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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Stone Run Capital
New York
| USD 250 M | -USD 11.3 M | -4% | 0.44% | 77.8% | 68 | 7.35% | 6.7 |
|
| 4677 |
4677
Aubrey Capital Management
Edinburgh,
United Kingdom
| USD 250 M | -USD 31.9 M | -11% | 10% | 319% | 78 | 30.77% | 1.2 |
|
| 4678 |
4678
Reston Wealth Management
Reston,
Virginia
| USD 250 M | +USD 3.83 M | +2% | 1.43% | 60.7% | 54 | 5.56% | 3.6 |
|
| 4679 |
4679
Accel Wealth Management
Waverly,
Iowa
| USD 250 M | +USD 14.2 M | +6% | 1.41% | 82.4% | 255 | 15.29% | 2 |
|
| 4680 |
4680
L1 Capital International
Sydney NSW 2000,
Australia
| USD 250 M | +USD 25 M | +11% | 0.36% | – | 21 | 14.29% | 0.4 |
|
| 4681 |
4681
Mount Capital
London,
United Kingdom
| USD 250 M | +USD 12.4 M | +5% | 3.43% | 34.4% | 18 | 5.56% | 2.1 |
|
| 4682 |
4682
RBA Wealth Management
Newport Beach,
California
| USD 250 M | +USD 2.79 M | +1% | 2.14% | 77.7% | 94 | 7.45% | 2.2 |
|
| 4683 |
4683
JVL Associates
Wyoming,
Michigan
| USD 249 M | +USD 6.77 M | +3% | 3.08% | 81% | 55 | 9.09% | 3.5 |
|
| 4684 |
4684
Retirement Capital Strategies
San Jose,
California
| USD 249 M | +USD 4.78 M | +2% | 3.73% | 59% | 85 | 41.18% | 2.1 |
|
| 4685 |
GL
4685
GHE LLC
Memphis,
Tennessee
| USD 249 M | +USD 33 M | +15% | 18.9% | 188% | 53 | 1.89% | 2.3 |
|
| 4686 |
4686
Leading Edge Financial Planning
Knoxville,
Tennessee
| USD 249 M | +USD 23.5 M | +10% | 0.49% | 48.6% | 58 | 20.69% | 1.2 |
|
| 4687 |
4687
Veridan Wealth
West Linn,
Oregon
| USD 249 M | – | – | 2.86% | – | 82 | – | 0 |
|
| 4688 |
4688
Congress Park Capital
Saratoga Springs,
New York
| USD 249 M | +USD 23 M | +10% | 5.55% | 99.9% | 125 | 15.2% | 3.6 |
|
| 4689 |
KA
4689
Kooman & Associates
Altoona,
Pennsylvania
| USD 249 M | +USD 8.75 M | +4% | 1.58% | 66% | 45 | 15.56% | 1.1 |
|
| 4690 |
4690
West Oak Capital
Westlake Village,
California
| USD 249 M | +USD 13.4 M | +6% | 4.09% | 110% | 339 | 10.91% | 5.9 |
|
| 4691 |
4691
Two Point Capital Management
Pittsford,
New York
| USD 248 M | +USD 5.33 M | +2% | 0.37% | – | 25 | 4% | 1.4 |
|
| 4692 |
4692
Precedent Wealth Partners
Houston,
Texas
| USD 248 M | +USD 15.6 M | +7% | 0.4% | 61.1% | 144 | 14.58% | 0.4 |
|
| 4693 |
4693
Global Trust Asset Management
West Palm Beach,
Florida
| USD 248 M | +USD 4.66 M | +2% | 2.5% | 178% | 479 | 5.64% | 3.8 |
|
| 4694 |
4694
Narus Financial Partners
Salt Lake City,
Utah
| USD 248 M | +USD 13.8 M | +6% | 6.48% | 85.3% | 154 | 15.58% | 3.1 |
|
| 4695 |
BWM
4695
Brown Wealth Management
Naperville,
Illinois
| USD 248 M | +USD 6.3 M | +3% | 1% | 51.2% | 98 | 17.35% | 0.8 |
|
| 4696 |
4696
Beirne Wealth Consulting Services
Shelton,
Connecticut
| USD 248 M | +USD 12.2 M | +5% | 1.29% | 81.9% | 103 | 7.77% | 2.8 |
|
| 4697 |
4697
Infusive Asset Management
New York
| USD 248 M | -USD 11.6 M | -4% | 2.27% | 33.8% | 35 | 40% | 0.9 |
|
| 4698 |
4698
Jackson Grant Investment Advisers
Stamford,
Connecticut
| USD 248 M | +USD 3.6 M | +1% | 0.63% | 54.3% | 411 | 8.76% | 3.8 |
|
| 4699 |
4699
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| USD 248 M | +USD 3.82 M | +2% | 1.79% | 65.5% | 445 | 15.73% | 4.2 |
|
| 4700 |
MP
4700
Mediatel Partners
Fort Worth,
Texas
| USD 248 M | -USD 23.3 M | -9% | 8.38% | 11.6% | 3 | 0% | 8 |
|