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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Kesler Norman & Wride
Ogden,
Utah
| USD 412 M | +USD 15.7 M | +4% | 3.85% | 76% | 157 | 3.18% | 2.1 |
|
| 3152 |
3152
Martel Wealth Advisors
Vancouver,
Washington
| USD 412 M | +USD 20.6 M | +5% | 3.81% | 43.4% | 54 | 9.26% | 3.1 |
|
| 3153 |
3153
Fagan Associates
Troy,
New York
| USD 412 M | +USD 10.2 M | +3% | 9.57% | 127% | 128 | 17.19% | 4.3 |
|
| 3154 |
3154
CFM Wealth Partners
Austin,
Texas
| USD 412 M | +USD 40.9 M | +11% | 12.2% | 152% | 169 | 11.83% | 2.5 |
|
| 3155 |
SXL
3155
Summit X LLC
Chesterfield,
Missouri
| USD 412 M | +USD 24.9 M | +6% | 6.8% | 62.9% | 281 | 9.96% | 3.1 |
|
| 3156 |
3156
Sargent Investment Group
Bethesda,
Maryland
| USD 412 M | +USD 32.5 M | +9% | 9.07% | 113% | 213 | 12.68% | 2.7 |
|
| 3157 |
3157
Shelter Mutual Insurance
Columbia,
Missouri
| USD 412 M | +USD 52.8 M | +15% | 3.31% | 51.2% | 69 | 24.64% | 4.8 |
|
| 3158 |
3158
Carronade Capital Management
Darien,
Connecticut
| USD 412 M | +USD 165 M | +67% | 4.47% | 215% | 26 | 57.69% | 0.6 |
|
| 3159 |
3159
Eagle Strategies
New York
| USD 411 M | +USD 11.2 M | +3% | 4.7% | 77.7% | 191 | 14.66% | 0.8 |
|
| 3160 |
3160
Beck Bode LLC
Dedham,
Massachusetts
| USD 411 M | +USD 4.05 M | +1% | 4.1% | 155% | 166 | 37.95% | 0.7 |
|
| 3161 |
3161
Ellis Investment Partners
Berwyn,
Pennsylvania
| USD 408 M | +USD 20.8 M | +5% | 5.45% | 70.8% | 224 | 9.82% | 3.7 |
|
| 3162 |
3162
Running Oak Capital
Edina,
Minnesota
| USD 408 M | +USD 57.1 M | +16% | 6.17% | 32.7% | 62 | 16.13% | 2.1 |
|
| 3163 |
3163
Coastal Bridge Advisors
Westport,
Connecticut
| USD 408 M | +USD 12.4 M | +3% | 5.62% | 88.1% | 188 | 17.55% | 3.6 |
|
| 3164 |
RI
3164
RPTC Inc
Jackson,
Wyoming
| USD 408 M | +USD 27.1 M | +7% | 6.91% | 66.4% | 6 | 0% | 4.4 |
|
| 3165 |
3165
Asio Capital
Lexington,
Kentucky
| USD 408 M | +USD 22.6 M | +6% | 7.36% | 98% | 123 | 17.07% | 1.9 |
|
| 3166 |
3166
TAP Consulting
Kirkwood,
Missouri
| USD 408 M | -USD 967 k | -0.2% | 2.55% | 3.08% | 143 | 9.79% | 1.9 |
|
| 3167 |
SF
3167
Symphony Financial
Houston,
Texas
| USD 407 M | +USD 21.2 M | +5% | 6.37% | 95.7% | 219 | 24.2% | 2 |
|
| 3168 |
3168
EHP Funds Inc
Toronto,
Canada
| USD 407 M | -USD 103 M | -20% | 6.76% | 173% | 353 | 31.73% | 0.8 |
|
| 3169 |
3169
Tamar Securities
Woodland Hills,
California
| USD 407 M | +USD 58.6 M | +17% | 7.11% | 84.8% | 73 | 8.22% | 1.8 |
|
| 3170 |
3170
TenCore Partners
New York
| USD 407 M | +USD 29.3 M | +8% | 18.4% | 50.4% | 15 | 40% | 1.9 |
|
| 3171 |
3171
TFC Financial Management
Boston,
Massachusetts
| USD 407 M | +USD 19.8 M | +5% | 6.07% | 66.9% | 790 | 31.27% | 1.9 |
|
| 3172 |
3172
West Financial Advisors
Des Moines,
Iowa
| USD 406 M | +USD 24.2 M | +6% | 3.85% | 49.1% | 204 | 28.92% | 1.5 |
|
| 3173 |
3173
Armbruster Capital Management
Pittsford,
New York
| USD 406 M | +USD 14.8 M | +4% | 3.2% | 66.7% | 106 | 3.77% | 4.6 |
|
| 3174 |
3174
Noesis Capital Mangement
Boca Raton,
Florida
| USD 406 M | +USD 11.3 M | +3% | 5.72% | 139% | 107 | 8.41% | 5 |
|
| 3175 |
3175
Steadview Capital Management
London,
United Kingdom
| USD 406 M | +USD 75.3 M | +23% | 32.2% | 930% | 10 | 10% | 1.9 |
|