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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
Schwallier Wealth Management
Grand Rapids,
Michigan
| USD 123 M | -USD 1.06 M | -0.9% | 0.1% | – | 31 | 16.13% | 0.4 |
|
| 6602 |
SA
6602
Sage Advisors
Boulder,
Colorado
| USD 123 M | +USD 10.6 M | +9% | 5.18% | – | 26 | 7.69% | 0.5 |
|
| 6603 |
6603
Widmann Financial Services
Bowie,
Maryland
| USD 123 M | +USD 3.88 M | +3% | 0.29% | 75.2% | 135 | 29.63% | 1.5 |
|
| 6604 |
PPP
6604
Private Portfolio Partners
Paramus,
New Jersey
| USD 123 M | -USD 357 M | -74% | 1.83% | 16.9% | 284 | 70.77% | 2.9 |
|
| 6605 |
6605
Trademark Financial Management
Bloomington,
Minnesota
| USD 123 M | +USD 2.17 M | +2% | 1.54% | – | 90 | 20% | 0.4 |
|
| 6606 |
6606
Atlantic Private Wealth
Chapel Hill,
North Carolina
| USD 123 M | +USD 2.55 M | +2% | 2.08% | 55.7% | 115 | 6.09% | 1.3 |
|
| 6607 |
6607
Delphi Management
Brookline,
Massachusetts
| USD 123 M | -USD 6.26 M | -5% | 1.88% | 111% | 92 | 21.74% | 2.8 |
|
| 6608 |
6608
Keene & Associates
Fort Worth,
Texas
| USD 123 M | -USD 11.3 M | -8% | 0.38% | 20.3% | 85 | 15.29% | 2 |
|
| 6609 |
6609
Seamount Financial Group
Colorado Springs,
Colorado
| USD 123 M | +USD 8.5 M | +7% | 4.06% | 79.7% | 88 | 4.55% | 0.5 |
|
| 6610 |
6610
Unionview LLC
Seattle,
Washington
| USD 122 M | +USD 1.6 M | +1% | 2.27% | 21.2% | 92 | 2.17% | 1.9 |
|
| 6611 |
6611
Yorktown Energy Partners XI
New York
| USD 122 M | -USD 35.4 M | -22% | 19.9% | 105% | 4 | 25% | 3.8 |
|
| 6612 |
6612
Nabity-Jensen Investment Management
Omaha,
Nebraska
| USD 122 M | +USD 811 k | +0.7% | 3.67% | – | 84 | 25% | 0.5 |
|
| 6613 |
6613
TCG Capital Management
Playa Vista,
California
| USD 122 M | +USD 44.1 M | +56% | 56.4% | 45.7% | 1 | 0% | 1.5 |
|
| 6614 |
HFS
6614
Hoge Financial Services
Canonsburg,
Pennsylvania
| USD 122 M | -USD 421 k | -0.3% | 1.73% | – | 55 | 12.73% | 0.5 |
|
| 6615 |
6615
Safir Wealth Advisors
Greenland,
New Hampshire
| USD 122 M | +USD 204 k | +0.2% | 2.16% | 52.1% | 17 | 11.76% | 2.7 |
|
| 6616 |
TCM
6616
Tao Capital Management
San Francisco,
California
| USD 122 M | +USD 16.4 M | +16% | 19.2% | 314% | 10 | 0% | 3.3 |
|
| 6617 |
6617
Virginia Wealth Management Group
Virginia Beach,
Virginia
| USD 122 M | -USD 500 k | -0.4% | 0.38% | 49.4% | 56 | 14.29% | 2.1 |
|
| 6618 |
6618
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| USD 122 M | +USD 10.2 M | +9% | 2.77% | – | 12 | 16.67% | 0.4 |
|
| 6619 |
6619
Coalescence Partners Investment Management
New York
| USD 122 M | -USD 4.69 M | -4% | 0.04% | – | 19 | 63.16% | 0.3 |
|
| 6620 |
6620
Del-Sette Capital Management
Schenectady,
New York
| USD 122 M | +USD 83 k | +0.1% | 2.79% | 112% | 49 | 42.86% | 1.1 |
|
| 6621 |
6621
Kure Advisory
Plymouth,
Minnesota
| USD 122 M | +USD 4.77 M | +4% | 1.12% | – | 39 | 10.26% | 0.7 |
|
| 6622 |
6622
Clear Point Advisors
Melville,
New York
| USD 122 M | +USD 159 k | +0.1% | 2.4% | – | 606 | 10.89% | 0.5 |
|
| 6623 |
6623
Pelion Inc
Salt Lake City,
Utah
| USD 122 M | -USD 34.5 M | -22% | 21.8% | 16.9% | 4 | 0% | 2.5 |
|
| 6624 |
6624
Able Wealth Management
Toms River,
New Jersey
| USD 121 M | +USD 6.86 M | +6% | 2.29% | 58.1% | 92 | 18.48% | 0.4 |
|
| 6625 |
6625
M3 Advisory Group
Needham Heights,
Massachusetts
| USD 121 M | +USD 11.1 M | +10% | 4.61% | – | 146 | 20.55% | 0.4 |
|