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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Fluent Financial
Dallas,
Texas
| USD 186 M | +USD 31.9 M | +21% | 4.02% | 46.9% | 87 | 17.24% | 1.4 |
|
| 4827 |
4827
Santori & Peters Inc
Canonsburg,
Pennsylvania
| USD 186 M | -USD 13.4 M | -7% | 3.73% | 103% | 58 | 8.62% | 3.3 |
|
| 4828 |
4828
Centennial Wealth Advisory
Traverse City,
Michigan
| USD 186 M | -USD 5.65 M | -3% | 2.58% | 63% | 143 | 13.99% | 1.3 |
|
| 4829 |
4829
Fi3 Financial Advisors
Indianapolis,
Indiana
| USD 186 M | -USD 5.15 M | -3% | 4.27% | 83.1% | 79 | 20.25% | 1.5 |
|
| 4830 |
4830
Brooklyn FI
New York
| USD 186 M | +USD 2.44 M | +1% | 3.86% | 54.7% | 50 | 20% | 1.2 |
|
| 4831 |
UID
4831
Union Investments & Development
Tel Aviv,
Israel
| USD 186 M | -USD 16.6 M | -8% | 2.07% | 17% | 50 | 8% | 1.3 |
|
| 4832 |
4832
Divergent Planning
Bethesda,
Maryland
| USD 186 M | -USD 5.23 M | -3% | 3.45% | 43.3% | 27 | 14.81% | 1.6 |
|
| 4833 |
4833
KPCB XIII Associates
Menlo Park,
California
| USD 186 M | -USD 38 M | -17% | 14.9% | – | 3 | 0% | 2 |
|
| 4834 |
4834
Lincoln Capital Corp
East Greenwich,
Rhode Island
| USD 186 M | -USD 9.45 M | -5% | 3.28% | 82% | 81 | 18.52% | 2.6 |
|
| 4835 |
SST
4835
S Squared Technology
New York
| USD 185 M | -USD 16.7 M | -8% | 11% | 223% | 40 | 25% | 2.7 |
|
| 4836 |
4836
Arctis Global
San Juan,
Puerto Rico
| USD 185 M | -USD 79.4 M | -30% | 11.1% | 69.5% | 18 | 61.11% | 0.5 |
|
| 4837 |
BC
4837
Belmont Capital
Los Angeles,
California
| USD 185 M | +USD 7.04 M | +4% | 2.69% | 182% | 198 | 25.76% | 1.4 |
|
| 4838 |
ETH
4838
Exos TFP Holdings
New York
| USD 185 M | -USD 17.6 M | -9% | 2.21% | – | 282 | 33.33% | 0.6 |
|
| 4839 |
4839
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| USD 185 M | +USD 2.36 M | +1% | 4.13% | 199% | 82 | 18.29% | 1.9 |
|
| 4840 |
4840
Wills Financial Group
Richmond,
Virginia
| USD 185 M | -USD 12.3 M | -6% | 5.26% | 57.5% | 68 | 10.29% | 4.6 |
|
| 4841 |
4841
Forge First Asset Management
Toronto, Ontario,
Canada
| USD 185 M | -USD 14.1 M | -7% | 0.71% | 112% | 45 | 37.78% | 0.4 |
|
| 4842 |
4842
Unio Capital
Princeton,
New Jersey
| USD 185 M | -USD 11.4 M | -6% | 1.88% | 97.8% | 44 | 15.91% | 3.5 |
|
| 4843 |
4843
Greencape Capital
Melbourne,
Australia
| USD 185 M | -USD 24.6 M | -12% | 3.06% | 98.1% | 3 | 0% | 2.6 |
|
| 4844 |
4844
Davis Rea
Toronto,
Ontario, Canada
| USD 184 M | +USD 6.3 M | +4% | 3.63% | 66.9% | 43 | 16.28% | 5.7 |
|
| 4845 |
4845
IronBridge Private Wealth
Austin,
Texas
| USD 184 M | +USD 6.5 M | +4% | 0.02% | 122% | 43 | 32.56% | 1 |
|
| 4846 |
4846
Ategra Capital Management
Vienna,
Virginia
| USD 184 M | -USD 1.77 M | -1% | 2.44% | 114% | 100 | 17% | 2.7 |
|
| 4847 |
4847
Jacobsen Capital Management
Salt Lake City,
Utah
| USD 184 M | -USD 9.6 M | -5% | 3.74% | 97.3% | 78 | 15.38% | 2 |
|
| 4848 |
4848
Chan Zuckerberg Initiative
Redwood City,
California
| USD 184 M | +USD 74 M | +67% | 5.75% | 59% | 3 | 33.33% | 0.4 |
|
| 4849 |
ZCM
4849
Zenyatta Capital Management
Dover,
Delaware
| USD 184 M | +USD 26.9 M | +17% | 2.23% | – | 41 | 56.1% | 0.5 |
|
| 4850 |
4850
KFG Wealth Management
Granger,
Indiana
| USD 184 M | +USD 13.1 M | +8% | 2.71% | 55.9% | 133 | 15.79% | 0.5 |
|