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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6901 |
6901
Albert D. Mason Inc
Boston,
Massachusetts
| USD 138 M | -USD 8.92 M | -6% | 6.53% | 82% | 151 | 9.93% | 6 |
|
| 6902 |
6902
Park Square Financial Group
Roswell,
Georgia
| USD 138 M | +USD 12.1 M | +10% | 15.3% | – | 1,055 | 13.36% | 0.4 |
|
| 6903 |
6903
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| USD 138 M | +USD 11.6 M | +9% | 8.01% | – | 81 | 30.86% | 0.4 |
|
| 6904 |
FP
6904
Factorial Partners
Mt. Kisco,
New York
| USD 138 M | -USD 24.2 M | -15% | 5.89% | 88.7% | 71 | 18.31% | 3.2 |
|
| 6905 |
6905
Wallace Advisory Group
Lafayette,
California
| USD 138 M | -USD 6.71 M | -5% | 3.75% | 50.9% | 202 | 22.28% | 1.8 |
|
| 6906 |
6906
Archer Investment Management
Austin,
Texas
| USD 138 M | -USD 6.79 M | -5% | 5.99% | – | 61 | 19.67% | 0.4 |
|
| 6907 |
6907
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| USD 138 M | – | – | 11.9% | – | 87 | – | 2.9 |
|
| 6908 |
6908
Capstone Capital
Henderson,
Nevada
| USD 138 M | +USD 13.1 M | +11% | 8.74% | 62.8% | 24 | 12.5% | 1.3 |
|
| 6909 |
6909
Applied Capital LLC
Hollywood,
Florida
| USD 138 M | +USD 10.5 M | +8% | 8.5% | 78.3% | 89 | 8.99% | 2 |
|
| 6910 |
6910
Sippican Capital Advisors
Boston,
Massachusetts
| USD 138 M | +USD 5 M | +4% | 5.48% | 81.1% | 114 | 6.14% | 5.7 |
|
| 6911 |
6911
Monetta Financial Services
Wheaton,
Illinois
| USD 138 M | +USD 24.6 M | +22% | 26.8% | 275% | 61 | 24.59% | 2.6 |
|
| 6912 |
6912
Greycroft
New York
| USD 138 M | +USD 44.3 M | +48% | 5.64% | 20% | 12 | 8.33% | 1.4 |
|
| 6913 |
MCM
6913
Monimus Capital Management
Woodbridge,
New Jersey
| USD 138 M | +USD 19.8 M | +17% | 16.9% | – | 65 | 43.08% | 0.3 |
|
| 6914 |
6914
Silvia McColl Wealth Management
San Diego,
California
| USD 138 M | +USD 5.7 M | +4% | 7.29% | 82.7% | 117 | 7.69% | 2 |
|
| 6915 |
EP
6915
Elkhorn Partners
Omaha,
Nebraska
| USD 138 M | -USD 15 M | -10% | 9.39% | 32.2% | 40 | 20% | 5.9 |
|
| 6916 |
6916
Fairscale Capital
Nashua,
New Hampshire
| USD 138 M | +USD 26.8 M | +24% | 14.7% | – | 446 | 21.97% | 0.8 |
|
| 6917 |
6917
Mainstream Capital Management
Los Angeles,
California
| USD 138 M | +USD 11.3 M | +9% | 10.8% | – | 87 | 4.6% | 0.7 |
|
| 6918 |
6918
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| USD 137 M | +USD 12.2 M | +10% | 8.99% | – | 108 | 19.44% | 0.4 |
|
| 6919 |
6919
City National Bank of Florida
Miami,
Florida
| USD 137 M | +USD 26.3 M | +24% | 10.5% | – | 144 | 25.69% | 0.4 |
|
| 6920 |
6920
Nalls Sherbakoff Group
Knoxville,
Tennessee
| USD 137 M | +USD 14.4 M | +12% | 8.51% | – | 471 | 16.99% | 4 |
|
| 6921 |
PWM
6921
Puff Wealth Management
Haddonfield,
New Jersey
| USD 137 M | +USD 30.6 M | +29% | 8.81% | – | 136 | 34.56% | 0.3 |
|
| 6922 |
6922
Palliser Capital (UK)
London,
United Kingdom
| USD 137 M | +USD 52.6 M | +62% | 2.11% | 57% | 5 | 40% | 0.4 |
|
| 6923 |
6923
Mork Capital Management
Healdsburg,
California
| USD 137 M | +USD 9.41 M | +7% | 3.8% | 61.9% | 109 | 0% | 3.3 |
|
| 6924 |
6924
Retirement Wealth Solutions
Marshfield,
Wisconsin
| USD 137 M | +USD 13 M | +11% | 8.82% | – | 449 | 4.23% | 0.5 |
|
| 6925 |
6925
NDWM LLC
La Jolla,
California
| USD 137 M | +USD 34.3 M | +33% | 6.79% | – | 36 | 22.22% | 1.1 |
|