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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
Union Square Park Capital Management
New York
| USD 155 M | +USD 17.3 M | +13% | 0.88% | 75.8% | 45 | 51.11% | 0.8 |
|
| 6427 |
6427
Laurel Wealth Planning
Edina,
Minnesota
| USD 155 M | +USD 1.92 M | +1% | 1.97% | 59.5% | 55 | 3.64% | 3 |
|
| 6428 |
EIM
6428
Ervin Investment Management
Seattle,
Washington
| USD 155 M | -USD 838 k | -0.5% | 3.39% | 92.9% | 39 | 5.13% | 2.5 |
|
| 6429 |
6429
Strategic Value Bank Partners
Cleveland,
Ohio
| USD 155 M | -USD 7.89 M | -5% | 5.73% | 98.1% | 18 | 22.22% | 2.7 |
|
| 6430 |
6430
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| USD 155 M | +USD 6.45 M | +4% | 1.41% | 42.8% | 73 | 6.85% | 0.9 |
|
| 6431 |
6431
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| USD 155 M | -USD 3.29 M | -2% | 0.17% | 61.1% | 126 | 6.35% | 6.6 |
|
| 6432 |
6432
Clay Northam Wealth Management
Huntington Beach,
California
| USD 155 M | +USD 9.6 M | +7% | 6.43% | 125% | 98 | 12.24% | 2 |
|
| 6433 |
6433
Nipun Capital
Foster City,
California
| USD 155 M | -USD 3.43 M | -2% | 8.9% | 30.2% | 9 | 33.33% | 0.7 |
|
| 6434 |
6434
Fee-Only Financial Planning
Okatie,
South Carolina
| USD 155 M | -USD 1.28 M | -0.8% | 1.31% | 72.6% | 40 | 0% | 1.8 |
|
| 6435 |
KA
6435
Kearns & Associates
Palos Verdes Estates,
California
| USD 155 M | +USD 3.07 M | +2% | 1.28% | 78.7% | 44 | 4.55% | 2.1 |
|
| 6436 |
6436
Oxford Wealth Group
Orlando,
Florida
| USD 155 M | +USD 31.8 M | +26% | 3.17% | – | 62 | 14.52% | 0.7 |
|
| 6437 |
WG
6437
Wealth Group
Raleigh,
North Carolina
| USD 155 M | +USD 5.58 M | +4% | 1.28% | – | 164 | 9.76% | 0.6 |
|
| 6438 |
6438
Center For Asset Management
Palm Beach Gardens,
Florida
| USD 154 M | -USD 12.9 M | -8% | 0.27% | 66.6% | 132 | 18.94% | 1.9 |
|
| 6439 |
6439
Tenon Financial
Metuchen,
New Jersey
| USD 154 M | +USD 3.45 M | +2% | 0.68% | – | 49 | 16.33% | 0.6 |
|
| 6440 |
6440
Disciplined Equity Management
Neptune Beach,
Florida
| USD 154 M | -USD 4.12 M | -3% | 0.34% | 72.3% | 63 | 7.94% | 2.1 |
|
| 6441 |
6441
Renasant Bank
Tupelo,
Mississippi
| USD 154 M | +USD 2.31 M | +2% | 0.6% | 72.3% | 184 | 16.85% | 2.3 |
|
| 6442 |
6442
Mendota Financial Group
Madison,
Wisconsin
| USD 154 M | -USD 55.1 M | -26% | 0.75% | 50.1% | 1,212 | 71.62% | 1 |
|
| 6443 |
6443
HFG Wealth Management
The Woodlands,
Texas
| USD 154 M | -USD 2.67 M | -2% | 1.26% | 45.9% | 42 | 7.14% | 1.3 |
|
| 6444 |
6444
Bain Capital Public Equity
Boston,
Massachusetts
| USD 154 M | +USD 10.1 M | +7% | 7.89% | 169% | 45 | 57.78% | 0.6 |
|
| 6445 |
6445
Omega Fund Management
Boston,
Massachusetts
| USD 154 M | -USD 5.82 M | -4% | 11.6% | 106% | 12 | 8.33% | 2.6 |
|
| 6446 |
6446
Apricus Wealth
Beaufort,
South Carolina
| USD 154 M | +USD 2.39 M | +2% | 2.12% | 80.6% | 104 | 14.42% | 2 |
|
| 6447 |
6447
Cook & Bynum Capital Management
Birmingham,
Alabama
| USD 154 M | +USD 15.4 M | +11% | 13.3% | 46.8% | 7 | 28.57% | 5.3 |
|
| 6448 |
6448
Lantern Wealth Advisors
Melville,
New York
| USD 154 M | +USD 9.7 M | +7% | 2.43% | – | 144 | 18.75% | 0.8 |
|
| 6449 |
6449
GEN Financial Management
Plymouth,
Minnesota
| USD 154 M | – | – | 1.85% | – | 56 | – | 0 |
|
| 6450 |
6450
Farrow Financial
Randolph,
Vermont
| USD 154 M | -USD 4.68 M | -3% | 0.25% | 79.9% | 54 | 11.11% | 0.9 |
|