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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
InceptionR
Lafayette,
California
| USD 432 M | +USD 97.7 M | +29% | 7.08% | 62.9% | 889 | 71.09% | 0.2 |
|
| 3677 |
3677
Manhattan West Asset Management
Los Angeles,
California
| USD 432 M | +USD 40.3 M | +10% | 11.1% | 65.6% | 149 | 14.09% | 2.2 |
|
| 3678 |
3678
Kettle Hill Capital Management
New York
| USD 432 M | +USD 67.8 M | +19% | 5.98% | 37.4% | 65 | 73.85% | 0.3 |
|
| 3679 |
3679
Rockport Wealth
Fairview Park,
Ohio
| USD 432 M | +USD 148 M | +52% | 9.75% | – | 88 | 55.68% | 0.4 |
|
| 3680 |
3680
Freshford Capital Management
Rye Brook,
New York
| USD 432 M | +USD 64.3 M | +18% | 15.9% | 97.3% | 22 | 31.82% | 0.6 |
|
| 3681 |
AA
3681
Ashford Advisors
Pittsford,
New York
| USD 432 M | +USD 31.5 M | +8% | 9.74% | 66.5% | 21 | 19.05% | 3.2 |
|
| 3682 |
3682
Shelter Mutual Insurance
Columbia,
Missouri
| USD 431 M | +USD 16.6 M | +4% | 5.47% | 51.2% | 58 | 1.72% | 6.6 |
|
| 3683 |
PFA
3683
Professional Financial Advisors
North Platte,
Nebraska
| USD 431 M | +USD 37.3 M | +9% | 7.47% | 59.2% | 120 | 13.33% | 2.6 |
|
| 3684 |
MWM
3684
Mascoma Wealth Management
Hanover,
New Hampshire
| USD 431 M | +USD 29.3 M | +7% | 6.61% | 43.7% | 504 | 9.33% | 3.4 |
|
| 3685 |
3685
Ackerman Capital Advisors
Dallas,
Texas
| USD 431 M | +USD 51.9 M | +14% | 6.53% | 40.4% | 123 | 20.33% | 3.3 |
|
| 3686 |
3686
Second Line Capital
Metairie,
Louisiana
| USD 430 M | +USD 42.3 M | +11% | 9.57% | – | 159 | 15.09% | 1 |
|
| 3687 |
3687
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| USD 430 M | +USD 15.6 M | +4% | 5.45% | 38.9% | 769 | 22.89% | 1.7 |
|
| 3688 |
3688
Aspire Private Capital
Cornelius,
North Carolina
| USD 430 M | +USD 28.1 M | +7% | 7.25% | 49.6% | 188 | 12.23% | 3.8 |
|
| 3689 |
MHR
3689
Matthew Hamilton Rosenberg
| USD 430 M | +USD 31.2 M | +8% | 7.05% | 52% | 865 | 9.25% | 3.6 |
|
| 3690 |
3690
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 430 M | +USD 30.5 M | +8% | 11.3% | 88% | 60 | 18.33% | 4.3 |
|
| 3691 |
3691
Gitterman Wealth Management
Edison,
New Jersey
| USD 429 M | +USD 52.7 M | +14% | 7.44% | 33% | 351 | 66.1% | 0.6 |
|
| 3692 |
TCOT
3692
Trust Company of Tennessee
Knoxville,
Tennessee
| USD 429 M | +USD 30.1 M | +8% | 7.44% | – | 7 | 0% | 0.9 |
|
| 3693 |
3693
Hedeker Wealth
Lincolnshire,
Illinois
| USD 429 M | +USD 57 M | +15% | 21.6% | 161% | 95 | 14.74% | 2.8 |
|
| 3694 |
3694
Auxano Advisors
Bellevue,
Washington
| USD 428 M | +USD 50.9 M | +13% | 11.6% | 85.4% | 170 | 8.82% | 2.6 |
|
| 3695 |
KC
3695
Keenan Capital
Burlingame,
California
| USD 428 M | -USD 6.66 M | -2% | 6.5% | 110% | 10 | 20% | 4.2 |
|
| 3696 |
3696
Poehling Capital Management
Madison,
Wisconsin
| USD 428 M | +USD 33 M | +8% | 5.78% | 83% | 147 | 19.05% | 3.7 |
|
| 3697 |
3697
Valicenti Advisory Services
Elmira,
New York
| USD 428 M | +USD 39.2 M | +10% | 12% | 134% | 75 | 8% | 5.7 |
|
| 3698 |
3698
Castle Rock Wealth Management
Walnut Creek,
California
| USD 428 M | +USD 57.6 M | +16% | 12.4% | 115% | 258 | 17.44% | 2.9 |
|
| 3699 |
3699
Altrius Capital Management
New Bern,
North Carolina
| USD 428 M | +USD 16.4 M | +4% | 1.82% | 43.8% | 88 | 6.82% | 2.5 |
|
| 3700 |
3700
Kickstand Ventures
Pittsford,
New York
| USD 428 M | +USD 39.5 M | +10% | 8.43% | 51.4% | 125 | 25.6% | 1.1 |
|