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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8076 |
8076
Kitching Partners
Conshohocken,
Pennsylvania
| USD 110 M | +USD 3.7 M | +3% | 2.2% | 45.8% | 47 | 27.66% | 1.1 |
|
| 8077 |
SCP
8077
SymBiosis Capital Partners
Bentonville,
Arkansas
| USD 109 M | – | – | 20.6% | – | 11 | – | 0 |
|
| 8078 |
8078
21 West Wealth Management
Tustin,
California
| USD 109 M | +USD 4.01 M | +4% | 1.54% | – | 64 | 12.5% | 0.5 |
|
| 8079 |
8079
Strategic Financial Concepts
San Antonio,
Texas
| USD 109 M | -USD 579 M | -84% | 2.14% | 56.8% | 324 | 79.01% | 1.2 |
|
| 8080 |
8080
Sawyer Falduto Asset Management
Elmhurst,
Illinois
| USD 109 M | – | – | 1.89% | – | 260 | – | 0 |
|
| 8081 |
8081
Shuttleworth & Co
Powell,
Ohio
| USD 109 M | -USD 866 k | -0.8% | 0.05% | – | 64 | 9.38% | 0.2 |
|
| 8082 |
8082
DRH Investments
Thousand Oaks,
California
| USD 109 M | -USD 637 k | -0.6% | 7.61% | 81.2% | 16 | 31.25% | 2.5 |
|
| 8083 |
8083
Green Alpha Advisors
Niwot,
Colorado
| USD 109 M | +USD 5.55 M | +5% | 8.27% | 316% | 121 | 20.66% | 3.1 |
|
| 8084 |
BCG
8084
BRIA Capital Group
Wesley Chapel,
Florida
| USD 109 M | – | – | 2.38% | – | 53 | – | 0 |
|
| 8085 |
8085
10Elms LLP
Tulsa,
Oklahoma
| USD 109 M | -USD 2.15 M | -2% | 1.76% | – | 477 | 2.94% | 0.9 |
|
| 8086 |
8086
Red Tree Management
Redwood City,
California
| USD 109 M | +USD 26.1 M | +32% | 43.4% | – | 3 | 0% | 1 |
|
| 8087 |
8087
Fund Advisors of America Inc
Orland,
Florida
| USD 109 M | – | – | 2.79% | – | 119 | – | 0 |
|
| 8088 |
8088
Pandowealth
Peachtree City,
Georgia
| USD 109 M | – | – | 2.03% | – | 19 | – | 0 |
|
| 8089 |
8089
Bedminster
Bluffton,
South Carolina
| USD 109 M | – | – | 1.73% | – | 53 | – | 0 |
|
| 8090 |
8090
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| USD 109 M | +USD 10.7 M | +11% | 1.69% | 50.6% | 78 | 26.92% | 1.4 |
|
| 8091 |
8091
Smith Partners Wealth Management
Greensboro,
North Carolina
| USD 109 M | – | – | 1.04% | – | 78 | – | 0 |
|
| 8092 |
8092
City Center Advisors LLC
Troy,
Michigan
| USD 109 M | +USD 5.81 M | +6% | 2.43% | – | 192 | 33.33% | 0.9 |
|
| 8093 |
8093
Snowwater Investment Partners
Fairfield,
Connecticut
| USD 109 M | – | – | 6.42% | – | 91 | – | 0 |
|
| 8094 |
8094
MSD Partners
New York
| USD 109 M | -USD 42.3 M | -28% | 26.4% | 3.5% | 7 | 0% | 2.3 |
|
| 8095 |
8095
Granite Islands Private Wealth
Guilford,
Connecticut
| USD 109 M | – | – | 3.24% | – | 81 | – | 0 |
|
| 8096 |
8096
Wolfstich Capital
Medfield,
Massachusetts
| USD 109 M | +USD 59.5 M | +121% | 2.1% | – | 21 | 57.14% | 0.5 |
|
| 8097 |
8097
Auctus Advisors
Charlotte,
North Carolina
| USD 108 M | – | – | 3.67% | – | 26 | – | 0 |
|
| 8098 |
8098
Cedrus Wealth Group LLC
Andover,
Minnesota
| USD 108 M | – | – | 17.6% | – | 48 | – | 0 |
|
| 8099 |
8099
AWH Capital
Dallas,
Texas
| USD 108 M | +USD 12.5 M | +13% | 10.9% | 183% | 22 | 9.09% | 2.8 |
|
| 8100 |
8100
OakTrust Wealth Advisors
Wilton,
Connecticut
| USD 108 M | – | – | 0.94% | – | 68 | – | 0 |
|