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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 |
4551
Pecaut & Co
Sioux City,
Iowa
| USD 290 M | +USD 7.04 M | +2% | 1.64% | 62.8% | 80 | 13.75% | 3.7 |
|
| 4552 |
4552
Smart Money Group
Eastland,
Texas
| USD 290 M | +USD 9.36 M | +3% | 1.46% | 58.9% | 99 | 7.07% | 2.6 |
|
| 4553 |
4553
Front Row Advisors
Tiburon,
California
| USD 290 M | +USD 9.2 M | +3% | 5.72% | 142% | 512 | 5.08% | 5.1 |
|
| 4554 |
4554
Baker Boyer National Bank
Walla Walla,
Washington
| USD 289 M | -USD 8.52 M | -3% | 2.06% | 49.3% | 81 | 6.17% | 5.3 |
|
| 4555 |
4555
Snow Phipps Group
New York
| USD 289 M | +USD 3.95 M | +1% | 1.51% | 58% | 2 | 0% | 4.8 |
|
| 4556 |
4556
Umpqua Bank
Lake Oswego,
Oregon
| USD 289 M | +USD 15.8 M | +6% | 0.03% | – | 162 | 11.73% | 0.7 |
|
| 4557 |
WC
4557
Weil Company
San Diego,
California
| USD 289 M | -USD 16 M | -5% | 0.04% | 71.7% | 152 | 36.18% | 3.6 |
|
| 4558 |
4558
Cadent Capital Advisors
Tulsa,
Oklahoma
| USD 289 M | -USD 36.3 M | -11% | 1.21% | 106% | 163 | 11.66% | 2.1 |
|
| 4559 |
4559
CenterStar Asset Management
Chicago,
Illinois
| USD 289 M | -USD 211 M | -42% | 3.89% | 104% | 423 | 82.74% | 0.3 |
|
| 4560 |
4560
Highland Financial Advisors
Wayne,
New Jersey
| USD 289 M | +USD 7.32 M | +3% | 1.21% | 70% | 59 | 15.25% | 1.5 |
|
| 4561 |
4561
Altrafin AG
Zurich,
| USD 288 M | +USD 10.8 M | +4% | 5.11% | 97.6% | 52 | 11.54% | 2.3 |
|
| 4562 |
4562
Sea Cliff Partners Management
San Francisco,
California
| USD 288 M | -USD 10 M | -3% | 1.56% | – | 17 | 23.53% | 0.6 |
|
| 4563 |
SFA
4563
Spectrum Financial Alliance
Nicholasville,
Kentucky
| USD 288 M | +USD 8.74 M | +3% | 1.6% | 187% | 20 | 5% | 2.9 |
|
| 4564 |
4564
McCarthy & Cox
Marysville,
Ohio
| USD 288 M | +USD 27.3 M | +10% | 0.03% | – | 67 | 22.39% | 0.6 |
|
| 4565 |
4565
REDW Wealth
Albuquerque,
New Mexico
| USD 288 M | -USD 102 M | -26% | 1.18% | 59.1% | 169 | 42.6% | 3.8 |
|
| 4566 |
4566
Websterrogers Financial Advisors
Florence,
South Carolina
| USD 288 M | +USD 2.19 M | +0.8% | 1.87% | 46% | 82 | 18.29% | 2 |
|
| 4567 |
AIA
4567
AIMZ Investment Advisors
Los Altos,
California
| USD 288 M | -USD 5.1 M | -2% | 0.23% | 81.3% | 127 | 4.72% | 6.8 |
|
| 4568 |
ATI
4568
ARK & TLK Investments
Oklahoma City,
Oklahoma
| USD 288 M | +USD 6.46 M | +2% | 0.8% | 62.2% | 113 | 6.19% | 0.9 |
|
| 4569 |
4569
West Virginia University Foundation
Morgantown,
West Virginia
| USD 288 M | – | – | 2.22% | – | 2 | – | 0 |
|
| 4570 |
4570
Foursixthree Capital
New York
| USD 288 M | – | – | 20.6% | – | 25 | – | 0.3 |
|
| 4571 |
4571
Aquamarine Zurich
Zurich,
Switzerland
| USD 288 M | +USD 2.01 M | +0.7% | 1.79% | 74.8% | 14 | 0% | 2 |
|
| 4572 |
4572
Fernwood Investment Management
Quincy,
Massachusetts
| USD 288 M | -USD 19.2 M | -6% | 9.1% | 83.4% | 198 | 21.21% | 5.7 |
|
| 4573 |
BDA
4573
Borer Denton & Associates
Blue Bell,
Pennsylvania
| USD 288 M | -USD 5.65 M | -2% | 1.73% | 44.2% | 63 | 7.94% | 2.4 |
|
| 4574 |
4574
Enstar Group
Hamilton,
Bermuda
| USD 288 M | -USD 102 M | -26% | 4.51% | 29.5% | 11 | 36.36% | 2.5 |
|
| 4575 |
4575
CV Advisors
Aventura,
Florida
| USD 287 M | +USD 79.7 M | +38% | 6.83% | 112% | 36 | 50% | 1.2 |
|