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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 |
7426
Avant Financial Advisors
Austin,
Texas
| USD 139 M | +USD 6.39 M | +5% | 2.02% | – | 68 | 5.88% | 0.9 |
|
| 7427 |
7427
EIG Asset Management
Washington,
District of Columbia
| USD 139 M | – | – | 3.35% | – | 1 | – | 0 |
|
| 7428 |
RCM
7428
RMR Capital Management
Tustin,
California
| USD 139 M | -USD 4.22 M | -3% | 2.59% | 57% | 82 | 12.2% | 1.7 |
|
| 7429 |
7429
Partnership Wealth Management
Towson,
Maryland
| USD 139 M | +USD 9.09 M | +7% | 8.34% | 67.6% | 71 | 5.63% | 1.8 |
|
| 7430 |
TM
7430
TFJ Management
Somerville,
Massachusetts
| USD 139 M | -USD 9.5 M | -6% | 4.75% | – | 11 | 18.18% | 0.8 |
|
| 7431 |
7431
Prota Financial
Houston,
Texas
| USD 139 M | – | – | 1.83% | – | 67 | – | 0 |
|
| 7432 |
7432
Shum Financial Group
Alameda,
California
| USD 139 M | +USD 4.8 M | +4% | 2.38% | – | 95 | 4.21% | 1.1 |
|
| 7433 |
7433
Renaissance Capital
Stamford,
Connecticut
| USD 139 M | -USD 39.6 M | -22% | 5.11% | 392% | 41 | 29.27% | 0.9 |
|
| 7434 |
7434
Aflac Inc
Columbus,
Georgia
| USD 139 M | -USD 22.7 M | -14% | 14% | 13.4% | 3 | 0% | 3.3 |
|
| 7435 |
7435
Murphy & Mullick Capital Management
Smithtown,
New York
| USD 139 M | +USD 3.91 M | +3% | 2.88% | – | 857 | 22.87% | 0.7 |
|
| 7436 |
7436
Lakehouse Capital
Sydney NSW,
Australia
| USD 139 M | -USD 25 M | -15% | 10.2% | 87.4% | 15 | 26.67% | 3.4 |
|
| 7437 |
7437
Nalls Sherbakoff Group
Knoxville,
Tennessee
| USD 139 M | -USD 9.6 M | -6% | 4.15% | – | 461 | 11.93% | 4.2 |
|
| 7438 |
7438
Persium Advisors
Atlanta,
Georgia
| USD 139 M | +USD 3.83 M | +3% | 1.9% | – | 70 | 20% | 0.8 |
|
| 7439 |
7439
Leibman Financial Services
Louisville,
Nebraska
| USD 139 M | +USD 6.86 M | +5% | 3.11% | 59.2% | 55 | 20% | 1.3 |
|
| 7440 |
7440
Clayton Partners
Berkeley,
California
| USD 138 M | +USD 6.6 M | +5% | 5.9% | 109% | 43 | 27.91% | 2.3 |
|
| 7441 |
7441
Trace Wealth Advisors
Los Angeles,
California
| USD 138 M | +USD 4.64 M | +3% | 2.96% | – | 72 | 8.33% | 0.8 |
|
| 7442 |
BCM
7442
Beartown Capital Management
Huntington Woods,
Michigan
| USD 138 M | – | – | 10.3% | – | 43 | – | 0 |
|
| 7443 |
7443
Polaris Investment Advisors
Framingham,
Massachusetts
| USD 138 M | – | – | 3.48% | – | 73 | – | 0 |
|
| 7444 |
7444
Diamant Asset Management
Ridgefield,
Connecticut
| USD 138 M | +USD 2.56 M | +2% | 4.12% | 66.9% | 73 | 5.48% | 6.1 |
|
| 7445 |
7445
BAM Wealth Management
Lakewood,
Colorado
| USD 138 M | +USD 9.17 M | +7% | 2.4% | – | 178 | 28.65% | 0.2 |
|
| 7446 |
7446
Elser Financial Planning
Indianapolis,
Indiana
| USD 138 M | +USD 55.3 M | +67% | 8.73% | – | 82 | 18.29% | 1.1 |
|
| 7447 |
7447
IDG China Venture Capital Fund V Associates
Hong Kong
| USD 138 M | -USD 19.7 M | -12% | 11.4% | 7.34% | 1 | 0% | 4 |
|
| 7448 |
7448
AllStreet Capital Advisors
Los Angeles,
California
| USD 138 M | – | – | 0.57% | – | 66 | – | 0 |
|
| 7449 |
7449
Lane Brothers & Co
Prescott,
Arizona
| USD 138 M | – | – | 1.65% | – | 83 | – | 0 |
|
| 7450 |
7450
SageOak Financial
Tulsa,
Oklahoma
| USD 138 M | +USD 2.2 M | +2% | 1.32% | – | 33 | 3.03% | 0.9 |
|