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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 |
KDA
4001
Kraft Davis & Associates
St. Louis,
Missouri
| USD 479 M | +USD 9.46 M | +2% | 18.2% | 81.8% | 162 | 11.11% | 2 |
|
| 4002 |
4002
May Hill Capital
Cohasset,
Massachusetts
| USD 479 M | +USD 80.5 M | +20% | 18.5% | – | 269 | 21.93% | 0.9 |
|
| 4003 |
4003
Evernest Financial Advisors
Carmel,
Indiana
| USD 478 M | -USD 3.26 M | -0.7% | 11.4% | – | 203 | 17.24% | 2.7 |
|
| 4004 |
4004
Barry Investment Advisors
New Bedford,
Massachusetts
| USD 478 M | +USD 24.5 M | +5% | 1.92% | 66.7% | 106 | 10.38% | 4.2 |
|
| 4005 |
4005
Knox Lane
San Francisco,
California
| USD 478 M | +USD 153 M | +47% | 103% | – | 1 | 0% | 0.5 |
|
| 4006 |
4006
Mattson Financial Services
Kentwood,
Michigan
| USD 478 M | +USD 59 M | +14% | 13.9% | – | 254 | 16.14% | 1 |
|
| 4007 |
4007
Palumbo Wealth Management
Great Neck,
New York
| USD 478 M | +USD 67.8 M | +17% | 23.6% | 115% | 251 | 17.53% | 1.9 |
|
| 4008 |
4008
Cornerstone Wealth Advisors
Edina,
Minnesota
| USD 477 M | +USD 42.9 M | +10% | 9.77% | 46.1% | 57 | 17.54% | 3.5 |
|
| 4009 |
4009
Standpoint Asset Management
Scottsdale,
Arizona
| USD 477 M | +USD 64.7 M | +16% | 13% | 71.9% | 8 | 0% | 3.5 |
|
| 4010 |
4010
RFG Holdings
Argyle,
Texas
| USD 477 M | +USD 79.9 M | +20% | 19.8% | 74.2% | 90 | 25.56% | 1.6 |
|
| 4011 |
4011
Gator Capital Management
Tampa,
Florida
| USD 477 M | -USD 12.6 M | -3% | 22.9% | 245% | 93 | 29.03% | 3.1 |
|
| 4012 |
4012
Z3 Capital Partners
Richmond,
Virginia
| USD 476 M | +USD 81.5 M | +21% | 35.2% | – | 209 | 18.66% | 0.4 |
|
| 4013 |
ECP
4013
Elemental Capital Partners
San Francisco,
California
| USD 476 M | +USD 241 M | +103% | 115% | – | 13 | 15.38% | 1.8 |
|
| 4014 |
MG
4014
Magnolia Group
Omaha,
Nebraska
| USD 476 M | -USD 61.2 M | -11% | 0.6% | 11.4% | 18 | 44.44% | 2.5 |
|
| 4015 |
PA
4015
Paragon Advisors
College Station,
Texas
| USD 476 M | +USD 105 M | +28% | 31.2% | 138% | 83 | 15.66% | 2.5 |
|
| 4016 |
4016
Joseph Group Capital Management
Columbus,
Ohio
| USD 476 M | +USD 75.7 M | +19% | 8.92% | 64.3% | 421 | 18.05% | 0.9 |
|
| 4017 |
4017
Lighthouse Financial Services
Brea,
California
| USD 476 M | +USD 32.5 M | +7% | 18% | – | 103 | 4.85% | 0.5 |
|
| 4018 |
4018
Whitener Capital Management
Rocky Mount,
North Carolina
| USD 475 M | +USD 36.8 M | +8% | 15.3% | 113% | 192 | 13.54% | 4.7 |
|
| 4019 |
4019
DG Capital Management
New York
| USD 475 M | +USD 149 M | +46% | 3.86% | 76.7% | 35 | 51.43% | 0.5 |
|
| 4020 |
4020
Park Edge Advisors
Cleveland,
Ohio
| USD 475 M | +USD 41 M | +9% | 8.34% | 61.1% | 164 | 20.12% | 2 |
|
| 4021 |
4021
Financial & Tax Architects
St Louis,
Missouri
| USD 474 M | +USD 25.9 M | +6% | 5.88% | 50.2% | 131 | 33.59% | 2.2 |
|
| 4022 |
4022
Chase Investment Counsel
Charlottesville,
Virginia
| USD 474 M | +USD 92.9 M | +24% | 42.1% | 350% | 173 | 34.1% | 1.7 |
|
| 4023 |
SSI
4023
Scott & Selber Inc
Houston,
Texas
| USD 474 M | +USD 86.4 M | +22% | 45.7% | 202% | 94 | 6.38% | 5.4 |
|
| 4024 |
4024
Ipswich Investment Management
Beverly,
Massachusetts
| USD 474 M | +USD 47.8 M | +11% | 17.7% | 104% | 195 | 7.69% | 6.4 |
|
| 4025 |
4025
Guidance Point Advisors
Wellesley,
Massachusetts
| USD 474 M | +USD 51.4 M | +12% | 11.2% | 71.8% | 102 | 5.88% | 4 |
|