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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7351 |
7351
Signal Tree Financial Partners
Copley,
Ohio
| USD 116 M | +USD 16.4 M | +16% | 7.28% | – | 51 | 23.53% | 0.4 |
|
| 7352 |
7352
Vista Finance
Clayton,
Missouri
| USD 116 M | +USD 810 k | +0.7% | 5% | 50.7% | 59 | 16.95% | 0.9 |
|
| 7353 |
7353
Reyes Financial Architecture
San Diego,
California
| USD 116 M | -USD 19.9 M | -15% | 9.16% | – | 372 | 36.02% | 0.4 |
|
| 7354 |
7354
DKM Wealth Management
Stockton,
California
| USD 116 M | +USD 12.9 M | +12% | 8.29% | – | 59 | 16.95% | 0.4 |
|
| 7355 |
7355
North Capital
Salt Lake City,
Utah
| USD 116 M | +USD 9.9 M | +9% | 7.01% | – | 640 | 7.97% | 0.2 |
|
| 7356 |
7356
BCK Capital Management
Stamford,
Connecticut
| USD 116 M | -USD 12.8 M | -10% | 11.7% | 161% | 98 | 59.18% | 0.8 |
|
| 7357 |
7357
Pitti Group Wealth Management
Victor,
New York
| USD 116 M | +USD 18.4 M | +19% | 10.1% | 65.3% | 79 | 8.86% | 2.3 |
|
| 7358 |
7358
Benningfield Financial Advisors
San Francisco,
California
| USD 116 M | +USD 11.7 M | +11% | 13.7% | – | 15 | 0% | 0.5 |
|
| 7359 |
7359
Smith Asset Management
Chiefland,
Florida
| USD 116 M | +USD 9.7 M | +9% | 2.16% | – | 71 | 9.86% | 0.5 |
|
| 7360 |
7360
Stephen J. Garry & Associates
Garden City,
New York
| USD 116 M | +USD 8.78 M | +8% | 9.18% | – | 48 | 12.5% | 1.2 |
|
| 7361 |
7361
Rolek Wealth Management
Berwyn,
Pennsylvania
| USD 116 M | +USD 19 M | +20% | 14.7% | – | 16 | 12.5% | 0.4 |
|
| 7362 |
LWM
7362
Lighthouse Wealth Management
Ashland,
Ohio
| USD 116 M | +USD 6.44 M | +6% | 6.29% | – | 41 | 7.32% | 0.5 |
|
| 7363 |
7363
Priebe Wealth Holdings
Maple Grove,
Minnesota
| USD 115 M | -USD 44.9 M | -28% | 9.67% | – | 81 | 39.51% | 1.1 |
|
| 7364 |
7364
Caldwell Investment Management
Toronto,
Ontario, Canada
| USD 115 M | -USD 19.4 M | -14% | 11.9% | 162% | 33 | 45.45% | 1.9 |
|
| 7365 |
UAML
7365
US Asset Management LLC
Pittsburgh,
Pennsylvania
| USD 115 M | +USD 10.6 M | +10% | 14.8% | – | 127 | 7.09% | 3.2 |
|
| 7366 |
7366
Morangie Management
Vero Beach,
Florida
| USD 115 M | +USD 12.2 M | +12% | 16.9% | – | 34 | 20.59% | 0.4 |
|
| 7367 |
7367
TB Capital Gestao de Recursos
Rio De Janeiro,
| USD 115 M | – | – | 29.8% | – | 18 | – | 0 |
|
| 7368 |
7368
Centerpoint Advisory Group
Overland Park,
Kansas
| USD 115 M | +USD 13.6 M | +13% | 12.2% | – | 104 | 13.46% | 0.4 |
|
| 7369 |
7369
DCVC Opportunity Fund II
Palo Alto,
California
| USD 115 M | +USD 33.8 M | +41% | 81.9% | – | 2 | 0% | 3.5 |
|
| 7370 |
MBAM
7370
Mink Brook Asset Management
West Palm Beach,
Florida
| USD 115 M | +USD 20.1 M | +21% | 11.1% | – | 44 | 38.64% | 0.3 |
|
| 7371 |
JAIC
7371
Josh Arnold Investment Consultant
Edina,
Minnesota
| USD 115 M | -USD 4.96 M | -4% | 8.35% | 272% | 25 | 68% | 0.7 |
|
| 7372 |
7372
Orcam Financial Group
Encinitas,
California
| USD 115 M | +USD 8.33 M | +8% | 6.08% | 40% | 53 | 11.32% | 2.2 |
|
| 7373 |
7373
Guild Investment Management
Los Angeles,
California
| USD 115 M | +USD 19.9 M | +21% | 12.4% | 101% | 50 | 26% | 2 |
|
| 7374 |
MPEM
7374
Marathon Partners Equity Management
New York
| USD 115 M | +USD 17.4 M | +18% | 17.2% | – | 23 | 43.48% | 1.4 |
|
| 7375 |
7375
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| USD 115 M | -USD 1.7 M | -1% | 1.78% | 38.5% | 60 | 8.33% | 3.1 |
|