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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 |
7101
Avant Capital
Lafayette,
Louisiana
| USD 129 M | +USD 8.67 M | +7% | 5.93% | – | 71 | 7.04% | 2.7 |
|
| 7102 |
CAG
7102
Cypress Advisory Group
Scottsdale,
Arizona
| USD 129 M | +USD 19.2 M | +18% | 4.24% | – | 68 | 11.76% | 0.4 |
|
| 7103 |
7103
CPR Investments
Rochester,
Michigan
| USD 129 M | +USD 16.1 M | +14% | 10.3% | 79.3% | 51 | 39.22% | 0.9 |
|
| 7104 |
DFA
7104
Davies Financial Advisors
Murrieta,
California
| USD 129 M | +USD 11.5 M | +10% | 11.5% | – | 79 | 21.52% | 0.9 |
|
| 7105 |
7105
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| USD 129 M | +USD 11.4 M | +10% | 5.32% | 41.6% | 12 | 0% | 1.3 |
|
| 7106 |
7106
DMC Group
Birmingham,
Alabama
| USD 129 M | +USD 5.87 M | +5% | 9.05% | 99.2% | 139 | 18.71% | 2.3 |
|
| 7107 |
7107
Paladin Wealth
Arden Hills,
Minnesota
| USD 129 M | +USD 17.3 M | +16% | 9.51% | – | 115 | 20% | 0.6 |
|
| 7108 |
7108
Broadwater Capital
Boston,
Massachusetts
| USD 129 M | +USD 789 k | +0.6% | 5.19% | – | 227 | 3.96% | 1.5 |
|
| 7109 |
7109
Visa Foundation
San Francisco,
California
| USD 129 M | -USD 4.27 M | -3% | 11.9% | 58.1% | 1 | 0% | 3.5 |
|
| 7110 |
7110
Marest Capital
Tarzana,
California
| USD 129 M | +USD 8.15 M | +7% | 12.3% | 84.5% | 30 | 56.67% | 1 |
|
| 7111 |
7111
7G Capital Management
New York
| USD 129 M | +USD 11.8 M | +10% | 13% | 137% | 8 | 12.5% | 2.5 |
|
| 7112 |
7112
Delos Wealth Advisors
Dallas,
Texas
| USD 128 M | +USD 2.11 M | +2% | 6.3% | 58% | 262 | 79.01% | 0.6 |
|
| 7113 |
7113
Dahring Cusmano
Novi,
Michigan
| USD 128 M | +USD 12.2 M | +11% | 8.09% | – | 56 | 3.57% | 0.5 |
|
| 7114 |
7114
Disciplined Investors
Waco,
Texas
| USD 128 M | +USD 17.5 M | +16% | 11% | – | 123 | 8.13% | 0.5 |
|
| 7115 |
7115
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| USD 128 M | +USD 1.24 M | +1% | 4.33% | – | 85 | 32.94% | 0.7 |
|
| 7116 |
7116
U.S. Wealth Group
Woodbury,
New York
| USD 128 M | +USD 2.07 M | +2% | 10.2% | – | 42 | 7.14% | 0.5 |
|
| 7117 |
7117
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| USD 128 M | +USD 15.8 M | +14% | 12.6% | – | 101 | 20.79% | 1 |
|
| 7118 |
7118
Strategent Financial
Harrisonburg,
Virginia
| USD 128 M | +USD 17.7 M | +16% | 7.9% | – | 35 | 5.71% | 0.5 |
|
| 7119 |
TM
7119
TFJ Management
Somerville,
Massachusetts
| USD 128 M | +USD 22.5 M | +21% | 20.3% | – | 14 | 14.29% | 0.4 |
|
| 7120 |
7120
Pacific Financial Group
Bellevue,
Washington
| USD 128 M | +USD 4.2 M | +3% | 9.24% | 61.1% | 64 | 18.75% | 6.5 |
|
| 7121 |
7121
Hopwood Financial Services
Reston,
Virginia
| USD 128 M | -USD 1.61 M | -1% | 8.31% | – | 313 | 9.27% | 0.5 |
|
| 7122 |
AAA
7122
American Alpha Advisors
New York
| USD 128 M | +USD 8.58 M | +7% | 10.2% | – | 105 | 36.19% | 0.4 |
|
| 7123 |
7123
Aryeh Capital Management
Toronto,
Ontario, Canada
| USD 128 M | -USD 12.3 M | -9% | 1.19% | 87.7% | 15 | 33.33% | 1.4 |
|
| 7124 |
7124
Tiptree Advisors
New York
| USD 128 M | +USD 6.83 M | +6% | 17.4% | – | 30 | 53.33% | 0.3 |
|
| 7125 |
7125
Blodgett Wealth Advisors
Concord,
California
| USD 128 M | +USD 10.3 M | +9% | 16.9% | 150% | 64 | 9.38% | 2.6 |
|