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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
QCI
4726
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| USD 366 M | -USD 43.1 M | -11% | 7.01% | 107% | 24 | 20.83% | 2.7 |
|
| 4727 |
4727
Glassy Mountain Advisors
Bethesda,
Maryland
| USD 366 M | +USD 43.6 M | +14% | 18.6% | 91.5% | 81 | 11.11% | 2 |
|
| 4728 |
4728
Team Hewins
Redwood City,
California
| USD 366 M | +USD 29 M | +9% | 10.6% | 60.5% | 41 | 2.44% | 2.1 |
|
| 4729 |
4729
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| USD 366 M | USD 0 | 0% | 10% | 70.3% | 147 | 0% | 5 |
|
| 4730 |
4730
Vert Asset Management
Sausalito,
California
| USD 365 M | +USD 50.4 M | +16% | 12.7% | 43.1% | 45 | 2.22% | 3.7 |
|
| 4731 |
4731
Darwin Wealth Management
Tampa,
Florida
| USD 365 M | +USD 44.2 M | +14% | 14.3% | 56.8% | 794 | 10.45% | 1.5 |
|
| 4732 |
4732
25 LLC
St. Louis,
Missouri
| USD 365 M | +USD 40.8 M | +13% | 9.85% | 48.7% | 82 | 18.29% | 1.9 |
|
| 4733 |
4733
Elevated Financial Group
Indianapolis,
Indiana
| USD 365 M | +USD 57.3 M | +19% | 17.9% | – | 146 | 22.6% | 0.4 |
|
| 4734 |
HNH
4734
Hopwood Nicholas Hunter
| USD 365 M | +USD 50 M | +16% | 11.5% | – | 138 | 17.39% | 0.4 |
|
| 4735 |
4735
Greenlea Lane Capital Management
Weston,
Connecticut
| USD 364 M | +USD 19.9 M | +6% | 5.55% | 99.7% | 10 | 10% | 3.6 |
|
| 4736 |
4736
Keating Investment Counselors
Delray Beach,
Florida
| USD 364 M | -USD 39.6 M | -10% | 6.71% | 50% | 63 | 12.7% | 6.9 |
|
| 4737 |
4737
Baker Boyer National Bank
Walla Walla,
Washington
| USD 364 M | +USD 31.3 M | +9% | 9.49% | 49.3% | 100 | 15% | 5 |
|
| 4738 |
EFH
4738
Eaton Financial Holdings
Coral Springs,
Florida
| USD 364 M | +USD 58.7 M | +19% | 16.2% | – | 142 | 17.61% | 1.3 |
|
| 4739 |
4739
Engle Capital Management
Greenwich,
Connecticut
| USD 364 M | +USD 70.6 M | +24% | 56.2% | 398% | 25 | 32% | 0.8 |
|
| 4740 |
4740
Wilson Asset Management
Sydney,
Australia
| USD 364 M | +USD 10 M | +3% | 10% | 58% | 52 | 46.15% | 1.5 |
|
| 4741 |
SFMG
4741
Sage Financial Management Group
Mclean,
Virginia
| USD 364 M | +USD 38.6 M | +12% | 9.51% | 47.3% | 62 | 9.68% | 1.8 |
|
| 4742 |
4742
Elevated Capital Advisors
Sandy,
Utah
| USD 364 M | -USD 33.7 M | -8% | 9.98% | 50.2% | 870 | 5.52% | 1.2 |
|
| 4743 |
4743
Tilson Financial Group
New Providence,
New Jersey
| USD 364 M | +USD 30.4 M | +9% | 8.69% | 39.3% | 87 | 10.34% | 2 |
|
| 4744 |
4744
Reliant Wealth Planning
Louisville,
Kentucky
| USD 364 M | +USD 32.7 M | +10% | 8.09% | 39.4% | 54 | 5.56% | 1.6 |
|
| 4745 |
AIA
4745
AIMZ Investment Advisors
Los Altos,
California
| USD 363 M | +USD 39.9 M | +12% | 16.8% | 81.3% | 156 | 12.82% | 6.5 |
|
| 4746 |
4746
GFG Capital
Miami,
Florida
| USD 363 M | +USD 50.4 M | +16% | 36% | 152% | 105 | 20.95% | 2.5 |
|
| 4747 |
4747
Glynn Capital Management
Menlo Park,
California
| USD 363 M | +USD 154 M | +74% | 71.7% | 252% | 49 | 26.53% | 2.7 |
|
| 4748 |
4748
Raub Brock Capital Management
Larkspur,
California
| USD 363 M | -USD 31.7 M | -8% | 11.5% | 54.7% | 50 | 24% | 3 |
|
| 4749 |
4749
Purus Wealth Management
Newport Beach,
California
| USD 363 M | +USD 49.6 M | +16% | 23.9% | 174% | 175 | 12.57% | 2.9 |
|
| 4750 |
UFAC
4750
Urban Financial Advisory Corp
Chicago,
Illinois
| USD 363 M | +USD 80 M | +28% | 12.2% | – | 58 | 10.34% | 1.8 |
|