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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Horan Capital Advisors
Cincinnati,
Ohio
| USD 297 M | -USD 4.03 M | -1% | 1.22% | 26.6% | 125 | 14.4% | 4.8 |
|
| 4477 |
4477
CJM Wealth Advisers
Falls Church,
Virginia
| USD 297 M | +USD 4.99 M | +2% | 1.61% | 76.8% | 72 | 8.33% | 2.2 |
|
| 4478 |
4478
White Pine Capital
Bloomington,
Minnesota
| USD 297 M | +USD 4.1 M | +1% | 4.11% | 143% | 227 | 9.25% | 6 |
|
| 4479 |
4479
TriaGen Wealth Management
Calabasas,
California
| USD 297 M | -USD 1.86 M | -0.6% | 4.42% | 132% | 191 | 21.99% | 2.2 |
|
| 4480 |
4480
United Wealth Management
Charlottesville,
Virginia
| USD 297 M | – | – | 2.35% | – | 21 | – | 0 |
|
| 4481 |
4481
Arcataur Capital Management
Milwaukee,
Wisconsin
| USD 297 M | +USD 1.05 M | +0.4% | 0.35% | 65.4% | 97 | 2.06% | 1.4 |
|
| 4482 |
4482
Bridgefront Capital
Austin,
Texas
| USD 297 M | +USD 37.2 M | +14% | 1.3% | 52.1% | 827 | 72.91% | 0.2 |
|
| 4483 |
4483
Boone Capital Management
Atlanta,
Georgia
| USD 296 M | -USD 89.3 M | -23% | 0.09% | 278% | 19 | 42.11% | 1 |
|
| 4484 |
4484
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| USD 296 M | -USD 13.3 M | -4% | 3.8% | 128% | 665 | 73.98% | 1 |
|
| 4485 |
SC
4485
Steph & Co
Marinette,
Wisconsin
| USD 296 M | -USD 18 M | -6% | 0.5% | 61.6% | 305 | 13.77% | 3.1 |
|
| 4486 |
4486
Wakefield Asset Management
Englewood,
Colorado
| USD 296 M | -USD 11.2 M | -4% | 1.66% | 147% | 179 | 40.78% | 1.3 |
|
| 4487 |
4487
Strategic Advocates
Logan,
Utah
| USD 296 M | +USD 16.9 M | +6% | 9.08% | 111% | 130 | 23.85% | 0.9 |
|
| 4488 |
4488
PCJ Investment Counsel
Toronto,
Ontario, Canada
| USD 296 M | -USD 19.7 M | -6% | 3.64% | 164% | 84 | 34.52% | 2.7 |
|
| 4489 |
4489
Shoker Investment Counsel
Oxford,
Ohio
| USD 296 M | -USD 1.33 M | -0.4% | 1.76% | 88.9% | 104 | 1.92% | 5.6 |
|
| 4490 |
4490
Kerrisdale Advisers
Miami,
Florida
| USD 296 M | +USD 1.85 M | +0.6% | 2.84% | 78.8% | 102 | 20.59% | 1.6 |
|
| 4491 |
4491
Narus Financial Partners
Salt Lake City,
Utah
| USD 296 M | +USD 16.7 M | +6% | 5.51% | 85.3% | 160 | 16.25% | 3.4 |
|
| 4492 |
4492
Lead Edge Capital Management
New York
| USD 296 M | -USD 49.8 M | -14% | 11.3% | 20.2% | 10 | 10% | 1.1 |
|
| 4493 |
4493
Formula Growth
Montreal,
Quebec, Canada
| USD 295 M | +USD 4.16 M | +1% | 6.69% | 118% | 136 | 35.29% | 3.1 |
|
| 4494 |
4494
Transce3nd
Kyle,
Texas
| USD 295 M | – | – | 3.98% | – | 1,567 | – | 0 |
|
| 4495 |
CCM
4495
Contrarian Capital Management
Greenwich,
Connecticut
| USD 295 M | -USD 33.7 M | -10% | 10.1% | 29.4% | 35 | 17.14% | 2.4 |
|
| 4496 |
WFA
4496
Wade Financial Advisory
Campbell,
California
| USD 295 M | -USD 1.94 M | -0.7% | 1.98% | 15.9% | 83 | 6.02% | 3.7 |
|
| 4497 |
4497
Family Legacy Inc
Greenville,
South Carolina
| USD 295 M | -USD 5.62 M | -2% | 2.2% | 89% | 125 | 5.6% | 5.1 |
|
| 4498 |
SL
4498
SWF LLC
Omaha,
Nebraska
| USD 295 M | -USD 4.53 M | -2% | 1.51% | 82.9% | 2 | 0% | 4 |
|
| 4499 |
4499
Evexia Wealth
Stevens Point,
Wisconsin
| USD 295 M | +USD 13.1 M | +5% | 0.47% | 95% | 80 | 22.5% | 1.1 |
|
| 4500 |
FCT
4500
Family Capital Trust
Peabody,
Massachusetts
| USD 295 M | -USD 16.1 M | -5% | 4.35% | 39.1% | 61 | 3.28% | 7.1 |
|