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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Artia Global Partners
Miami,
Florida
| USD 290 M | +USD 19.5 M | +7% | 20.2% | 725% | 46 | 47.83% | 0.3 |
|
| 3877 |
3877
AH Equity Partners LSV III
Menlo Park,
California
| USD 290 M | +USD 48.6 M | +20% | 22.5% | – | 3 | 0% | 1.3 |
|
| 3878 |
3878
Kiley Juergens Wealth Management
Olympia,
Washington
| USD 290 M | +USD 22.7 M | +8% | 10.5% | 106% | 75 | 5.33% | 3.1 |
|
| 3879 |
3879
White Pine Investment Company
Livonia,
Michigan
| USD 290 M | +USD 11.5 M | +4% | 4.35% | 73.3% | 64 | 9.38% | 4.5 |
|
| 3880 |
SA
3880
SoftVest Advisors
Abilene,
Texas
| USD 290 M | -USD 34.6 M | -11% | 13.3% | 178% | 5 | 40% | 1.8 |
|
| 3881 |
BDWCC
3881
B&D White Capital Company
Lakeway,
Texas
| USD 290 M | -USD 5.36 M | -2% | 2.74% | 38.1% | 77 | 53.25% | 0.7 |
|
| 3882 |
TCM
3882
Trybe Capital Management
Greenwich,
Connecticut
| USD 289 M | +USD 106 M | +58% | 21.6% | 681% | 15 | 20% | 1.4 |
|
| 3883 |
3883
Blue Door Asset Management
Stamford,
Connecticut
| USD 289 M | +USD 113 M | +64% | 13.8% | 127% | 27 | 37.04% | 0.9 |
|
| 3884 |
3884
Maltese Capital Management
New York
| USD 289 M | +USD 21.3 M | +8% | 0.13% | 114% | 105 | 20.95% | 2.8 |
|
| 3885 |
3885
CIC Wealth
Rockville,
Maryland
| USD 289 M | +USD 23.9 M | +9% | 8.88% | – | 170 | 11.76% | 0.5 |
|
| 3886 |
3886
Finepoint Capital
Boston,
Massachusetts
| USD 289 M | +USD 27.3 M | +10% | 18.4% | 27.4% | 42 | 21.43% | 1.1 |
|
| 3887 |
3887
Northside Capital Management
Hood River,
Oregon
| USD 289 M | -USD 82.7 M | -22% | 5.14% | 99.6% | 119 | 12.61% | 3.8 |
|
| 3888 |
3888
KCS Wealth Advisory
Los Angeles,
California
| USD 289 M | +USD 24.2 M | +9% | 6.57% | 45.3% | 161 | 14.91% | 2.9 |
|
| 3889 |
KDA
3889
Kraft Davis & Associates
St. Louis,
Missouri
| USD 288 M | – | – | 5.79% | 81.8% | 109 | – | 0.4 |
|
| 3890 |
3890
Werba Rubin Papier Wealth Management
San Jose,
California
| USD 288 M | +USD 33.5 M | +13% | 5.46% | 67% | 130 | 16.15% | 0.4 |
|
| 3891 |
3891
Westover Capital Advisors
Wilmington,
Delaware
| USD 288 M | +USD 17.9 M | +7% | 8.74% | 144% | 188 | 25% | 2.6 |
|
| 3892 |
3892
Impact Partnership Wealth
Marietta,
Georgia
| USD 288 M | – | – | 4.5% | 47.3% | 920 | – | 0 |
|
| 3893 |
3893
O'Brien Greene & Co
Media,
Pennsylvania
| USD 288 M | +USD 20.7 M | +8% | 3.5% | 81.4% | 127 | 6.3% | 3.1 |
|
| 3894 |
3894
Hamilton Wealth
Encino,
California
| USD 287 M | +USD 3.79 M | +1% | 7.45% | 108% | 105 | 24.76% | 1.2 |
|
| 3895 |
3895
Biechele Royce Advisors
Fishers,
Indiana
| USD 287 M | +USD 18.2 M | +7% | 4.59% | 39.2% | 73 | 15.07% | 3 |
|
| 3896 |
3896
Financial Management Network
Mission Viejo,
California
| USD 287 M | +USD 37.9 M | +15% | 7% | 62.5% | 145 | 16.55% | 1.7 |
|
| 3897 |
3897
Bourne Lent Asset Management
Pawling,
New York
| USD 287 M | +USD 22.3 M | +8% | 13% | 76.1% | 63 | 3.17% | 5.8 |
|
| 3898 |
FCT
3898
Family Capital Trust
Peabody,
Massachusetts
| USD 287 M | +USD 28.4 M | +11% | 13.6% | 39.1% | 52 | 0% | 7.6 |
|
| 3899 |
3899
Hourglass Capital
Houston,
Texas
| USD 287 M | +USD 9.8 M | +4% | 3.94% | 94.4% | 108 | 13.89% | 4.9 |
|
| 3900 |
3900
Balboa Wealth Partners
Scottsdale,
Arizona
| USD 287 M | +USD 22 M | +8% | 14.8% | 214% | 345 | 26.38% | 0.5 |
|