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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
FirstWave Capital Management
Miami,
Florida
| USD 168 M | – | – | 5.04% | – | 73 | – | 0 |
|
| 6802 |
6802
Mill Road Capital Management
Greenwich,
Connecticut
| USD 168 M | -USD 23.7 M | -12% | 3.73% | 85.1% | 26 | 15.38% | 3.1 |
|
| 6803 |
6803
Andrews Lucia Wealth Management
Danville,
California
| USD 168 M | +USD 2.24 M | +1% | 3.19% | 64% | 33 | 3.03% | 2.8 |
|
| 6804 |
6804
South Plains Financial
Lubbock,
Texas
| USD 168 M | +USD 7.89 M | +5% | 3.03% | – | 257 | 15.18% | 0.8 |
|
| 6805 |
ECP
6805
Elwood Capital Partners
New York
| USD 168 M | +USD 4.26 M | +3% | 0.11% | – | 27 | 29.63% | 0.7 |
|
| 6806 |
6806
Dynamic Wealth Strategies
Granite Bay,
California
| USD 168 M | +USD 18.3 M | +12% | 2.01% | 52.2% | 258 | 10.08% | 1 |
|
| 6807 |
6807
Basso Capital Management
Stamford,
Connecticut
| USD 168 M | +USD 18.6 M | +12% | 4.01% | 89% | 119 | 37.82% | 1.3 |
|
| 6808 |
6808
Oracle Investment Management
Greenwich,
Connecticut
| USD 168 M | +USD 7.87 M | +5% | 15.7% | 865% | 28 | 46.43% | 2.2 |
|
| 6809 |
6809
Wilkins Miller Wealth Management
Mobile,
Alabama
| USD 168 M | +USD 6.46 M | +4% | 1.57% | – | 96 | 8.33% | 0.9 |
|
| 6810 |
BIO
6810
Blue Investment Opportunities
Miami Beach,
Florida
| USD 168 M | +USD 1.48 M | +0.9% | 1.21% | – | 1 | 0% | 0.8 |
|
| 6811 |
CI
6811
Cria Inc
New York
| USD 168 M | – | – | 22.2% | – | 2 | – | 0 |
|
| 6812 |
6812
TB Capital Gestao de Recursos
Rio De Janeiro,
| USD 168 M | +USD 37.7 M | +29% | 2.32% | – | 19 | 31.58% | 0.4 |
|
| 6813 |
6813
HF Capital
Knoxville,
Tennessee
| USD 168 M | – | – | 2.26% | – | 4 | – | 0 |
|
| 6814 |
6814
Lee-Kelleher Wealth Management
Fulton,
Maryland
| USD 168 M | +USD 5.24 M | +3% | 1.46% | – | 44 | 11.36% | 0.8 |
|
| 6815 |
6815
Peak XV Partners Operations
Trianon,
Mauritius
| USD 168 M | +USD 6.57 M | +4% | 4.08% | – | 1 | 0% | 2 |
|
| 6816 |
6816
OneFund LLC
Saint Petersburg,
Florida
| USD 168 M | +USD 12.2 M | +8% | 4.18% | – | 514 | 1.56% | 0.8 |
|
| 6817 |
6817
McClarren Financial Advisors
State College,
Pennsylvania
| USD 168 M | +USD 4.05 M | +2% | 1.97% | 63% | 78 | 5.13% | 1.5 |
|
| 6818 |
6818
White Wing Wealth Management
The Wodlands,
Texas
| USD 168 M | +USD 6.45 M | +4% | 1.98% | – | 36 | 8.33% | 1.3 |
|
| 6819 |
6819
Bucket List Wealth Management
The Villages,
Florida
| USD 167 M | – | – | 2.45% | – | 63 | – | 0 |
|
| 6820 |
6820
Prentiss Smith & Co
Brattleboro,
Vermont
| USD 167 M | -USD 9.7 M | -5% | 4.51% | 67.4% | 70 | 10% | 6.3 |
|
| 6821 |
6821
Bluegrass Capital Partners
Palm Beach,
Florida
| USD 167 M | +USD 14.6 M | +10% | 1.33% | 60.1% | 11 | 9.09% | 3 |
|
| 6822 |
6822
Magnolia Wealth Management
Dothan,
Alabama
| USD 167 M | +USD 5.71 M | +4% | 0.87% | 48.7% | 15 | 6.67% | 2.3 |
|
| 6823 |
OBWA
6823
Oak Barrel Wealth Advisory
Reston,
Virginia
| USD 167 M | – | – | 3.37% | – | 79 | – | 0 |
|
| 6824 |
6824
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| USD 167 M | +USD 116 M | +225% | 0.13% | 32% | 64 | 87.5% | 1.7 |
|
| 6825 |
CCP
6825
Crocodile Capital Partners
Ursensollen,
Germany
| USD 167 M | +USD 44.4 M | +36% | 17.6% | 126% | 16 | 31.25% | 0.8 |
|