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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7151 |
7151
Elevate Capital Advisors
Eagle,
Colorado
| USD 151 M | +USD 7.75 M | +5% | 2.87% | – | 98 | 43.88% | 0.6 |
|
| 7152 |
7152
Authentikos Wealth Advisory
Morgan Hill,
California
| USD 151 M | -USD 93.9 k | -0.1% | 0.96% | 43.5% | 73 | 28.77% | 0.8 |
|
| 7153 |
7153
NDWM LLC
La Jolla,
California
| USD 151 M | +USD 3.76 M | +3% | 1.86% | 50.3% | 36 | 11.11% | 1.4 |
|
| 7154 |
7154
Valley Brook Capital Group
Venetia,
Pennsylvania
| USD 151 M | +USD 2.37 M | +2% | 3.07% | 122% | 127 | 7.87% | 3.6 |
|
| 7155 |
7155
Versant Venture Management
San Francisco,
California
| USD 151 M | -USD 61.4 M | -29% | 42.3% | 409% | 9 | 22.22% | 1.9 |
|
| 7156 |
7156
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| USD 151 M | +USD 1.79 M | +1% | 2.88% | – | 92 | 9.78% | 3.1 |
|
| 7157 |
7157
Gordian Advisors
Tucson,
Arizona
| USD 151 M | +USD 2.11 M | +1% | 1.93% | 55.4% | 53 | 9.43% | 1.3 |
|
| 7158 |
7158
Accredited Investor Services
St. Cloud,
Minnesota
| USD 151 M | +USD 5.45 M | +4% | 2.86% | – | 79 | 8.86% | 0.8 |
|
| 7159 |
SA
7159
Sage Advisors
Boulder,
Colorado
| USD 151 M | +USD 11.3 M | +8% | 5.97% | – | 54 | 38.89% | 1 |
|
| 7160 |
7160
Fairscale Capital
Nashua,
New Hampshire
| USD 151 M | +USD 5.37 M | +4% | 3.03% | – | 470 | 14.68% | 1.2 |
|
| 7161 |
7161
GK Wealth Management
Reno,
Nevada
| USD 151 M | +USD 14.1 M | +10% | 5.03% | – | 215 | 27.44% | 0.6 |
|
| 7162 |
7162
Affinity Investment Advisors
Newport Beach,
California
| USD 151 M | +USD 2.81 M | +2% | 5.61% | 189% | 155 | 20% | 3.5 |
|
| 7163 |
7163
Lansing Management
New York
| USD 151 M | +USD 12.7 M | +9% | 0.53% | 76.9% | 14 | 42.86% | 2.2 |
|
| 7164 |
7164
Silvia McColl Wealth Management
San Diego,
California
| USD 150 M | +USD 2.72 M | +2% | 3.02% | 82.7% | 121 | 7.44% | 2.4 |
|
| 7165 |
ICMP
7165
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| USD 150 M | +USD 6.97 M | +5% | 1.91% | 39.7% | 62 | 8.06% | 2.9 |
|
| 7166 |
7166
Daventry Group
New York
| USD 150 M | +USD 9.07 M | +6% | 3.34% | 26.2% | 9 | 44.44% | 1.4 |
|
| 7167 |
7167
Sky-Mountain Capital Management
Ketchum,
Idaho
| USD 150 M | +USD 7.14 M | +5% | 0.03% | – | 40 | 12.5% | 0.6 |
|
| 7168 |
AAM
7168
Ackerman Asset Management
Rockville,
Maryland
| USD 150 M | +USD 10.7 M | +8% | 2.37% | – | 34 | 20.59% | 0.6 |
|
| 7169 |
7169
Arini Captial Management
London,
United Kingdom
| USD 150 M | – | – | 8.8% | – | 5 | – | 0 |
|
| 7170 |
7170
Brooktree Capital Management
Gand Rapids,
Michigan
| USD 150 M | -USD 7.04 M | -4% | 2.43% | 82.9% | 42 | 2.38% | 2.7 |
|
| 7171 |
7171
MontVue Capital Management
Lynchburg,
Virginia
| USD 150 M | +USD 1.18 M | +0.8% | 2.35% | 76% | 67 | 4.48% | 1.7 |
|
| 7172 |
7172
Brindle & Bay Financial Advisors
Frisco,
Texas
| USD 150 M | – | – | 1.59% | – | 68 | – | 0 |
|
| 7173 |
7173
Black Diamond Capital Management I
St. Thomas,
| USD 150 M | -USD 180 k | -0.1% | 8.55% | – | 14 | 14.29% | 0.3 |
|
| 7174 |
7174
Petros Family Wealth
Bloomington,
Minnesota
| USD 150 M | +USD 30.7 M | +26% | 3.45% | – | 176 | 42.05% | 0.6 |
|
| 7175 |
7175
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| USD 150 M | +USD 11.2 M | +8% | 6.49% | 74.3% | 59 | 37.29% | 1.4 |
|