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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
FNWM
4551
Financial Network Wealth Management
Draper,
Utah
| USD 202 M | +USD 17.1 M | +9% | 10.4% | – | 106 | 11.32% | 1.7 |
|
| 4552 |
4552
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 202 M | +USD 5.26 M | +3% | 4.83% | 93.3% | 150 | 7.33% | 6.5 |
|
| 4553 |
PAM
4553
Pegasus Asset Management
Montebello,
New York
| USD 202 M | +USD 16.6 M | +9% | 10.1% | 101% | 73 | 5.48% | 4.2 |
|
| 4554 |
4554
Hel Ved Capital Management
Central,
Hong Kong
| USD 202 M | +USD 24.7 M | +14% | 11.3% | 1,351% | 29 | 68.97% | 0.5 |
|
| 4555 |
4555
Bank OZK
Little Rock,
Arkansas
| USD 202 M | -USD 299 k | -0.1% | 4.85% | 112% | 125 | 1.6% | 6.3 |
|
| 4556 |
AIP
4556
Ahrens Investment Partners
Lafayette,
Louisiana
| USD 202 M | -USD 18.7 M | -8% | 4.65% | 82.3% | 1,022 | 82.58% | 0.5 |
|
| 4557 |
4557
PYA Waltman Capital
Knoxville,
Tennessee
| USD 201 M | +USD 10.9 M | +6% | 4.01% | 62.4% | 62 | 6.45% | 1.9 |
|
| 4558 |
4558
Operose Advisors
Milwaukee,
Wisconsin
| USD 201 M | +USD 14 M | +7% | 2.81% | 68.8% | 399 | 23.56% | 1 |
|
| 4559 |
4559
Wolf Group Capital Advisors
Fairfax,
Virginia
| USD 201 M | -USD 10.9 M | -5% | 6.03% | 28.2% | 118 | 11.02% | 2.8 |
|
| 4560 |
4560
Roman Butler Fullerton & Co
St Louis,
Missouri
| USD 201 M | +USD 7.72 M | +4% | 8.42% | 134% | 211 | 20.38% | 2.7 |
|
| 4561 |
BOCM
4561
Bontempo Ohly Capital Management
Bethesda,
Maryland
| USD 201 M | +USD 32.8 M | +19% | 4.83% | 49.6% | 39 | 28.21% | 3.6 |
|
| 4562 |
4562
Intel Corp
Santa Clara,
California
| USD 201 M | -USD 8.63 M | -4% | 19.9% | 9.79% | 8 | 12.5% | 0.8 |
|
| 4563 |
4563
RBA Wealth Management
Newport Beach,
California
| USD 201 M | +USD 10.2 M | +5% | 4.16% | 91% | 98 | 12.24% | 1.4 |
|
| 4564 |
4564
Ceeto Capital Group
Coral Gables,
Florida
| USD 201 M | +USD 18.7 M | +10% | 12.1% | 94.4% | 168 | 11.31% | 3.5 |
|
| 4565 |
4565
Flagstone Financial Management
Lincoln,
Nebraska
| USD 200 M | +USD 36.2 M | +22% | 4.45% | 46.2% | 43 | 9.3% | 0.2 |
|
| 4566 |
4566
Tabor Asset Management
New York
| USD 200 M | +USD 24.5 M | +14% | 19.1% | 214% | 43 | 46.51% | 0.7 |
|
| 4567 |
4567
Founders Financial Alliance
Raleigh,
North Carolina
| USD 200 M | -USD 17.5 M | -8% | 6.02% | 84.9% | 492 | 10.16% | 2 |
|
| 4568 |
4568
Iron Horse Wealth Management
Johston,
Iowa
| USD 200 M | +USD 15 M | +8% | 3.48% | 29.1% | 381 | 20.21% | 0.9 |
|
| 4569 |
4569
True Wind Capital Management
San Francisco,
California
| USD 200 M | +USD 37.8 M | +23% | 25% | 59.6% | 3 | 0% | 1.3 |
|
| 4570 |
4570
Exeter Financial
Scottsdale,
Arizona
| USD 200 M | +USD 7.64 M | +4% | 1.82% | 59.1% | 89 | 6.74% | 3.9 |
|
| 4571 |
4571
Beddow Capital Management
Jackson,
Wyoming
| USD 200 M | +USD 3.96 M | +2% | 0.9% | 50.7% | 54 | 7.41% | 4.3 |
|
| 4572 |
GECH
4572
Garnet Equity Capital Holdings
New York
| USD 199 M | +USD 46.2 M | +30% | 10.2% | 302% | 46 | 63.04% | 0.6 |
|
| 4573 |
4573
Bridge City Capital
Lake Oswego,
Oregon
| USD 199 M | +USD 4.47 M | +2% | 5.63% | 120% | 95 | 5.26% | 4 |
|
| 4574 |
4574
First Bankers Trust
Louisville,
Kentucky
| USD 199 M | +USD 4.7 M | +2% | 1.86% | 78.9% | 116 | 3.45% | 6.6 |
|
| 4575 |
4575
Smart Money Group
Eastland,
Texas
| USD 199 M | +USD 7.67 M | +4% | 2.34% | 58.9% | 55 | 18.18% | 2.5 |
|