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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 |
DI
4426
DAGCO Inc
Westlake,
Ohio
| USD 302 M | +USD 58.3 M | +24% | 0.54% | 75% | 226 | 65.04% | 2.4 |
|
| 4427 |
4427
Empirical Asset Management
Wellesley,
Massachusetts
| USD 302 M | +USD 20.8 M | +7% | 2% | 94.5% | 467 | 38.76% | 0.8 |
|
| 4428 |
4428
SailingStone Capital Partners
Houston,
Texas
| USD 301 M | -USD 16.7 M | -5% | 8.77% | 152% | 14 | 21.43% | 3.6 |
|
| 4429 |
CA
4429
Clune & Associates
Chicago,
Illinois
| USD 301 M | – | – | 2% | – | 136 | – | 0 |
|
| 4430 |
4430
RFG Holdings
Argyle,
Texas
| USD 301 M | +USD 17.6 M | +6% | 2.76% | 74.2% | 59 | 13.56% | 1.2 |
|
| 4431 |
FAP
4431
Financial Advisory Partners
Winter Park,
Florida
| USD 301 M | -USD 23 k | -0% | 0.01% | 52.9% | 67 | 1.49% | 2.2 |
|
| 4432 |
4432
Neumann Capital Management
Foster City,
California
| USD 301 M | +USD 398 k | +0.1% | 0.3% | 89.9% | 103 | 3.88% | 6.8 |
|
| 4433 |
4433
Flagstone Financial Management
Lincoln,
Nebraska
| USD 301 M | +USD 2.72 M | +0.9% | 1.82% | 46.2% | 56 | 8.93% | 1.4 |
|
| 4434 |
4434
Kaydan Wealth Management
Fenton,
Michigan
| USD 301 M | -USD 38 M | -11% | 2.07% | 58% | 111 | 7.21% | 2.3 |
|
| 4435 |
4435
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| USD 301 M | -USD 4.21 M | -1% | 0.08% | – | 241 | 12.03% | 0.5 |
|
| 4436 |
4436
Brooklyn FI
New York
| USD 301 M | +USD 16.7 M | +6% | 0.56% | 60.4% | 64 | 9.38% | 1.8 |
|
| 4437 |
TCOT
4437
Trust Company of Tennessee
Knoxville,
Tennessee
| USD 300 M | +USD 652 k | +0.2% | 0.4% | – | 6 | 0% | 0.5 |
|
| 4438 |
4438
ValueWorks
New York
| USD 300 M | -USD 13.7 M | -4% | 8.88% | 190% | 34 | 0% | 5.5 |
|
| 4439 |
4439
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 300 M | -USD 138 M | -32% | 20.3% | 34.1% | 10 | 10% | 2.8 |
|
| 4440 |
4440
EnRich Financial Partners
Madison,
Wisconsin
| USD 300 M | +USD 919 k | +0.3% | 2.18% | 50.7% | 230 | 6.96% | 0.7 |
|
| 4441 |
4441
Chiron Investment Management
New York
| USD 300 M | +USD 15.9 M | +6% | 7.88% | 104% | 122 | 54.92% | 0.5 |
|
| 4442 |
4442
Stolper & Co
Tulsa,
Oklahoma
| USD 300 M | -USD 5.46 M | -2% | 1.16% | 77.1% | 91 | 5.49% | 3.8 |
|
| 4443 |
WA
4443
WP Advisors
San Francisco,
California
| USD 300 M | +USD 26.5 M | +10% | 4.2% | 113% | 106 | 9.43% | 4.3 |
|
| 4444 |
4444
ForthRight Wealth Management
Alpharetta,
Georgia
| USD 300 M | -USD 372 k | -0.1% | 1.15% | 44.6% | 64 | 7.81% | 2.8 |
|
| 4445 |
4445
Syverson Strege & Co
West Des Moines,
Iowa
| USD 300 M | +USD 1.5 M | +0.5% | 2.16% | 74% | 78 | 11.54% | 2.6 |
|
| 4446 |
4446
Sandbox Financial Partners
Bethesda,
Maryland
| USD 300 M | +USD 17.3 M | +6% | 5.08% | 69.6% | 115 | 13.04% | 2.3 |
|
| 4447 |
4447
Provident Wealth Management
Brentwood,
Tennessee
| USD 300 M | +USD 6.65 M | +2% | 0.37% | 61.1% | 137 | 17.52% | 2.2 |
|
| 4448 |
4448
American Assets Capital Advisers
San Diego,
California
| USD 300 M | -USD 26.1 M | -8% | 4.88% | 73.5% | 40 | 7.5% | 3.2 |
|
| 4449 |
TA
4449
TrueWealth Advisors
Birmingham,
Alabama
| USD 300 M | +USD 289 k | +0.1% | 0.41% | 60.9% | 246 | 18.7% | 2.2 |
|
| 4450 |
4450
S.E.E.D. Planning Group
Binghamton,
New York
| USD 300 M | -USD 1.98 M | -0.7% | 1.51% | 57.3% | 79 | 12.66% | 3.2 |
|