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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Gavilan Investment Partners
Burlingame,
California
| USD 315 M | +USD 7.81 M | +3% | 4.96% | 109% | 13 | 0% | 1.4 |
|
| 4077 |
4077
Verde Capital Management
Clarkston,
Michigan
| USD 315 M | +USD 22.9 M | +8% | 1.13% | 80.3% | 46 | 10.87% | 2.7 |
|
| 4078 |
SIM
4078
SW Investment Management
Telluride,
Colorado
| USD 314 M | +USD 3.16 M | +1% | 5.58% | 143% | 14 | 14.29% | 1.5 |
|
| 4079 |
4079
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| USD 314 M | -USD 6.63 M | -2% | 1.4% | 81% | 97 | 3.09% | 5.7 |
|
| 4080 |
4080
Carr Financial Group
Worcester,
Massachusetts
| USD 314 M | +USD 13.8 M | +5% | 1.8% | 66.1% | 197 | 13.71% | 1.2 |
|
| 4081 |
4081
PFW Advisors
Atlanta,
Georgia
| USD 314 M | -USD 12.8 M | -4% | 0.21% | – | 124 | 5.65% | 4.2 |
|
| 4082 |
4082
West Michigan Advisors
Holland,
Michigan
| USD 314 M | +USD 6.67 M | +2% | 1.31% | 86.6% | 195 | 17.95% | 1.4 |
|
| 4083 |
4083
Nikulski Financial
Bettendorf,
Iowa
| USD 314 M | +USD 12.8 M | +4% | 4.78% | 95.8% | 134 | 6.72% | 3.8 |
|
| 4084 |
4084
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 314 M | +USD 8.88 M | +3% | 3.8% | 92% | 151 | 9.93% | 4.4 |
|
| 4085 |
4085
Fourthstone LLC
St Louis,
Missouri
| USD 314 M | +USD 7.05 M | +2% | 1.62% | 104% | 53 | 58.49% | 1.2 |
|
| 4086 |
4086
Mint Tower Capital Management
Amsterdam,
Netherlands
| USD 314 M | -USD 51.6 M | -14% | 0.24% | 40% | 218 | 44.95% | 1 |
|
| 4087 |
4087
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| USD 314 M | +USD 11.6 M | +4% | 1.4% | 56.7% | 323 | 11.15% | 2.3 |
|
| 4088 |
4088
BetterWealth
San Jose,
California
| USD 314 M | +USD 6.81 M | +2% | 2.96% | 63.3% | 66 | 12.12% | 1.5 |
|
| 4089 |
4089
Gemsstock Ltd
London,
United Kingdom
| USD 314 M | +USD 48.7 M | +18% | 11.1% | 149% | 18 | 55.56% | 0.8 |
|
| 4090 |
SSI
4090
Scott & Selber Inc
Houston,
Texas
| USD 314 M | +USD 19.7 M | +7% | 7.8% | 202% | 90 | 7.78% | 4.8 |
|
| 4091 |
4091
St. Clair Advisors
Mayfield Hts,
Ohio
| USD 313 M | +USD 5.55 M | +2% | 3.02% | 77.5% | 79 | 3.8% | 2.2 |
|
| 4092 |
4092
Lead Edge Capital Management
New York
| USD 313 M | -USD 11.9 M | -4% | 0.23% | 20.2% | 12 | 33.33% | 1.1 |
|
| 4093 |
4093
Park Place Capital
Homewood,
Alabama
| USD 313 M | +USD 34.2 M | +12% | 1.81% | 60% | 938 | 13.01% | 1.3 |
|
| 4094 |
4094
Watchman Group
Plano,
Texas
| USD 313 M | -USD 17.7 M | -5% | 0.22% | 54% | 88 | 15.91% | 2.4 |
|
| 4095 |
WA
4095
WP Advisors
San Francisco,
California
| USD 313 M | +USD 8.34 M | +3% | 4.56% | 113% | 110 | 8.18% | 3.9 |
|
| 4096 |
4096
GoalVest Advisory
New York
| USD 313 M | +USD 13 M | +4% | 3.99% | 94.8% | 415 | 25.54% | 1.7 |
|
| 4097 |
4097
My Legacy Advisors
Bend,
Oregon
| USD 313 M | +USD 14.5 M | +5% | 2.49% | 49.1% | 219 | 9.59% | 1.6 |
|
| 4098 |
4098
B&I Capital
Zurich,
Switzerland
| USD 313 M | -USD 2.95 M | -0.9% | 3.17% | 30.5% | 28 | 14.29% | 2.3 |
|
| 4099 |
4099
FCA Corp
Houston,
Texas
| USD 312 M | +USD 3.35 M | +1% | 0.94% | 57.4% | 188 | 5.85% | 4.7 |
|
| 4100 |
4100
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
| USD 312 M | – | – | 1.78% | – | 2 | – | 0 |
|