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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
6801
Ellerson Group
Annapolis,
Maryland
| USD 137 M | +USD 9.7 M | +8% | 10.5% | 178% | 52 | 11.54% | 1.5 |
|
| 6802 |
6802
Pinnacle Investment Management
Hong Kong
| USD 137 M | – | – | 9.51% | – | 19 | – | 0 |
|
| 6803 |
6803
Foresight Global Investors
Purchase,
New York
| USD 137 M | -USD 47.5 M | -26% | 2.87% | 69.9% | 46 | 76.09% | 1.1 |
|
| 6804 |
6804
Prospera Capital Management
Gilbert,
Arizona
| USD 137 M | – | – | 0.72% | – | 15 | – | 0 |
|
| 6805 |
6805
Brightlight Capital Management
Westport,
Connecticut
| USD 137 M | -USD 70.8 M | -34% | 4.38% | 202% | 14 | 50% | 1.8 |
|
| 6806 |
6806
MPWM Advisory Solutions
Alpharetta,
Georgia
| USD 137 M | – | – | 0.89% | – | 736 | – | 0 |
|
| 6807 |
6807
Midwest Capital Advisors
Grand Rapids,
Michigan
| USD 137 M | – | – | 0.79% | – | 191 | – | 0 |
|
| 6808 |
6808
Capital & Planning LLC
Jonesboro,
Georgia
| USD 137 M | – | – | 1.67% | – | 192 | – | 0 |
|
| 6809 |
6809
FPC Investment Advisory
Petaluma,
California
| USD 137 M | +USD 18.9 M | +16% | 2.76% | – | 287 | 67.6% | 0.2 |
|
| 6810 |
6810
Future Financial Wealth Management
Cincinnati,
Ohio
| USD 137 M | -USD 3.32 M | -2% | 0.66% | 65.2% | 479 | 8.77% | 0.9 |
|
| 6811 |
6811
Carnegie Mellon University
Pittsburgh,
Pennsylvania
| USD 137 M | +USD 39.8 M | +41% | 11.5% | 61.6% | 6 | 33.33% | 1.7 |
|
| 6812 |
6812
Clark & Stuart Inc
Portland,
Maine
| USD 137 M | – | – | 4.93% | – | 43 | – | 0 |
|
| 6813 |
6813
Mountaineer Partners Management
New York
| USD 137 M | -USD 23.8 M | -15% | 7.33% | 158% | 17 | 11.76% | 1.5 |
|
| 6814 |
HFS
6814
Hoge Financial Services
Canonsburg,
Pennsylvania
| USD 137 M | +USD 3.77 M | +3% | 0.76% | 60.8% | 61 | 19.67% | 0.8 |
|
| 6815 |
6815
MidAtlantic Capital Management
Richmond,
Virginia
| USD 137 M | -USD 387 k | -0.3% | 0.49% | 61.2% | 249 | 5.22% | 0.9 |
|
| 6816 |
6816
Unionview LLC
Seattle,
Washington
| USD 136 M | +USD 7.96 M | +6% | 0.43% | 21.2% | 97 | 8.25% | 2.3 |
|
| 6817 |
6817
Daner Wealth Management
Alpharetta,
Georgia
| USD 136 M | – | – | 0.83% | – | 56 | – | 0 |
|
| 6818 |
6818
MB Generational Wealth
Spokane,
Washington
| USD 136 M | -USD 2.57 M | -2% | 1.64% | – | 60 | 21.67% | 0.9 |
|
| 6819 |
6819
Gallo Partners
Bloomfield,
New Jersey
| USD 136 M | – | – | 1.21% | – | 69 | – | 0 |
|
| 6820 |
JWM
6820
JP Wealth Management
Mt. Pleasant,
South Carolina
| USD 136 M | – | – | 0.29% | – | 16 | – | 0 |
|
| 6821 |
6821
Woodward Diversified Capital
Bakersfield,
California
| USD 136 M | -USD 21.5 M | -14% | 3.27% | 118% | 169 | 27.22% | 2.6 |
|
| 6822 |
6822
Crestwood Capital Management
New York
| USD 136 M | +USD 6.39 M | +5% | 42.3% | 203% | 17 | 17.65% | 2.6 |
|
| 6823 |
6823
WESPAC Advisors
Orinda,
California
| USD 136 M | +USD 773 k | +0.6% | 4.97% | 126% | 187 | 34.22% | 1.1 |
|
| 6824 |
6824
Goodlander Investment Management
Dallas,
Texas
| USD 136 M | – | – | 15% | – | 10 | – | 0 |
|
| 6825 |
6825
Stark Wealth Management
Bethlehem,
Pennsylvania
| USD 136 M | – | – | 0.97% | – | 88 | – | 0 |
|