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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
6826
Doheny Asset Management
Los Angeles,
California
| USD 102 M | -USD 1.06 M | -1% | 11% | 135% | 72 | 12.5% | 6.2 |
|
| 6827 |
HC
6827
Hoese & Co
Glencoe,
Minnesota
| USD 102 M | +USD 4.44 M | +5% | 9.04% | 51% | 162 | 9.88% | 2.4 |
|
| 6828 |
6828
Upper Left Wealth Management
Tampa,
Florida
| USD 102 M | +USD 5.93 M | +6% | 7.72% | 52.7% | 64 | 10.94% | 1.5 |
|
| 6829 |
6829
Insight Inv LLC
El Segundo,
California
| USD 102 M | +USD 11.8 M | +13% | 10.8% | 139% | 89 | 5.62% | 1.9 |
|
| 6830 |
6830
FCG Investment Company
Germantown,
Tennessee
| USD 102 M | – | – | 12.3% | – | 90 | – | 0 |
|
| 6831 |
6831
Mount Vernon Associates
Baltimore,
Maryland
| USD 102 M | +USD 11.5 M | +13% | 14.8% | 136% | 52 | 3.85% | 7 |
|
| 6832 |
6832
BCK Capital Management
Stamford,
Connecticut
| USD 102 M | -USD 94.6 M | -48% | 21.3% | 161% | 113 | 58.41% | 0.6 |
|
| 6833 |
6833
EnCap Energy Capital Fund X
Houston,
Texas
| USD 102 M | -USD 149 M | -59% | 7.67% | – | 1 | 0% | 0.5 |
|
| 6834 |
6834
Robinson Smith Wealth Advisors
South Portland,
Maine
| USD 102 M | – | – | 9.11% | 62.6% | 82 | – | 0 |
|
| 6835 |
6835
Life Planning Partners
Jacksonville,
Florida
| USD 102 M | – | – | 8.75% | 50.3% | 263 | – | 1.2 |
|
| 6836 |
6836
Capstone Capital
Henderson,
Nevada
| USD 102 M | – | – | 11% | 62.8% | 19 | – | 0 |
|
| 6837 |
6837
Financial Symmetry
Raleigh,
North Carolina
| USD 102 M | – | – | 9.93% | 68.4% | 32 | – | 0 |
|
| 6838 |
FWM
6838
FMFE Wealth Management
Syracuse,
New York
| USD 102 M | – | – | 11.4% | – | 22 | – | 0 |
|
| 6839 |
6839
M&G Investments (USA)
Chicago,
Illinois
| USD 101 M | – | – | 14.8% | – | 43 | – | 0 |
|
| 6840 |
6840
Stevard LLC
Chicago,
Illinois
| USD 101 M | +USD 2.57 M | +3% | 2.31% | – | 55 | 23.64% | 2.6 |
|
| 6841 |
6841
Doma Perpetual Capital Management
Miami,
Florida
| USD 101 M | – | – | 14.4% | – | 8 | – | 0 |
|
| 6842 |
6842
Gordian Advisors
Tucson,
Arizona
| USD 101 M | – | – | 9.47% | 55.4% | 24 | – | 0 |
|
| 6843 |
S2L
6843
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| USD 101 M | +USD 15.7 M | +18% | 10.6% | 86% | 10 | 20% | 0.5 |
|
| 6844 |
6844
Mosley Wealth Management
Anaheim,
California
| USD 101 M | – | – | 8.78% | – | 92 | – | 0 |
|
| 6845 |
6845
Alpha Financial Partners
Lexington,
Kentucky
| USD 101 M | +USD 15.2 M | +18% | 9.6% | 61.8% | 96 | 30.21% | 0.8 |
|
| 6846 |
6846
Koa Wealth Management
Encinitas,
California
| USD 101 M | – | – | 10.1% | 74.8% | 49 | – | 0 |
|
| 6847 |
6847
RedJay Asset Management
Toronto,
Ontario, Canada
| USD 101 M | – | – | 14.5% | – | 24 | – | 0 |
|
| 6848 |
6848
Exome Asset Management
New York
| USD 101 M | – | – | 43.4% | – | 52 | – | 0 |
|
| 6849 |
UAML
6849
US Asset Management LLC
Pittsburgh,
Pennsylvania
| USD 101 M | – | – | 12.3% | – | 124 | – | 2.1 |
|
| 6850 |
6850
International Private Wealth Advisors
San Diego,
California
| USD 101 M | – | – | 9.38% | – | 106 | – | 0 |
|