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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 |
AAA
6801
American Alpha Advisors
New York
| USD 185 M | -USD 3.04 M | -2% | 14.7% | – | 103 | 14.56% | 1.1 |
|
| 6802 |
6802
Byrne Asset Management
Kingston,
New Jersey
| USD 185 M | +USD 14.4 M | +8% | 24.3% | 126% | 638 | 18.97% | 1.7 |
|
| 6803 |
WPEP
6803
Walnut Private Equity Partners
Omaha,
Nebraska
| USD 185 M | +USD 3.69 M | +2% | 0.66% | 48% | 15 | 6.67% | 4.7 |
|
| 6804 |
6804
Compass Planning Associates
Greenfield,
Massachusetts
| USD 185 M | +USD 28.6 M | +18% | 6.92% | – | 36 | 25% | 1.1 |
|
| 6805 |
6805
Farrell Financial
Orchard Park,
New York
| USD 185 M | +USD 17.5 M | +10% | 10.3% | 57.8% | 84 | 10.71% | 1.8 |
|
| 6806 |
6806
Millstone Evans Group
Boulder,
Colorado
| USD 185 M | +USD 18.2 M | +11% | 14.1% | – | 916 | 10.81% | 1.2 |
|
| 6807 |
PWM
6807
Positano Wealth Management
Hong Kong,
| USD 185 M | +USD 49.6 M | +37% | 49.2% | – | 25 | 8% | 0.4 |
|
| 6808 |
6808
Silver Grove Financial Group
Orchard Park,
New York
| USD 185 M | +USD 60.4 M | +49% | 16.8% | – | 2,473 | 80.27% | 0.1 |
|
| 6809 |
6809
WealthTrust Asset Management
Destin,
Florida
| USD 185 M | +USD 17.2 M | +10% | 14.2% | 102% | 119 | 24.37% | 1.7 |
|
| 6810 |
6810
Tru Independence Asset Management 2
Portland,
Oregon
| USD 185 M | +USD 22.1 M | +14% | 10.4% | – | 103 | 26.21% | 2 |
|
| 6811 |
6811
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| USD 185 M | -USD 154 M | -45% | 7.2% | 40.6% | 131 | 44.27% | 1.4 |
|
| 6812 |
6812
Income Research & Management
Boston,
Massachusetts
| USD 184 M | +USD 15.9 M | +9% | 0.1% | 1.19% | 31 | 19.35% | 1.4 |
|
| 6813 |
6813
Daner Wealth Management
Alpharetta,
Georgia
| USD 184 M | +USD 14.3 M | +8% | 13.2% | – | 96 | 8.33% | 1.1 |
|
| 6814 |
DQRIM
6814
Dale Q Rice Investment Management
Vancouver,
Washington
| USD 184 M | +USD 52.5 M | +40% | 56.1% | – | 75 | 18.67% | 1.3 |
|
| 6815 |
6815
Zynergy Retirement Planning
Red Bank,
New Jersey
| USD 184 M | +USD 19.1 M | +12% | 10% | – | 26 | 0% | 1.9 |
|
| 6816 |
SLG
6816
Sanchez Levi Garrett
| USD 184 M | +USD 24.8 M | +16% | 12.9% | – | 76 | 5.26% | 0.2 |
|
| 6817 |
6817
Sun Mountain Capital
Tortola,
| USD 184 M | +USD 71 M | +63% | 14.8% | – | 2 | 50% | 0.3 |
|
| 6818 |
6818
Tacita Capital
Toronto,
Ontario, Canada
| USD 184 M | +USD 15.3 M | +9% | 10.8% | 72.3% | 247 | 17% | 3.8 |
|
| 6819 |
EIM
6819
Ervin Investment Management
Seattle,
Washington
| USD 184 M | +USD 13.3 M | +8% | 10.8% | 92.9% | 50 | 12% | 3.1 |
|
| 6820 |
6820
Commerce Advisors
Memphis,
Tennessee
| USD 184 M | +USD 65.1 M | +55% | 11.3% | – | 137 | 18.25% | 0.2 |
|
| 6821 |
6821
Sterling Wealth Advisors
Plantation,
Florida
| USD 184 M | +USD 8.63 M | +5% | 9.8% | – | 20 | 0% | 1.4 |
|
| 6822 |
6822
Triavera Capital
Larkspur,
California
| USD 184 M | +USD 16.5 M | +10% | 10.8% | – | 17 | 17.65% | 1.3 |
|
| 6823 |
6823
BXM Wealth
Englewood,
Colorado
| USD 184 M | +USD 53.9 M | +41% | 22.2% | – | 171 | 28.07% | 0.9 |
|
| 6824 |
LCA
6824
Legend Capital Advisors
New York
| USD 184 M | +USD 23.8 M | +15% | 39% | – | 160 | 61.88% | 0.5 |
|
| 6825 |
6825
Northern Lights Advisors
Seattle,
Washington
| USD 184 M | +USD 36.2 M | +24% | 11.6% | – | 73 | 23.29% | 0.4 |
|