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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Redwood Grove Capital
Palo Alto,
California
| USD 249 M | +USD 13.2 M | +6% | 3.67% | 79.8% | 28 | 7.14% | 2 |
|
| 4127 |
4127
CWS Financial Advisors
Kalamazoo,
Michigan
| USD 249 M | -USD 14.3 M | -5% | 5.88% | 55.7% | 179 | 20.11% | 2.4 |
|
| 4128 |
4128
White Pine Capital
Bloomington,
Minnesota
| USD 249 M | -USD 18.9 M | -7% | 4.46% | 143% | 213 | 7.98% | 5.9 |
|
| 4129 |
4129
Jackson Square Capital
San Francisco,
California
| USD 249 M | +USD 94.4 k | +0% | 0.31% | 423% | 126 | 26.19% | 2.1 |
|
| 4130 |
4130
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| USD 249 M | -USD 15.6 M | -6% | 3.8% | 73.3% | 99 | 4.04% | 5.9 |
|
| 4131 |
4131
Wildcat Capital Management
New York
| USD 249 M | -USD 13.8 M | -5% | 3.23% | 77.7% | 23 | 39.13% | 1.8 |
|
| 4132 |
4132
Horizon Wealth Management
La Grange,
Illinois
| USD 249 M | -USD 4.66 M | -2% | 3.91% | 97.2% | 87 | 14.94% | 1.4 |
|
| 4133 |
4133
Grant Street Asset Management
Canonsburg,
Pennsylvania
| USD 249 M | -USD 15.3 M | -6% | 2.71% | 47.2% | 70 | 24.29% | 1.8 |
|
| 4134 |
4134
Endeavour Capital Advisors
Greenwich,
Connecticut
| USD 249 M | +USD 20.2 M | +9% | 9.58% | 105% | 47 | 42.55% | 3.1 |
|
| 4135 |
4135
Buck Wealth Strategies
Denver,
Colorado
| USD 249 M | +USD 18.1 M | +8% | 2.34% | 48.4% | 401 | 39.15% | 0.3 |
|
| 4136 |
4136
INCA Investments
Miami,
Florida
| USD 249 M | -USD 37.4 M | -13% | 5.74% | 128% | 12 | 16.67% | 3.8 |
|
| 4137 |
4137
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| USD 249 M | -USD 14.6 M | -6% | 3.12% | 84.3% | 188 | 20.21% | 2.2 |
|
| 4138 |
4138
Summit Wealth & Retirement Planning
San Ramon,
California
| USD 249 M | -USD 5.63 M | -2% | 3.13% | 67.6% | 60 | 6.67% | 2.7 |
|
| 4139 |
4139
Horan Capital Advisors
Cincinnati,
Ohio
| USD 249 M | -USD 7.42 M | -3% | 3.02% | 26.6% | 118 | 16.1% | 4.1 |
|
| 4140 |
NAH
4140
Neumann Advisory (HK)
Central,
Hong Kong
| USD 249 M | -USD 13.4 M | -5% | 4.48% | 77.3% | 14 | 0% | 3.7 |
|
| 4141 |
4141
Windham Capital Management
Boston,
Massachusetts
| USD 249 M | -USD 11.2 M | -4% | 3.22% | 8.3% | 89 | 7.87% | 3.6 |
|
| 4142 |
4142
Diana Davis Spencer Foundation
Bethesda,
Maryland
| USD 248 M | -USD 12 M | -5% | 4.58% | 13.4% | 3 | 0% | 8.8 |
|
| 4143 |
4143
BetterWealth
San Jose,
California
| USD 248 M | -USD 8.6 M | -3% | 3.94% | 63.3% | 50 | 12% | 1.1 |
|
| 4144 |
4144
Steadview Capital Management
London,
United Kingdom
| USD 248 M | -USD 157 M | -39% | 6.79% | 839% | 9 | 11.11% | 2.1 |
|
| 4145 |
DA
4145
Dash Acquisitions
Woodland Hills,
California
| USD 248 M | -USD 3.97 M | -2% | 1.3% | 52% | 46 | 13.04% | 1.9 |
|
| 4146 |
4146
Hendley & Co
Zanesville,
Ohio
| USD 248 M | +USD 6.94 M | +3% | 2.82% | 64.9% | 53 | 3.77% | 6 |
|
| 4147 |
4147
True Wind Capital Management
San Francisco,
California
| USD 248 M | +USD 1.47 M | +0.6% | 5.85% | 59.6% | 3 | 0% | 1.8 |
|
| 4148 |
FAP
4148
Financial Advisory Partners
Winter Park,
Florida
| USD 248 M | -USD 11.8 M | -5% | 4.91% | 52.9% | 65 | 3.08% | 1.5 |
|
| 4149 |
4149
Rather & Kittrell
Knoxville,
Tennessee
| USD 248 M | +USD 8.59 M | +4% | 3.49% | 41.1% | 64 | 6.25% | 1.4 |
|
| 4150 |
4150
Sanchez Wealth Management Group
Jacksonville,
Florida
| USD 248 M | +USD 919 k | +0.4% | 3.17% | 56.9% | 36 | 5.56% | 3.5 |
|