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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Steamboat Capital Partners
Rye,
New York
| USD 338 M | +USD 11.6 M | +4% | 9.05% | 280% | 44 | 20.45% | 1.6 |
|
| 3627 |
3627
Thrive Wealth Management
Audubon,
Pennsylvania
| USD 338 M | +USD 45.6 M | +16% | 5.47% | 84.1% | 168 | 20.24% | 0.2 |
|
| 3628 |
3628
Iyo Bank
Matsuyama,
Japan
| USD 338 M | +USD 10.4 M | +3% | 7.39% | 125% | 42 | 16.67% | 0.2 |
|
| 3629 |
3629
Matthew 25 Management Corp
Ambler,
Pennsylvania
| USD 338 M | -USD 37.2 M | -10% | 6.91% | 141% | 24 | 12.5% | 4.7 |
|
| 3630 |
3630
Madrona Venture Group
Seattle,
Washington
| USD 338 M | -USD 191 M | -36% | 35.7% | 233% | 6 | 33.33% | 0.5 |
|
| 3631 |
3631
Peterson Wealth Advisors
Orem,
Utah
| USD 338 M | -USD 8.75 M | -3% | 4.77% | 50.9% | 61 | 9.84% | 2.6 |
|
| 3632 |
3632
Howard Financial Services
Dallas,
Texas
| USD 338 M | +USD 4.22 M | +1% | 3.95% | 55.9% | 154 | 24.03% | 1.7 |
|
| 3633 |
3633
Tolleson Wealth Management
Dallas,
Texas
| USD 337 M | -USD 34.3 M | -9% | 5.55% | 56.2% | 74 | 10.81% | 2.2 |
|
| 3634 |
3634
GFG Capital
Miami,
Florida
| USD 337 M | +USD 4.48 M | +1% | 7.13% | 152% | 172 | 29.65% | 1.2 |
|
| 3635 |
LCM
3635
Lionstone Capital Management
New York
| USD 337 M | -USD 74.2 M | -18% | 15.6% | 74.1% | 17 | 0% | 3 |
|
| 3636 |
3636
Delta Investment Management
San Francisco,
California
| USD 337 M | -USD 10.6 M | -3% | 1.95% | 65.8% | 185 | 32.43% | 1.7 |
|
| 3637 |
3637
Gleason Group
Prospect,
Kentucky
| USD 337 M | +USD 30.5 M | +10% | 5.25% | 69.1% | 222 | 8.56% | 1.8 |
|
| 3638 |
3638
Pelion Inc
Salt Lake City,
Utah
| USD 337 M | -USD 109 M | -25% | 9.47% | 16.9% | 4 | 0% | 0.3 |
|
| 3639 |
3639
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 337 M | +USD 15.4 M | +5% | 3.71% | 52.1% | 111 | 18.02% | 3 |
|
| 3640 |
3640
REDW Wealth
Albuquerque,
New Mexico
| USD 337 M | -USD 7.48 M | -2% | 3.91% | 59.1% | 132 | 17.42% | 2.9 |
|
| 3641 |
3641
Calton & Associates
Tampa,
Florida
| USD 337 M | -USD 38.2 M | -10% | 2.45% | 73.9% | 421 | 30.4% | 2.3 |
|
| 3642 |
3642
Glovista Investments
Jersey City,
New Jersey
| USD 336 M | -USD 25.9 M | -7% | 1.05% | 2.48% | 83 | 59.04% | 1.7 |
|
| 3643 |
3643
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 336 M | -USD 11.9 M | -3% | 1.37% | 49.3% | 53 | 5.66% | 5.6 |
|
| 3644 |
3644
Cutter & Co Brokerage
Ballwin,
Missouri
| USD 336 M | -USD 28.8 M | -8% | 3.1% | 40.4% | 287 | 23% | 3.2 |
|
| 3645 |
3645
Bandera Partners
New York
| USD 336 M | +USD 56.2 M | +20% | 10.7% | 55.4% | 22 | 9.09% | 3.4 |
|
| 3646 |
3646
Bellwether Advisors
Lincoln,
Nebraska
| USD 336 M | +USD 14.5 M | +5% | 1.15% | 115% | 643 | 20.22% | 0.9 |
|
| 3647 |
3647
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| USD 336 M | +USD 3.33 M | +1% | 2.41% | 75.1% | 546 | 17.77% | 2.1 |
|
| 3648 |
3648
Redmond Asset Management
Henrico,
Virginia
| USD 336 M | -USD 22.3 M | -6% | 5.08% | 68.2% | 206 | 12.14% | 3.3 |
|
| 3649 |
JWCA
3649
J.W. Coons Advisors
Columbus,
Ohio
| USD 336 M | +USD 4.73 M | +1% | 2.7% | 61.2% | 282 | 14.89% | 1.5 |
|
| 3650 |
3650
Rock Point Advisors
Burlington,
Vermont
| USD 335 M | -USD 19.7 M | -6% | 4.94% | 82.8% | 107 | 10.28% | 3.9 |
|