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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7651 |
PAM
7651
PartnerRe Asset Management
Greenwich,
Connecticut
| USD 142 M | +USD 3.49 M | +3% | 2.69% | – | 2 | 0% | 0.5 |
|
| 7652 |
MW
7652
Merited Wealth
North Bay Village,
Florida
| USD 141 M | +USD 20.8 M | +17% | 12.5% | – | 79 | 7.59% | 0.5 |
|
| 7653 |
NA
7653
Nestegg Advisors
Hauppauge,
New York
| USD 141 M | +USD 27.5 M | +24% | 12.8% | – | 56 | 14.29% | 1.2 |
|
| 7654 |
SA
7654
Spectrum Advisors
Plano,
Texas
| USD 141 M | +USD 14.8 M | +12% | 8.93% | – | 56 | 12.5% | 0.2 |
|
| 7655 |
VA
7655
Veratis Advisors
Cary,
North Carolina
| USD 141 M | – | – | 9.84% | – | 84 | – | 0.4 |
|
| 7656 |
ACM
7656
Alessandra Capital Management
Torrance,
California
| USD 141 M | +USD 24 M | +20% | 25.9% | – | 134 | 21.64% | 0.4 |
|
| 7657 |
SAP
7657
Strategic Advisory Partners
Greensboro,
North Carolina
| USD 141 M | +USD 14.1 M | +11% | 8.65% | – | 101 | 62.38% | 0.4 |
|
| 7658 |
SWP
7658
SIMA Wealth Partners
North Chesterfield,
Virginia
| USD 141 M | +USD 9.8 M | +7% | 10.3% | – | 131 | 0.76% | 1.9 |
|
| 7659 |
CDWM
7659
Campbell Deegan Wealth Management
Richmond,
Virginia
| USD 141 M | +USD 16.1 M | +13% | 10.7% | – | 58 | 12.07% | 1.1 |
|
| 7660 |
BCWM
7660
Ball & Co Wealth Management
Franklin,
Tennessee
| USD 141 M | +USD 21.5 M | +18% | 5.94% | – | 90 | 31.11% | 1.2 |
|
| 7661 |
AFC
7661
Avise Financial Cooperative
Los Angeles,
California
| USD 141 M | +USD 20.1 M | +17% | 10.5% | – | 121 | 21.49% | 0.4 |
|
| 7662 |
SPA
7662
Sound Portfolio Advisors
Mystic,
Connecticut
| USD 141 M | +USD 17.8 M | +14% | 10.4% | – | 50 | 16% | 0.4 |
|
| 7663 |
MW
7663
Marrick Wealth
Irvine,
California
| USD 141 M | +USD 21.9 M | +18% | 11.9% | – | 65 | 24.62% | 0.4 |
|
| 7664 |
NSG
7664
Nalls Sherbakoff Group
Knoxville,
Tennessee
| USD 141 M | +USD 4.74 M | +3% | 10.8% | – | 422 | 12.32% | 5 |
|
| 7665 |
POIA
7665
Pin Oak Investment Advisors
Houston,
Texas
| USD 141 M | -USD 830 k | -0.6% | 9.71% | 62.7% | 602 | 22.92% | 3.8 |
|
| 7666 |
PBRA
7666
Pine Brook Road Advisors
Bedford,
New York
| USD 140 M | +USD 2.72 M | +2% | 27.4% | – | 1 | 0% | 2.5 |
|
| 7667 |
FL
7667
Fourthstone LLC
St Louis,
Missouri
| USD 140 M | -USD 449 M | -76% | 14% | 104% | 68 | 72.06% | 1.5 |
|
| 7668 |
CCM
7668
Cobalt Capital Management
Short Hills,
New Jersey
| USD 140 M | -USD 38.1 M | -21% | 32.1% | 235% | 37 | 64.86% | 0.7 |
|
| 7669 |
ECM
7669
Ethos Capital Management
Newtown,
Pennsylvania
| USD 140 M | +USD 23.9 M | +20% | 31.5% | – | 64 | 20.31% | 0.4 |
|
| 7670 |
GCM
7670
Graver Capital Management
Columbus,
Ohio
| USD 140 M | +USD 8.74 M | +7% | 11.1% | – | 26 | 3.85% | 1.4 |
|
| 7671 |
MPCA
7671
Madison Park Capital Advisors
Seattle,
Washington
| USD 140 M | +USD 13.1 M | +10% | 10.2% | – | 67 | 10.45% | 1.8 |
|
| 7672 |
WAU
7672
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
| USD 140 M | -USD 29.4 M | -17% | 10.8% | – | 737 | 16.28% | 0.5 |
|
| 7673 |
LSC
7673
Lesa Sroufe & Co
Seattle,
Washington
| USD 140 M | -USD 6.68 M | -5% | 0.85% | – | 74 | 17.57% | 5.3 |
|
| 7674 |
VWM
7674
Vigil Wealth Management
Ponte Vedra Beach,
Florida
| USD 140 M | +USD 16.5 M | +13% | 12.1% | – | 82 | 9.76% | 0.5 |
|
| 7675 |
MCFP
7675
Mallini Complete Financial Planning
Gainesville,
Florida
| USD 140 M | +USD 13.9 M | +11% | 8.53% | – | 70 | 4.29% | 1.1 |
|