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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| USD 290 M | +USD 23.7 M | +9% | 1.45% | 63.7% | 55 | 16.36% | 1.7 |
|
| 3827 |
3827
Carrhae Capital
London,
United Kingdom
| USD 290 M | -USD 164 M | -36% | 10.1% | 182% | 21 | 71.43% | 0.7 |
|
| 3828 |
3828
Elgethun Capital Management
Sioux Falls,
South Dakota
| USD 290 M | -USD 973 k | -0.3% | 0.09% | 61.5% | 107 | 3.74% | 3.1 |
|
| 3829 |
3829
Semmax Financial Advisors
Winston Salem,
North Carolina
| USD 290 M | -USD 23.3 M | -7% | 0.86% | – | 282 | 4.26% | 2.2 |
|
| 3830 |
KCP
3830
KDI Capital Partners
Raleigh,
North Carolina
| USD 290 M | -USD 14 M | -5% | 0.6% | 77.1% | 33 | 6.06% | 3.7 |
|
| 3831 |
SCP
3831
Syntal Capital Partners
Midland,
Texas
| USD 290 M | +USD 5.89 M | +2% | 0.98% | 102% | 138 | 45.65% | 1.6 |
|
| 3832 |
3832
Elevated Capital Advisors
Sandy,
Utah
| USD 289 M | – | – | 0.62% | 46% | 178 | – | 1.4 |
|
| 3833 |
3833
WNY Asset Management
Williamsville,
New York
| USD 289 M | +USD 10.3 M | +4% | 1.15% | – | 162 | 8.64% | 0.6 |
|
| 3834 |
3834
Gramercy Funds Management
Greenwich,
Connecticut
| USD 289 M | -USD 264 M | -48% | 9.42% | 87.6% | 4 | 50% | 0.9 |
|
| 3835 |
3835
Marino Stram & Associates
Braintree,
Massachusetts
| USD 289 M | -USD 93.8 M | -24% | 0.95% | 72.2% | 310 | 75.48% | 1.4 |
|
| 3836 |
3836
Day & Ennis
Macon,
Georgia
| USD 289 M | +USD 690 k | +0.2% | 0.53% | 15.2% | 127 | 4.72% | 3 |
|
| 3837 |
3837
MBL Wealth
Charlotte,
North Carolina
| USD 289 M | – | – | 1.34% | 52.7% | 74 | – | 0.6 |
|
| 3838 |
3838
Analog Century Management
New York
| USD 289 M | +USD 39.6 M | +16% | 5.42% | 785% | 21 | 4.76% | 0.7 |
|
| 3839 |
3839
Union Square Park Capital Management
New York
| USD 289 M | +USD 64.9 M | +29% | 3.51% | 75.8% | 100 | 57% | 0.3 |
|
| 3840 |
3840
Daniels + Tansey
Wilmington,
Delaware
| USD 289 M | +USD 1.14 M | +0.4% | 0.99% | 21.1% | 34 | 0% | 0.8 |
|
| 3841 |
3841
Blue Zone Wealth Advisors
Los Angeles,
California
| USD 288 M | +USD 22 M | +8% | 1.03% | 91.1% | 102 | 19.61% | 1 |
|
| 3842 |
3842
Raffa Wealth Management
Washington,
District of Columbia
| USD 288 M | -USD 727 k | -0.3% | 1.37% | 35.8% | 1,143 | 7.09% | 1.5 |
|
| 3843 |
3843
Bullseye Asset Management
Denver,
Colorado
| USD 288 M | -USD 8.52 M | -3% | 1.77% | 81% | 108 | 12.04% | 1.1 |
|
| 3844 |
3844
AH Equity Partners III (Parallel)
Menlo Park,
California
| USD 288 M | +USD 15.1 M | +6% | 39.2% | 33.1% | 2 | 50% | 0.3 |
|
| 3845 |
3845
Hillman Company
Pittsburgh,
Pennsylvania
| USD 287 M | -USD 104 M | -26% | 2.29% | 118% | 12 | 16.67% | 1.2 |
|
| 3846 |
SF
3846
Symphony Financial
Houston,
Texas
| USD 287 M | -USD 6.76 M | -2% | 0.62% | 95.7% | 190 | 25.26% | 0.9 |
|
| 3847 |
3847
Winch Advisory Services
Appleton,
Wisconsin
| USD 287 M | +USD 8.83 M | +3% | 0.27% | 80.8% | 542 | 12.73% | 2.9 |
|
| 3848 |
3848
Brandywine Trust
Hockessin,
Delaware
| USD 287 M | -USD 29.2 M | -9% | 5.9% | 32.7% | 33 | 3.03% | 5.3 |
|
| 3849 |
3849
Magnolia Capital Advisors
Jackson,
Mississippi
| USD 287 M | +USD 60.7 M | +27% | 0.9% | 78.7% | 203 | 36.45% | 0.5 |
|
| 3850 |
3850
Wellington Shields & Co
New York
| USD 287 M | -USD 16.4 M | -5% | 3.98% | 109% | 230 | 12.61% | 2 |
|