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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Stonehearth Capital Management
Danvers,
Massachusetts
| USD 203 M | +USD 19.2 M | +10% | 3.86% | 87.5% | 70 | 15.71% | 2.1 |
|
| 4602 |
4602
Vishria Bird Financial Group
Memphis,
Tennessee
| USD 203 M | +USD 22 M | +12% | 6.26% | 74.3% | 59 | 10.17% | 1.6 |
|
| 4603 |
4603
Boyu Capital Investment Management Company
Hong Kong
| USD 203 M | -USD 293 M | -59% | 4.2% | – | 9 | 44.44% | 0.3 |
|
| 4604 |
4604
S.E.E.D. Planning Group
Binghamton,
New York
| USD 203 M | +USD 20.9 M | +11% | 5.31% | 57.3% | 86 | 15.12% | 0.9 |
|
| 4605 |
4605
Moseley Investment Management
Bradenton,
Florida
| USD 203 M | +USD 22.5 M | +12% | 8.66% | 96.6% | 183 | 13.66% | 1.3 |
|
| 4606 |
4606
Portland Investment Counsel
Burlington,
Ontario, Canada
| USD 203 M | +USD 21.7 M | +12% | 5.94% | 108% | 42 | 7.14% | 2.2 |
|
| 4607 |
4607
Graybill Wealth Management
Elmhurst,
Illinois
| USD 203 M | +USD 14 M | +7% | 7.67% | – | 55 | 3.64% | 4 |
|
| 4608 |
4608
Richmond Hill Investments
New York
| USD 202 M | +USD 7.98 M | +4% | 6.42% | 55.2% | 10 | 30% | 2.3 |
|
| 4609 |
4609
Allred Capital Management
Dallas,
Texas
| USD 202 M | -USD 18.9 M | -9% | 7.98% | 73.5% | 853 | 78.78% | 1.8 |
|
| 4610 |
4610
Beacon Wealthcare LLC
Raleigh,
North Carolina
| USD 202 M | +USD 14.8 M | +8% | 5.35% | 47% | 14 | 21.43% | 0.2 |
|
| 4611 |
4611
Davis Rea
Toronto,
Ontario, Canada
| USD 202 M | +USD 14.4 M | +8% | 8.71% | 66.9% | 59 | 3.39% | 3.9 |
|
| 4612 |
4612
Sturgeon Ventures
London,
United Kingdom
| USD 201 M | +USD 28.4 M | +16% | 15.4% | 85.9% | 46 | 10.87% | 1.6 |
|
| 4613 |
4613
Towerpoint Wealth
Sacramento,
California
| USD 201 M | -USD 7.19 M | -3% | 4.51% | 67.7% | 80 | 6.25% | 2.1 |
|
| 4614 |
HIC
4614
Harbor Island Capital
Topsfield,
Massachusetts
| USD 201 M | +USD 8.46 M | +4% | 4.83% | 218% | 15 | 0% | 3.1 |
|
| 4615 |
4615
Plaisance Capital
Denver,
Colorado
| USD 201 M | +USD 94.9 M | +90% | 8.25% | – | 64 | 70.31% | 0.3 |
|
| 4616 |
4616
Sound Financial Strategies Group
Madison,
Mississippi
| USD 201 M | +USD 5.54 M | +3% | 3.8% | 26.4% | 112 | 47.32% | 0.5 |
|
| 4617 |
PCMK
4617
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| USD 200 M | +USD 1.05 M | +0.5% | 7.05% | 87.5% | 70 | 10% | 4.2 |
|
| 4618 |
4618
Shoker Investment Counsel
Oxford,
Ohio
| USD 200 M | +USD 10 M | +5% | 4.36% | 83.8% | 97 | 8.25% | 4.3 |
|
| 4619 |
4619
Rench Wealth Management
Denton,
Texas
| USD 200 M | +USD 8.19 M | +4% | 4.51% | 106% | 41 | 7.32% | 5.6 |
|
| 4620 |
MCA
4620
Mercer Capital Advisers
Little Silver,
New Jersey
| USD 200 M | +USD 13.5 M | +7% | 6.45% | 59.6% | 159 | 1.26% | 5.3 |
|
| 4621 |
AA
4621
AF Advisors
Sacramento,
California
| USD 200 M | +USD 11.6 M | +6% | 3.67% | 76.5% | 24 | 50% | 0.6 |
|
| 4622 |
HCM
4622
Highlander Capital Management
Short Hills,
New Jersey
| USD 200 M | +USD 8.98 M | +5% | 5.97% | 34.4% | 652 | 7.67% | 4.5 |
|
| 4623 |
4623
Gibraltar Capital Management
Tulsa,
Oklahoma
| USD 200 M | +USD 5.75 M | +3% | 5.8% | 56.6% | 74 | 14.86% | 2.1 |
|
| 4624 |
4624
AlphaSimPlex Group
Boston,
Massachusetts
| USD 200 M | -USD 39 M | -16% | 8.29% | 35.5% | 278 | 31.65% | 0.8 |
|
| 4625 |
4625
Acuitas Investments
Seattle,
Washington
| USD 200 M | +USD 25.7 M | +15% | 10.9% | 145% | 77 | 19.48% | 0.7 |
|