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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
Post Oak Energy Holdings
Houston,
Texas
| USD 287 M | -USD 4.84 M | -2% | 1.66% | 64.6% | 1 | 0% | 2.5 |
|
| 4752 |
4752
Old Point Trust & Financial Services N A
Newport News,
Virginia
| USD 287 M | +USD 1.64 M | +0.6% | 7.67% | 87.3% | 361 | 13.57% | 2.9 |
|
| 4753 |
4753
Hendley & Co
Zanesville,
Ohio
| USD 286 M | +USD 372 k | +0.1% | 7.39% | 64.9% | 54 | 20.37% | 6 |
|
| 4754 |
4754
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| USD 286 M | -USD 42.3 M | -13% | 12.7% | 23.7% | 3 | 0% | 2.1 |
|
| 4755 |
BCH
4755
Berkshire Capital Holdings
San Jose,
California
| USD 286 M | +USD 76.7 M | +37% | 59.3% | 2,748% | 102 | 5.88% | 2.9 |
|
| 4756 |
4756
Sicart Associates
New York
| USD 286 M | -USD 3.33 M | -1% | 11.7% | 99.1% | 78 | 23.08% | 4 |
|
| 4757 |
VWM
4757
VCI Wealth Management
St Louis,
Missouri
| USD 286 M | +USD 47.3 M | +20% | 11.6% | 86.3% | 104 | 2.88% | 0.8 |
|
| 4758 |
4758
Fairfield Financial Advisors
Wellesley,
Massachusetts
| USD 285 M | +USD 20.1 M | +8% | 7.51% | – | 75 | 17.33% | 2.4 |
|
| 4759 |
4759
Reston Wealth Management
Reston,
Virginia
| USD 285 M | +USD 38 M | +15% | 9.58% | 66.4% | 58 | 22.41% | 3.7 |
|
| 4760 |
4760
Carmel Capital Partners
San Diego,
California
| USD 285 M | +USD 30.9 M | +12% | 10.2% | 65.1% | 171 | 22.22% | 2 |
|
| 4761 |
4761
Blue Investment Partners
Alamo,
California
| USD 285 M | +USD 19.5 M | +7% | 9.41% | – | 58 | 25.86% | 1.4 |
|
| 4762 |
4762
NWK Group
San Francisco,
California
| USD 285 M | +USD 66.1 M | +30% | 28.4% | 268% | 72 | 18.06% | 3.3 |
|
| 4763 |
4763
Delta Financial Advisors
New Orleans,
Louisiana
| USD 284 M | +USD 18.1 M | +7% | 9.71% | 107% | 113 | 2.65% | 4.9 |
|
| 4764 |
4764
Pine Harbor Wealth Management
Silver Spring,
Maryland
| USD 284 M | +USD 34.4 M | +14% | 7.58% | – | 109 | 20.18% | 1.2 |
|
| 4765 |
4765
LCNB Corp
Lebanon,
Ohio
| USD 284 M | +USD 12.6 M | +5% | 8.85% | 75.2% | 190 | 7.37% | 5.3 |
|
| 4766 |
HCM
4766
Harspring Capital Management
New York
| USD 284 M | +USD 22.7 M | +9% | 7.76% | 70.6% | 18 | 16.67% | 3 |
|
| 4767 |
4767
Horan Securities
Cincinnati,
United States
| USD 284 M | +USD 19.9 M | +8% | 8.57% | 50.1% | 155 | 14.84% | 3.1 |
|
| 4768 |
4768
Quattro Financial Advisors
The Woodlands,
Texas
| USD 284 M | -USD 7.58 M | -3% | 11.8% | 77.6% | 91 | 17.58% | 1.8 |
|
| 4769 |
LAM
4769
Lountzis Asset Management
Wyomissing,
Pennsylvania
| USD 284 M | +USD 19.4 M | +7% | 9.77% | 144% | 53 | 1.89% | 3.1 |
|
| 4770 |
4770
Retirement Financial Solutions
Knoxville,
Tennessee
| USD 284 M | +USD 27.2 M | +11% | 6.37% | 52.5% | 39 | 7.69% | 1.5 |
|
| 4771 |
4771
Left Brain Wealth Management
Naperville,
Illinois
| USD 284 M | +USD 54.7 M | +24% | 31.4% | 376% | 115 | 39.13% | 1.1 |
|
| 4772 |
4772
True Wealth Design
Akron,
Ohio
| USD 284 M | +USD 21.2 M | +8% | 7.53% | 57% | 2,879 | 18.86% | 0.9 |
|
| 4773 |
4773
Cove Private Wealth
Oyster Bay Cove,
New York
| USD 284 M | +USD 93.5 M | +49% | 13.5% | 126% | 158 | 24.68% | 0.8 |
|
| 4774 |
4774
Core Wealth Management
Jupiter,
Florida
| USD 284 M | +USD 23 M | +9% | 6.59% | 44.5% | 32 | 6.25% | 1.7 |
|
| 4775 |
4775
Patriot Financial Partners
Radnor,
Pennsylvania
| USD 284 M | -USD 13.1 M | -4% | 1.61% | 16.6% | 10 | 10% | 3.8 |
|