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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
6676
Oceanside Advisors
Mount Pleasant,
South Carolina
| USD 160 M | +USD 10.5 M | +7% | 5.77% | 52.4% | 48 | 4.17% | 1.6 |
|
| 6677 |
DIG
6677
Dauntless Investment Group
Etna,
New Hampshire
| USD 160 M | +USD 102 M | +178% | 21.8% | – | 106 | 73.58% | 0.2 |
|
| 6678 |
6678
Privium Fund Management (UK)
London,
United Kingdom
| USD 160 M | +USD 3.85 M | +2% | 6.03% | 34.4% | 13 | 53.85% | 0.6 |
|
| 6679 |
6679
Madrid Financial Services
Manhattan Beach,
California
| USD 160 M | +USD 12.3 M | +8% | 8.34% | – | 27 | 22.22% | 0.5 |
|
| 6680 |
6680
Tiptree Advisors
New York
| USD 160 M | +USD 32.2 M | +25% | 40.9% | – | 25 | 28% | 0.5 |
|
| 6681 |
6681
Atala Financial
Calabasas,
California
| USD 160 M | +USD 14.8 M | +10% | 8.68% | – | 139 | 15.83% | 0.7 |
|
| 6682 |
AC
6682
Athos Capital
Hong Kong
| USD 160 M | +USD 92.8 M | +139% | 0.22% | 110% | 48 | 56.25% | 0.8 |
|
| 6683 |
6683
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| USD 160 M | +USD 9.9 M | +7% | 7.81% | – | 85 | 58.82% | 0.3 |
|
| 6684 |
6684
Farrell Financial
Orchard Park,
New York
| USD 160 M | +USD 10.5 M | +7% | 6.28% | 57.8% | 71 | 9.86% | 1.5 |
|
| 6685 |
6685
Rainwater Charitable Foundation
Fort Worth,
Texas
| USD 159 M | -USD 9.8 M | -6% | 5.71% | 44% | 4 | 0% | 3.6 |
|
| 6686 |
6686
Upper Left Wealth Management
Tampa,
Florida
| USD 159 M | +USD 9.42 M | +6% | 7% | 52.7% | 65 | 0% | 2.7 |
|
| 6687 |
6687
Erickson Financial Group
Allentown,
Pennsylvania
| USD 159 M | +USD 11.2 M | +8% | 7.43% | 69.3% | 26 | 0% | 3.1 |
|
| 6688 |
6688
RPD Fund Management
New York
| USD 159 M | -USD 67.3 M | -30% | 11.9% | – | 8 | 50% | 0.6 |
|
| 6689 |
6689
Pillar Financial Advisors
Louisville,
Kentucky
| USD 159 M | +USD 14.4 M | +10% | 5.67% | – | 119 | 10.08% | 0.7 |
|
| 6690 |
AWM
6690
Aberdeen Wealth Management
Lake Bluff,
Illinois
| USD 159 M | +USD 8.78 M | +6% | 6.97% | 73.1% | 170 | 5.88% | 4.2 |
|
| 6691 |
6691
Gerber LLC
Columbus,
Ohio
| USD 159 M | +USD 16.9 M | +12% | 9.51% | 137% | 99 | 23.23% | 1.4 |
|
| 6692 |
6692
Newport Capital Group
Red Bank,
New Jersey
| USD 159 M | +USD 11.5 M | +8% | 4.98% | – | 70 | 10% | 1.5 |
|
| 6693 |
6693
Widmann Financial Services
Bowie,
Maryland
| USD 159 M | +USD 15.6 M | +11% | 8.22% | 75.2% | 115 | 7.83% | 2.7 |
|
| 6694 |
6694
Brewster Financial Planning
Brooklyn,
New York
| USD 159 M | +USD 10.8 M | +7% | 5.15% | 44.3% | 27 | 3.7% | 2.2 |
|
| 6695 |
PS
6695
Pennant Select
Summit,
New Jersey
| USD 159 M | +USD 28.6 M | +22% | 69.3% | – | 12 | 0% | 1.4 |
|
| 6696 |
6696
International Private Wealth Advisors
San Diego,
California
| USD 159 M | +USD 42.4 M | +36% | 8.2% | 63.4% | 184 | 20.11% | 1 |
|
| 6697 |
6697
Milestone Asset Management Group
Avon,
Connecticut
| USD 159 M | +USD 23.9 M | +18% | 11.2% | – | 114 | 10.53% | 0.6 |
|
| 6698 |
6698
Vision One Management Partners
Miami,
Florida
| USD 159 M | -USD 7.75 M | -5% | 16.1% | – | 13 | 46.15% | 0.7 |
|
| 6699 |
6699
TI-Trust
Quincy,
Illinois
| USD 159 M | +USD 9.7 M | +7% | 6.86% | 88.8% | 132 | 4.55% | 4.2 |
|
| 6700 |
6700
Future Financial Wealth Management
Cincinnati,
Ohio
| USD 159 M | +USD 12.1 M | +8% | 6.41% | 65.2% | 473 | 7.4% | 1.5 |
|