | 2.2 |
|
| 6416 |
6416
Ulland Investment Advisors
Minneapolis,
Minnesota
| USD 97.4 M | +USD 12.3 M | +14% | 8.95% | 161% | 228 | 10.96% | 1.3 |
|
| 6417 |
6417
Aldebaran Capital
Carmel,
Indiana
| USD 97.4 M | -USD 560 k | -0.6% | 2.89% | 80.4% | 35 | 8.57% | 0.5 |
|
| 6418 |
6418
RP Management
New York
| USD 97.3 M | +USD 25.1 M | +35% | 49.9% | 208% | 3 | 0% | 2.2 |
|
| 6419 |
6419
Palladiem
Bryn Mawr,
Pennsylvania
| USD 97.2 M | +USD 3.41 M | +4% | 2.12% | – | 62 | 14.52% | 2.1 |
|
| 6420 |
6420
Insight Inv LLC
El Segundo,
California
| USD 97.2 M | +USD 4.45 M | +5% | 5.21% | 136% | 88 | 0% | 1.4 |
|
| 6421 |
6421
Private Wealth Group
Tampa,
Florida
| USD 97.2 M | +USD 24.5 M | +34% | 3.86% | 52.9% | 52 | 3.85% | 2.6 |
|
| 6422 |
6422
Starfox Financial Services
The Woodlands,
Texas
| USD 97.1 M | +USD 880 k | +0.9% | 2.7% | – | 24 | 4.17% | 1.2 |
|
| 6423 |
CWMGP
6423
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| USD 96.9 M | +USD 6.69 M | +7% | 5.11% | 75.9% | 62 | 17.74% | 1.2 |
|
| 6424 |
6424
Marks Wealth
Annapolis,
Maryland
| USD 96.8 M | +USD 85.7 M | +768% | 1.26% | 169% | 8 | 25% | 1.6 |
|
| 6425 |
6425
Lauer Wealth
Valparaiso,
Indiana
| USD 96.7 M | +USD 16.7 M | +21% | 5.51% | 89.4% | 53 | 37.74% | 0.2 |
|