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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
SA
3501
SoftVest Advisors
Abilene,
Texas
| USD 324 M | -USD 105 M | -25% | 19.8% | 178% | 5 | 40% | 2.8 |
|
| 3502 |
3502
Moller Wealth Partners
| USD 324 M | +USD 12.9 M | +4% | 3.21% | 44.1% | 50 | 6% | 6.2 |
|
| 3503 |
3503
Milestone Investment Advisors
Middleton,
Wisconsin
| USD 324 M | +USD 38.7 M | +14% | 5.41% | 56.9% | 449 | 74.16% | 0.1 |
|
| 3504 |
DI
3504
Diligent Investors
Redlands,
California
| USD 324 M | +USD 17.7 M | +6% | 6.61% | 82.2% | 291 | 4.81% | 3.8 |
|
| 3505 |
3505
SFE Investment Counsel
Los Angeles,
California
| USD 323 M | +USD 1.99 M | +0.6% | 9.74% | 114% | 114 | 4.39% | 5.2 |
|
| 3506 |
ICM
3506
Indaba Capital Management
San Francisco,
California
| USD 323 M | -USD 194 M | -37% | 11.2% | 66.7% | 33 | 42.42% | 1.5 |
|
| 3507 |
3507
Waterloo Capital
Austin,
Texas
| USD 323 M | – | – | 5.02% | 79.8% | 200 | – | 1.2 |
|
| 3508 |
3508
Regent Peak Wealth Advisors
Atlanta,
Georgia
| USD 323 M | +USD 18.1 M | +6% | 8.56% | – | 173 | 16.18% | 2.3 |
|
| 3509 |
3509
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| USD 323 M | +USD 16.5 M | +5% | 5.33% | 12.8% | 151 | 18.54% | 4 |
|
| 3510 |
3510
Lion Street Advisors
Austin,
Texas
| USD 323 M | +USD 132 M | +69% | 4.55% | 38% | 271 | 58.3% | 0.7 |
|
| 3511 |
3511
Bender Robert & Associates
Pasadena,
California
| USD 323 M | +USD 55.5 M | +21% | 24.7% | 146% | 57 | 19.3% | 6.1 |
|
| 3512 |
3512
Allied Investment Advisors
Billings,
Montana
| USD 323 M | +USD 2.97 M | +0.9% | 0.14% | 68.4% | 58 | 1.72% | 3.9 |
|
| 3513 |
3513
Kirr Marbach & Co
Columbus,
Indiana
| USD 323 M | +USD 1.98 M | +0.6% | 6.84% | 121% | 50 | 16% | 3.9 |
|
| 3514 |
3514
Beverly Hills Private Wealth
Beverly Hills,
California
| USD 323 M | +USD 93.6 M | +41% | 5.64% | 91.6% | 290 | 23.45% | 0.2 |
|
| 3515 |
3515
Bison Wealth
Atlanta,
Georgia
| USD 322 M | +USD 9.28 M | +3% | 6.55% | 37.4% | 281 | 12.46% | 3.4 |
|
| 3516 |
PT
3516
Plimoth Trust
Plymouth,
Massachusetts
| USD 322 M | +USD 12.2 M | +4% | 7.17% | 110% | 163 | 3.07% | 4.4 |
|
| 3517 |
3517
Paradiem
Covington,
Louisiana
| USD 322 M | +USD 51.5 M | +19% | 9.33% | 107% | 103 | 11.65% | 1.4 |
|
| 3518 |
3518
Hudson Edge Investment Partners
Jersey City,
New Jersey
| USD 322 M | +USD 29 M | +10% | 0.64% | 67.9% | 133 | 4.51% | 4.7 |
|
| 3519 |
3519
American Financial Group
Cincinnati,
Ohio
| USD 322 M | +USD 22.7 M | +8% | 2.03% | 32.5% | 96 | 6.25% | 4.2 |
|
| 3520 |
3520
West Paces Advisors
Atlanta,
Georgia
| USD 322 M | +USD 7.63 M | +2% | 4.06% | 57.7% | 587 | 14.65% | 3.9 |
|
| 3521 |
3521
Burt Wealth Advisors
North Bethesda,
Maryland
| USD 322 M | +USD 23.2 M | +8% | 3.18% | 57.3% | 107 | 3.74% | 4.8 |
|
| 3522 |
3522
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| USD 322 M | +USD 26.1 M | +9% | 6.65% | 90.7% | 260 | 6.54% | 4.9 |
|
| 3523 |
3523
Affinity Capital Advisors
Berkeley,
California
| USD 321 M | +USD 29.6 M | +10% | 9.45% | 72.7% | 127 | 15.75% | 2.3 |
|
| 3524 |
3524
Ethos Financial Group
King Of Prussia,
Pennsylvania
| USD 321 M | +USD 26 M | +9% | 3.23% | 63% | 205 | 34.63% | 0.2 |
|
| 3525 |
3525
Cutter & Co Brokerage
Ballwin,
Missouri
| USD 321 M | +USD 25.1 M | +8% | 6.19% | 40.4% | 232 | 12.93% | 3.7 |
|