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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Vista Investment Partners
Oklahoma City,
Oklahoma
| USD 383 M | +USD 24.3 M | +7% | 2.16% | 112% | 178 | 20.22% | 1.4 |
|
| 4302 |
4302
SimplyRich
Carlsbad,
California
| USD 382 M | +USD 11.8 M | +3% | 6.12% | 105% | 210 | 10% | 4 |
|
| 4303 |
4303
Bain Capital Credit
Boston,
Massachusetts
| USD 382 M | +USD 65.2 M | +21% | 1.01% | 14.4% | 6 | 0% | 2.7 |
|
| 4304 |
4304
Prosperity Planning
Kansas City,
Missouri
| USD 382 M | +USD 11.6 M | +3% | 1.43% | 43.5% | 109 | 0.92% | 3 |
|
| 4305 |
4305
BankPlus Trust Department
Jackson,
Mississippi
| USD 382 M | +USD 8.74 M | +2% | 2.59% | – | 474 | 8.02% | 0.9 |
|
| 4306 |
4306
Stevens Capital Partners
Omaha,
Nebraska
| USD 382 M | +USD 47.1 M | +14% | 1.82% | 76.3% | 105 | 13.33% | 1.6 |
|
| 4307 |
CIM
4307
CIM Investment Management
Pittsburgh,
Pennsylvania
| USD 382 M | +USD 13.4 M | +4% | 5.28% | 123% | 254 | 4.72% | 5 |
|
| 4308 |
4308
Kercheville Advisors
San Antonio,
Texas
| USD 382 M | +USD 50.7 M | +15% | 5.17% | 261% | 133 | 32.33% | 2.2 |
|
| 4309 |
4309
Ruedi Wealth Management
Champaign,
Illinois
| USD 382 M | +USD 24.4 M | +7% | 1.89% | 44.9% | 58 | 8.62% | 2.5 |
|
| 4310 |
4310
Next Level Private
Harrison,
New York
| USD 382 M | +USD 36.6 M | +11% | 3.59% | 95.9% | 170 | 13.53% | 2.1 |
|
| 4311 |
4311
Mindset Wealth Management
Indianapolis,
Indiana
| USD 381 M | +USD 14.5 M | +4% | 4.36% | – | 195 | 15.38% | 0.9 |
|
| 4312 |
4312
Terril Brothers
St. Louis,
Missouri
| USD 381 M | +USD 51.3 M | +16% | 8.17% | 112% | 83 | 19.28% | 3.6 |
|
| 4313 |
LFGO
4313
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| USD 381 M | +USD 16.7 M | +5% | 2.33% | 64.2% | 98 | 10.2% | 2 |
|
| 4314 |
4314
Roman Butler Fullerton & Co
St Louis,
Missouri
| USD 381 M | +USD 8.64 M | +2% | 3.44% | 134% | 284 | 17.25% | 3.3 |
|
| 4315 |
SCM
4315
Soros Capital Management
New York
| USD 381 M | -USD 23.4 M | -6% | 8.92% | 732% | 73 | 39.73% | 1.1 |
|
| 4316 |
4316
Northern Right Capital Management
Darien,
Connecticut
| USD 381 M | +USD 57.7 M | +18% | 11.4% | 187% | 30 | 30% | 1.9 |
|
| 4317 |
4317
Joseph Group Capital Management
Columbus,
Ohio
| USD 381 M | +USD 26.1 M | +7% | 2.88% | 64.3% | 280 | 67.14% | 0.8 |
|
| 4318 |
4318
WorthPointe
La Jolla,
California
| USD 381 M | +USD 114 M | +43% | 2.37% | 59.7% | 140 | 30% | 1.4 |
|
| 4319 |
4319
Parus Finance (UK)
London,
United Kingdom
| USD 380 M | -USD 316 k | -0.1% | 2.73% | 199% | 34 | 11.76% | 3.7 |
|
| 4320 |
4320
Droms Strauss Advisors
St. Louis,
Missouri
| USD 380 M | +USD 35.2 M | +10% | 1.8% | 74.5% | 80 | 13.75% | 3.5 |
|
| 4321 |
4321
DSC Meridian Capital
New York
| USD 380 M | -USD 113 M | -23% | 1.16% | – | 18 | 38.89% | 0.5 |
|
| 4322 |
BWM
4322
Brown Wealth Management
Naperville,
Illinois
| USD 380 M | +USD 24 M | +7% | 1.85% | 51.2% | 117 | 21.37% | 1.4 |
|
| 4323 |
4323
ValueWorks
New York
| USD 380 M | +USD 36.3 M | +11% | 6.82% | 190% | 38 | 18.42% | 5.2 |
|
| 4324 |
CCM
4324
Contrarian Capital Management
Greenwich,
Connecticut
| USD 380 M | -USD 16.6 M | -4% | 5.86% | 29.4% | 39 | 46.15% | 2.6 |
|
| 4325 |
4325
55 North Private Wealth
Winter Park,
Florida
| USD 380 M | – | – | 2.05% | – | 195 | – | 0 |
|