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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7676 |
AA
7676
Armor Advisors
New York
| USD 140 M | -USD 158 M | -53% | 6.13% | 78.5% | 19 | 21.05% | 1.2 |
|
| 7677 |
DWA
7677
Delta Wealth Advisors
Indianapolis,
Indiana
| USD 140 M | +USD 8.58 M | +7% | 9.83% | – | 47 | 4.26% | 1.6 |
|
| 7678 |
MWM
7678
MFG Wealth Management
Indianapolis,
Indiana
| USD 140 M | +USD 19.2 M | +16% | 22.4% | – | 70 | 22.86% | 0.8 |
|
| 7679 |
AUIM
7679
Aegon USA Investment Management
Cedar Rapids,
Iowa
| USD 140 M | +USD 11.9 M | +9% | 11.9% | 39.9% | 42 | 4.76% | 2.1 |
|
| 7680 |
SAM
7680
Stenahm Asset Management
Guernsey
| USD 140 M | -USD 66.2 M | -32% | 6.35% | – | 22 | 50% | 1.8 |
|
| 7681 |
OCA
7681
Odyssey Capital Advisors
Bala Cynwyd,
Pennsylvania
| USD 140 M | +USD 28 M | +25% | 22.1% | – | 106 | 13.21% | 0.4 |
|
| 7682 |
NL
7682
NorthAvenue LLC
Columbus,
Ohio
| USD 140 M | +USD 13.8 M | +11% | 8.4% | – | 325 | 21.54% | 0.4 |
|
| 7683 |
SMCM
7683
Sky-Mountain Capital Management
Ketchum,
Idaho
| USD 140 M | +USD 192 k | +0.1% | 3.49% | – | 41 | 12.2% | 1 |
|
| 7684 |
TCCM
7684
Two Creeks Capital Management
New York
| USD 140 M | -USD 834 M | -86% | 15.7% | 38.8% | 23 | 47.83% | 3.5 |
|
| 7685 |
SEA
7685
Stegent Equity Advisors
Houston,
Texas
| USD 140 M | +USD 22.2 M | +19% | 10.7% | 96.4% | 125 | 29.6% | 1.9 |
|
| 7686 |
PAM
7686
PCG Asset Management
Gladstone,
New Jersey
| USD 140 M | +USD 14.4 M | +12% | 14.4% | – | 85 | 9.41% | 1.3 |
|
| 7687 |
BIO
7687
Blue Investment Opportunities
Miami Beach,
Florida
| USD 140 M | -USD 17.3 M | -11% | 11% | – | 1 | 0% | 1.3 |
|
| 7688 |
CPC
7688
Cadia Private Client
Parsippany,
New Jersey
| USD 139 M | +USD 16.1 M | +13% | 11.4% | – | 84 | 19.05% | 0.4 |
|
| 7689 |
AFC
7689
Ares Financial Consulting
Calabasas,
California
| USD 139 M | +USD 12.1 M | +10% | 12.9% | – | 1,171 | 12.3% | 0.4 |
|
| 7690 |
BCP
7690
Balance Capital Partners
New York
| USD 139 M | +USD 51.4 M | +58% | 41.8% | – | 13 | 76.92% | 0.1 |
|
| 7691 |
HFA
7691
Hershey Financial Advisers
Lancaster,
Pennsylvania
| USD 139 M | +USD 23.4 M | +20% | 42.3% | – | 107 | 45.79% | 0.7 |
|
| 7692 |
HWM
7692
HBE Wealth Management
Lincoln,
Nebraska
| USD 139 M | +USD 24.5 M | +21% | 10.6% | – | 61 | 16.39% | 0.4 |
|
| 7693 |
BAM
7693
Brickwood Asset Management
London,
United Kingdom
| USD 139 M | +USD 5.93 M | +4% | 9.37% | – | 12 | 33.33% | 0.6 |
|
| 7694 |
PU
7694
Petiole USA
New York
| USD 139 M | -USD 3.86 M | -3% | 16.8% | 105% | 32 | 3.13% | 3.4 |
|
| 7695 |
SFG
7695
Synergy Financial Group
San Ramon,
California
| USD 139 M | +USD 5.88 M | +4% | 21.4% | 133% | 133 | 18.05% | 2.5 |
|
| 7696 |
LAA
7696
Liberty Atlantic Advisors
Allen,
Texas
| USD 139 M | +USD 22 M | +19% | 7.01% | – | 86 | 15.12% | 0.4 |
|
| 7697 |
SF
7697
SeedSafe Financial
Austin,
Texas
| USD 139 M | +USD 17.4 M | +14% | 8.98% | – | 40 | 17.5% | 0.4 |
|
| 7698 |
BIS
7698
BG Investment Services
Hagatna,
Guam
| USD 139 M | +USD 18.4 M | +15% | 12.2% | – | 53 | 11.32% | 1.7 |
|
| 7699 |
KAM
7699
Karani Asset Management
New York
| USD 139 M | +USD 16.6 M | +14% | 29.6% | – | 63 | 23.81% | 1.7 |
|
| 7700 |
NMC
7700
New Mountain Capital
New York
| USD 139 M | +USD 28.8 M | +26% | 26.3% | 64.8% | 1 | 0% | 3.8 |
|