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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| USD 210 M | +USD 70.4 M | +50% | 10% | 56.7% | 311 | 25.08% | 1.2 |
|
| 4352 |
CC
4352
Coann Capital
Westport,
Connecticut
| USD 210 M | +USD 47.1 M | +29% | 9.81% | – | 27 | 62.96% | 0.2 |
|
| 4353 |
4353
Juncture Wealth Strategies
Scottsdale,
Arizona
| USD 210 M | +USD 9.32 M | +5% | 4.44% | 76.5% | 116 | 17.24% | 3 |
|
| 4354 |
4354
KPCB XIII Associates
Menlo Park,
California
| USD 210 M | – | – | 17.3% | – | 2 | – | 2 |
|
| 4355 |
SHFA
4355
SS&H Financial Advisors
Troy,
Michigan
| USD 210 M | +USD 16.5 M | +9% | 13.8% | – | 115 | 3.48% | 0.7 |
|
| 4356 |
4356
RiverPark Advisors
New York
| USD 210 M | -USD 98.1 M | -32% | 3.34% | 87.5% | 143 | 39.86% | 2.1 |
|
| 4357 |
4357
TrueFG
Cedar Park,
Texas
| USD 210 M | +USD 21.2 M | +11% | 8.07% | 54.2% | 37 | 2.7% | 2.5 |
|
| 4358 |
4358
Nikulski Financial
Bettendorf,
Iowa
| USD 210 M | +USD 16.5 M | +9% | 7.67% | 95.8% | 129 | 10.08% | 3.1 |
|
| 4359 |
4359
Intel Corp
Santa Clara,
California
| USD 209 M | -USD 40.8 M | -16% | 24.5% | 9.79% | 7 | 14.29% | 0.7 |
|
| 4360 |
TM
4360
Tikvah Management
Charlotte,
North Carolina
| USD 209 M | -USD 6.84 M | -3% | 1.68% | 169% | 25 | 12% | 3 |
|
| 4361 |
4361
Retireful LLC
Haslett,
Michigan
| USD 209 M | +USD 9.06 M | +5% | 0.06% | 437% | 9 | 66.67% | 0.3 |
|
| 4362 |
4362
Enzi Wealth
Austin,
Texas
| USD 209 M | +USD 5.37 M | +3% | 8.93% | 77% | 72 | 6.94% | 0.2 |
|
| 4363 |
4363
Oakwell Private Wealth Management
Austin,
Texas
| USD 209 M | +USD 28.7 M | +16% | 7.65% | 63% | 62 | 6.45% | 1.6 |
|
| 4364 |
BOC
4364
Barbara Oil Co
Chicago,
Illinois
| USD 209 M | +USD 27.1 M | +15% | 16.1% | 76.9% | 81 | 0% | 6.9 |
|
| 4365 |
4365
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| USD 209 M | +USD 20.8 M | +11% | 9.1% | 70.4% | 63 | 25.4% | 0.9 |
|
| 4366 |
4366
Verde Capital Management
Clarkston,
Michigan
| USD 209 M | +USD 3.59 M | +2% | 4.78% | 80.3% | 40 | 7.5% | 2 |
|
| 4367 |
4367
Stonebridge Capital Management
Los Angeles,
California
| USD 209 M | +USD 15.8 M | +8% | 11.8% | – | 94 | 6.38% | 7.1 |
|
| 4368 |
4368
Keystone Investors
Singapore
| USD 209 M | – | – | 19.4% | – | 37 | – | 0 |
|
| 4369 |
4369
Amtrust Financial Services
New York
| USD 209 M | +USD 2.27 M | +1% | 5.68% | 61.9% | 20 | 5% | 1.7 |
|
| 4370 |
4370
Hollow Brook Wealth Management
Katonah,
New York
| USD 209 M | +USD 32.8 M | +19% | 11.8% | 97.8% | 85 | 17.65% | 3 |
|
| 4371 |
4371
Wind River Trust Company
Jackson,
Wyoming
| USD 209 M | +USD 22.3 M | +12% | 9.31% | 62.1% | 9 | 0% | 7.4 |
|
| 4372 |
4372
Accel Wealth Management
Waverly,
Iowa
| USD 209 M | +USD 21.7 M | +12% | 5.41% | 82.4% | 1,117 | 8.42% | 1.5 |
|
| 4373 |
4373
Veracity Capital
Atlanta,
Georgia
| USD 209 M | +USD 25.1 M | +14% | 9.06% | 149% | 201 | 15.92% | 1.9 |
|
| 4374 |
4374
First County Bank
Stamford,
Connecticut
| USD 209 M | – | – | 11.9% | 101% | 161 | – | 0 |
|
| 4375 |
4375
Irenic Capital Management
New York
| USD 209 M | – | – | 18.7% | 93.6% | 12 | – | 0 |
|