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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7076 |
7076
OEP Capital Advisors
New York
| USD 130 M | -USD 19.5 M | -13% | 13% | 23.2% | 1 | 0% | 4.5 |
|
| 7077 |
7077
Tassel Capital Management
Matthews,
North Carolina
| USD 130 M | +USD 15.9 M | +14% | 8.53% | – | 38 | 13.16% | 0.5 |
|
| 7078 |
7078
Live Oak Investment Partners
Austin,
Texas
| USD 130 M | +USD 3.42 M | +3% | 7.31% | – | 93 | 21.51% | 2 |
|
| 7079 |
7079
Leibman Financial Services
Louisville,
Nebraska
| USD 130 M | +USD 1.43 M | +1% | 12% | 59.2% | 58 | 24.14% | 1.1 |
|
| 7080 |
BAWM
7080
Bennett Associates Wealth Management
Butler,
Pennsylvania
| USD 130 M | +USD 8.73 M | +7% | 6.73% | 51% | 53 | 28.3% | 0.9 |
|
| 7081 |
7081
Integrity Investment Advisors
Fort Collins,
Colorado
| USD 130 M | +USD 20.6 M | +19% | 9.9% | – | 52 | 15.38% | 0.2 |
|
| 7082 |
ECP
7082
Elwood Capital Partners
New York
| USD 130 M | +USD 14.3 M | +12% | 12.6% | – | 23 | 8.7% | 0.5 |
|
| 7083 |
HCM
7083
Helios Capital Management
Singapore
| USD 130 M | +USD 72.8 M | +127% | 16% | 124% | 34 | 26.47% | 2 |
|
| 7084 |
BGI
7084
B Group Inc
Dallas,
Texas
| USD 130 M | +USD 13.2 M | +11% | 12.2% | – | 20 | 20% | 0.5 |
|
| 7085 |
7085
Data Collective IV
Palo Alto,
California
| USD 130 M | +USD 43 M | +49% | 75.4% | 317% | 5 | 0% | 3.3 |
|
| 7086 |
7086
Rik Saylor Financial
Fairfield,
Ohio
| USD 130 M | +USD 16.4 M | +14% | 7.5% | – | 83 | 6.02% | 0.5 |
|
| 7087 |
7087
Clearfield Capital Management
New York
| USD 130 M | +USD 53.6 M | +70% | 39.2% | 421% | 15 | 80% | 0.4 |
|
| 7088 |
7088
Guided Capital Wealth Management
Houston,
Texas
| USD 130 M | +USD 10.1 M | +8% | 13.8% | – | 35 | 2.86% | 0.4 |
|
| 7089 |
7089
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 130 M | -USD 3.26 M | -2% | 0% | 0.04% | 23 | 13.04% | 0.8 |
|
| 7090 |
7090
Colrain Capital
Boston,
Massachusetts
| USD 130 M | +USD 12.6 M | +11% | 12.1% | – | 24 | 4.17% | 6.9 |
|
| 7091 |
7091
bLong Financial
Memphis,
Tennessee
| USD 130 M | +USD 16.9 M | +15% | 17.2% | – | 84 | 14.29% | 0.4 |
|
| 7092 |
7092
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
| USD 129 M | +USD 8.37 M | +7% | 9.37% | – | 141 | 9.93% | 0.5 |
|
| 7093 |
7093
Cyr Financial
Hennepin,
Illinois
| USD 129 M | +USD 17.6 M | +16% | 7.23% | – | 59 | 16.95% | 0.7 |
|
| 7094 |
LI
7094
Latash Investments
Anchorage,
Alaska
| USD 129 M | +USD 8.26 M | +7% | 11.4% | 110% | 18 | 5.56% | 4.3 |
|
| 7095 |
7095
Basepoint Wealth
Cedar Rapids,
Iowa
| USD 129 M | +USD 1.58 M | +1% | 6.06% | 113% | 111 | 13.51% | 2.6 |
|
| 7096 |
7096
Littlejohn Financial Services
Roseburg,
Oregon
| USD 129 M | +USD 2.84 M | +2% | 6.4% | – | 71 | 29.58% | 0.4 |
|
| 7097 |
7097
Dean Jacobson Financial Services
Fort Worth,
Texas
| USD 129 M | -USD 714 k | -0.5% | 6.01% | 55.7% | 16 | 37.5% | 1.2 |
|
| 7098 |
7098
Gladwyn Financial Advisors
Chantilly,
Virginia
| USD 129 M | – | – | 6.51% | – | 82 | – | 0 |
|
| 7099 |
7099
IMG Wealth Management
Jacksonville,
Florida
| USD 129 M | +USD 17.7 M | +16% | 8.76% | – | 517 | 50.1% | 0.3 |
|
| 7100 |
7100
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| USD 129 M | +USD 7.57 M | +6% | 6.92% | – | 118 | 19.49% | 0.4 |
|