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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
PCP
4426
Polunin Capital Partners
London,
United Kingdom
| USD 407 M | +USD 22 M | +6% | 37.7% | 252% | 22 | 40.91% | 1.5 |
|
| 4427 |
I
4427
InceptionR
Lafayette,
California
| USD 407 M | -USD 7.99 M | -2% | 14.2% | 62.9% | 960 | 70.31% | 0.3 |
|
| 4428 |
EL
4428
EQ LLC
Bellevue,
Washington
| USD 407 M | +USD 52.2 M | +15% | 17.1% | 72.9% | 88 | 17.05% | 2.4 |
|
| 4429 |
AFA
4429
Amicus Financial Advisors
Lubbock,
Texas
| USD 407 M | +USD 44 M | +12% | 8.21% | – | 99 | 13.13% | 0.4 |
|
| 4430 |
RFS
4430
Retirement Financial Solutions
Knoxville,
Tennessee
| USD 407 M | +USD 57 M | +16% | 12.1% | 50% | 57 | 14.04% | 1.3 |
|
| 4431 |
PIM
4431
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 407 M | +USD 10 M | +3% | 30.8% | 190% | 99 | 24.24% | 2.8 |
|
| 4432 |
KHCM
4432
Kettle Hill Capital Management
New York
| USD 406 M | +USD 7.26 M | +2% | 13.7% | 37.4% | 60 | 66.67% | 0.4 |
|
| 4433 |
BDFN
4433
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| USD 406 M | +USD 47.8 M | +13% | 10.2% | 41.2% | 210 | 11.9% | 3 |
|
| 4434 |
WG
4434
Warner Group
Madison,
Connecticut
| USD 406 M | +USD 253 M | +165% | 31.5% | – | 130 | 40.77% | 0.4 |
|
| 4435 |
FC
4435
FCA Corp
Houston,
Texas
| USD 406 M | +USD 51.9 M | +15% | 13.4% | 57.4% | 210 | 12.38% | 5.1 |
|
| 4436 |
TA
4436
Tactive Advisors
Jacksonville,
Florida
| USD 406 M | +USD 51.3 M | +14% | 22.4% | – | 317 | 26.5% | 1.1 |
|
| 4437 |
ATI
4437
ARK & TLK Investments
Oklahoma City,
Oklahoma
| USD 406 M | +USD 36.4 M | +10% | 12.7% | – | 128 | 7.81% | 1.9 |
|
| 4438 |
WCM
4438
Whitefort Capital Management
New York
| USD 406 M | +USD 66.6 M | +20% | 25.8% | 243% | 22 | 22.73% | 1.5 |
|
| 4439 |
HC
4439
Headland Capital
Mt. Pleasant,
South Carolina
| USD 406 M | +USD 50.6 M | +14% | 12.6% | – | 68 | 16.18% | 1.1 |
|
| 4440 |
BFWA
4440
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| USD 405 M | +USD 44.4 M | +12% | 14.2% | 70.6% | 160 | 25% | 2.6 |
|
| 4441 |
CS
4441
Cisco Systems
San Jose,
California
| USD 405 M | +USD 88.1 M | +28% | 17.9% | 210% | 6 | 50% | 1.5 |
|
| 4442 |
MA
4442
Modus Advisors
Excelsior,
Minnesota
| USD 405 M | +USD 41.7 M | +11% | 17.8% | 89.5% | 125 | 12% | 3.8 |
|
| 4443 |
TAM
4443
Tucker Asset Management
Littleton,
Colorado
| USD 405 M | +USD 70.4 M | +21% | 16.9% | 64.2% | 465 | 27.1% | 1.8 |
|
| 4444 |
WKWM
4444
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 405 M | +USD 49.3 M | +14% | 14.6% | 92% | 170 | 8.82% | 5.2 |
|
| 4445 |
SWM
4445
Seaside Wealth Management
Carlsbad,
California
| USD 405 M | +USD 49 M | +14% | 11.4% | 53.4% | 74 | 16.22% | 2.7 |
|
| 4446 |
RGC
4446
Roberts, Glore & Co
Deerfield,
Illinois
| USD 404 M | +USD 40.5 M | +11% | 14.1% | 72.3% | 254 | 18.11% | 6 |
|
| 4447 |
BWM
4447
Buckley Wealth Management
Las Vegas,
Nevada
| USD 404 M | +USD 12.5 M | +3% | 11.7% | 88% | 113 | 16.81% | 4.9 |
|
| 4448 |
BCFS
4448
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| USD 404 M | +USD 24.4 M | +6% | 14.3% | 81% | 102 | 6.86% | 6.5 |
|
| 4449 |
PWM
4449
Proathlete Wealth Management
Boca Raton,
Florida
| USD 404 M | +USD 43.5 M | +12% | 13.6% | 73.9% | 313 | 9.58% | 1.2 |
|
| 4450 |
MSCM
4450
McElhenny Sheffield Capital Management
Dallas,
Texas
| USD 404 M | +USD 399 k | +0.1% | 4.5% | 86.3% | 127 | 40.16% | 2.1 |
|