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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
United Community Bank
Greenville,
South Carolina
| USD 323 M | +USD 30.6 M | +10% | 5.98% | 72.7% | 641 | 29.17% | 1.6 |
|
| 4627 |
BC
4627
Bruce & Co
Chicago,
Illinois
| USD 323 M | +USD 14.5 M | +5% | 13.1% | 94.5% | 40 | 2.5% | 6.6 |
|
| 4628 |
CVA
4628
Central Valley Advisors
Sacramento,
California
| USD 323 M | +USD 29.1 M | +10% | 6.93% | 77.8% | 149 | 11.41% | 1.1 |
|
| 4629 |
4629
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| USD 323 M | +USD 18 M | +6% | 5.71% | 78% | 192 | 8.85% | 2.4 |
|
| 4630 |
4630
Keystone Financial Services (Colorado)
Loveland,
Colorado
| USD 323 M | +USD 28.7 M | +10% | 7.25% | 66% | 131 | 13.74% | 1.9 |
|
| 4631 |
AFS
4631
Aft Forsyth & Sober
Valrico,
Florida
| USD 323 M | +USD 25.7 M | +9% | 9.86% | 94.6% | 65 | 18.46% | 4.5 |
|
| 4632 |
4632
Punch Card Management
Winter Park,
Florida
| USD 322 M | +USD 12.5 M | +4% | 1.09% | 41% | 7 | 28.57% | 2.3 |
|
| 4633 |
4633
Centerpoint Advisors
Needham,
Massachusetts
| USD 322 M | +USD 27.5 M | +9% | 8.96% | 74.2% | 472 | 13.35% | 3.4 |
|
| 4634 |
TM
4634
TigerOak Management
Albuquerque,
New Mexico
| USD 322 M | +USD 30.4 M | +10% | 10.7% | – | 121 | 8.26% | 0.7 |
|
| 4635 |
4635
Blue Owl Capital Holdings
New York
| USD 322 M | +USD 12.3 M | +4% | 27.7% | 145% | 80 | 20% | 0.9 |
|
| 4636 |
4636
Lightspeed Management Company
Menlo Park,
California
| USD 322 M | +USD 83.2 M | +35% | 10.3% | – | 8 | 50% | 0.4 |
|
| 4637 |
4637
Congress Park Capital
Saratoga Springs,
New York
| USD 322 M | +USD 16.7 M | +5% | 5.89% | 99.9% | 135 | 19.26% | 3.7 |
|
| 4638 |
4638
VSM Wealth Advisory
Hunt Valley,
Maryland
| USD 322 M | +USD 18.8 M | +6% | 6.64% | – | 519 | 15.41% | 0.7 |
|
| 4639 |
4639
Hobbs Group Advisors
Columbia,
South Carolina
| USD 321 M | +USD 28.8 M | +10% | 6.47% | – | 165 | 15.15% | 1.2 |
|
| 4640 |
CAGAS
4640
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| USD 321 M | +USD 43.1 M | +16% | 7% | 54.8% | 186 | 10.22% | 2.6 |
|
| 4641 |
4641
Oldfather Financial Services
Kearney,
Nebraska
| USD 321 M | +USD 30.2 M | +10% | 7.71% | 60.8% | 92 | 8.7% | 3.4 |
|
| 4642 |
4642
Denver PWM
Denver,
Colorado
| USD 321 M | +USD 81.6 k | +0% | 4.48% | 48.6% | 78 | 0% | 2.8 |
|
| 4643 |
4643
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| USD 321 M | +USD 48.2 M | +18% | 6.84% | 70.3% | 141 | 7.09% | 4.7 |
|
| 4644 |
4644
Ceera Investments
Bellaire,
Texas
| USD 321 M | -USD 5.98 M | -2% | 0.39% | 56.1% | 117 | 10.26% | 2.2 |
|
| 4645 |
4645
Oldfield Partners
London,
United Kingdom
| USD 320 M | +USD 29.2 M | +10% | 1.03% | 98% | 20 | 5% | 4.5 |
|
| 4646 |
4646
X-Square Capital
Guaynabo,
Puerto Rico
| USD 320 M | +USD 42.1 M | +15% | 10.8% | 158% | 173 | 13.87% | 3.3 |
|
| 4647 |
EE
4647
EWG Elevate
Roseville,
California
| USD 320 M | -USD 4.57 M | -1% | 7.79% | 76% | 170 | 46.47% | 1.9 |
|
| 4648 |
SC
4648
Slotnik Capital
Dallas,
Texas
| USD 320 M | +USD 57.5 M | +22% | 13.2% | – | 42 | 85.71% | 0.2 |
|
| 4649 |
4649
FIFTHDELTA
London,
United Kingdom
| USD 320 M | +USD 9.47 M | +3% | 8.61% | 16.6% | 10 | 60% | 1.2 |
|
| 4650 |
4650
Pure Portfolios Holdings
Lake Oswego,
Oregon
| USD 320 M | +USD 24.7 M | +8% | 7.92% | – | 107 | 8.41% | 0.9 |
|