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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
Sterling Financial Planning
Sparta,
New Jersey
| USD 317 M | +USD 17.8 M | +6% | 6.86% | 59.3% | 118 | 3.39% | 3.5 |
|
| 4677 |
4677
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| USD 317 M | -USD 48.1 M | -13% | 6.98% | 110% | 37 | 27.03% | 1.2 |
|
| 4678 |
4678
Bain Capital Credit
Boston,
Massachusetts
| USD 317 M | +USD 41.5 M | +15% | 2.68% | 14.4% | 7 | 28.57% | 2.5 |
|
| 4679 |
4679
IronBridge Private Wealth
Austin,
Texas
| USD 317 M | +USD 30.1 M | +11% | 13.7% | 143% | 51 | 25.49% | 1.8 |
|
| 4680 |
4680
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 317 M | +USD 22.8 M | +8% | 9.73% | 71.9% | 97 | 6.19% | 6.3 |
|
| 4681 |
4681
Glynn Capital Management
Menlo Park,
California
| USD 317 M | -USD 128 M | -29% | 3.54% | 252% | 50 | 36% | 4.2 |
|
| 4682 |
4682
Hi-Line Capital Management
Watertown,
South Dakota
| USD 317 M | +USD 34.4 M | +12% | 8.62% | 57.5% | 42 | 16.67% | 2.2 |
|
| 4683 |
4683
Veery Capital
Wilmington,
Delaware
| USD 317 M | +USD 26 M | +9% | 6.4% | 63.4% | 97 | 6.19% | 2.9 |
|
| 4684 |
4684
Watershed Private Wealth
Oak Brook,
Illinois
| USD 316 M | +USD 41.7 M | +15% | 8.46% | 80.3% | 115 | 11.3% | 1.9 |
|
| 4685 |
4685
Ravenswood Partners
Mclean,
Virginia
| USD 316 M | – | – | 10.8% | – | 36 | – | 0 |
|
| 4686 |
4686
Maestria Partners
Atlanta,
Georgia
| USD 316 M | +USD 28.5 M | +10% | 1.84% | – | 15 | 13.33% | 0.7 |
|
| 4687 |
4687
Patriot Financial Partners GP II
Radnor,
Pennsylvania
| USD 316 M | – | – | 4.31% | – | 12 | – | 0 |
|
| 4688 |
4688
Quattro Financial Advisors
The Woodlands,
Texas
| USD 316 M | +USD 32 M | +11% | 7.56% | 77.6% | 89 | 13.48% | 1.9 |
|
| 4689 |
4689
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| USD 316 M | +USD 27.1 M | +9% | 6.86% | 61.6% | 94 | 9.57% | 2.4 |
|
| 4690 |
4690
Quantessence Capital
New York
| USD 316 M | -USD 23.5 M | -7% | 20% | – | 324 | 90.74% | 0.1 |
|
| 4691 |
4691
First Sabrepoint Capital Management
Dallas,
Texas
| USD 316 M | +USD 35.3 M | +13% | 19.7% | 218% | 48 | 50% | 1 |
|
| 4692 |
KM
4692
KP Management
Edina,
Minnesota
| USD 316 M | +USD 44.1 M | +16% | 12.5% | – | 77 | 29.87% | 1.2 |
|
| 4693 |
4693
Cove Private Wealth
Oyster Bay Cove,
New York
| USD 316 M | +USD 32.1 M | +11% | 10.1% | 126% | 163 | 9.2% | 1 |
|
| 4694 |
4694
Armor Investment Advisors
Raleigh,
North Carolina
| USD 316 M | +USD 50.3 M | +19% | 5.56% | 62% | 158 | 8.86% | 5.2 |
|
| 4695 |
4695
Sterling Financial Group
Pasadena,
California
| USD 316 M | +USD 17.6 M | +6% | 5.45% | 49.6% | 78 | 15.38% | 1.8 |
|
| 4696 |
4696
Meredith Wealth Planning
Maryville,
Illinois
| USD 316 M | +USD 40.1 M | +15% | 7.85% | 66.5% | 64 | 7.81% | 1.7 |
|
| 4697 |
4697
Whelan Financial
Fresno,
California
| USD 315 M | +USD 38.9 M | +14% | 6.26% | 64.6% | 97 | 32.99% | 1.3 |
|
| 4698 |
4698
Altrafin AG
Zurich,
| USD 315 M | +USD 19.3 M | +7% | 5.59% | 97.6% | 51 | 7.84% | 2.5 |
|
| 4699 |
4699
Nepsis Inc
Minneapolis,
Minnesota
| USD 315 M | -USD 43.9 M | -12% | 7.57% | 131% | 32 | 15.63% | 4.2 |
|
| 4700 |
4700
Palo Duro Investment Partners
Chicago,
Illinois
| USD 315 M | +USD 12.4 M | +4% | 1.03% | 62.8% | 25 | 24% | 1.2 |
|