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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 |
6601
UNC Management Company
Chapel Hill,
North Carolina
| USD 122 M | -USD 11.9 M | -9% | 10.2% | 92% | 3 | 66.67% | 0.1 |
|
| 6602 |
6602
Frazier Financial Advisors
Columbus,
Ohio
| USD 122 M | +USD 6.65 M | +6% | 7.55% | – | 1,012 | 20.55% | 0.2 |
|
| 6603 |
6603
Safir Wealth Advisors
Greenland,
New Hampshire
| USD 122 M | +USD 10.7 M | +10% | 6.13% | 52.1% | 17 | 11.76% | 2.3 |
|
| 6604 |
OF
6604
Outfitter Financial
Brunswick,
Maine
| USD 122 M | +USD 7.39 M | +6% | 10.3% | 97.6% | 88 | 22.73% | 2.5 |
|
| 6605 |
6605
Del-Sette Capital Management
Schenectady,
New York
| USD 122 M | +USD 8.05 M | +7% | 9.66% | 112% | 41 | 36.59% | 1 |
|
| 6606 |
6606
Fortune 45 LLC
Gonzales,
Louisiana
| USD 122 M | +USD 12.4 M | +11% | 8.91% | 85.2% | 26 | 7.69% | 1.6 |
|
| 6607 |
6607
Walker Financial Services
Bowling Green,
Kentucky
| USD 122 M | +USD 25 M | +26% | 2.3% | 20.8% | 31 | 35.48% | 1.3 |
|
| 6608 |
6608
RiverPark Advisors
New York
| USD 122 M | +USD 13.1 M | +12% | 11.4% | 87.5% | 135 | 25.93% | 1.9 |
|
| 6609 |
6609
Exchange Bank
Santa Rosa,
California
| USD 122 M | +USD 6.23 M | +5% | 7.52% | 75.2% | 116 | 8.62% | 0.7 |
|
| 6610 |
6610
Doheny Asset Management
Los Angeles,
California
| USD 122 M | +USD 19.6 M | +19% | 14.7% | 135% | 73 | 10.96% | 5.9 |
|
| 6611 |
6611
Bruce G. Allen Investments
Denver,
Colorado
| USD 122 M | +USD 11.8 M | +11% | 6.88% | – | 1,049 | 12.49% | 0.2 |
|
| 6612 |
6612
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| USD 122 M | +USD 12.3 M | +11% | 10.1% | 90.4% | 135 | 6.67% | 0.2 |
|
| 6613 |
6613
Clear Point Advisors
Melville,
New York
| USD 122 M | +USD 8.42 M | +7% | 6.42% | 56.7% | 595 | 9.92% | 0.2 |
|
| 6614 |
6614
Firetrail Investments
Sydney, NSW,
Australia
| USD 122 M | -USD 14.2 M | -10% | 15.7% | 139% | 24 | 29.17% | 0.2 |
|
| 6615 |
6615
Paragon Financial Partners
Woodland Hills,
California
| USD 121 M | +USD 17.3 M | +17% | 14.6% | 90.6% | 82 | 4.88% | 2 |
|
| 6616 |
6616
Nabity-Jensen Investment Management
Omaha,
Nebraska
| USD 121 M | +USD 10.3 M | +9% | 10.3% | 85.3% | 83 | 6.02% | 0.2 |
|
| 6617 |
6617
Lewis Asset Management
Lafayette,
California
| USD 121 M | +USD 12.7 M | +12% | 19.4% | 142% | 125 | 19.2% | 0.2 |
|
| 6618 |
6618
Custom Portfolio Group
Englewood,
Colorado
| USD 121 M | +USD 8.93 M | +8% | 4.95% | – | 246 | 8.54% | 0.2 |
|
| 6619 |
HFAS
6619
Hummer Financial Advisory Services
Chicago,
Illinois
| USD 121 M | +USD 12 M | +11% | 8.56% | 71.8% | 109 | 11.01% | 3.1 |
|
| 6620 |
6620
swisspartners Advisors
Zurich,
Switzerland
| USD 121 M | +USD 6.81 M | +6% | 15.8% | 75.9% | 31 | 16.13% | 2.7 |
|
| 6621 |
6621
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| USD 121 M | -USD 9.24 M | -7% | 7.09% | 407% | 1 | 0% | 2.3 |
|
| 6622 |
6622
Prospect Financial Services
Melville,
New York
| USD 121 M | +USD 22 M | +22% | 10.9% | – | 77 | 15.58% | 0.2 |
|
| 6623 |
6623
Clifford Group
Wayland,
Massachusetts
| USD 121 M | +USD 13.2 M | +12% | 8.29% | 67.9% | 75 | 6.67% | 1.1 |
|
| 6624 |
6624
Omni 360 Wealth
Plainsboro,
New Jersey
| USD 121 M | +USD 13.9 M | +13% | 6.62% | 59.9% | 107 | 13.08% | 0.2 |
|
| 6625 |
6625
BTS Asset Management
Lincoln,
Massachusetts
| USD 121 M | -USD 11.7 M | -9% | 0.76% | 8.8% | 37 | 35.14% | 0.9 |
|