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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
7301
Cultivar Capital
Denton,
Texas
| USD 114 M | -USD 7.33 M | -6% | 7.38% | 38.3% | 29 | 10.34% | 0.9 |
|
| 7302 |
7302
Willner & Heller
Encino,
California
| USD 114 M | +USD 1.91 M | +2% | 2.62% | 131% | 160 | 8.75% | 2.1 |
|
| 7303 |
7303
TABR Capital Management
Orange,
California
| USD 114 M | – | – | 2.56% | – | 29 | – | 0 |
|
| 7304 |
7304
JDH Wealth Management
Santa Rosa,
California
| USD 114 M | – | – | 1.57% | – | 46 | – | 0 |
|
| 7305 |
7305
PCG Asset Management
Gladstone,
New Jersey
| USD 114 M | – | – | 1.65% | – | 78 | – | 0 |
|
| 7306 |
AAA
7306
American Alpha Advisors
New York
| USD 114 M | +USD 4.5 M | +4% | 6.47% | – | 92 | 36.96% | 0.2 |
|
| 7307 |
7307
Panoramic Capital Partners
Lake Oswego,
Oregon
| USD 114 M | – | – | 2.38% | – | 59 | – | 0 |
|
| 7308 |
7308
Saxony Capital Management
St. Louis,
Missouri
| USD 114 M | +USD 4.4 M | +4% | 1.74% | 90% | 149 | 20.13% | 0.7 |
|
| 7309 |
7309
7G Capital Management
New York
| USD 114 M | -USD 119 M | -51% | 7.63% | 137% | 8 | 25% | 2.3 |
|
| 7310 |
7310
Wintrust Investments
Chicago,
Illinois
| USD 114 M | -USD 21.5 M | -16% | 2.38% | 27.5% | 520 | 24.81% | 2.4 |
|
| 7311 |
SBCM
7311
Silverberg Bernstein Capital Management
Armonk,
New York
| USD 114 M | +USD 4.4 M | +4% | 9.76% | 133% | 54 | 3.7% | 0.9 |
|
| 7312 |
7312
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| USD 114 M | – | – | 2.93% | – | 60 | – | 0 |
|
| 7313 |
7313
Hershey Financial Advisers
Lancaster,
Pennsylvania
| USD 114 M | – | – | 2.32% | – | 63 | – | 0.4 |
|
| 7314 |
7314
Elevate Capital Advisors
Eagle,
Colorado
| USD 114 M | – | – | 1.6% | – | 65 | – | 0 |
|
| 7315 |
7315
Lansing Management
New York
| USD 114 M | -USD 26.2 M | -19% | 0.75% | 76.9% | 7 | 0% | 3.1 |
|
| 7316 |
7316
Everest Management Corp
Cupertino,
California
| USD 114 M | – | – | 4.21% | – | 50 | – | 0 |
|
| 7317 |
7317
Broyhill Asset Management
Charlotte,
North Carolina
| USD 114 M | – | – | 2.37% | – | 73 | – | 0 |
|
| 7318 |
7318
Crowley Wealth Management
Wilmington,
Delaware
| USD 113 M | – | – | 3.81% | – | 428 | – | 0 |
|
| 7319 |
7319
Accelerate Investment Advisors
Aliso Viejo,
California
| USD 113 M | +USD 11 M | +11% | 0.73% | – | 104 | 23.08% | 0.2 |
|
| 7320 |
7320
Catherine Avery Investment Management
Longboat Key,
Florida
| USD 113 M | – | – | 0.53% | – | 176 | – | 0 |
|
| 7321 |
7321
Greycroft
New York
| USD 113 M | -USD 33.1 M | -23% | 21% | 20% | 11 | 9.09% | 1.1 |
|
| 7322 |
7322
LifePlan Financial
Mankato,
Minnesota
| USD 113 M | -USD 3.33 M | -3% | 1.3% | 69.9% | 92 | 10.87% | 0.9 |
|
| 7323 |
7323
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| USD 113 M | -USD 2.65 M | -2% | 0.09% | 41.6% | 11 | 0% | 0.9 |
|
| 7324 |
7324
Twin City Private Wealth
Winston-Salem,
North Carolina
| USD 113 M | -USD 2.32 M | -2% | 0.4% | – | 103 | 8.74% | 0.7 |
|
| 7325 |
7325
DCVC Opportunity Fund II
Palo Alto,
California
| USD 113 M | +USD 15.6 M | +16% | 124% | – | 3 | 33.33% | 3 |
|