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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
OO
6751
Obsido Oy
Tampere,
| USD 187 M | +USD 21.7 M | +13% | 11.2% | – | 20 | 0% | 1.5 |
|
| 6752 |
WP
6752
Warburg Pincus
New York
| USD 187 M | -USD 156 M | -46% | 8.26% | 3.59% | 4 | 100% | 0 |
|
| 6753 |
HCCM
6753
Hudson Canyon Capital Management
New York
| USD 187 M | +USD 23.6 M | +14% | 35.3% | 160% | 55 | 14.55% | 3.3 |
|
| 6754 |
LLI
6754
LTS Liquid Investments
Nassau,
| USD 187 M | +USD 80.1 M | +75% | 7.45% | – | 9 | 33.33% | 0.3 |
|
| 6755 |
PWP
6755
Ponta Wealth Partners
Winter Park,
Florida
| USD 187 M | +USD 62.5 M | +50% | 23.1% | – | 204 | 34.8% | 0.3 |
|
| 6756 |
OC
6756
Opinicus Capital
Tampa,
Florida
| USD 187 M | +USD 45 M | +32% | 23.8% | – | 111 | 17.12% | 1.8 |
|
| 6757 |
RVM
6757
Robinson Value Management
San Antonio,
Texas
| USD 187 M | +USD 7.05 M | +4% | 9.1% | 70.8% | 77 | 7.79% | 3.5 |
|
| 6758 |
SCM
6758
Solas Capital Management
Darien,
Connecticut
| USD 187 M | +USD 12.7 M | +7% | 19.6% | 62.5% | 23 | 13.04% | 1.9 |
|
| 6759 |
FOFP
6759
Fee-Only Financial Planning
Okatie,
South Carolina
| USD 187 M | +USD 20.9 M | +13% | 14.3% | 65.9% | 48 | 16.67% | 2.8 |
|
| 6760 |
EFG
6760
Erickson Financial Group
Allentown,
Pennsylvania
| USD 187 M | +USD 27 M | +17% | 16% | 63.3% | 25 | 0% | 3.8 |
|
| 6761 |
SIM
6761
SummerHaven Investment Management
Stamford,
Connecticut
| USD 187 M | +USD 23.7 M | +15% | 24.1% | 126% | 195 | 2.56% | 1.7 |
|
| 6762 |
FD
6762
Financial Designs
Claremont,
California
| USD 187 M | +USD 6.92 M | +4% | 9.09% | 49% | 42 | 7.14% | 1.1 |
|
| 6763 |
BCA
6763
Bay Capital Advisors
Virginia Beach,
Virginia
| USD 187 M | +USD 24.3 M | +15% | 14.7% | – | 110 | 4.55% | 1.3 |
|
| 6764 |
VW
6764
Vantus Wealth
Lancaster,
Pennsylvania
| USD 187 M | – | – | 18.1% | – | 236 | – | 0.4 |
|
| 6765 |
WFS
6765
Widmann Financial Services
Bowie,
Maryland
| USD 186 M | +USD 18.3 M | +11% | 12.6% | 75.2% | 128 | 9.38% | 3 |
|
| 6766 |
ACA
6766
Adirondack Capital Advisors
Syracuse,
New York
| USD 186 M | +USD 30.8 M | +20% | 12.1% | – | 45 | 2.22% | 0.5 |
|
| 6767 |
FPH
6767
Financial Planning Hawaii
Honolulu,
Hawaii
| USD 186 M | +USD 16.9 M | +10% | 11.4% | – | 137 | 12.41% | 0.4 |
|
| 6768 |
IWA
6768
Invera Wealth Advisors
Bend,
Oregon
| USD 186 M | +USD 30.6 M | +20% | 21% | – | 136 | 30.88% | 1 |
|
| 6769 |
FFP
6769
Forbes Financial Planning
East Greenwich,
Rhode Island
| USD 186 M | +USD 13.3 M | +8% | 9.17% | 46.7% | 40 | 10% | 2.5 |
|
| 6770 |
BCM
6770
Brookmont Capital Management
Dallas,
Texas
| USD 186 M | +USD 7.81 M | +4% | 4.92% | 36.6% | 63 | 9.52% | 6.5 |
|
| 6771 |
AW
6771
Affinity Wealth
Canton,
Ohio
| USD 186 M | +USD 29.5 M | +19% | 13.3% | – | 28 | 14.29% | 0.9 |
|
| 6772 |
SPF
6772
South Plains Financial
Lubbock,
Texas
| USD 186 M | +USD 14.2 M | +8% | 15% | – | 228 | 10.09% | 1.3 |
|
| 6773 |
OCA
6773
Optimus Capital Advisors
Coppel,
Texas
| USD 186 M | +USD 17.1 M | +10% | 7.92% | – | 43 | 23.26% | 0.4 |
|
| 6774 |
CRFG
6774
Columbia River Financial Group
Vancouver,
Washington
| USD 186 M | +USD 13.9 M | +8% | 8.26% | – | 59 | 3.39% | 1.4 |
|
| 6775 |
MBWA
6775
Marin Bay Wealth Advisors
San Anselmo,
California
| USD 186 M | +USD 19.8 M | +12% | 18.6% | – | 141 | 18.44% | 0.4 |
|