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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7101 |
BV
7101
Boxwood Ventures
Chicago,
Illinois
| USD 168 M | +USD 73.2 M | +78% | 14.4% | 88% | 38 | 15.79% | 2.6 |
|
| 7102 |
GEH
7102
General Equity Holdings
Brooklyn,
New York
| USD 167 M | +USD 32.8 M | +24% | 15.9% | 775% | 14 | 28.57% | 1.5 |
|
| 7103 |
IVGAI
7103
Index Venture Growth Associates IV
St. Helier,
Jersey
| USD 167 M | +USD 4.59 M | +3% | 4.26% | – | 2 | 0% | 1.1 |
|
| 7104 |
MWS
7104
MFA Wealth Services
Thousand Oaks,
California
| USD 167 M | +USD 16.4 M | +11% | 10.8% | – | 136 | 11.76% | 1.2 |
|
| 7105 |
FC
7105
Fairscale Capital
Nashua,
New Hampshire
| USD 167 M | +USD 22.8 M | +16% | 18.5% | – | 444 | 2.25% | 1.7 |
|
| 7106 |
EPI
7106
Eddie Patel Inc
Chicago,
Illinois
| USD 167 M | +USD 37.2 M | +29% | 60.3% | – | 156 | 57.69% | 0.2 |
|
| 7107 |
GWA
7107
Genesis Wealth Advisors
Braintree,
Massachusetts
| USD 167 M | +USD 17.5 M | +12% | 9.31% | – | 75 | 18.67% | 5.6 |
|
| 7108 |
TDC
7108
Thompson Davis & Co
Richmond,
Virginia
| USD 167 M | +USD 17.3 M | +12% | 14.7% | 188% | 193 | 39.9% | 2 |
|
| 7109 |
LAM
7109
Lummis Asset Management
Fort Worth,
Texas
| USD 167 M | -USD 96.9 k | -0.1% | 3.72% | – | 232 | 22.84% | 1.5 |
|
| 7110 |
GFM
7110
GEN Financial Management
Plymouth,
Minnesota
| USD 167 M | +USD 5.6 M | +3% | 9.15% | – | 57 | 35.09% | 1 |
|
| 7111 |
AF
7111
Amara Financial
San Francisco,
California
| USD 167 M | +USD 22 M | +15% | 12.3% | – | 48 | 6.25% | 1.4 |
|
| 7112 |
SOWAS
7112
Silver Oak Wealth Advisors Services
Los Angeles,
California
| USD 167 M | +USD 13.1 M | +8% | 9.18% | – | 42 | 11.9% | 1.2 |
|
| 7113 |
USWG
7113
U.S. Wealth Group
Woodbury,
New York
| USD 167 M | +USD 19.1 M | +13% | 6.73% | – | 49 | 20.41% | 1.2 |
|
| 7114 |
RSWA
7114
Robinson Smith Wealth Advisors
South Portland,
Maine
| USD 167 M | +USD 19.1 M | +13% | 11.1% | – | 101 | 19.8% | 1.8 |
|
| 7115 |
CFO
7115
Custos Family Office
Austin,
Texas
| USD 167 M | +USD 22.3 M | +15% | 13.8% | 57.4% | 72 | 15.28% | 2.1 |
|
| 7116 |
SRS
7116
Strong Retirement Solutions
Silverdale,
Washington
| USD 167 M | +USD 24.1 M | +17% | 18.8% | – | 89 | 11.24% | 0.5 |
|
| 7117 |
MFFIA
7117
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| USD 167 M | -USD 9.6 M | -5% | 34% | 136% | 87 | 10.34% | 2.2 |
|
| 7118 |
AAM
7118
Ackerman Asset Management
Rockville,
Maryland
| USD 167 M | +USD 23.3 M | +16% | 14.5% | – | 38 | 7.89% | 0.9 |
|
| 7119 |
EWP
7119
Evergreen Wealth Partners
Kalispell,
Montana
| USD 167 M | +USD 35.7 M | +27% | 8.83% | – | 97 | 21.65% | 0.4 |
|
| 7120 |
OWM
7120
Orca Wealth Management
New Port Richey,
Florida
| USD 167 M | +USD 26.1 M | +19% | 34.3% | – | 86 | 25.58% | 1 |
|
| 7121 |
LW
7121
Lauer Wealth
Valparaiso,
Indiana
| USD 167 M | +USD 41 M | +33% | 12.7% | 89.4% | 101 | 59.41% | 0.8 |
|
| 7122 |
GAAM
7122
Grand Alliance Asset Management
Central,
Hong Kong
| USD 167 M | +USD 1.38 M | +0.8% | 116% | – | 18 | 44.44% | 0.5 |
|
| 7123 |
WW
7123
Wright Wealth
Atlanta,
Georgia
| USD 167 M | +USD 17 M | +11% | 9.09% | – | 54 | 5.56% | 0.5 |
|
| 7124 |
IR
7124
IAT Reinsurance
New York
| USD 167 M | -USD 143 M | -46% | 27.4% | 60.2% | 80 | 20% | 3.9 |
|
| 7125 |
CWM
7125
Copia Wealth Management
Bend,
Oregon
| USD 166 M | +USD 21 M | +14% | 11.1% | – | 583 | 10.98% | 1.2 |
|