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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7451 |
7451
Black Diamond Capital Management I
St. Thomas,
| USD 151 M | +USD 15.3 M | +11% | 7.87% | – | 9 | 22.22% | 0.7 |
|
| 7452 |
7452
Rik Saylor Financial
Fairfield,
Ohio
| USD 151 M | +USD 19.3 M | +15% | 13.9% | – | 92 | 10.87% | 1.3 |
|
| 7453 |
7453
Themes Management Co
Greenwich,
Connecticut
| USD 151 M | -USD 11.2 M | -7% | 19.4% | – | 161 | 31.68% | 0.4 |
|
| 7454 |
7454
Signal Tree Financial Partners
Copley,
Ohio
| USD 151 M | +USD 18.4 M | +14% | 10.2% | – | 54 | 14.81% | 1.2 |
|
| 7455 |
7455
Hamrick Investment Counsel
Seattle,
Washington
| USD 151 M | -USD 29.7 M | -16% | 7.25% | – | 364 | 51.37% | 0.5 |
|
| 7456 |
7456
A4 Wealth Advisors
Huntersville,
North Carolina
| USD 151 M | +USD 28.4 M | +23% | 14.9% | – | 119 | 37.82% | 0.5 |
|
| 7457 |
7457
Adelphi Trust
Saint Petersburg,
Florida
| USD 151 M | +USD 27.8 M | +23% | 14.4% | – | 125 | 24.8% | 0.4 |
|
| 7458 |
7458
Paladin Advisory Group
Clive,
Iowa
| USD 151 M | +USD 19.1 M | +15% | 17.9% | 71.9% | 245 | 2.45% | 2.7 |
|
| 7459 |
7459
Slocum, Gordon & Co
Newport,
Rhode Island
| USD 151 M | +USD 3.57 M | +2% | 3.15% | 65.3% | 75 | 21.33% | 2 |
|
| 7460 |
7460
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
| USD 151 M | +USD 31.9 M | +27% | 22.9% | – | 183 | 16.39% | 0.4 |
|
| 7461 |
CFG
7461
Chapman Financial Group
Kailua,
Hawaii
| USD 150 M | +USD 10.7 M | +8% | 11.6% | – | 270 | 5.56% | 1.2 |
|
| 7462 |
7462
Richard Young Associates
Augusta,
Georgia
| USD 150 M | +USD 18.8 M | +14% | 13.2% | – | 31 | 25.81% | 0.4 |
|
| 7463 |
7463
Leibman Financial Services
Louisville,
Nebraska
| USD 150 M | +USD 14.2 M | +10% | 10.7% | 59.2% | 53 | 20.75% | 1.5 |
|
| 7464 |
7464
Quattro Advisors
Pittsburgh,
Pennsylvania
| USD 150 M | +USD 34.9 M | +30% | 24.1% | – | 60 | 18.33% | 0.4 |
|
| 7465 |
7465
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| USD 150 M | +USD 15.1 M | +11% | 19.5% | – | 88 | 36.36% | 1.2 |
|
| 7466 |
7466
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| USD 150 M | -USD 6.42 M | -4% | 12.6% | – | 60 | 11.67% | 3.9 |
|
| 7467 |
PIP
7467
PB Investment Partners
Burlingame,
California
| USD 150 M | +USD 23.2 M | +18% | 15.7% | 81.1% | 10 | 10% | 2.6 |
|
| 7468 |
7468
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| USD 150 M | +USD 32.2 M | +27% | 45.2% | 740% | 2 | 0% | 4.5 |
|
| 7469 |
NMCM
7469
Nicholson Meyer Capital Management
Kansas City,
Missouri
| USD 150 M | +USD 19.8 M | +15% | 15.4% | – | 46 | 8.7% | 1.1 |
|
| 7470 |
7470
Bridger Management
New York
| USD 150 M | +USD 22.1 M | +17% | 21.8% | 103% | 29 | 34.48% | 2.1 |
|
| 7471 |
7471
Kennondale Capital Management
Richmond,
Virginia
| USD 150 M | +USD 11.4 M | +8% | 12.1% | – | 80 | 2.5% | 1.3 |
|
| 7472 |
7472
Turn8 Private Wealth
Pointe Claire,
| USD 150 M | -USD 10.2 M | -6% | 10.5% | – | 61 | 27.87% | 0.9 |
|
| 7473 |
7473
PW Advisors
Tallahassee,
Florida
| USD 150 M | +USD 16.3 M | +12% | 9.08% | – | 37 | 8.11% | 0.4 |
|
| 7474 |
7474
Sankala Group
Lyons,
Colorado
| USD 150 M | +USD 27.4 M | +22% | 8.8% | – | 655 | 18.93% | 0.4 |
|
| 7475 |
7475
Sovereign's Capital Management
Atlanta,
Georgia
| USD 150 M | +USD 13.9 M | +10% | 17.5% | – | 76 | 7.89% | 1.3 |
|