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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 |
PCR
6901
Potrero Capital Research
San Francisco,
California
| USD 180 M | +USD 17 M | +10% | 48.5% | 226% | 53 | 54.72% | 0.4 |
|
| 6902 |
6902
Investment Partners Asset Management
Metuchen,
New Jersey
| USD 180 M | +USD 17.9 M | +11% | 14.6% | 86.1% | 177 | 10.17% | 1.9 |
|
| 6903 |
6903
Haveli Investment Management
Austin,
Texas
| USD 180 M | +USD 161 M | +875% | 19.1% | – | 4 | 75% | 0.1 |
|
| 6904 |
6904
Stillwater Wealth Management Group
Juno Beach,
Florida
| USD 180 M | USD 0 | 0% | 10.3% | – | 73 | 0% | 1.2 |
|
| 6905 |
6905
URS Advisory
Jupiter,
Florida
| USD 180 M | +USD 42.9 M | +31% | 16.9% | – | 61 | 16.39% | 0.4 |
|
| 6906 |
6906
Cox Capital Management
Andover,
Massachusetts
| USD 180 M | +USD 29.1 M | +19% | 22.4% | 106% | 83 | 14.46% | 2.8 |
|
| 6907 |
6907
Watchtower Advisors
Old Greenwich,
Connecticut
| USD 180 M | +USD 38.6 M | +27% | 46.6% | 384% | 14 | 35.71% | 0.6 |
|
| 6908 |
6908
IMG Wealth Management
Jacksonville,
Florida
| USD 180 M | +USD 22.6 M | +14% | 11.6% | – | 632 | 23.1% | 0.9 |
|
| 6909 |
BRWM
6909
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| USD 179 M | +USD 22.3 M | +14% | 16.5% | – | 119 | 19.33% | 1.1 |
|
| 6910 |
6910
Gould Capital
Tacoma,
Washington
| USD 179 M | +USD 14.2 M | +9% | 9.58% | 60.1% | 221 | 9.5% | 3 |
|
| 6911 |
6911
Guerra Pan Advisors
Montclair,
New Jersey
| USD 179 M | +USD 17.5 M | +11% | 26.2% | 149% | 128 | 13.28% | 3.1 |
|
| 6912 |
6912
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| USD 179 M | +USD 19.5 M | +12% | 12.1% | 64.5% | 142 | 16.2% | 2.1 |
|
| 6913 |
6913
Sanchez Gaunt Capital Management
Reno,
Nevada
| USD 179 M | +USD 18.9 M | +12% | 15.3% | – | 201 | 14.43% | 0.2 |
|
| 6914 |
6914
Vista Finance
Clayton,
Missouri
| USD 179 M | +USD 53 M | +42% | 7.18% | 50.7% | 80 | 45% | 1 |
|
| 6915 |
6915
Langdon Equity Partners
Toronto,
| USD 179 M | +USD 45.3 M | +34% | 10.7% | – | 13 | 46.15% | 0.4 |
|
| 6916 |
6916
Thryve Wealth Management
Irving,
Texas
| USD 179 M | +USD 29.2 M | +20% | 19.7% | – | 47 | 27.66% | 0.4 |
|
| 6917 |
6917
Rareview Capital
Las Vegas,
Nevada
| USD 179 M | +USD 8.27 M | +5% | 9.09% | – | 55 | 12.73% | 1.2 |
|
| 6918 |
6918
Immersion
Aventura,
Florida
| USD 179 M | +USD 34 M | +24% | 36.3% | – | 10 | 40% | 1 |
|
| 6919 |
6919
DecisionMap Wealth Management
Great Falls,
Virginia
| USD 179 M | +USD 24.1 M | +16% | 13% | – | 150 | 17.33% | 1.1 |
|
| 6920 |
KSCM
6920
Kamunting Street Capital Management
Miami Beach,
Florida
| USD 179 M | -USD 4.41 M | -2% | 5.4% | 7.47% | 32 | 34.38% | 1.2 |
|
| 6921 |
PWP
6921
Pursue Wealth Partners
Clayton,
California
| USD 179 M | +USD 11.2 M | +7% | 22.8% | 108% | 114 | 31.58% | 2.4 |
|
| 6922 |
6922
Rolek Wealth Management
Berwyn,
Pennsylvania
| USD 179 M | +USD 39.2 M | +28% | 20.6% | – | 23 | 4.35% | 1 |
|
| 6923 |
6923
Reyes Financial Architecture
San Diego,
California
| USD 179 M | +USD 56.2 M | +46% | 11.8% | – | 380 | 25% | 1 |
|
| 6924 |
6924
Salvus Wealth Management
Red Bank,
New Jersey
| USD 178 M | +USD 6.52 M | +4% | 20.1% | 108% | 134 | 12.69% | 3.2 |
|
| 6925 |
CIG
6925
Cascade Investment Group
Colorado Springs,
Colorado
| USD 178 M | +USD 26.4 M | +17% | 17.6% | 93.2% | 164 | 15.24% | 2.3 |
|