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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7401 |
7401
Brooktree Capital Management
Gand Rapids,
Michigan
| USD 153 M | +USD 27.1 M | +21% | 25.8% | 82.9% | 45 | 4.44% | 2.9 |
|
| 7402 |
7402
Muirfield Wealth Advisors
Charlotte,
North Carolina
| USD 153 M | +USD 17.3 M | +13% | 12.2% | – | 91 | 16.48% | 1.6 |
|
| 7403 |
FFG
7403
Floyd Financial Group
Springfield,
Missouri
| USD 153 M | +USD 3.16 M | +2% | 13.4% | – | 70 | 10% | 1.2 |
|
| 7404 |
7404
Prosperity Bancshares
Houston,
Texas
| USD 153 M | +USD 28.3 M | +23% | 14.4% | – | 468 | 15.38% | 0.4 |
|
| 7405 |
7405
DiPaolo Financial Group
Lutz,
Florida
| USD 153 M | +USD 15.7 M | +11% | 8.95% | – | 48 | 8.33% | 0.4 |
|
| 7406 |
7406
ACT Capital Management
Wayne,
Pennsylvania
| USD 153 M | +USD 25.8 M | +20% | 24.2% | – | 76 | 44.74% | 0.8 |
|
| 7407 |
7407
DKM Wealth Management
Stockton,
California
| USD 153 M | +USD 14.3 M | +10% | 11.7% | – | 78 | 5.13% | 1.2 |
|
| 7408 |
7408
Capital Squared Financial
Rockville,
Maryland
| USD 153 M | +USD 22 M | +17% | 15.7% | – | 90 | 8.89% | 0.9 |
|
| 7409 |
7409
Goldenstone Wealth Management
El Dorado Hills,
California
| USD 153 M | +USD 15.4 M | +11% | 28.1% | – | 93 | 22.58% | 0.5 |
|
| 7410 |
7410
Lane Brothers & Co
Prescott,
Arizona
| USD 153 M | +USD 15.6 M | +11% | 8.58% | – | 96 | 14.58% | 0.4 |
|
| 7411 |
7411
Trace Wealth Advisors
Los Angeles,
California
| USD 153 M | +USD 19.4 M | +15% | 13.5% | – | 72 | 12.5% | 1.2 |
|
| 7412 |
7412
Allium Financial Advisors
Lake Oswego,
Oregon
| USD 153 M | +USD 28 M | +22% | 20.2% | – | 86 | 15.12% | 1.1 |
|
| 7413 |
7413
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| USD 153 M | +USD 842 k | +0.6% | 0.41% | 4.78% | 6 | 0% | 3.3 |
|
| 7414 |
7414
Crestwood Capital Management
New York
| USD 153 M | +USD 7.14 M | +5% | 46.6% | 203% | 16 | 6.25% | 2.4 |
|
| 7415 |
DW
7415
Durante & Waters
Brewster,
New York
| USD 153 M | +USD 14.5 M | +10% | 10.1% | 59.1% | 31 | 0% | 2.4 |
|
| 7416 |
TL
7416
TowerView LLC
New York
| USD 152 M | -USD 2.47 M | -2% | 2.5% | 17.9% | 17 | 5.88% | 5.6 |
|
| 7417 |
7417
Stoneridge Investment Partners
Radnor,
Pennsylvania
| USD 152 M | +USD 14.2 M | +10% | 21.2% | 44.2% | 199 | 62.31% | 1.1 |
|
| 7418 |
HAM
7418
Hedges Asset Management
Reno,
Nevada
| USD 152 M | – | – | 12% | – | 108 | – | 3 |
|
| 7419 |
7419
Madrid Wealth Management
Albuquerque,
New Mexico
| USD 152 M | +USD 19.9 M | +15% | 11.9% | – | 72 | 5.56% | 0.5 |
|
| 7420 |
7420
Caldwell Investment Management
Toronto,
Ontario, Canada
| USD 152 M | -USD 103 M | -40% | 3.29% | 162% | 68 | 67.65% | 1.2 |
|
| 7421 |
7421
Phoenix Asset Management Partners
London,
| USD 152 M | +USD 19.6 M | +15% | 8.51% | 139% | 12 | 16.67% | 2.3 |
|
| 7422 |
7422
Redwood Park Advisors
Redwood City,
California
| USD 152 M | +USD 2.09 M | +1% | 3.16% | – | 361 | 11.36% | 1.2 |
|
| 7423 |
7423
Clayton Partners
Berkeley,
California
| USD 152 M | +USD 14.6 M | +11% | 10.7% | 109% | 50 | 36% | 2.3 |
|
| 7424 |
7424
Tannin Capital
Charlotte,
North Carolina
| USD 152 M | +USD 14.4 M | +10% | 14.7% | – | 179 | 20.67% | 0.4 |
|
| 7425 |
7425
CRCM LP
San Francisco,
California
| USD 152 M | +USD 10.9 M | +8% | 15.6% | – | 15 | 53.33% | 0.6 |
|