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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Elmind Capital
New York
| USD 398 M | +USD 45.8 M | +13% | 20.4% | – | 39 | 23.08% | 0.4 |
|
| 4502 |
4502
Vista Investment Partners
Oklahoma City,
Oklahoma
| USD 397 M | +USD 19.3 M | +5% | 17% | 112% | 189 | 19.58% | 1.7 |
|
| 4503 |
4503
Brown Miller Wealth Management
Mclean,
Virginia
| USD 397 M | +USD 45.3 M | +13% | 13.7% | 121% | 219 | 19.63% | 2.7 |
|
| 4504 |
4504
Newton One Investments
Newark,
Delaware
| USD 397 M | +USD 28.6 M | +8% | 10.3% | 42% | 147 | 18.37% | 2.3 |
|
| 4505 |
4505
Pathway Financial Advisers
Auburn,
Indiana
| USD 397 M | +USD 43.3 M | +12% | 16.3% | 88.2% | 171 | 6.43% | 2.8 |
|
| 4506 |
4506
Net Worth Advisory Group
Sandy,
Utah
| USD 397 M | -USD 85.5 M | -18% | 17.9% | – | 480 | 23.54% | 1.2 |
|
| 4507 |
4507
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| USD 396 M | +USD 55.9 M | +16% | 7.49% | 62.6% | 147 | 10.88% | 2.9 |
|
| 4508 |
4508
Shikiar Asset Management
New York
| USD 396 M | +USD 49 M | +14% | 25.5% | 117% | 117 | 15.38% | 3.7 |
|
| 4509 |
SWK
4509
Stephen W. Kidder
| USD 396 M | +USD 55.4 M | +16% | 28.5% | 94.7% | 79 | 8.86% | 7.1 |
|
| 4510 |
4510
Holowesko Partners
Nassau,
Bahamas
| USD 395 M | +USD 38.3 M | +11% | 1.2% | 51.1% | 39 | 33.33% | 2.2 |
|
| 4511 |
SC
4511
Steph & Co
Marinette,
Wisconsin
| USD 395 M | +USD 44.4 M | +13% | 12.1% | 61.6% | 317 | 15.77% | 3.7 |
|
| 4512 |
4512
Knuff & Co
Foster City,
California
| USD 395 M | +USD 63 M | +19% | 15.9% | 85.8% | 158 | 25.32% | 3.7 |
|
| 4513 |
4513
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| USD 395 M | +USD 45.3 M | +13% | 14.2% | 90.8% | 126 | 13.49% | 3.1 |
|
| 4514 |
4514
Redwood Grove Capital
Palo Alto,
California
| USD 395 M | +USD 84.9 M | +27% | 24.8% | 79.8% | 27 | 25.93% | 2 |
|
| 4515 |
4515
MIC Capital Management (UK)
London,
United Kingdom
| USD 394 M | +USD 41.9 M | +12% | 34.6% | 67.2% | 17 | 23.53% | 2.4 |
|
| 4516 |
4516
Aurdan Capital Management
Wayne,
Pennsylvania
| USD 394 M | +USD 61 M | +18% | 12% | – | 103 | 18.45% | 1.1 |
|
| 4517 |
4517
X-Square Capital
Guaynabo,
Puerto Rico
| USD 394 M | +USD 97.3 M | +33% | 29.8% | 158% | 184 | 15.22% | 3.4 |
|
| 4518 |
4518
Stone Summit Wealth
Miami,
Florida
| USD 394 M | +USD 34.7 M | +10% | 11.9% | 67% | 150 | 9.33% | 3.5 |
|
| 4519 |
4519
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| USD 394 M | +USD 26.5 M | +7% | 8.53% | 65.5% | 373 | 14.21% | 5.5 |
|
| 4520 |
4520
III Capital Management
Boca Raton,
Florida
| USD 394 M | +USD 49.6 M | +14% | 14.8% | 28.7% | 78 | 58.97% | 0.5 |
|
| 4521 |
4521
360 Financial
Wayzata,
Minnesota
| USD 394 M | +USD 61.9 M | +19% | 24.1% | 82.5% | 93 | 22.58% | 2.9 |
|
| 4522 |
4522
White Mountains Insurance Group
Hanover,
New Hampshire
| USD 394 M | +USD 80.2 M | +26% | 26.4% | 105% | 2 | 0% | 3 |
|
| 4523 |
4523
Red Wave Investments
Dillsburg,
Pennsylvania
| USD 394 M | +USD 58.8 M | +18% | 13.2% | 58% | 126 | 14.29% | 3.5 |
|
| 4524 |
IWN
4524
Independent Wealth Network
Urbandale,
Iowa
| USD 393 M | +USD 56.6 M | +17% | 15.1% | 78.2% | 362 | 22.93% | 2.2 |
|
| 4525 |
4525
NFC Investments
Memphis,
Tennessee
| USD 393 M | +USD 34 M | +9% | 11.4% | – | 43 | 4.65% | 4.7 |
|