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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
Hanover Advisors
Seneca,
South Carolina
| USD 238 M | +USD 33.5 M | +16% | 6.77% | – | 95 | 11.58% | 0.2 |
|
| 4777 |
4777
Sandbox Financial Partners
Bethesda,
Maryland
| USD 238 M | +USD 25 M | +12% | 7.44% | 69.6% | 104 | 22.12% | 1.8 |
|
| 4778 |
4778
3G Capital Partners
New York
| USD 238 M | +USD 74.1 M | +45% | 13.6% | 351% | 14 | 64.29% | 0.4 |
|
| 4779 |
4779
Atlas Private Wealth Management
Albany,
New York
| USD 238 M | +USD 25.2 M | +12% | 6.04% | 19.8% | 122 | 6.56% | 3.1 |
|
| 4780 |
4780
Vert Asset Management
Sausalito,
California
| USD 238 M | +USD 5.97 M | +3% | 0.3% | 43.1% | 42 | 2.38% | 2 |
|
| 4781 |
4781
Quantedge Capital
Singapore
| USD 238 M | +USD 33.1 M | +16% | 8.04% | 110% | 140 | 42.86% | 1 |
|
| 4782 |
4782
Perry Creek Capital
New York
| USD 238 M | -USD 20.7 M | -8% | 8.21% | 51.2% | 14 | 7.14% | 3.1 |
|
| 4783 |
4783
Ruedi Wealth Management
Champaign,
Illinois
| USD 238 M | +USD 25.7 M | +12% | 5.94% | 44.9% | 274 | 16.42% | 1 |
|
| 4784 |
4784
OLIO Financial Planning
Mclean,
Virginia
| USD 238 M | -USD 1.11 M | -0.5% | 5.32% | 52.9% | 52 | 0% | 1.7 |
|
| 4785 |
4785
Fortis Capital Advisors
Prairie Village,
Kansas
| USD 238 M | +USD 50.5 M | +27% | 14.1% | 127% | 178 | 47.19% | 0.6 |
|
| 4786 |
4786
RFG Holdings
Argyle,
Texas
| USD 238 M | +USD 40.9 M | +21% | 7.09% | 74.2% | 45 | 44.44% | 0.9 |
|
| 4787 |
4787
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 237 M | -USD 2.2 M | -0.9% | 6.68% | 63.9% | 135 | 5.93% | 5.5 |
|
| 4788 |
4788
Graybill Wealth Management
Elmhurst,
Illinois
| USD 237 M | +USD 11.4 M | +5% | 9.15% | – | 61 | 14.75% | 5.3 |
|
| 4789 |
4789
ClearAlpha Technologies
Greenwich,
Connecticut
| USD 237 M | -USD 28.3 M | -11% | 7.88% | – | 352 | 64.2% | 0.1 |
|
| 4790 |
4790
Mount Capital
London,
United Kingdom
| USD 237 M | +USD 6.16 M | +3% | 2.62% | 34.4% | 17 | 0% | 2 |
|
| 4791 |
4791
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| USD 237 M | +USD 36.2 M | +18% | 8.08% | 75.2% | 111 | 36.04% | 0.8 |
|
| 4792 |
4792
Your Advocates Ltd
Houston,
Texas
| USD 237 M | -USD 11.6 M | -5% | 4.54% | 53.6% | 255 | 15.69% | 2.2 |
|
| 4793 |
4793
Advisor Resource Council
Dallas,
Texas
| USD 237 M | -USD 622 M | -72% | 8.55% | 84.8% | 548 | 68.98% | 0.9 |
|
| 4794 |
4794
Thomas Story & Son
Culver,
Indiana
| USD 237 M | +USD 23.9 M | +11% | 10.7% | 101% | 53 | 3.77% | 6.8 |
|
| 4795 |
4795
Innealta Capital
Austin,
Texas
| USD 237 M | +USD 13.8 M | +6% | 5.29% | 69.8% | 118 | 28.81% | 1.4 |
|
| 4796 |
4796
Divergent Planning
Bethesda,
Maryland
| USD 237 M | +USD 29.6 M | +14% | 5.71% | 43.3% | 31 | 25.81% | 1.8 |
|
| 4797 |
BOC
4797
Barbara Oil Co
Chicago,
Illinois
| USD 237 M | +USD 14.5 M | +7% | 8.08% | 76.9% | 80 | 6.25% | 7.7 |
|
| 4798 |
4798
Hixon Zuercher
Findlay,
Ohio
| USD 236 M | +USD 21.1 M | +10% | 12.5% | 101% | 69 | 18.84% | 3 |
|
| 4799 |
4799
Letson Investment Management
Atlanta,
Georgia
| USD 236 M | +USD 21.3 M | +10% | 8.75% | 56.7% | 95 | 3.16% | 0.2 |
|
| 4800 |
4800
Leeward Financial Partners
Bellevue,
Washington
| USD 236 M | +USD 29.4 M | +14% | 8.66% | 97.9% | 99 | 19.19% | 1.3 |
|