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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 |
GFWEX
4351
G.F.W. Energy XI
Dallas,
Texas
| USD 282 M | – | – | 8.55% | – | 1 | – | 0 |
|
| 4352 |
4352
Kaydan Wealth Management
Fenton,
Michigan
| USD 282 M | -USD 11.1 M | -4% | 1.12% | 58% | 110 | 10% | 2 |
|
| 4353 |
4353
Chase Investment Counsel
Charlottesville,
Virginia
| USD 282 M | +USD 13.3 M | +5% | 8.02% | 350% | 157 | 38.22% | 1.4 |
|
| 4354 |
4354
Quantum Private Wealth
Tampa,
Florida
| USD 282 M | +USD 11.9 M | +4% | 5.68% | 240% | 197 | 15.23% | 1.9 |
|
| 4355 |
4355
Iyo Bank
Matsuyama,
Japan
| USD 282 M | +USD 30.8 M | +12% | 8.81% | 125% | 36 | 5.56% | 1.9 |
|
| 4356 |
4356
VisionPoint Advisory Group
Dallas,
Texas
| USD 281 M | +USD 3.99 M | +1% | 0.64% | 79.3% | 894 | 18.46% | 0.9 |
|
| 4357 |
NC
4357
Nokomis Capital
Dallas,
Texas
| USD 281 M | -USD 18.6 M | -6% | 6.63% | 145% | 58 | 10.34% | 1.8 |
|
| 4358 |
4358
Mayport LLC
Newton,
Massachusetts
| USD 281 M | +USD 18.8 M | +7% | 1.83% | 57% | 84 | 5.95% | 1.8 |
|
| 4359 |
4359
Mattson Financial Services
Kentwood,
Michigan
| USD 281 M | – | – | 1.39% | – | 270 | – | 0 |
|
| 4360 |
4360
Websterrogers Financial Advisors
Florence,
South Carolina
| USD 281 M | -USD 474 k | -0.2% | 0.55% | 42.9% | 74 | 8.11% | 1.9 |
|
| 4361 |
4361
Arcataur Capital Management
Milwaukee,
Wisconsin
| USD 281 M | +USD 2.2 M | +0.8% | 1.32% | 65.4% | 100 | 5% | 0.9 |
|
| 4362 |
4362
FACT Capital
New York
| USD 280 M | +USD 5.54 M | +2% | 7.53% | 227% | 19 | 26.32% | 1 |
|
| 4363 |
RA
4363
Rovida Advisors
Fort Lauderdale,
Florida
| USD 280 M | -USD 7.22 M | -3% | 0.78% | 24.8% | 34 | 55.88% | 1.2 |
|
| 4364 |
4364
Thomist Capital Management
Houston,
Texas
| USD 280 M | +USD 36.9 M | +15% | 8.55% | 71.2% | 52 | 76.92% | 0.3 |
|
| 4365 |
4365
All-Stars Investment
Hong Kong
| USD 280 M | +USD 29.4 M | +12% | 9.83% | 41.7% | 4 | 25% | 1.6 |
|
| 4366 |
4366
Astoria Portfolio Advisors
New York
| USD 280 M | +USD 21.5 M | +8% | 2.8% | 75.4% | 203 | 9.36% | 1.5 |
|
| 4367 |
4367
Maytus Capital Management
New York
| USD 280 M | +USD 43.9 M | +19% | 2.95% | 442% | 68 | 57.35% | 0.5 |
|
| 4368 |
4368
Gradient Capital Advisors
San Diego,
California
| USD 280 M | +USD 7.42 M | +3% | 3.06% | 78.5% | 142 | 3.52% | 4.2 |
|
| 4369 |
4369
Kelly Financial Services
Braintree,
Massachusetts
| USD 280 M | +USD 18.3 M | +7% | 2.82% | 64.3% | 840 | 10.12% | 3.3 |
|
| 4370 |
4370
Smart Money Group
Eastland,
Texas
| USD 280 M | +USD 22.4 M | +9% | 2.13% | 58.9% | 95 | 12.63% | 2.2 |
|
| 4371 |
4371
Coyle Financial Counsel
Glenview,
Illinois
| USD 280 M | USD 0 | 0% | 0.99% | 62.4% | 74 | 0% | 3.1 |
|
| 4372 |
SFA
4372
Spectrum Financial Alliance
Nicholasville,
Kentucky
| USD 280 M | +USD 22.9 M | +9% | 3.81% | 185% | 15 | 6.67% | 3.4 |
|
| 4373 |
TCOT
4373
Trust Company of Tennessee
Knoxville,
Tennessee
| USD 279 M | – | – | 3.13% | – | 6 | – | 0 |
|
| 4374 |
FP
4374
Fiduciary Planning
Englewood,
Florida
| USD 279 M | +USD 15 M | +6% | 2.91% | 71.4% | 64 | 18.75% | 1.5 |
|
| 4375 |
4375
Family Legacy Inc
Greenville,
South Carolina
| USD 279 M | +USD 1.13 M | +0.4% | 2.08% | 89% | 122 | 4.1% | 4.8 |
|