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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 |
AFA
4776
Alta Fundamental Advisers
New York
| USD 221 M | +USD 11.4 M | +5% | 23.5% | 340% | 22 | 40.91% | 1.5 |
|
| 4777 |
4777
Miller Equity Capital Advisors
Irving,
Texas
| USD 221 M | +USD 28.2 M | +15% | 11.4% | 23.7% | 52 | 5.77% | 3.3 |
|
| 4778 |
IP
4778
Isomer Partners
New York
| USD 221 M | +USD 28.5 M | +15% | 24.3% | 57.2% | 20 | 50% | 1.2 |
|
| 4779 |
4779
JVL Associates
Wyoming,
Michigan
| USD 221 M | +USD 26.9 M | +14% | 12.3% | 81% | 44 | 15.91% | 3.9 |
|
| 4780 |
4780
Clear Rock Advisors
Kerrville,
Texas
| USD 221 M | – | – | 10% | – | 72 | – | 0 |
|
| 4781 |
4781
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| USD 221 M | +USD 12.7 M | +6% | 9.66% | – | 84 | 9.52% | 0.8 |
|
| 4782 |
4782
Delap Wealth Advisory
Lake Oswego,
Oregon
| USD 221 M | +USD 117 M | +113% | 9.36% | 73% | 96 | 44.79% | 0.5 |
|
| 4783 |
4783
Rovin Capital
Mesa,
Arizona
| USD 221 M | +USD 3.87 M | +2% | 10% | 63.8% | 148 | 18.24% | 1.5 |
|
| 4784 |
4784
Infusive Asset Management
New York
| USD 221 M | +USD 66.1 M | +43% | 12.8% | 33.8% | 20 | 45% | 1.2 |
|
| 4785 |
WA
4785
Win Advisors
Palm Beach Gardens,
Florida
| USD 220 M | +USD 16.2 M | +8% | 10.1% | 266% | 90 | 87.78% | 0.1 |
|
| 4786 |
4786
Juncture Wealth Strategies
Scottsdale,
Arizona
| USD 220 M | +USD 15.7 M | +8% | 9.11% | 76.5% | 121 | 19.83% | 3 |
|
| 4787 |
4787
Stiles Financial Services
Edina,
Minnesota
| USD 220 M | +USD 27.4 M | +14% | 12.8% | 144% | 181 | 10.5% | 1.6 |
|
| 4788 |
ECG
4788
EPIQ Capital Group
San Francisco,
California
| USD 220 M | +USD 27 M | +14% | 11.4% | 6.25% | 62 | 20.97% | 2.3 |
|
| 4789 |
4789
Elevatus Welath Management
Victor,
New York
| USD 220 M | +USD 109 M | +99% | 18% | 270% | 108 | 52.78% | 0.2 |
|
| 4790 |
SCI
4790
Silver Coast Investments
San Diego,
United States
| USD 220 M | – | – | 7.88% | – | 74 | – | 0 |
|
| 4791 |
4791
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| USD 220 M | +USD 26.3 M | +14% | 10.5% | 64.9% | 32 | 21.88% | 1.4 |
|
| 4792 |
4792
Mayport LLC
Newton,
Massachusetts
| USD 220 M | +USD 38.2 M | +21% | 9.65% | 57% | 81 | 22.22% | 1.3 |
|
| 4793 |
4793
Vesey Street Capital Partners
New York
| USD 220 M | +USD 19.4 M | +10% | 9.5% | 47.8% | 1 | 0% | 2 |
|
| 4794 |
4794
DLK Investment Management
Solana Beach,
California
| USD 220 M | – | – | 11.2% | 80.4% | 106 | – | 0 |
|
| 4795 |
4795
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| USD 219 M | +USD 18.4 M | +9% | 6.95% | 44.1% | 54 | 18.52% | 1.4 |
|
| 4796 |
4796
Bill Few Associates
Pittsburgh,
Pennsylvania
| USD 219 M | +USD 28 M | +15% | 10.1% | 91.5% | 157 | 12.1% | 1.5 |
|
| 4797 |
4797
KFG Wealth Management
Granger,
Indiana
| USD 219 M | +USD 35.1 M | +19% | 9.48% | 55.9% | 141 | 17.02% | 0.7 |
|
| 4798 |
4798
Curtis Advisory Group
Santa Barbara,
California
| USD 219 M | -USD 81.6 M | -27% | 11.2% | 79.8% | 100 | 24% | 2.4 |
|
| 4799 |
DVF
4799
Discovery Value Fund
Singapore
| USD 219 M | +USD 36.6 M | +20% | 20.9% | 210% | 10 | 40% | 1 |
|
| 4800 |
4800
Atlantic Investment Management
New York
| USD 219 M | +USD 18.3 M | +9% | 8.82% | 28.8% | 10 | 10% | 1.6 |
|