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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8276 |
8276
SPWM Advisors
Traverse City,
Michigan
| USD 108 M | -USD 6.94 M | -6% | 10.2% | – | 98 | 13.27% | 0.4 |
|
| 8277 |
8277
Michelson Medical Research Foundation
Los Angeles,
California
| USD 108 M | +USD 9.7 M | +10% | 12.8% | 52.2% | 23 | 17.39% | 2.1 |
|
| 8278 |
BC
8278
Bayforest Capital
London,
United Kingdom
| USD 108 M | +USD 18.9 M | +21% | 20.5% | – | 1,251 | 56.43% | 0.4 |
|
| 8279 |
8279
Schuylkill Financial
Wyomissing,
Pennsylvania
| USD 108 M | – | – | 11.6% | – | 66 | – | 0 |
|
| 8280 |
8280
Yorktown Energy Partners XI
New York
| USD 108 M | -USD 33.4 M | -24% | 12.3% | 105% | 4 | 0% | 4.5 |
|
| 8281 |
YF
8281
Yu Fan
| USD 108 M | +USD 10.9 M | +11% | 21.6% | 42.7% | 8 | 0% | 0.9 |
|
| 8282 |
8282
Walsky Investment Management
Wyomissing,
Pennsylvania
| USD 108 M | +USD 9.7 M | +10% | 13.2% | – | 54 | 11.11% | 0.5 |
|
| 8283 |
8283
Aspirean Wealth
Mill Valley,
California
| USD 108 M | +USD 15.5 M | +17% | 10.2% | – | 20 | 10% | 0.5 |
|
| 8284 |
8284
Retireful LLC
Haslett,
Michigan
| USD 107 M | +USD 36.5 M | +51% | 76.8% | 437% | 121 | 63.64% | 0.4 |
|
| 8285 |
MPEM
8285
Marathon Partners Equity Management
New York
| USD 107 M | +USD 18.9 M | +21% | 31.7% | – | 21 | 38.1% | 2 |
|
| 8286 |
8286
Gainline Financial Partners
Louisville,
Colorado
| USD 107 M | – | – | 11.8% | – | 56 | – | 0 |
|
| 8287 |
8287
Burkett Asset Management
Victoria,
| USD 107 M | +USD 5.53 M | +5% | 14.1% | – | 66 | 18.18% | 0.4 |
|
| 8288 |
8288
Fullerton Advisors
Danville,
California
| USD 107 M | +USD 10.4 M | +11% | 12.2% | – | 56 | 8.93% | 0.5 |
|
| 8289 |
8289
Intentional Wealth Strategies
Colorado Springs,
Colorado
| USD 107 M | -USD 727 k | -0.7% | 17.3% | – | 945 | 93.12% | 0.2 |
|
| 8290 |
8290
Oregon Pacific Wealth Management
Medford,
Oregon
| USD 107 M | +USD 10.7 M | +11% | 11.5% | – | 122 | 19.67% | 0.9 |
|
| 8291 |
8291
American Wealth Advisors
Johns Creek,
Georgia
| USD 107 M | +USD 10.6 M | +11% | 12.3% | – | 42 | 2.38% | 0.7 |
|
| 8292 |
8292
Ebert Capital Management
Eureka,
California
| USD 107 M | +USD 8.65 M | +9% | 12.8% | – | 29 | 13.79% | 0.4 |
|
| 8293 |
8293
CFG Wealth Management Services
Indianapolis,
Indiana
| USD 107 M | -USD 3.63 M | -3% | 6.04% | – | 152 | 47.37% | 0.5 |
|
| 8294 |
8294
October Effect
Virginia Beach,
Virginia
| USD 106 M | +USD 19.5 M | +22% | 64.6% | – | 76 | 31.58% | 0.7 |
|
| 8295 |
8295
Plus Group Wealth Advisors
Belgium,
Wisconsin
| USD 106 M | +USD 15.4 M | +17% | 12% | – | 48 | 14.58% | 0.4 |
|
| 8296 |
8296
Wallace Advisory Group
Lafayette,
California
| USD 106 M | +USD 12.7 M | +14% | 9.69% | 50.9% | 146 | 23.97% | 2.1 |
|
| 8297 |
CF
8297
Calder Financial
Downingtown,
Pennsylvania
| USD 106 M | +USD 5.41 M | +5% | 12.2% | – | 45 | 15.56% | 0.4 |
|
| 8298 |
8298
Expressive Wealth
Chicago,
Illinois
| USD 106 M | +USD 984 k | +0.9% | 17.1% | – | 147 | 21.09% | 0.4 |
|
| 8299 |
8299
Regatta Research & Money Management
Metairie,
Louisiana
| USD 106 M | – | – | 14.7% | – | 495 | – | 0 |
|
| 8300 |
8300
Elevated Private Wealth
Brookfield,
Wisconsin
| USD 106 M | – | – | 28.8% | – | 76 | – | 0.5 |
|