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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
Nucleo Capital
Sao Paulo, Sp,
Brazil
| USD 209 M | +USD 36.4 M | +21% | 13.2% | 116% | 3 | 33.33% | 1.2 |
|
| 4627 |
4627
Frisch Financial Group
Melville,
New York
| USD 209 M | -USD 49.1 M | -19% | 6.1% | 66.6% | 131 | 27.48% | 2.5 |
|
| 4628 |
4628
Arisaig Partners (Asia)
Singapore
| USD 209 M | -USD 81.1 M | -28% | 10.7% | – | 8 | 0% | 1.5 |
|
| 4629 |
KLCM
4629
KG&L Capital Management
Saint Francisville,
Louisiana
| USD 209 M | +USD 18 M | +9% | 7.26% | 91.9% | 161 | 19.25% | 2.3 |
|
| 4630 |
4630
Intrepid Financial Planning Group
Carmel,
Indiana
| USD 208 M | +USD 10.1 M | +5% | 6.92% | 92.5% | 127 | 9.45% | 0.8 |
|
| 4631 |
4631
Peterson Wealth Services
South Ogden,
Utah
| USD 208 M | +USD 14 M | +7% | 10.3% | 160% | 99 | 18.18% | 1.2 |
|
| 4632 |
4632
Evexia Wealth
Stevens Point,
Wisconsin
| USD 208 M | +USD 22.7 M | +12% | 7.76% | 92.5% | 45 | 15.56% | 0.2 |
|
| 4633 |
4633
HGI Capital Management
New York
| USD 208 M | +USD 56.8 M | +38% | 4.59% | 47% | 47 | 61.7% | 0.4 |
|
| 4634 |
4634
G&S Capital
Denver,
Colorado
| USD 208 M | -USD 18.1 M | -8% | 4.37% | 85.6% | 139 | 38.13% | 1.8 |
|
| 4635 |
4635
Waterford Advisors
Orchard Park,
New York
| USD 208 M | +USD 23 M | +12% | 4.09% | 50.5% | 55 | 12.73% | 0.4 |
|
| 4636 |
HRC
4636
Hoertkorn Richard Charles
| USD 208 M | +USD 14 M | +7% | 9.14% | 172% | 86 | 1.16% | 6.5 |
|
| 4637 |
4637
Safeguard Financial
Minocqua,
Wisconsin
| USD 208 M | +USD 42.9 M | +26% | 6.65% | 21.9% | 607 | 88.63% | 0.1 |
|
| 4638 |
4638
Centurion Wealth Management
Mclean,
Virginia
| USD 207 M | +USD 9.8 M | +5% | 6.22% | – | 159 | 7.55% | 0.5 |
|
| 4639 |
MWM
4639
MTC Wealth Management
Tampa,
Florida
| USD 207 M | +USD 12.5 M | +6% | 1.58% | 30.5% | 13 | 7.69% | 1.8 |
|
| 4640 |
4640
Robertson Opportunity Capital
Dallas,
Texas
| USD 207 M | +USD 16.1 M | +8% | 11.4% | 93.4% | 24 | 0% | 6.2 |
|
| 4641 |
4641
Monterey Private Wealth
Monterey,
California
| USD 206 M | +USD 11.7 M | +6% | 7.34% | 29.8% | 111 | 14.41% | 2.4 |
|
| 4642 |
4642
Sutton Wealth Advisors
Tampa,
Florida
| USD 206 M | +USD 19.1 M | +10% | 7.64% | 40.9% | 875 | 10.51% | 4.8 |
|
| 4643 |
4643
EdgeRock Capital
Denver,
Colorado
| USD 206 M | +USD 11.5 M | +6% | 7.14% | 71.3% | 69 | 14.49% | 0.8 |
|
| 4644 |
4644
Corbyn Investment Management
Lutherville,
Maryland
| USD 206 M | -USD 43.2 M | -17% | 4.3% | 71.9% | 63 | 4.76% | 4.3 |
|
| 4645 |
4645
Q3 Asset Management
Birmingham,
Michigan
| USD 206 M | +USD 86.5 M | +72% | 12.4% | 96.2% | 72 | 80.56% | 0.2 |
|
| 4646 |
4646
Summit Rock Advisors
New York
| USD 206 M | +USD 52.6 M | +34% | 7.62% | – | 4 | 75% | 0.1 |
|
| 4647 |
4647
First County Bank
Stamford,
Connecticut
| USD 206 M | +USD 2.12 M | +1% | 4.09% | 101% | 176 | 12.5% | 0.5 |
|
| 4648 |
4648
West Oak Capital
Westlake Village,
California
| USD 206 M | +USD 8.44 M | +4% | 7.48% | 110% | 333 | 3.9% | 5.4 |
|
| 4649 |
4649
Aspire Capital Advisors
Seattle,
Washington
| USD 206 M | +USD 15.3 M | +8% | 6.97% | 59.3% | 63 | 19.05% | 0.9 |
|
| 4650 |
4650
Tealwood Asset Management
Minneapolis,
Minnesota
| USD 206 M | +USD 9.41 M | +5% | 6.76% | 128% | 137 | 8.76% | 3.1 |
|