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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7426 |
TLC
7426
True Light Capital
Singapore,
| USD 152 M | -USD 46.1 M | -23% | 17.4% | – | 8 | 0% | 0.5 |
|
| 7427 |
TC
7427
TTRF Capital
Nicosia,
| USD 152 M | – | – | 97.5% | – | 13 | – | 0 |
|
| 7428 |
WCM
7428
Washington Capital Management
Seattle,
Washington
| USD 152 M | +USD 33.1 M | +28% | 14.3% | 76.9% | 123 | 25.2% | 2.6 |
|
| 7429 |
MCAV
7429
Meritech Capital Associates V
Palo Alto,
California
| USD 151 M | +USD 10.1 M | +7% | 72.4% | 133% | 2 | 0% | 5.4 |
|
| 7430 |
RAS
7430
RPS Advisory Solutions
Louisville,
Kentucky
| USD 151 M | -USD 25.1 M | -14% | 14.2% | – | 128 | 34.38% | 1 |
|
| 7431 |
PP
7431
Paladin Partners
Hartland,
Wisconsin
| USD 151 M | +USD 12.5 M | +9% | 11% | – | 223 | 8.97% | 0.5 |
|
| 7432 |
MWM
7432
Mittelman Wealth Management
Andover,
Massachusetts
| USD 151 M | -USD 9.19 M | -6% | 8.21% | – | 57 | 15.79% | 1.2 |
|
| 7433 |
WN
7433
Williams & Novak
Westlake Village,
California
| USD 151 M | +USD 17.6 M | +13% | 13.5% | 61.6% | 157 | 15.92% | 1.5 |
|
| 7434 |
MAFA
7434
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| USD 151 M | +USD 15 M | +11% | 12.8% | – | 495 | 16.77% | 1 |
|
| 7435 |
WF
7435
Womack Financial
Dallas,
Texas
| USD 151 M | +USD 15.3 M | +11% | 16.7% | – | 73 | 6.85% | 1.3 |
|
| 7436 |
NFA
7436
Northern Financial Advisors
Bloomfield Hills,
Michigan
| USD 151 M | +USD 14 M | +10% | 21.2% | 109% | 108 | 10.19% | 2.7 |
|
| 7437 |
NCM
7437
Neumann Capital Management
Foster City,
California
| USD 151 M | -USD 188 M | -55% | 11.2% | 89.9% | 106 | 49.06% | 7.5 |
|
| 7438 |
OFA
7438
Orographic Financial Advisors
Avon,
Colorado
| USD 151 M | +USD 10.1 M | +7% | 6.47% | – | 113 | 13.27% | 0.2 |
|
| 7439 |
AFP
7439
ATX Financial Planning
Austin,
Texas
| USD 151 M | +USD 19.5 M | +15% | 12.2% | – | 86 | 9.3% | 0.4 |
|
| 7440 |
HTWM
7440
Hartmann Taylor Wealth Management
Dallas,
Texas
| USD 151 M | -USD 162 k | -0.1% | 9.97% | – | 54 | 0% | 1.1 |
|
| 7441 |
BDCMI
7441
Black Diamond Capital Management I
St. Thomas,
| USD 151 M | +USD 15.3 M | +11% | 7.87% | – | 9 | 22.22% | 0.7 |
|
| 7442 |
RSF
7442
Rik Saylor Financial
Fairfield,
Ohio
| USD 151 M | +USD 19.3 M | +15% | 13.9% | – | 92 | 10.87% | 1.3 |
|
| 7443 |
TMC
7443
Themes Management Co
Greenwich,
Connecticut
| USD 151 M | -USD 11.2 M | -7% | 19.4% | – | 161 | 31.68% | 0.4 |
|
| 7444 |
STFP
7444
Signal Tree Financial Partners
Copley,
Ohio
| USD 151 M | +USD 18.4 M | +14% | 10.2% | – | 54 | 14.81% | 1.2 |
|
| 7445 |
HIC
7445
Hamrick Investment Counsel
Seattle,
Washington
| USD 151 M | -USD 29.7 M | -16% | 7.25% | – | 364 | 51.37% | 0.5 |
|
| 7446 |
AWA
7446
A4 Wealth Advisors
Huntersville,
North Carolina
| USD 151 M | +USD 28.4 M | +23% | 14.9% | – | 119 | 37.82% | 0.5 |
|
| 7447 |
AT
7447
Adelphi Trust
Saint Petersburg,
Florida
| USD 151 M | +USD 27.8 M | +23% | 14.4% | – | 125 | 24.8% | 0.4 |
|
| 7448 |
PAG
7448
Paladin Advisory Group
Clive,
Iowa
| USD 151 M | +USD 19.1 M | +15% | 17.9% | 71.9% | 245 | 2.45% | 2.7 |
|
| 7449 |
SGC
7449
Slocum, Gordon & Co
Newport,
Rhode Island
| USD 151 M | +USD 3.57 M | +2% | 3.15% | 55.2% | 75 | 21.33% | 2 |
|
| 7450 |
SFGM
7450
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
| USD 151 M | +USD 31.9 M | +27% | 22.9% | – | 183 | 16.39% | 0.4 |
|