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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7051 |
7051
Washington Capital Management
Seattle,
Washington
| USD 140 M | +USD 5.56 M | +4% | 8.47% | 81.8% | 133 | 24.81% | 2.6 |
|
| 7052 |
7052
Stone Ridge Holdings Group
New York
| USD 140 M | -USD 142 M | -50% | 1.82% | – | 43 | 76.74% | 0.5 |
|
| 7053 |
7053
Pin Oak Investment Advisors
Houston,
Texas
| USD 140 M | +USD 21.9 M | +19% | 9.37% | 62.7% | 522 | 16.28% | 4 |
|
| 7054 |
QAM
7054
QSM Asset Management
London,
United Kingdom
| USD 140 M | +USD 31.4 M | +29% | 9.27% | – | 20 | 15% | 0.5 |
|
| 7055 |
7055
Lauer Wealth
Valparaiso,
Indiana
| USD 140 M | +USD 18.8 M | +16% | 15.1% | 89.4% | 73 | 38.36% | 0.7 |
|
| 7056 |
7056
Clark & Stuart Inc
Portland,
Maine
| USD 140 M | +USD 7.08 M | +5% | 5.86% | – | 52 | 7.69% | 0.6 |
|
| 7057 |
7057
Apex Wealth Management
Bedford,
New Hampshire
| USD 140 M | +USD 15.2 M | +12% | 7% | – | 59 | 6.78% | 0.6 |
|
| 7058 |
7058
Strategent Financial
Harrisonburg,
Virginia
| USD 140 M | +USD 11.6 M | +9% | 5.53% | – | 37 | 8.11% | 0.7 |
|
| 7059 |
7059
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| USD 140 M | +USD 11.5 M | +9% | 7.15% | – | 89 | 24.72% | 0.9 |
|
| 7060 |
AAM
7060
Ackerman Asset Management
Rockville,
Maryland
| USD 140 M | +USD 14.8 M | +12% | 8% | – | 28 | 14.29% | 0.4 |
|
| 7061 |
7061
Bruce G. Allen Investments
Denver,
Colorado
| USD 140 M | +USD 7.69 M | +6% | 6.97% | – | 1,112 | 5.85% | 1.5 |
|
| 7062 |
SA
7062
Sage Advisors
Boulder,
Colorado
| USD 140 M | -USD 528 k | -0.4% | 0.23% | – | 42 | 21.43% | 1.1 |
|
| 7063 |
7063
Haven Global Partners
Atlanta,
Georgia
| USD 140 M | +USD 12.1 M | +9% | 15.9% | – | 12 | 25% | 0.6 |
|
| 7064 |
7064
Processus Wealth & Capital Management
Brentwood,
Tennessee
| USD 139 M | +USD 12.9 M | +10% | 11.6% | 160% | 35 | 5.71% | 1.6 |
|
| 7065 |
7065
Argyle Capital Partners
Los Angeles,
California
| USD 139 M | +USD 18.1 M | +15% | 6.8% | – | 168 | 12.5% | 0.6 |
|
| 7066 |
GC
7066
Gratia Capital
Los Angeles,
California
| USD 139 M | +USD 36.9 M | +36% | 22.9% | 42.4% | 36 | 33.33% | 0.8 |
|
| 7067 |
7067
Gladwyn Financial Advisors
Chantilly,
Virginia
| USD 139 M | +USD 10.1 M | +8% | 5.01% | – | 86 | 5.81% | 0.2 |
|
| 7068 |
7068
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 139 M | +USD 9.7 M | +7% | 0.13% | 0.05% | 24 | 8.33% | 0.5 |
|
| 7069 |
7069
Turn8 Private Wealth
Pointe Claire,
| USD 139 M | +USD 842 k | +0.6% | 10.2% | – | 48 | 16.67% | 0.6 |
|
| 7070 |
7070
Robinson Smith Wealth Advisors
South Portland,
Maine
| USD 139 M | +USD 14.2 M | +11% | 7.04% | 62.6% | 96 | 12.5% | 1.4 |
|
| 7071 |
7071
Hartmann Taylor Wealth Management
Dallas,
Texas
| USD 139 M | +USD 19.2 M | +16% | 6.23% | – | 54 | 9.26% | 0.5 |
|
| 7072 |
7072
Oder Investment Management
Woodland Hills,
California
| USD 139 M | +USD 6.89 M | +5% | 10.3% | 97.5% | 101 | 6.93% | 3.1 |
|
| 7073 |
7073
Accel Growth Fund V Associates
Palo Alto,
California
| USD 139 M | +USD 31.2 M | +29% | 33.4% | 1.17% | 2 | 0% | 4.4 |
|
| 7074 |
7074
Steinberg Asset Management
New York
| USD 139 M | +USD 5.02 M | +4% | 5.1% | 108% | 39 | 5.13% | 4.6 |
|
| 7075 |
7075
Winebrenner Capital Management
Louisville,
Kentucky
| USD 139 M | +USD 15.2 M | +12% | 4.2% | – | 140 | 10.71% | 0.6 |
|