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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7501 |
7501
Katamaran Capital
London,
United Kingdom
| USD 108 M | +USD 29.9 M | +38% | 18.2% | – | 40 | 60% | 0.3 |
|
| 7502 |
7502
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
| USD 108 M | +USD 14.6 M | +16% | 10.3% | 110% | 41 | 12.2% | 1 |
|
| 7503 |
7503
Kraft Asset Management
Nashville,
Tennessee
| USD 108 M | -USD 1.69 M | -2% | 6.61% | 41% | 48 | 18.75% | 2.3 |
|
| 7504 |
7504
Barington Capital Group
New York
| USD 108 M | +USD 12.4 M | +13% | 3.04% | 71.1% | 11 | 36.36% | 2.4 |
|
| 7505 |
7505
Tandem Financial
Greenwood Village,
Colorado
| USD 107 M | +USD 14.7 M | +16% | 12% | – | 58 | 20.69% | 0.4 |
|
| 7506 |
7506
Lane Generational
Dover,
Massachusetts
| USD 107 M | +USD 19.1 M | +22% | 29% | 148% | 39 | 33.33% | 1.9 |
|
| 7507 |
7507
Connective Capital Management
Palo Alto,
California
| USD 107 M | -USD 1.61 M | -1% | 26.7% | 188% | 67 | 55.22% | 1 |
|
| 7508 |
7508
Vista Cima Wealth Management
Surprise,
Arizona
| USD 107 M | +USD 14.1 M | +15% | 14.5% | – | 53 | 5.66% | 0.5 |
|
| 7509 |
HPM
7509
Hudson Portfolio Management
Garrison,
New York
| USD 107 M | +USD 2.82 M | +3% | 6.48% | – | 115 | 4.35% | 3.1 |
|
| 7510 |
7510
Wealth Advisory Team
Bellevue,
Kentucky
| USD 107 M | – | – | 6.36% | – | 38 | – | 0 |
|
| 7511 |
7511
Brian Low Financial Group
Baton Rouge,
Louisiana
| USD 107 M | – | – | 9.99% | – | 100 | – | 0 |
|
| 7512 |
7512
Magma Venture Partners General Partner
Tel Aviv,
Israel
| USD 107 M | +USD 10.7 M | +11% | 11.1% | 4.7% | 3 | 0% | 3.5 |
|
| 7513 |
7513
NDVR Inc
Boston,
Massachusetts
| USD 107 M | +USD 8.67 M | +9% | 9.78% | – | 111 | 15.32% | 1 |
|
| 7514 |
7514
Pacific Capital Partners
London,
| USD 107 M | -USD 51.4 M | -33% | 5.24% | 49.8% | 43 | 18.6% | 1 |
|
| 7515 |
7515
Midwestern Financial
Iowa City,
Iowa
| USD 107 M | – | – | 7.16% | – | 54 | – | 0 |
|
| 7516 |
7516
Safe Harbor Fiduciary
Pensacola,
Florida
| USD 107 M | +USD 9.9 M | +10% | 7.19% | – | 271 | 30.26% | 0.6 |
|
| 7517 |
7517
Severin Investments
St. Louis,
Missouri
| USD 107 M | +USD 6.67 M | +7% | 11.9% | – | 205 | 26.83% | 0.4 |
|
| 7518 |
7518
Sentinel Wealth Management
Reston,
Virginia
| USD 106 M | – | – | 6.82% | – | 39 | – | 0 |
|
| 7519 |
7519
Surience Private Wealth
Yakima,
Washington
| USD 106 M | +USD 48.9 M | +85% | 24.8% | 169% | 44 | 70.45% | 0.4 |
|
| 7520 |
7520
Diker Management
New York
| USD 106 M | +USD 22.9 M | +27% | 18.7% | 210% | 40 | 40% | 2.5 |
|
| 7521 |
7521
Sincerus Advisory
New York
| USD 106 M | +USD 11.6 M | +12% | 7.51% | – | 67 | 7.46% | 0.5 |
|
| 7522 |
7522
Semitam Bonam
Goshen,
New York
| USD 106 M | – | – | 6.02% | – | 45 | – | 0 |
|
| 7523 |
7523
Golden Bell Financial Planning
Alpharetta,
Georgia
| USD 106 M | +USD 3.22 M | +3% | 4.49% | – | 35 | 5.71% | 0.5 |
|
| 7524 |
7524
Fiduciary Wealth Partners
Boston,
Massachusetts
| USD 106 M | -USD 9.6 M | -8% | 9.62% | – | 81 | 33.33% | 1 |
|
| 7525 |
7525
BLVD Private Wealth
Prospect,
Kentucky
| USD 106 M | – | – | 16.1% | – | 73 | – | 0 |
|