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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7601 |
BJF
7601
Blue Jean Financial
Albany,
New York
| USD 144 M | +USD 22.3 M | +18% | 19.3% | – | 106 | 69.81% | 0.2 |
|
| 7602 |
FF
7602
Fox Financial
Wyomissing,
Pennsylvania
| USD 144 M | +USD 21.1 M | +17% | 19.4% | – | 12 | 8.33% | 2.3 |
|
| 7603 |
WWM
7603
Woodside Wealth Management
Framingham,
Massachusetts
| USD 144 M | +USD 15.5 M | +12% | 11.8% | – | 46 | 6.52% | 1.1 |
|
| 7604 |
ACP
7604
Acuta Capital Partners
Redwood City,
California
| USD 143 M | +USD 1.74 M | +1% | 22.5% | 7,269% | 32 | 43.75% | 1 |
|
| 7605 |
FPC
7605
Flax Pond Capital
Falmouth,
Massachusetts
| USD 143 M | +USD 19.2 M | +15% | 12.7% | – | 68 | 26.47% | 0.4 |
|
| 7606 |
AVA
7606
Atlas Venture Advisors
Boston,
Massachusetts
| USD 143 M | +USD 21.8 M | +18% | 18.3% | 29.2% | 3 | 0% | 6.7 |
|
| 7607 |
BOM
7607
Bank of Marin
Novato,
California
| USD 143 M | +USD 6.38 M | +5% | 17.3% | 80.3% | 143 | 12.59% | 3 |
|
| 7608 |
PWM
7608
Pathway Wealth Management
Dallas,
Texas
| USD 143 M | +USD 37.6 M | +36% | 66.1% | – | 33 | 15.15% | 0.4 |
|
| 7609 |
JPT
7609
Jordan Park Trust
Portsmouth,
New Hampshire
| USD 143 M | +USD 12.3 M | +9% | 2.66% | – | 15 | 6.67% | 1.2 |
|
| 7610 |
ICMP
7610
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| USD 143 M | -USD 7.08 M | -5% | 7.22% | 39.7% | 60 | 11.67% | 3.1 |
|
| 7611 |
SAM
7611
Sectoral Asset Management
Montreal,
Quebec, Canada
| USD 143 M | +USD 22.6 M | +19% | 21.2% | 168% | 91 | 25.27% | 2.8 |
|
| 7612 |
SL
7612
Sonnipe Ltd
Douglas,
Isle Of Man
| USD 143 M | +USD 6.49 M | +5% | 4.75% | 57.8% | 1 | 0% | 3.5 |
|
| 7613 |
MA
7613
Maxele Advisors
Webster Groves,
Missouri
| USD 143 M | – | – | 22% | – | 98 | – | 3.3 |
|
| 7614 |
VAM
7614
Vienna Asset Management
Saratoga,
California
| USD 143 M | +USD 14.3 M | +11% | 13.6% | – | 86 | 45.35% | 1.3 |
|
| 7615 |
GC
7615
Grizzlyrock Capital
Chicago,
Illinois
| USD 143 M | +USD 16.7 M | +13% | 19.4% | – | 22 | 27.27% | 0.9 |
|
| 7616 |
CC
7616
Commons Capital
Needham,
Massachusetts
| USD 143 M | +USD 23.3 M | +20% | 17.3% | 137% | 100 | 19% | 1.9 |
|
| 7617 |
MC
7617
Matters Capital
Miami,
Florida
| USD 143 M | +USD 30.1 M | +27% | 25.7% | – | 78 | 21.79% | 0.4 |
|
| 7618 |
CP
7618
Camelot Portfolios
Maumee,
Ohio
| USD 143 M | +USD 7.65 M | +6% | 7.69% | 41.3% | 215 | 15.35% | 3.3 |
|
| 7619 |
MF
7619
Midwestern Financial
Iowa City,
Iowa
| USD 143 M | +USD 15.7 M | +12% | 9.62% | – | 54 | 0% | 1 |
|
| 7620 |
SVBP
7620
Strategic Value Bank Partners
Cleveland,
Ohio
| USD 143 M | -USD 43.3 M | -23% | 11.1% | 98.1% | 15 | 40% | 2.8 |
|
| 7621 |
WKSWA
7621
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| USD 143 M | +USD 24.1 M | +20% | 16.1% | 111% | 95 | 21.05% | 2.4 |
|
| 7622 |
LF
7622
LifePlan Financial
Mankato,
Minnesota
| USD 143 M | +USD 7.45 M | +6% | 11.7% | 69.9% | 92 | 13.04% | 1.8 |
|
| 7623 |
GCG
7623
Gilbert Capital Group
North Yarmouth,
Maine
| USD 143 M | +USD 13.3 M | +10% | 14.5% | – | 63 | 30.16% | 0.7 |
|
| 7624 |
GPCM
7624
Guardsman Private Capital Management
Sarasota,
Florida
| USD 143 M | +USD 14.7 M | +11% | 11.4% | – | 44 | 4.55% | 0.5 |
|
| 7625 |
TCPW
7625
Twin City Private Wealth
Winston-Salem,
North Carolina
| USD 143 M | +USD 10.8 M | +8% | 9.23% | – | 106 | 11.32% | 1.8 |
|