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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7326 |
AWA
7326
Authentikos Wealth Advisory
Morgan Hill,
California
| USD 157 M | +USD 8.55 M | +6% | 16% | 43.5% | 79 | 20.25% | 1.1 |
|
| 7327 |
MFG
7327
Mosaic Financial Group
Chicago,
Illinois
| USD 156 M | +USD 15.5 M | +11% | 13.1% | – | 140 | 14.29% | 1.7 |
|
| 7328 |
BCM
7328
Bayesian Capital Management
Brooklyn,
New York
| USD 156 M | +USD 74.4 M | +91% | 7.46% | 107% | 328 | 90.24% | 0 |
|
| 7329 |
MCM
7329
Mork Capital Management
Healdsburg,
California
| USD 156 M | +USD 15.5 M | +11% | 17.7% | 61.9% | 106 | 4.72% | 3.5 |
|
| 7330 |
AFW
7330
Atlantic Family Wealth
Coral Gables,
Florida
| USD 156 M | +USD 17.9 M | +13% | 11% | – | 67 | 16.42% | 1 |
|
| 7331 |
ADBIC
7331
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 156 M | -USD 378 k | -0.2% | 3.15% | 83.3% | 106 | 7.55% | 4.8 |
|
| 7332 |
HSM
7332
H Squared Management
New York
| USD 156 M | +USD 47.7 M | +44% | 25.1% | – | 18 | 38.89% | 0.3 |
|
| 7333 |
FWM
7333
FMA Wealth Management
Duxbury,
Massachusetts
| USD 156 M | +USD 5.83 M | +4% | 8.04% | – | 43 | 13.95% | 1.9 |
|
| 7334 |
PIA
7334
Polaris Investment Advisors
Framingham,
Massachusetts
| USD 156 M | +USD 19 M | +14% | 15.9% | – | 79 | 12.66% | 0.4 |
|
| 7335 |
CCP
7335
Cyrus Capital Partners
New York
| USD 156 M | -USD 40.1 M | -20% | 4.91% | 163% | 7 | 57.14% | 0.9 |
|
| 7336 |
WCM
7336
WLTH Capital Management
Chandler,
Arizona
| USD 156 M | +USD 28.4 M | +22% | 7.01% | – | 30 | 16.67% | 0.4 |
|
| 7337 |
APW
7337
Allied Private Wealth
Boca Raton,
Florida
| USD 156 M | – | – | 12.9% | – | 906 | – | 0 |
|
| 7338 |
MFF
7338
Michels Family Financial
Fort Worth,
Texas
| USD 156 M | +USD 17.3 M | +12% | 12.4% | – | 156 | 16.03% | 1.2 |
|
| 7339 |
HCA
7339
Harpswell Capital Advisors
Yarmouth,
Maine
| USD 156 M | +USD 21.5 M | +16% | 10.1% | – | 47 | 25.53% | 0.5 |
|
| 7340 |
AC
7340
AlpenGlobal Capital
Tahoe City,
California
| USD 156 M | -USD 1.3 M | -0.8% | 7.74% | – | 36 | 2.78% | 1.3 |
|
| 7341 |
JAA
7341
Joel Adams & Associates
Asheville,
North Carolina
| USD 156 M | +USD 21.1 M | +16% | 9.51% | – | 68 | 5.88% | 1.3 |
|
| 7342 |
ACL
7342
APEIRON Capital Ltd
Hong Kong
| USD 156 M | +USD 48.8 M | +46% | 202% | 487% | 22 | 77.27% | 0.5 |
|
| 7343 |
RWC
7343
Rare Wolf Capital
Bellevue,
Washington
| USD 156 M | +USD 1.3 M | +0.8% | 14.4% | – | 137 | 19.71% | 0.4 |
|
| 7344 |
SC
7344
Settian Capital
New York
| USD 156 M | +USD 12.8 M | +9% | 13.7% | 62.5% | 27 | 18.52% | 2.3 |
|
| 7345 |
BF
7345
Bonfire Financial
Colorado Springs,
Colorado
| USD 156 M | +USD 22.7 M | +17% | 13.8% | – | 62 | 11.29% | 1.3 |
|
| 7346 |
FLP
7346
Financial Life Planners
Tempe,
Arizona
| USD 156 M | +USD 25.2 M | +19% | 18.1% | – | 372 | 10.48% | 0.4 |
|
| 7347 |
RB
7347
Renasant Bank
Tupelo,
Mississippi
| USD 156 M | +USD 14.3 M | +10% | 12.3% | 65% | 156 | 21.79% | 3 |
|
| 7348 |
CP
7348
Clarendon Private
Boston,
Massachusetts
| USD 156 M | +USD 25.4 M | +20% | 22.5% | – | 130 | 13.08% | 1.1 |
|
| 7349 |
CWM
7349
Clearview Wealth Management
Irvine,
California
| USD 156 M | +USD 14.2 M | +10% | 13.7% | – | 63 | 6.35% | 0.2 |
|
| 7350 |
GA
7350
GraniteShares Advisors
New York
| USD 156 M | +USD 16.7 M | +12% | 5.93% | 86.2% | 103 | 25.24% | 1.7 |
|