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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8176 |
SSA
8176
Shepherd Street Advisors
Larkspur,
California
| USD 114 M | +USD 12.5 M | +12% | 17.8% | – | 90 | 8.89% | 0.5 |
|
| 8177 |
LG
8177
Lane Generational
Dover,
Massachusetts
| USD 114 M | -USD 11.7 M | -9% | 20.5% | 148% | 48 | 29.17% | 1.9 |
|
| 8178 |
SFO
8178
Standard Family Office
Sioux Falls,
South Dakota
| USD 114 M | +USD 17 M | +18% | 14.3% | 67.6% | 31 | 0% | 2.2 |
|
| 8179 |
RPC
8179
Royal Palms Capital
Whitefish,
Montana
| USD 114 M | +USD 12.8 M | +13% | 12.7% | – | 57 | 12.28% | 0.4 |
|
| 8180 |
SPW
8180
Surience Private Wealth
Yakima,
Washington
| USD 114 M | +USD 20.5 M | +22% | 12.7% | 169% | 57 | 50.88% | 0.4 |
|
| 8181 |
RSEWM
8181
River's Edge Wealth Management
Beaver,
Pennsylvania
| USD 114 M | +USD 7.11 M | +7% | 11.4% | – | 46 | 4.35% | 0.5 |
|
| 8182 |
IIM
8182
IFC & Insurance Marketing
Auburn,
California
| USD 114 M | +USD 17.8 M | +19% | 13% | – | 83 | 19.28% | 0.4 |
|
| 8183 |
MBC
8183
Michael Brady & Co
Westlake,
Ohio
| USD 113 M | +USD 13.8 M | +14% | 13.4% | – | 58 | 6.9% | 0.5 |
|
| 8184 |
ABG
8184
Ally Bridge Group
New York
| USD 113 M | -USD 10.7 M | -9% | 16% | 826% | 39 | 66.67% | 0.4 |
|
| 8185 |
IA
8185
Invested Advisors
State College,
Pennsylvania
| USD 113 M | +USD 14 M | +14% | 11.9% | – | 162 | 20.99% | 0.5 |
|
| 8186 |
LAM
8186
Lotus Asset Management
Nashville,
Tennessee
| USD 113 M | – | – | 15.9% | – | 43 | – | 0 |
|
| 8187 |
CPA
8187
Clear Point Advisors
Melville,
New York
| USD 113 M | -USD 16.2 M | -13% | 10.2% | – | 132 | 72.73% | 0.8 |
|
| 8188 |
OCM
8188
Objective Capital Management
Pepper Pike,
Ohio
| USD 113 M | +USD 13.5 M | +14% | 14% | – | 109 | 18.35% | 2.5 |
|
| 8189 |
AWA
8189
Ark Wealth Advisors
Yorba Linda,
California
| USD 113 M | +USD 11.7 M | +12% | 13% | – | 89 | 12.36% | 0.4 |
|
| 8190 |
TWS
8190
Thomas W. Smith
| USD 113 M | +USD 11.4 M | +11% | 41.9% | – | 5 | 0% | 9.9 |
|
| 8191 |
OFP
8191
OFC Financial Planning
Short Hills,
New Jersey
| USD 113 M | +USD 10.8 M | +11% | 12.8% | – | 60 | 13.33% | 1.4 |
|
| 8192 |
AWMA
8192
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| USD 113 M | +USD 11.1 M | +11% | 10.6% | – | 26 | 15.38% | 0.4 |
|
| 8193 |
BAM
8193
Broyhill Asset Management
Charlotte,
North Carolina
| USD 112 M | +USD 4.24 M | +4% | 8.5% | – | 80 | 11.25% | 1.1 |
|
| 8194 |
MRP
8194
Measured Risk Portfolios
San Diego,
California
| USD 112 M | +USD 21 M | +23% | 7.5% | – | 69 | 13.04% | 1.3 |
|
| 8195 |
ASCM
8195
Adkins Seale Capital Management
Shreveport,
Louisiana
| USD 112 M | +USD 11.1 M | +11% | 13.9% | – | 238 | 5.46% | 0.5 |
|
| 8196 |
VPW
8196
Vericrest Private Wealth
Newtown,
Pennsylvania
| USD 112 M | +USD 905 k | +0.8% | 11.9% | – | 46 | 19.57% | 2.3 |
|
| 8197 |
TIA
8197
Teucrium Investment Advisors
Burlington,
Vermont
| USD 112 M | -USD 16.6 M | -13% | 18.3% | – | 68 | 69.12% | 0.2 |
|
| 8198 |
CCM
8198
Chicago Capital Management
Chicago,
Illinois
| USD 112 M | -USD 8.41 M | -7% | 18.9% | 295% | 37 | 56.76% | 0.4 |
|
| 8199 |
EGP
8199
Emergence GP Partners
San Francisco,
California
| USD 112 M | +USD 800 k | +0.7% | 0.9% | – | 4 | 0% | 3.4 |
|
| 8200 |
DFG
8200
DWM Financial Group
Palatine,
Illinois
| USD 112 M | – | – | 4.32% | – | 40 | – | 1.1 |
|