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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
UCI
4101
Uncommon Cents Investing
Janesville,
Wisconsin
| USD 461 M | +USD 30.5 M | +7% | 8.91% | 83.8% | 218 | 5.96% | 5.2 |
|
| 4102 |
HIP
4102
Harrell Investment Partners
Austin,
Texas
| USD 461 M | +USD 42.2 M | +10% | 15.9% | 121% | 153 | 11.76% | 2.8 |
|
| 4103 |
PC
4103
Prevatt Capital
Nassau,
Bahamas
| USD 461 M | +USD 90.1 M | +24% | 18.2% | – | 12 | 8.33% | 1.4 |
|
| 4104 |
PAA
4104
Peregrine Asset Advisers
Portland,
Oregon
| USD 461 M | +USD 89.8 M | +24% | 19.9% | 182% | 230 | 23.04% | 2.4 |
|
| 4105 |
IAG
4105
Investment Advisory Group
Hanover,
Massachusetts
| USD 461 M | +USD 67.6 M | +17% | 13.4% | 61.6% | 221 | 12.67% | 2.7 |
|
| 4106 |
SGA
4106
Sector Gamma AS
Oslo,
Norway
| USD 461 M | +USD 37.5 M | +9% | 9.59% | 35.3% | 48 | 29.17% | 2.8 |
|
| 4107 |
JC
4107
Joho Capital
New York
| USD 460 M | +USD 87.4 M | +23% | 20.1% | 80.2% | 11 | 18.18% | 1.9 |
|
| 4108 |
GIM
4108
Generali Investments Management
Ljubljana,
Slovenia
| USD 460 M | +USD 30.4 M | +7% | 16.5% | – | 168 | 5.95% | 1.2 |
|
| 4109 |
AWCI
4109
Alpine Woods Capital Investors
Purchase,
New York
| USD 460 M | +USD 43.5 M | +10% | 15.3% | 105% | 253 | 34.39% | 3.5 |
|
| 4110 |
DC
4110
DeDora Capital
Napa,
California
| USD 460 M | +USD 52.3 M | +13% | 15% | 81.7% | 136 | 14.71% | 3.5 |
|
| 4111 |
RAG
4111
RIA Advisory Group
Des Moines,
Iowa
| USD 460 M | +USD 38.9 M | +9% | 9.17% | – | 168 | 22.02% | 1.4 |
|
| 4112 |
AM
4112
Atwater Malick
Lancaster,
Pennsylvania
| USD 459 M | +USD 88.9 M | +24% | 16.3% | 83.4% | 131 | 24.43% | 2.6 |
|
| 4113 |
AIP
4113
Arrowpoint Investment Partners
Singapore
| USD 459 M | +USD 347 M | +308% | 33.3% | – | 167 | 74.25% | 0.1 |
|
| 4114 |
VIM
4114
VELA Investment Management
New Albany,
Ohio
| USD 459 M | +USD 30.3 M | +7% | 7.41% | 56.8% | 193 | 26.42% | 1.9 |
|
| 4115 |
SSC
4115
Syverson Strege & Co
West Des Moines,
Iowa
| USD 459 M | +USD 43.3 M | +10% | 15.3% | 66.8% | 191 | 14.14% | 2 |
|
| 4116 |
RFN
4116
RDA Financial Network
Akron,
Iowa
| USD 459 M | +USD 59.1 M | +15% | 16.5% | 93.4% | 303 | 15.51% | 3.6 |
|
| 4117 |
PWS
4117
Peterson Wealth Services
South Ogden,
Utah
| USD 459 M | +USD 54 M | +13% | 19.4% | 153% | 246 | 13.01% | 2 |
|
| 4118 |
GCM
4118
G2 Capital Management
Columbus,
Ohio
| USD 459 M | +USD 47.2 M | +11% | 11.7% | 48.6% | 77 | 14.29% | 2.9 |
|
| 4119 |
CIM
4119
Coleford Investment Management
Toronto, Ontario,
Canada
| USD 459 M | +USD 50.7 M | +12% | 10.6% | – | 25 | 12% | 1.2 |
|
| 4120 |
GAA
4120
Global Assets Advisory
Orlando,
Florida
| USD 458 M | +USD 109 M | +31% | 17% | 85.9% | 594 | 65.49% | 0.8 |
|
| 4121 |
SSWG
4121
Seven Springs Wealth Group
Brentwood,
Tennessee
| USD 458 M | +USD 25.6 M | +6% | 7.24% | 59.2% | 87 | 9.2% | 3.7 |
|
| 4122 |
AFA
4122
AllGen Financial Advisors
Orlando,
Florida
| USD 458 M | +USD 36.5 M | +9% | 8.15% | 39.7% | 43 | 23.26% | 2 |
|
| 4123 |
SA
4123
Strategic Advisors
New York
| USD 457 M | -USD 145 M | -24% | 14.2% | 105% | 196 | 22.96% | 5.5 |
|
| 4124 |
WP
4124
Westmount Partners
Los Angeles,
California
| USD 457 M | +USD 50.8 M | +13% | 18.6% | 101% | 303 | 22.11% | 2.2 |
|
| 4125 |
APWA
4125
Atlas Private Wealth Advisors
Matawan,
New Jersey
| USD 457 M | +USD 32.1 M | +8% | 13.4% | 51.6% | 144 | 11.81% | 3 |
|