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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
6476
University of Chicago
Chicago,
Illinois
| USD 130 M | +USD 60.4 M | +87% | 1.01% | 62.3% | 8 | 25% | 1.7 |
|
| 6477 |
6477
Broadwater Capital
Boston,
Massachusetts
| USD 130 M | -USD 597 k | -0.5% | 3.13% | – | 239 | 2.09% | 0.5 |
|
| 6478 |
6478
Refined Wealth Management
Salt Lake City,
Utah
| USD 130 M | -USD 12.3 M | -9% | 2.99% | 99.4% | 30 | 10% | 2.1 |
|
| 6479 |
6479
CastleKeep Investment Advisors
Westport,
Connecticut
| USD 130 M | -USD 9.15 M | -7% | 1.86% | – | 115 | 33.04% | 0.4 |
|
| 6480 |
6480
XXEC Inc
Tulsa,
Oklahoma
| USD 130 M | -USD 3.31 M | -2% | 2.61% | 19.3% | 25 | 16% | 2.3 |
|
| 6481 |
SWP
6481
Semus Wealth Partners
Boca Raton,
Florida
| USD 130 M | +USD 10.8 M | +9% | 10.2% | 107% | 134 | 19.4% | 1.2 |
|
| 6482 |
6482
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| USD 129 M | +USD 475 k | +0.4% | 3.56% | 67.4% | 72 | 13.89% | 1.9 |
|
| 6483 |
6483
Brightwater Advisory
Tampa,
Florida
| USD 129 M | +USD 4.95 M | +4% | 0.44% | – | 63 | 12.7% | 0.4 |
|
| 6484 |
6484
Clarity Capital Advisors
Lakewood Ranch,
Florida
| USD 129 M | +USD 4.09 M | +3% | 1.25% | – | 78 | 0% | 0.5 |
|
| 6485 |
6485
Ariadne Wealth Management
Santa Barbara,
California
| USD 129 M | – | – | 0.76% | – | 159 | – | 0 |
|
| 6486 |
6486
Chicago Capital Management
Chicago,
Illinois
| USD 129 M | +USD 34.3 M | +36% | 4.48% | 270% | 51 | 33.33% | 0.3 |
|
| 6487 |
GSC
6487
Ground Swell Capital
Folly Beach,
South Carolina
| USD 129 M | +USD 19 M | +17% | 1.3% | 71.1% | 232 | 93.53% | 0.1 |
|
| 6488 |
6488
EdgeRock Capital
Denver,
Colorado
| USD 129 M | +USD 3.56 M | +3% | 4.17% | 71.3% | 295 | 84.07% | 0.2 |
|
| 6489 |
6489
Vannoy Advisory Group
Austin,
Texas
| USD 129 M | +USD 786 k | +0.6% | 0.12% | 52.5% | 27 | 0% | 0.5 |
|
| 6490 |
6490
Hidden Lake Asset Management
New York
| USD 129 M | -USD 36 M | -22% | 7.38% | 849% | 40 | 72.5% | 0.2 |
|
| 6491 |
6491
MB Generational Wealth
Spokane,
Washington
| USD 129 M | +USD 1.6 M | +1% | 0.3% | – | 68 | 30.88% | 0.4 |
|
| 6492 |
6492
NRI Wealth Management
Santa Clara,
California
| USD 129 M | +USD 10.7 M | +9% | 9.64% | – | 29 | 10.34% | 0.5 |
|
| 6493 |
6493
Hofer & Associates
Thousand Oaks,
California
| USD 129 M | +USD 10.2 M | +9% | 3.67% | 61.7% | 57 | 5.26% | 1.9 |
|
| 6494 |
MKW
6494
Mullaney, Keating & Wright
Middletown,
Connecticut
| USD 129 M | – | – | 7.43% | – | 53 | – | 0 |
|
| 6495 |
6495
Community Bank of Raymore
Raymore,
Missouri
| USD 129 M | -USD 84.2 M | -40% | 0.2% | 91.9% | 90 | 17.78% | 4.6 |
|
| 6496 |
6496
Client First Investment Management
West Bend,
Wisconsin
| USD 129 M | +USD 2.81 M | +2% | 5.18% | 243% | 32 | 53.13% | 0.3 |
|
| 6497 |
6497
Avid Wealth Partners
San Antonio,
Texas
| USD 129 M | +USD 4.23 M | +3% | 3.66% | – | 45 | 28.89% | 0.4 |
|
| 6498 |
PWAM
6498
Pinnacle West Asset Management
Casper,
Wyoming
| USD 129 M | +USD 2.65 M | +2% | 3.79% | 100% | 107 | 3.74% | 1.2 |
|
| 6499 |
6499
RiverGlades Family Offices
Naples,
Florida
| USD 129 M | +USD 3.1 M | +2% | 1.33% | – | 82 | 7.32% | 3.7 |
|
| 6500 |
SM
6500
Salzhauer Michael
| USD 129 M | -USD 2.32 M | -2% | 0.67% | 107% | 97 | 13.4% | 3.8 |
|