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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Marathon Asset Management (New York)
New York
| USD 224 M | +USD 32.7 M | +17% | 31.9% | 490% | 13 | 46.15% | 2.2 |
|
| 4752 |
KA
4752
Kooman & Associates
Altoona,
Pennsylvania
| USD 224 M | +USD 25.9 M | +13% | 9.32% | 66% | 43 | 11.63% | 0.9 |
|
| 4753 |
4753
Kaye Capital Management
El Segundo,
California
| USD 224 M | +USD 5.39 M | +2% | 7.88% | – | 41 | 19.51% | 0.7 |
|
| 4754 |
HH
4754
HWG Holdings
Houston,
Texas
| USD 223 M | +USD 39.3 M | +21% | 16% | – | 155 | 27.74% | 2.1 |
|
| 4755 |
4755
David Kennon
Sarasota,
Florida
| USD 223 M | +USD 14.6 M | +7% | 8.47% | 52.4% | 27 | 0% | 1.1 |
|
| 4756 |
4756
Helen Stephens Group
Fort Worth,
Texas
| USD 223 M | +USD 29.9 M | +15% | 8.15% | 53.4% | 75 | 13.33% | 1.5 |
|
| 4757 |
4757
Veery Capital
Wilmington,
Delaware
| USD 223 M | +USD 17.7 M | +9% | 9.73% | 63.4% | 93 | 16.13% | 2 |
|
| 4758 |
4758
Nixon Capital
Austin,
Texas
| USD 223 M | +USD 42.9 M | +24% | 20% | 118% | 24 | 20.83% | 1.4 |
|
| 4759 |
4759
Innealta Capital
Austin,
Texas
| USD 223 M | -USD 3.6 M | -2% | 9.69% | 69.8% | 100 | 35% | 1.4 |
|
| 4760 |
4760
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| USD 223 M | +USD 63.7 M | +40% | 13.1% | 34.5% | 27 | 11.11% | 2.4 |
|
| 4761 |
WCM
4761
Wunderlich Capital Managemnt
Memphis,
Tennessee
| USD 222 M | +USD 19.8 M | +10% | 11.2% | 33.6% | 101 | 10.89% | 4.5 |
|
| 4762 |
BOC
4762
Barbara Oil Co
Chicago,
Illinois
| USD 222 M | +USD 11.1 M | +5% | 10.3% | 76.9% | 84 | 7.14% | 7.4 |
|
| 4763 |
4763
Quaker Wealth Management
Moorestown,
New Jersey
| USD 222 M | +USD 16.9 M | +8% | 8.53% | – | 59 | 22.03% | 1.6 |
|
| 4764 |
4764
Arosa Capital Management
Miami Beach,
Florida
| USD 222 M | -USD 100 M | -31% | 2.12% | 536% | 57 | 66.67% | 0.6 |
|
| 4765 |
4765
GC Wealth Management RIA
Cambridge,
Massachusetts
| USD 222 M | – | – | 10.6% | 91.5% | 222 | – | 0 |
|
| 4766 |
4766
Retirement Planning Company of New England
Warwick,
Rhode Island
| USD 222 M | +USD 42.4 M | +24% | 14.9% | 125% | 232 | 12.07% | 1.5 |
|
| 4767 |
4767
Seven Springs Wealth Group
Brentwood,
Tennessee
| USD 222 M | +USD 13.3 M | +6% | 8.23% | 59.2% | 63 | 15.87% | 2.7 |
|
| 4768 |
HRC
4768
Hoertkorn Richard Charles
| USD 222 M | +USD 22 M | +11% | 11.1% | 182% | 84 | 4.76% | 6.8 |
|
| 4769 |
4769
Taylor Hoffman Wealth Management
Richmond,
Virginia
| USD 222 M | +USD 27.5 M | +14% | 13.9% | 47.8% | 113 | 7.96% | 4.2 |
|
| 4770 |
4770
Monterey Private Wealth
Monterey,
California
| USD 222 M | +USD 22.6 M | +11% | 10% | 29.8% | 108 | 15.74% | 2.7 |
|
| 4771 |
ITIM
4771
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 221 M | +USD 23.5 M | +12% | 11.9% | 114% | 470 | 11.7% | 1.9 |
|
| 4772 |
4772
Boothe Investment Group
Dover,
Delaware
| USD 221 M | +USD 22.8 M | +11% | 9.17% | 75.6% | 37 | 8.11% | 1.9 |
|
| 4773 |
4773
Truvestments Capital
Sarasota,
Florida
| USD 221 M | +USD 29.4 M | +15% | 12.3% | 131% | 825 | 20.61% | 1.6 |
|
| 4774 |
4774
Columbia Trust
Portland,
Oregon
| USD 221 M | +USD 49 M | +28% | 12.2% | 36% | 148 | 14.19% | 2.9 |
|
| 4775 |
BCH
4775
Berkshire Capital Holdings
San Jose,
California
| USD 221 M | +USD 17.2 M | +8% | 33.2% | 2,748% | 91 | 17.58% | 2.8 |
|