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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7176 |
7176
Seneschal Advisors
Tacoma,
Washington
| USD 120 M | – | – | 0.59% | – | 36 | – | 0 |
|
| 7177 |
7177
Jordan Park Trust
Portsmouth,
New Hampshire
| USD 120 M | – | – | 8.77% | – | 12 | – | 0 |
|
| 7178 |
7178
S.R. Schill & Associates
Mercer Island,
Washington
| USD 120 M | -USD 21.6 M | -15% | 4.14% | 42.7% | 40 | 42.5% | 4.2 |
|
| 7179 |
7179
B. Riley Financial
Los Angeles,
California
| USD 120 M | -USD 30.2 M | -20% | 18.4% | 682% | 20 | 35% | 1.5 |
|
| 7180 |
IC
7180
Immersion Capital
London,
United Kingdom
| USD 120 M | -USD 63.8 M | -35% | 4.92% | 63.4% | 9 | 22.22% | 2 |
|
| 7181 |
7181
LPF Advisors
Sarasota,
Florida
| USD 120 M | +USD 2.65 M | +2% | 1.52% | – | 38 | 13.16% | 0.9 |
|
| 7182 |
7182
Roberts Capital Advisors
Denver,
Colorado
| USD 119 M | +USD 2.55 M | +2% | 6.46% | – | 89 | 10.11% | 2.9 |
|
| 7183 |
7183
Financial Life Planners
Tempe,
Arizona
| USD 119 M | – | – | 3.82% | – | 411 | – | 0 |
|
| 7184 |
7184
Michelson Medical Research Foundation
Los Angeles,
California
| USD 119 M | -USD 22.5 M | -16% | 4.31% | 52.2% | 29 | 6.9% | 1.3 |
|
| 7185 |
KA
7185
Kailix Advisors
Fort Lauderdale,
Florida
| USD 119 M | +USD 690 k | +0.6% | 3.64% | 16.3% | 8 | 25% | 0.9 |
|
| 7186 |
7186
LTG Capital
Newton,
Massachusetts
| USD 119 M | -USD 1.07 M | -0.9% | 1.88% | 59% | 26 | 0% | 2.9 |
|
| 7187 |
7187
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| USD 119 M | -USD 7.44 M | -6% | 0.04% | 65.5% | 77 | 32.47% | 1.5 |
|
| 7188 |
BTC
7188
Bank & Trust Company
Litchfield,
Illinois
| USD 119 M | -USD 4.18 M | -3% | 1.04% | – | 287 | 0.7% | 0.5 |
|
| 7189 |
7189
Forge Financial Services
Edmond,
Oklahoma
| USD 119 M | – | – | 0.59% | – | 20 | – | 0 |
|
| 7190 |
7190
Opinicus Capital
Tampa,
Florida
| USD 119 M | -USD 6.17 M | -5% | 2.65% | 129% | 104 | 14.42% | 0.9 |
|
| 7191 |
7191
EnCap Energy Capital Fund IX
Houston,
Texas
| USD 119 M | +USD 20.9 M | +21% | 21% | 69.2% | 2 | 100% | 0 |
|
| 7192 |
7192
Shotwell Rutter Baer
Lansing,
Michigan
| USD 119 M | -USD 2.94 M | -2% | 2.82% | 45.5% | 34 | 0% | 0.7 |
|
| 7193 |
7193
Axis Wealth Partners
East Providence,
Rhode Island
| USD 119 M | – | – | 1.11% | – | 130 | – | 0 |
|
| 7194 |
7194
Five Pine Wealth Management
Coeur D Alene,
Idaho
| USD 119 M | – | – | 1.24% | – | 40 | – | 0 |
|
| 7195 |
OP
7195
Orvieto Partners
Boston,
Massachusetts
| USD 119 M | – | – | 4.53% | – | 35 | – | 0 |
|
| 7196 |
7196
Leigh Baldwin & Co
Cazenovia,
New York
| USD 119 M | – | – | 2.91% | – | 160 | – | 0 |
|
| 7197 |
7197
Alterna Wealth Management
Houston,
Texas
| USD 119 M | +USD 7.09 M | +6% | 1.15% | 52.9% | 118 | 27.12% | 2.2 |
|
| 7198 |
7198
Financial Harvest
Winter Park,
Florida
| USD 118 M | – | – | 1.92% | – | 53 | – | 0 |
|
| 7199 |
CFP
7199
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| USD 118 M | – | – | 4.88% | – | 359 | – | 0 |
|
| 7200 |
7200
Miller Financial Services
Marshall,
Michigan
| USD 118 M | – | – | 3.61% | – | 128 | – | 0 |
|