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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
Pelion Inc
Salt Lake City,
Utah
| USD 190 M | -USD 27.6 M | -13% | 11.8% | 16.9% | 4 | 0% | 1.8 |
|
| 4777 |
4777
EnerVest
Houston,
Texas
| USD 190 M | +USD 16.7 M | +10% | 9.62% | 20.5% | 1 | 0% | 4.8 |
|
| 4778 |
4778
Mill Road Capital Management
Greenwich,
Connecticut
| USD 190 M | +USD 5.27 M | +3% | 7.37% | 85.1% | 28 | 14.29% | 2.5 |
|
| 4779 |
IP
4779
Investment Partners
New Philadelphia,
Ohio
| USD 190 M | -USD 1.87 M | -1% | 3.4% | 83.2% | 136 | 8.09% | 5.1 |
|
| 4780 |
4780
Engine No 1 LLC
San Francisco,
California
| USD 190 M | -USD 15.2 M | -7% | 3.44% | 536% | 18 | 50% | 0.7 |
|
| 4781 |
4781
West Tower Group
Richmond,
Virginia
| USD 190 M | +USD 49.9 M | +36% | 0.3% | 120% | 860 | 64.88% | 0.1 |
|
| 4782 |
4782
Nebula Research & Development
New York
| USD 190 M | +USD 57.8 M | +44% | 6.2% | – | 699 | 85.98% | 0.1 |
|
| 4783 |
4783
Lunt Capital Management
Holladay,
Utah
| USD 190 M | +USD 4.37 M | +2% | 0.74% | 36.9% | 87 | 21.84% | 0.2 |
|
| 4784 |
4784
Whelan Financial
Fresno,
California
| USD 190 M | -USD 1.7 M | -0.9% | 3.86% | 64.6% | 34 | 5.88% | 1.3 |
|
| 4785 |
4785
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| USD 189 M | -USD 6.12 M | -3% | 3.8% | 52% | 104 | 19.23% | 0.6 |
|
| 4786 |
EAM
4786
Eukles Asset Management
Cincinnati,
Ohio
| USD 189 M | -USD 6.2 M | -3% | 3.34% | 77.2% | 258 | 7.75% | 3.3 |
|
| 4787 |
4787
Exeter Financial
Scottsdale,
Arizona
| USD 189 M | -USD 4.55 M | -2% | 2.76% | 59.1% | 88 | 1.14% | 4.5 |
|
| 4788 |
4788
Beacon Wealthcare LLC
Raleigh,
North Carolina
| USD 189 M | -USD 6.82 M | -3% | 3.87% | 47% | 16 | 0% | 1.7 |
|
| 4789 |
4789
1776 Wealth
Atlanta,
Georgia
| USD 189 M | -USD 672 k | -0.4% | 1.61% | 90.4% | 161 | 34.16% | 2 |
|
| 4790 |
4790
Sandbox Financial Partners
Bethesda,
Maryland
| USD 189 M | -USD 2.37 M | -1% | 4.01% | 69.6% | 96 | 12.5% | 1.9 |
|
| 4791 |
4791
Client 1st Advisory Group
Dunedin,
Florida
| USD 189 M | -USD 683 k | -0.4% | 2.99% | 64.5% | 106 | 13.21% | 2.1 |
|
| 4792 |
4792
Bull Street Advisors
Savannah,
Georgia
| USD 189 M | -USD 5.98 M | -3% | 1.87% | 48.5% | 91 | 2.2% | 3.8 |
|
| 4793 |
4793
Keystone Financial Services (Colorado)
Loveland,
Colorado
| USD 189 M | -USD 6.9 M | -4% | 3.34% | 66% | 83 | 25.3% | 1.3 |
|
| 4794 |
OPL
4794
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
| USD 189 M | -USD 4.57 M | -2% | 6.18% | 77.6% | 14 | 14.29% | 0.9 |
|
| 4795 |
4795
Root Financial Partners
Encinitas,
California
| USD 189 M | +USD 20.8 M | +12% | 3.34% | 62.5% | 71 | 15.49% | 0.4 |
|
| 4796 |
CCM
4796
Consolidated Capital Management
Burbank,
California
| USD 189 M | -USD 14.8 M | -7% | 3.65% | 166% | 49 | 2.04% | 3.1 |
|
| 4797 |
4797
Reliant Wealth Planning
Louisville,
Kentucky
| USD 189 M | +USD 22.8 M | +14% | 3.25% | 39.4% | 20 | 55% | 0.8 |
|
| 4798 |
4798
Enzi Wealth
Austin,
Texas
| USD 188 M | -USD 8.07 M | -4% | 2.51% | 77% | 61 | 22.95% | 0.8 |
|
| 4799 |
4799
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 188 M | +USD 1.64 M | +0.9% | 1.94% | 97.4% | 60 | 10% | 5.3 |
|
| 4800 |
4800
STF Management
Frisco,
Texas
| USD 188 M | +USD 95.5 M | +103% | 2.01% | 208% | 102 | 15.69% | 0.6 |
|