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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
11 Capital Partners
Darien,
Connecticut
| USD 353 M | +USD 35 M | +11% | 3.06% | 101% | 20 | 10% | 1.7 |
|
| 4377 |
4377
Crestview Partners III
New York
| USD 353 M | +USD 36.8 M | +12% | 15.5% | 51.2% | 3 | 0% | 4.4 |
|
| 4378 |
MI
4378
M3F Inc
Salt Lake City,
Utah
| USD 353 M | -USD 1.6 M | -0.5% | 4.93% | 139% | 32 | 18.75% | 3.7 |
|
| 4379 |
4379
Brown Miller Wealth Management
Mclean,
Virginia
| USD 353 M | +USD 31 M | +10% | 9.94% | 121% | 208 | 17.31% | 2.3 |
|
| 4380 |
4380
Covenant Partners
Nashville,
Tennessee
| USD 353 M | +USD 17.7 M | +5% | 7.01% | 70.3% | 150 | 12.67% | 3.9 |
|
| 4381 |
4381
Alaethes Wealth
Glenbrook,
Nevada
| USD 353 M | +USD 17.9 M | +5% | 6.43% | 96.4% | 118 | 14.41% | 2.4 |
|
| 4382 |
4382
Stone Summit Wealth
Miami,
Florida
| USD 353 M | +USD 29.8 M | +9% | 7.48% | 67% | 147 | 6.12% | 3.1 |
|
| 4383 |
4383
Sequent Planning
Omaha,
Nebraska
| USD 352 M | +USD 36.7 M | +12% | 5.67% | – | 205 | 22.93% | 0.9 |
|
| 4384 |
4384
Integrated Quantitative Investments
Bellevue,
Washington
| USD 352 M | +USD 11.4 M | +3% | 14.4% | – | 471 | 49.68% | 0.3 |
|
| 4385 |
4385
Fiduciary Family Office
Boca Raton,
Florida
| USD 351 M | +USD 46.1 M | +15% | 13.1% | – | 202 | 15.84% | 0.5 |
|
| 4386 |
4386
Leeward Financial Partners
Bellevue,
Washington
| USD 351 M | +USD 35.9 M | +11% | 8.17% | 97.9% | 104 | 6.73% | 2.2 |
|
| 4387 |
4387
EnRich Financial Partners
Madison,
Wisconsin
| USD 351 M | +USD 25.7 M | +8% | 5.98% | 50.7% | 63 | 6.35% | 1.5 |
|
| 4388 |
4388
Catalys Pacific
Tokyo,
Japan
| USD 351 M | +USD 220 M | +167% | 174% | 189% | 2 | 0% | 1.8 |
|
| 4389 |
4389
Gray Foundation
Cohoes,
New York
| USD 351 M | -USD 1.81 M | -0.5% | 3.96% | – | 9 | 11.11% | 1.8 |
|
| 4390 |
4390
Howard Bailey Securities
Fort Wayne,
Indiana
| USD 351 M | +USD 26.9 M | +8% | 5.76% | – | 171 | 28.07% | 0.7 |
|
| 4391 |
4391
Heights Capital Management
San Francisco,
California
| USD 351 M | -USD 23.7 M | -6% | 0.74% | – | 234 | 52.99% | 0.3 |
|
| 4392 |
4392
McMill Wealth Management
Norfolk,
Nebraska
| USD 351 M | +USD 49.1 M | +16% | 5.64% | – | 56 | 12.5% | 0.6 |
|
| 4393 |
4393
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| USD 351 M | +USD 28.6 M | +9% | 15.5% | 17.8% | 1 | 0% | 12.3 |
|
| 4394 |
4394
Bank of Stockton
Stockton,
California
| USD 351 M | +USD 15 M | +4% | 7.69% | 99.2% | 144 | 4.86% | 6.3 |
|
| 4395 |
4395
Verde Servicos Internacionais
Sao Paulo,
Brazil
| USD 351 M | +USD 123 M | +54% | 8.76% | 130% | 60 | 66.67% | 0.4 |
|
| 4396 |
4396
Seafarer Capital Partners
Larkspur,
California
| USD 351 M | -USD 15.6 M | -4% | 0.5% | 43% | 7 | 0% | 3.7 |
|
| 4397 |
4397
Keating Investment Counselors
Delray Beach,
Florida
| USD 350 M | +USD 19.4 M | +6% | 10.4% | 50% | 65 | 12.31% | 6.5 |
|
| 4398 |
4398
Cederberg Capital
London,
United Kingdom
| USD 350 M | +USD 77.9 M | +29% | 19% | 273% | 11 | 36.36% | 1.7 |
|
| 4399 |
4399
KFA Private Wealth Group
Tysons,
Virginia
| USD 350 M | +USD 27.4 M | +8% | 7% | 62.8% | 143 | 11.89% | 2.3 |
|
| 4400 |
4400
Kaydan Wealth Management
Fenton,
Michigan
| USD 350 M | +USD 44.6 M | +15% | 7.52% | 58% | 119 | 10.92% | 2.7 |
|