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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
KK
4026
Kotler Kevin
| USD 427 M | – | – | 61.7% | – | 38 | – | 0 |
|
| 4027 |
4027
Ballast Inc
Lexington,
Kentucky
| USD 427 M | +USD 14.6 M | +4% | 2.76% | 71.3% | 142 | 11.97% | 4.7 |
|
| 4028 |
4028
Peak Retirement Planning
Columbus,
Ohio
| USD 427 M | +USD 72 M | +20% | 1.28% | – | 156 | 26.28% | 0.6 |
|
| 4029 |
4029
Abound Wealth Management
Franklin,
Tennessee
| USD 427 M | +USD 27.5 M | +7% | 1.89% | 65.7% | 1,506 | 14.67% | 2.1 |
|
| 4030 |
4030
TRB Advisors
New York
| USD 427 M | -USD 69.4 M | -14% | 2.13% | 76.1% | 14 | 42.86% | 3.1 |
|
| 4031 |
4031
J. Derek Lewis & Associates
Newport Beach,
California
| USD 427 M | – | – | 0.8% | – | 209 | – | 0 |
|
| 4032 |
WHAM
4032
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| USD 427 M | +USD 45.5 M | +12% | 2.77% | 98.1% | 28 | 21.43% | 2.3 |
|
| 4033 |
4033
Chapin Davis
Baltimore,
Maryland
| USD 427 M | +USD 19.4 M | +5% | 10.4% | 339% | 263 | 13.31% | 2.1 |
|
| 4034 |
4034
von Borstel & Associates
The Dalles,
Oregon
| USD 427 M | -USD 225 M | -35% | 2.22% | – | 171 | 76.61% | 1.2 |
|
| 4035 |
4035
Evelyn Partners Asset Management
London,
| USD 426 M | -USD 16.7 M | -4% | 3.22% | – | 299 | 11.04% | 0.8 |
|
| 4036 |
4036
Fortress Investment Group
New York
| USD 426 M | -USD 327 M | -43% | 8.75% | 97.5% | 76 | 88.16% | 0.8 |
|
| 4037 |
WFI
4037
West Family Investments
Carlsbad,
California
| USD 426 M | -USD 21.8 M | -5% | 4.17% | 116% | 394 | 14.97% | 2 |
|
| 4038 |
4038
Aspire Capital Advisors
Seattle,
Washington
| USD 426 M | +USD 20.3 M | +5% | 1.54% | 59.3% | 127 | 14.17% | 1.9 |
|
| 4039 |
4039
ORG Wealth Partners
Dallas,
Texas
| USD 426 M | -USD 44.8 M | -10% | 6.01% | – | 695 | 17.27% | 0.9 |
|
| 4040 |
4040
Rothschild Capital Partners
New York
| USD 426 M | +USD 2.17 M | +0.5% | 6.19% | 90.8% | 103 | 22.33% | 2.7 |
|
| 4041 |
4041
Tejara Capital
London,
United Kingdom
| USD 425 M | +USD 233 M | +122% | 1.76% | 17.3% | 75 | 54.67% | 0.8 |
|
| 4042 |
4042
Brave Asset Management
Summit,
New Jersey
| USD 425 M | +USD 11.7 M | +3% | 4.27% | 76.3% | 181 | 12.15% | 5.2 |
|
| 4043 |
4043
Berkeley Capital Partners
Milton,
Georgia
| USD 425 M | +USD 1.77 M | +0.4% | 2.05% | 62.8% | 205 | 15.61% | 4.2 |
|
| 4044 |
4044
Summit Wealth & Retirement Planning
San Ramon,
California
| USD 425 M | +USD 17.8 M | +4% | 3.99% | 67.6% | 112 | 5.36% | 2.5 |
|
| 4045 |
4045
Coalescence Partners Investment Management
New York
| USD 424 M | +USD 40.4 M | +11% | 2.5% | – | 14 | 21.43% | 1.4 |
|
| 4046 |
4046
White Pine Investment Company
Livonia,
Michigan
| USD 424 M | +USD 2.9 M | +0.7% | 1.98% | 73.3% | 69 | 4.35% | 5.3 |
|
| 4047 |
4047
3G Capital Partners
New York
| USD 424 M | +USD 2.08 M | +0.5% | 2.57% | 351% | 17 | 29.41% | 1.2 |
|
| 4048 |
4048
Whitcomb & Hess
Ashland,
Ohio
| USD 424 M | +USD 35.1 M | +9% | 3.39% | 54% | 61 | 8.2% | 2.8 |
|
| 4049 |
4049
Harrell Investment Partners
Austin,
Texas
| USD 424 M | +USD 657 k | +0.2% | 2.33% | 121% | 130 | 7.69% | 2.8 |
|
| 4050 |
HWM
4050
HFR Wealth Management
Niskayuna,
New York
| USD 424 M | -USD 12.6 M | -3% | 0.52% | 47.5% | 52 | 5.77% | 3.8 |
|