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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
CWA
4001
Cornerstone Wealth Advisors
Edina,
Minnesota
| USD 477 M | +USD 42.9 M | +10% | 9.77% | 46.1% | 57 | 17.54% | 3.5 |
|
| 4002 |
SAM
4002
Standpoint Asset Management
Scottsdale,
Arizona
| USD 477 M | +USD 64.7 M | +16% | 13% | 71.9% | 8 | 0% | 3.5 |
|
| 4003 |
RH
4003
RFG Holdings
Argyle,
Texas
| USD 477 M | +USD 79.9 M | +20% | 19.8% | 72.3% | 90 | 25.56% | 1.6 |
|
| 4004 |
GCM
4004
Gator Capital Management
Tampa,
Florida
| USD 477 M | -USD 12.6 M | -3% | 22.9% | 245% | 93 | 29.03% | 3.1 |
|
| 4005 |
ZCP
4005
Z3 Capital Partners
Richmond,
Virginia
| USD 476 M | +USD 81.5 M | +21% | 35.2% | – | 209 | 18.66% | 0.4 |
|
| 4006 |
ECP
4006
Elemental Capital Partners
San Francisco,
California
| USD 476 M | +USD 241 M | +103% | 115% | – | 13 | 15.38% | 1.8 |
|
| 4007 |
MG
4007
Magnolia Group
Omaha,
Nebraska
| USD 476 M | -USD 61.2 M | -11% | 0.6% | 9.52% | 18 | 44.44% | 2.5 |
|
| 4008 |
PA
4008
Paragon Advisors
College Station,
Texas
| USD 476 M | +USD 105 M | +28% | 31.2% | 109% | 83 | 15.66% | 2.5 |
|
| 4009 |
JGCM
4009
Joseph Group Capital Management
Columbus,
Ohio
| USD 476 M | +USD 75.7 M | +19% | 8.92% | 58.4% | 421 | 18.05% | 0.9 |
|
| 4010 |
LFS
4010
Lighthouse Financial Services
Brea,
California
| USD 476 M | +USD 32.5 M | +7% | 18% | – | 103 | 4.85% | 0.5 |
|
| 4011 |
DCM
4011
DG Capital Management
New York
| USD 475 M | +USD 149 M | +46% | 3.86% | 76.7% | 35 | 51.43% | 0.5 |
|
| 4012 |
PEA
4012
Park Edge Advisors
Cleveland,
Ohio
| USD 475 M | +USD 41 M | +9% | 8.34% | 53.7% | 164 | 20.12% | 2 |
|
| 4013 |
FTA
4013
Financial & Tax Architects
St Louis,
Missouri
| USD 474 M | +USD 25.9 M | +6% | 5.88% | 50.2% | 131 | 33.59% | 2.2 |
|
| 4014 |
CIC
4014
Chase Investment Counsel
Charlottesville,
Virginia
| USD 474 M | +USD 92.9 M | +24% | 42.1% | 350% | 173 | 34.1% | 1.7 |
|
| 4015 |
SSI
4015
Scott & Selber Inc
Houston,
Texas
| USD 474 M | +USD 86.4 M | +22% | 45.7% | 187% | 94 | 6.38% | 5.4 |
|
| 4016 |
IIM
4016
Ipswich Investment Management
Beverly,
Massachusetts
| USD 474 M | +USD 47.8 M | +11% | 17.7% | 104% | 195 | 7.69% | 6.4 |
|
| 4017 |
GPA
4017
Guidance Point Advisors
Wellesley,
Massachusetts
| USD 474 M | +USD 51.4 M | +12% | 11.2% | 71.8% | 102 | 5.88% | 4 |
|
| 4018 |
AWM
4018
Austin Wealth Management
Austin,
Texas
| USD 473 M | +USD 33 M | +7% | 8.25% | 48.2% | 129 | 10.85% | 2.1 |
|
| 4019 |
AI
4019
ArchPoint Investors
Coral Gables,
Florida
| USD 473 M | +USD 53.3 M | +13% | 17.4% | 111% | 85 | 14.12% | 4 |
|
| 4020 |
VDBMI
4020
Van Den Berg Management I
Austin,
Texas
| USD 473 M | +USD 37.2 M | +9% | 24.5% | 187% | 139 | 17.99% | 3.4 |
|
| 4021 |
AIS
4021
American Investment Services
Great Barrington,
Massachusetts
| USD 473 M | +USD 25 M | +6% | 7.13% | 63.1% | 136 | 5.15% | 6.5 |
|
| 4022 |
LSC
4022
Logan Stone Capital
Chicago,
Illinois
| USD 473 M | +USD 113 M | +31% | 5.65% | 43.9% | 209 | 62.2% | 0.3 |
|
| 4023 |
BWM
4023
BCGM Wealth Management
Lafayette,
Indiana
| USD 473 M | +USD 74.9 M | +19% | 9.43% | 54.9% | 195 | 15.38% | 2.8 |
|
| 4024 |
SMI
4024
Shelter Mutual Insurance
Columbia,
Missouri
| USD 473 M | +USD 23.1 M | +5% | 6.51% | 51.2% | 58 | 0% | 7.6 |
|
| 4025 |
CHIA
4025
Copper Harbor Investment Advisors
Appleton,
Wisconsin
| USD 472 M | – | – | 12.9% | – | 95 | – | 0 |
|