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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
Abdiel Capital Advisors
New York
| USD 331 M | -USD 739 M | -69% | 7.95% | 43.7% | 10 | 60% | 2.8 |
|
| 4552 |
4552
Lexington Partners
New York
| USD 330 M | +USD 320 M | +3,190% | 41.8% | 1.27% | 4 | 75% | 1 |
|
| 4553 |
4553
Terril Brothers
St. Louis,
Missouri
| USD 330 M | +USD 64.6 M | +24% | 11.6% | 94.4% | 80 | 22.5% | 3.3 |
|
| 4554 |
4554
Stolper & Co
Tulsa,
Oklahoma
| USD 330 M | +USD 25.6 M | +8% | 8.47% | 77.1% | 97 | 16.49% | 4 |
|
| 4555 |
4555
Sterling Wealth Management
Champaign,
Illinois
| USD 330 M | +USD 36.4 M | +12% | 5.99% | – | 115 | 8.7% | 1.5 |
|
| 4556 |
VWM
4556
VCI Wealth Management
St Louis,
Missouri
| USD 330 M | +USD 44.1 M | +15% | 8.28% | 86.3% | 145 | 49.66% | 0.7 |
|
| 4557 |
BCH
4557
Berkshire Capital Holdings
San Jose,
California
| USD 329 M | +USD 43.4 M | +15% | 27.3% | 2,748% | 124 | 28.23% | 2.7 |
|
| 4558 |
4558
325 Capital
New York
| USD 329 M | +USD 75.7 M | +30% | 22.8% | 226% | 12 | 8.33% | 2.4 |
|
| 4559 |
SHFA
4559
SS&H Financial Advisors
Troy,
Michigan
| USD 329 M | +USD 29.7 M | +10% | 10.3% | – | 130 | 9.23% | 2.9 |
|
| 4560 |
4560
Carmel Capital Management
Carmel,
California
| USD 329 M | +USD 32.5 M | +11% | 12.2% | 247% | 25 | 0% | 3.6 |
|
| 4561 |
ITIM
4561
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 329 M | +USD 26.3 M | +9% | 9.74% | 114% | 494 | 9.51% | 3.3 |
|
| 4562 |
4562
Nixon Capital
Austin,
Texas
| USD 329 M | +USD 21.4 M | +7% | 11.6% | 118% | 27 | 18.52% | 1.4 |
|
| 4563 |
4563
Moseley Investment Management
Bradenton,
Florida
| USD 329 M | +USD 38.4 M | +13% | 8.76% | 96.6% | 179 | 10.61% | 3.6 |
|
| 4564 |
4564
Hixon Zuercher
Findlay,
Ohio
| USD 329 M | +USD 19.1 M | +6% | 5.95% | 101% | 87 | 10.34% | 3.2 |
|
| 4565 |
4565
Independence Financial Advisors
Franklin,
New Hampshire
| USD 328 M | +USD 71.2 M | +28% | 5.91% | – | 55 | 10.91% | 0.4 |
|
| 4566 |
4566
Insight Wealth Partners
Plano,
Texas
| USD 328 M | +USD 70.7 M | +27% | 6.22% | 56.2% | 119 | 12.61% | 2.4 |
|
| 4567 |
4567
Cypress Financial Planning
Haddon Heights,
New Jersey
| USD 328 M | +USD 21.6 M | +7% | 4.61% | 41.2% | 89 | 6.74% | 1.8 |
|
| 4568 |
LLWM
4568
Life Line Wealth Management
Beverly Hills,
California
| USD 328 M | +USD 19.2 M | +6% | 7.36% | – | 37 | 5.41% | 1.1 |
|
| 4569 |
4569
Rooted Wealth Advisors
Bourbonnais,
Illinois
| USD 328 M | +USD 38.6 M | +13% | 6.01% | 50.8% | 130 | 19.23% | 1.4 |
|
| 4570 |
4570
LOM Asset Management
Hamilton,
| USD 328 M | +USD 32.3 M | +11% | 8.77% | – | 259 | 7.34% | 0.2 |
|
| 4571 |
4571
Chesapeake Wealth Management
Williamsburg,
Virginia
| USD 328 M | +USD 27.9 M | +9% | 7.4% | 65.9% | 162 | 2.47% | 5.5 |
|
| 4572 |
4572
Accretive Wealth Partners
Parsippany,
New Jersey
| USD 328 M | +USD 22.8 M | +7% | 6.08% | 57.3% | 156 | 6.41% | 2.8 |
|
| 4573 |
4573
Landmark Investment Partners
West Palm Beach,
Florida
| USD 328 M | -USD 49.1 M | -13% | 3% | – | 101 | 62.38% | 0.2 |
|
| 4574 |
4574
Enavate Sciences
Menlo Park,
California
| USD 328 M | +USD 151 M | +86% | 70.3% | – | 7 | 14.29% | 0.6 |
|
| 4575 |
SC
4575
Steph & Co
Marinette,
Wisconsin
| USD 327 M | +USD 19.2 M | +6% | 6.74% | 61.6% | 328 | 13.72% | 3 |
|