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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
FIFTHDELTA
London,
United Kingdom
| USD 300 M | -USD 160 M | -35% | 2.72% | 16.6% | 16 | 56.25% | 0.7 |
|
| 4352 |
SL
4352
SWF LLC
Omaha,
Nebraska
| USD 300 M | +USD 34.7 M | +13% | 13.1% | 87.4% | 2 | 0% | 3.8 |
|
| 4353 |
4353
EnRich Financial Partners
Madison,
Wisconsin
| USD 299 M | +USD 26.7 M | +10% | 6.01% | 50.7% | 252 | 14.68% | 0.5 |
|
| 4354 |
4354
ArchPoint Investors
Coral Gables,
Florida
| USD 299 M | +USD 33 M | +12% | 4.11% | 111% | 71 | 4.23% | 3.6 |
|
| 4355 |
TA
4355
TrueWealth Advisors
Birmingham,
Alabama
| USD 299 M | +USD 29 M | +11% | 6.39% | 60.9% | 240 | 15.83% | 2 |
|
| 4356 |
4356
Eldred Rock Partners
San Antonio,
Texas
| USD 299 M | +USD 59.9 M | +25% | 2.7% | 109% | 32 | 6.25% | 0.6 |
|
| 4357 |
4357
Fortis Capital Advisors
Prairie Village,
Kansas
| USD 299 M | +USD 22.1 M | +8% | 5.28% | 127% | 202 | 36.14% | 0.8 |
|
| 4358 |
4358
Highline Wealth Partners
Sherman Oaks,
California
| USD 299 M | +USD 33.6 M | +13% | 5.16% | 93.8% | 649 | 19.41% | 1.1 |
|
| 4359 |
4359
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| USD 299 M | +USD 14.3 M | +5% | 8.06% | 84.3% | 208 | 24.52% | 2.5 |
|
| 4360 |
4360
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| USD 299 M | +USD 84.2 M | +39% | 13.8% | 44.1% | 59 | 15.25% | 1.9 |
|
| 4361 |
4361
Meritech Capital Associates V
Palo Alto,
California
| USD 299 M | +USD 7.05 M | +2% | 8.02% | 133% | 3 | 33.33% | 3.6 |
|
| 4362 |
4362
TriaGen Wealth Management
Calabasas,
California
| USD 299 M | +USD 39.7 M | +15% | 7.05% | 132% | 186 | 22.58% | 2.1 |
|
| 4363 |
4363
Integral Investment Advisors
Turlock,
California
| USD 299 M | +USD 27.4 M | +10% | 5.34% | 60% | 160 | 10% | 1.4 |
|
| 4364 |
4364
Leading Edge Financial Planning
Knoxville,
Tennessee
| USD 299 M | +USD 49.3 M | +20% | 5.82% | 48.6% | 55 | 9.09% | 1.3 |
|
| 4365 |
4365
Catalina Capital Group
Torrance,
California
| USD 299 M | +USD 32.2 M | +12% | 5.75% | – | 372 | 22.04% | 0.5 |
|
| 4366 |
4366
Syverson Strege & Co
West Des Moines,
Iowa
| USD 298 M | +USD 4.98 M | +2% | 6.88% | 66.8% | 77 | 11.69% | 2.7 |
|
| 4367 |
4367
Acima Private Wealth
Richmond,
Virginia
| USD 298 M | +USD 26.2 M | +10% | 6.53% | 51.1% | 184 | 0.54% | 4.8 |
|
| 4368 |
4368
Sea Cliff Partners Management
San Francisco,
California
| USD 298 M | +USD 6.03 M | +2% | 0.92% | – | 19 | 47.37% | 0.5 |
|
| 4369 |
4369
Flagstone Financial Management
Lincoln,
Nebraska
| USD 298 M | +USD 29.4 M | +11% | 5.81% | 43.9% | 53 | 15.09% | 1.2 |
|
| 4370 |
4370
Baker Boyer National Bank
Walla Walla,
Washington
| USD 298 M | +USD 11.8 M | +4% | 5.35% | 44.7% | 79 | 7.59% | 5.2 |
|
| 4371 |
4371
Matthew 25 Management Corp
Ambler,
Pennsylvania
| USD 298 M | +USD 9.6 M | +3% | 8.63% | 141% | 20 | 10% | 6.5 |
|
| 4372 |
4372
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| USD 298 M | +USD 10.1 M | +4% | 7.29% | 140% | 25 | 0% | 1.7 |
|
| 4373 |
4373
Courage Miller Partners
Norfolk,
Virginia
| USD 297 M | +USD 19.4 M | +7% | 6.03% | 43.5% | 81 | 3.7% | 7.3 |
|
| 4374 |
4374
Shoker Investment Counsel
Oxford,
Ohio
| USD 297 M | +USD 14 M | +5% | 6.46% | 83.8% | 105 | 7.62% | 5.4 |
|
| 4375 |
4375
Bulldog Investors
Saddle Brook,
New Jersey
| USD 297 M | +USD 29.8 M | +11% | 4.1% | 22.5% | 175 | 38.29% | 1.2 |
|