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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Fluent Financial
Dallas,
Texas
| USD 182 M | -USD 12.8 M | -7% | 5.11% | 46.9% | 69 | 13.04% | 1.3 |
|
| 4452 |
BOC
4452
Barbara Oil Co
Chicago,
Illinois
| USD 182 M | -USD 10.6 M | -6% | 5.52% | 76.9% | 83 | 2.41% | 6.6 |
|
| 4453 |
4453
New Capital Management
Houston,
Texas
| USD 182 M | +USD 687 k | +0.4% | 4.68% | 55.4% | 44 | 9.09% | 3.2 |
|
| 4454 |
4454
Bridge City Capital
Lake Oswego,
Oregon
| USD 182 M | -USD 6.82 M | -4% | 3.05% | 120% | 95 | 5.26% | 3.7 |
|
| 4455 |
4455
Wells Trecaso Financial Group
Akron,
Ohio
| USD 182 M | -USD 10.7 M | -6% | 5.51% | 108% | 82 | 8.54% | 3.5 |
|
| 4456 |
4456
Invus Financial Advisors
New York
| USD 182 M | +USD 16.6 M | +10% | 13.3% | 29.5% | 8 | 0% | 1.8 |
|
| 4457 |
4457
IRON Financial
Northbrook,
Illinois
| USD 182 M | -USD 8.84 M | -5% | 4.68% | 60.6% | 103 | 16.5% | 2.7 |
|
| 4458 |
4458
Redwood Grove Capital
Palo Alto,
California
| USD 182 M | -USD 1.84 M | -1% | 4.48% | 79.8% | 26 | 3.85% | 1.4 |
|
| 4459 |
ACM
4459
Aljian Capital Management
Carson City,
Nevada
| USD 182 M | -USD 782 k | -0.4% | 0.46% | 162% | 55 | 7.27% | 2.9 |
|
| 4460 |
4460
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| USD 182 M | -USD 18.6 M | -9% | 5.57% | 67.9% | 83 | 6.02% | 1.4 |
|
| 4461 |
4461
David Kennon
Sarasota,
Florida
| USD 182 M | – | – | 6.3% | 52.4% | 17 | – | 0 |
|
| 4462 |
4462
Riverwood Capital Management
Menlo Park,
California
| USD 182 M | -USD 100 M | -36% | 9.96% | 46.5% | 6 | 33.33% | 0.6 |
|
| 4463 |
4463
Sonata Capital Group
Seattle,
Washington
| USD 181 M | -USD 11.1 M | -6% | 3.8% | 66.5% | 111 | 7.21% | 5.4 |
|
| 4464 |
GCM
4464
Gabalex Capital Management
New York
| USD 181 M | +USD 9 M | +5% | 3.86% | 24.9% | 17 | 11.76% | 4.5 |
|
| 4465 |
4465
Kaydan Wealth Management
Fenton,
Michigan
| USD 181 M | +USD 1.56 M | +0.9% | 0.58% | 58% | 92 | 9.78% | 0.7 |
|
| 4466 |
4466
TriaGen Wealth Management
Calabasas,
California
| USD 181 M | +USD 40.3 M | +29% | 1.49% | 132% | 183 | 30.05% | 1 |
|
| 4467 |
4467
Topel & Distasi Wealth Management
Berkeley,
California
| USD 181 M | +USD 8.32 M | +5% | 5.91% | 43.6% | 74 | 17.57% | 0.6 |
|
| 4468 |
4468
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| USD 181 M | -USD 8.39 M | -4% | 2.76% | 90.8% | 83 | 6.02% | 1.7 |
|
| 4469 |
4469
Everhart Financial Group
Dublin,
Ohio
| USD 181 M | +USD 16.1 M | +10% | 3.59% | 123% | 220 | 23.18% | 0.8 |
|
| 4470 |
4470
Oakwell Private Wealth Management
Austin,
Texas
| USD 181 M | +USD 5.23 M | +3% | 6.49% | 68.2% | 61 | 6.56% | 1.4 |
|
| 4471 |
4471
CM Wealth Advisors
Beachwood,
Ohio
| USD 180 M | +USD 17.1 M | +10% | 4.97% | 64.7% | 74 | 12.16% | 0.2 |
|
| 4472 |
4472
Banco BTG Pactual
Rio De Janeiro,
Brazil
| USD 180 M | +USD 26.1 M | +17% | 1.12% | 135% | 146 | 68.49% | 0.3 |
|
| 4473 |
4473
Brand Asset Management Group
Chesterfield,
Missouri
| USD 180 M | -USD 16 M | -8% | 6.53% | 70.2% | 78 | 5.13% | 3.7 |
|
| 4474 |
4474
Wills Financial Group
Richmond,
Virginia
| USD 180 M | -USD 23.3 M | -11% | 5.56% | 57.5% | 63 | 9.52% | 4.6 |
|
| 4475 |
SGH
4475
Sivik Global Healthcare
Greenwich,
Connecticut
| USD 180 M | +USD 3.95 M | +2% | 1.77% | 83.8% | 45 | 24.44% | 1.7 |
|