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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6601 |
OAS
6601
Optivise Advisory Services
Franklin,
Tennessee
| USD 197 M | +USD 31.8 M | +19% | 15.5% | – | 243 | 30.86% | 1.1 |
|
| 6602 |
UFPG
6602
United Financial Planning Group
Hauppauge,
New York
| USD 197 M | +USD 27.8 M | +16% | 12.2% | – | 546 | 30.22% | 0.4 |
|
| 6603 |
HVCM
6603
HG Vora Capital Management
New York
| USD 197 M | +USD 6.02 M | +3% | 27.8% | 42.6% | 7 | 28.57% | 2.3 |
|
| 6604 |
BAM
6604
Bullseye Asset Management
Denver,
Colorado
| USD 197 M | +USD 24 M | +14% | 24% | 81% | 61 | 11.48% | 3.4 |
|
| 6605 |
TM
6605
Torren Management
San Diego,
California
| USD 197 M | -USD 4.15 M | -2% | 13.7% | – | 987 | 4.36% | 0.5 |
|
| 6606 |
RM
6606
Radcliff Management
New York
| USD 197 M | -USD 23.2 M | -11% | 10.6% | 47.6% | 1 | 0% | 4.5 |
|
| 6607 |
APCM
6607
Arbiter Partners Capital Management
New York
| USD 197 M | +USD 22 M | +13% | 14.8% | 378% | 50 | 22% | 2.7 |
|
| 6608 |
RCM
6608
Rings Capital Management
Chicago,
Illinois
| USD 197 M | +USD 10.4 M | +6% | 6.97% | 40.9% | 7 | 0% | 3.8 |
|
| 6609 |
RF
6609
Rubicon Founders
Nashville,
Tennessee
| USD 196 M | +USD 58.8 M | +43% | 114% | – | 3 | 0% | 1.7 |
|
| 6610 |
GWM
6610
Global Wealth Management
Kingston,
New Jersey
| USD 196 M | +USD 12.9 M | +7% | 8.59% | – | 49 | 14.29% | 1.1 |
|
| 6611 |
VCM
6611
Viewpoint Capital Management
Seattle,
Washington
| USD 196 M | -USD 17.7 M | -8% | 18.2% | 120% | 140 | 17.86% | 3.8 |
|
| 6612 |
BGWM
6612
Bridge Generations Wealth Management
South Miami,
Florida
| USD 196 M | +USD 21.8 M | +12% | 7.31% | – | 35 | 11.43% | 1.3 |
|
| 6613 |
CRCM
6613
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 196 M | +USD 27.7 M | +16% | 26.3% | 172% | 34 | 5.88% | 5 |
|
| 6614 |
LFWA
6614
LBJ Family Wealth Advisors
Austin,
Texas
| USD 196 M | +USD 25.5 M | +15% | 13.6% | 64.9% | 28 | 0% | 8 |
|
| 6615 |
CF
6615
Carlson Financial
Canby,
Oregon
| USD 196 M | +USD 26.4 M | +16% | 19.1% | – | 205 | 16.59% | 0.4 |
|
| 6616 |
LC
6616
Lunate Capital
Al Maryah Island, Abu Dhabi,
United Arab Emirates
| USD 196 M | +USD 75.6 M | +63% | 13.8% | – | 12 | 66.67% | 0.4 |
|
| 6617 |
EWM
6617
Echo Wealth Management
Plymouth,
Minnesota
| USD 196 M | +USD 22.3 M | +13% | 7.36% | 42.9% | 49 | 8.16% | 3.1 |
|
| 6618 |
MG
6618
McHugh Group
Bratenahl,
Ohio
| USD 196 M | +USD 26.7 M | +16% | 21.8% | – | 88 | 9.09% | 1.2 |
|
| 6619 |
QFP
6619
Quantum Financial Partners
Overland Park,
Kansas
| USD 196 M | – | – | 13.4% | – | 153 | – | 0 |
|
| 6620 |
OCM
6620
Octahedron Capital Management
Burlingame,
California
| USD 195 M | +USD 57.8 M | +42% | 61.1% | 234% | 22 | 50% | 1 |
|
| 6621 |
BAM
6621
Bosun Asset Management
Chicago,
Illinois
| USD 195 M | +USD 9.2 M | +5% | 14.5% | 278% | 77 | 5.19% | 2.9 |
|
| 6622 |
MWM
6622
Momentous Wealth Management
Vancouver,
Washington
| USD 195 M | +USD 20.1 M | +12% | 9.6% | – | 50 | 22% | 1.1 |
|
| 6623 |
WM
6623
WestCap Management
San Francisco,
California
| USD 195 M | +USD 187 k | +0.1% | 102% | – | 2 | 0% | 0.5 |
|
| 6624 |
SL
6624
SFM LLC
Manchester,
New Hampshire
| USD 195 M | +USD 29.6 M | +18% | 10.9% | 67.5% | 73 | 19.18% | 1.8 |
|
| 6625 |
DWA
6625
Delos Wealth Advisors
Dallas,
Texas
| USD 195 M | +USD 20.3 M | +12% | 9.77% | 58% | 355 | 39.44% | 1 |
|