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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6576 |
PMIA
6576
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| USD 199 M | +USD 25 k | +0% | 3.11% | 31.7% | 43 | 18.6% | 3 |
|
| 6577 |
DT
6577
DBA Trading
Fort Lauderdale,
Florida
| USD 199 M | -USD 2.39 M | -1% | 42.7% | – | 40 | 5% | 0.4 |
|
| 6578 |
MA
6578
McBroom & Associates
Las Vegas,
Nevada
| USD 199 M | +USD 19.3 M | +11% | 18% | 133% | 40 | 17.5% | 3 |
|
| 6579 |
V
6579
ViaWealth
Leawood,
Kansas
| USD 199 M | +USD 19.1 M | +11% | 14.3% | 77.2% | 171 | 9.36% | 2.5 |
|
| 6580 |
PAIA
6580
Park Avenue Institutional Advisers
New York
| USD 199 M | -USD 514 k | -0.3% | 0.18% | – | 5 | 60% | 0.3 |
|
| 6581 |
MAMG
6581
Milestone Asset Management Group
Avon,
Connecticut
| USD 199 M | +USD 27.5 M | +16% | 17.3% | – | 134 | 6.72% | 1.2 |
|
| 6582 |
AB
6582
Aozora Bank
Tokyo,
Japan
| USD 199 M | +USD 155 M | +355% | 0.07% | 5.45% | 1 | 0% | 3.8 |
|
| 6583 |
HHCP
6583
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
| USD 198 M | +USD 21.2 M | +12% | 18.3% | – | 1,037 | 16.68% | 0.5 |
|
| 6584 |
AI
6584
Arrien Investments
Boise,
Idaho
| USD 198 M | +USD 13.9 M | +8% | 7.12% | 42.7% | 48 | 12.5% | 2.1 |
|
| 6585 |
WAM
6585
Walker Asset Management
Verona,
Missouri
| USD 198 M | +USD 13.3 M | +7% | 13.7% | 87.6% | 157 | 10.83% | 2.8 |
|
| 6586 |
OA
6586
Oceanside Advisors
Mount Pleasant,
South Carolina
| USD 198 M | +USD 22.9 M | +13% | 9.5% | – | 57 | 7.02% | 2 |
|
| 6587 |
OFO
6587
OneAscent Family Office
Birmingham,
Alabama
| USD 198 M | +USD 55 M | +38% | 18.5% | – | 271 | 40.59% | 0.6 |
|
| 6588 |
FFA
6588
Frazier Financial Advisors
Columbus,
Ohio
| USD 198 M | +USD 17.4 M | +10% | 14.5% | – | 859 | 30.62% | 1.9 |
|
| 6589 |
PCMM
6589
Piedmont Capital Management (Montana)
Whitefish,
Montana
| USD 198 M | +USD 1.4 M | +0.7% | 14.3% | 94% | 60 | 20% | 2.7 |
|
| 6590 |
S
6590
Steadtrust
Allen,
Texas
| USD 198 M | +USD 21.4 M | +12% | 28.7% | – | 140 | 17.86% | 0.8 |
|
| 6591 |
CW
6591
Cornerstone Wealth
Greeneville,
Tennessee
| USD 198 M | +USD 20 M | +11% | 9.47% | – | 107 | 14.95% | 0.2 |
|
| 6592 |
ACM
6592
Alamar Capital Management
Santa Barbara,
California
| USD 198 M | +USD 34 M | +21% | 55.7% | – | 91 | 10.99% | 2.4 |
|
| 6593 |
DAM
6593
Draper Asset Management
Smithtown,
New York
| USD 198 M | +USD 21.8 M | +12% | 13.9% | 187% | 26 | 34.62% | 2.5 |
|
| 6594 |
VWWMG
6594
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| USD 198 M | +USD 24.1 M | +14% | 11.5% | – | 71 | 11.27% | 1.7 |
|
| 6595 |
IW
6595
Instrumental Wealth
Tampa,
Florida
| USD 198 M | +USD 34.8 M | +21% | 16.1% | 34.2% | 94 | 27.66% | 1.4 |
|
| 6596 |
PFS
6596
Prospect Financial Services
Melville,
New York
| USD 197 M | +USD 33.6 M | +21% | 17.3% | – | 119 | 15.97% | 1.6 |
|
| 6597 |
PNC
6597
Point Nemo Capital
Dripping Springs,
Texas
| USD 197 M | +USD 45.6 M | +30% | 17.6% | – | 210 | 67.62% | 0.1 |
|
| 6598 |
LC
6598
LRZ Capital
Miami,
Florida
| USD 197 M | -USD 2.42 M | -1% | 8.37% | – | 18 | 11.11% | 0.4 |
|
| 6599 |
JHA
6599
Jackson Hill Advisors
Houston,
Texas
| USD 197 M | +USD 3.95 M | +2% | 3.04% | 61.2% | 14 | 14.29% | 2.7 |
|
| 6600 |
AIA
6600
Affinity Investment Advisors
Newport Beach,
California
| USD 197 M | +USD 37.3 M | +23% | 40.4% | 189% | 162 | 29.01% | 3.5 |
|