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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 |
6751
Richwood Investment Advisors
Cincinnati,
Ohio
| USD 114 M | +USD 1.5 M | +1% | 0.66% | 66% | 101 | 1.98% | 2.4 |
|
| 6752 |
6752
Rip Road Capital Partners
Boston,
Massachusetts
| USD 114 M | +USD 1 M | +0.9% | 6.46% | 121% | 20 | 35% | 1.1 |
|
| 6753 |
6753
Oppenheimer & Close
New York
| USD 114 M | -USD 1.38 M | -1% | 0.82% | 149% | 58 | 8.62% | 4.6 |
|
| 6754 |
6754
Future Financial Wealth Management
Cincinnati,
Ohio
| USD 114 M | -USD 16.2 M | -12% | 2.17% | 65.2% | 509 | 76.03% | 2 |
|
| 6755 |
6755
Inherent Group
New York
| USD 114 M | -USD 51.3 M | -31% | 11.3% | 61.7% | 13 | 15.38% | 2.3 |
|
| 6756 |
6756
Gentry Private Wealth
Wichita,
Kansas
| USD 114 M | – | – | 3.17% | – | 76 | – | 0 |
|
| 6757 |
6757
Robinson Smith Wealth Advisors
South Portland,
Maine
| USD 114 M | +USD 9.5 M | +9% | 2.4% | 62.6% | 92 | 16.3% | 0.4 |
|
| 6758 |
6758
Somnio Financial Group
Glastonbury,
Connecticut
| USD 113 M | – | – | 0.03% | – | 14 | – | 0 |
|
| 6759 |
6759
Fidato Wealth
Middleburg Heights,
Ohio
| USD 113 M | +USD 1.71 M | +2% | 1.21% | 61.1% | 10 | 0% | 1.6 |
|
| 6760 |
6760
Breed's Hill Capital
Charlestown,
Massachusetts
| USD 113 M | +USD 4.27 M | +4% | 4.13% | – | 98 | 10.2% | 0.5 |
|
| 6761 |
6761
Tikehau Investment Management
Paris,
France
| USD 113 M | -USD 10.5 M | -8% | 3.03% | 102% | 16 | 6.25% | 2.8 |
|
| 6762 |
6762
NDWM LLC
La Jolla,
California
| USD 113 M | +USD 3.02 M | +3% | 2.1% | – | 34 | 8.82% | 0.4 |
|
| 6763 |
6763
Union Square Park Capital Management
New York
| USD 113 M | -USD 12.8 M | -10% | 12.6% | 75.8% | 37 | 37.84% | 0.7 |
|
| 6764 |
PI
6764
Pachira Investments
Dana Point,
California
| USD 113 M | -USD 9.5 M | -8% | 1.57% | 82.3% | 48 | 16.67% | 2.5 |
|
| 6765 |
6765
Shotwell Rutter Baer
Lansing,
Michigan
| USD 113 M | +USD 63.5 M | +129% | 0.08% | 45.5% | 34 | 50% | 0.3 |
|
| 6766 |
6766
Mount Vernon Associates
Baltimore,
Maryland
| USD 113 M | -USD 5.04 M | -4% | 5.91% | 119% | 56 | 10.71% | 7.1 |
|
| 6767 |
6767
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| USD 113 M | +USD 4.67 M | +4% | 2.25% | 74.3% | 52 | 30.77% | 0.6 |
|
| 6768 |
6768
Somerset Group
Wayzata,
Minnesota
| USD 113 M | +USD 6.09 M | +6% | 4.93% | 84.6% | 65 | 12.31% | 6.2 |
|
| 6769 |
6769
Fairscale Capital
Nashua,
New Hampshire
| USD 113 M | – | – | 5.61% | – | 363 | – | 0 |
|
| 6770 |
6770
Klein Pavlis & Peasley Financial
Irvine,
California
| USD 113 M | +USD 1.93 M | +2% | 0.3% | 97.4% | 85 | 20% | 0.4 |
|
| 6771 |
6771
Marest Capital
Tarzana,
California
| USD 113 M | +USD 4.06 M | +4% | 5.68% | – | 26 | 34.62% | 0.4 |
|
| 6772 |
6772
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| USD 113 M | -USD 760 k | -0.7% | 2.41% | 96.8% | 405 | 15.06% | 2.9 |
|
| 6773 |
S2L
6773
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| USD 112 M | -USD 156 k | -0.1% | 6.13% | 83.7% | 15 | 53.33% | 0.5 |
|
| 6774 |
6774
FPC Investment Advisory
Petaluma,
California
| USD 112 M | +USD 11 M | +11% | 2.14% | – | 97 | 11.34% | 0.2 |
|
| 6775 |
DW
6775
Durante & Waters
Brewster,
New York
| USD 112 M | +USD 2.88 M | +3% | 1.95% | – | 33 | 12.12% | 0.5 |
|