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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 172 M | +USD 8.06 M | +5% | 6.68% | 98.6% | 168 | 10.12% | 2.6 |
|
| 4952 |
MC
4952
MRJ Capital
New York
| USD 172 M | +USD 11.7 M | +7% | 7.58% | 127% | 52 | 7.69% | 4.3 |
|
| 4953 |
4953
Veery Capital
Wilmington,
Delaware
| USD 172 M | +USD 13.7 M | +9% | 5.94% | 63.4% | 73 | 5.48% | 0.5 |
|
| 4954 |
4954
HC Financial Advisors
Lafayette,
California
| USD 172 M | +USD 7.55 M | +5% | 6.37% | 31.2% | 376 | 11.97% | 1.3 |
|
| 4955 |
4955
Lakehouse Capital
Sydney NSW,
Australia
| USD 171 M | – | – | 11.1% | 87.4% | 12 | – | 1.3 |
|
| 4956 |
4956
TL Private Wealth
Southlake,
Texas
| USD 171 M | +USD 8.36 M | +5% | 5.58% | 50.6% | 51 | 9.8% | 1.3 |
|
| 4957 |
4957
John W. Brooker & Co
Oakland,
California
| USD 171 M | +USD 10.5 M | +7% | 3.51% | 43.4% | 207 | 20.77% | 1.1 |
|
| 4958 |
4958
AllSquare Wealth Management
Albany,
New York
| USD 171 M | +USD 9.5 M | +6% | 5.61% | 62.4% | 522 | 6.7% | 3.3 |
|
| 4959 |
TA
4959
TrueWealth Advisors
Birmingham,
Alabama
| USD 171 M | +USD 17.4 M | +11% | 4.66% | 60.9% | 141 | 18.44% | 0.4 |
|
| 4960 |
4960
Watchman Group
Plano,
Texas
| USD 171 M | +USD 9.06 M | +6% | 7.3% | 54% | 77 | 6.49% | 1.3 |
|
| 4961 |
4961
Triumph Capital Management
Denver,
Colorado
| USD 171 M | – | – | 5.65% | 55.5% | 160 | – | 0 |
|
| 4962 |
4962
Seelaus Asset Management
Chatham,
New Jersey
| USD 171 M | +USD 15.2 M | +10% | 5.9% | 134% | 266 | 24.06% | 1.3 |
|
| 4963 |
4963
Ferguson Shapiro
Decatur,
Georgia
| USD 171 M | +USD 15.6 M | +10% | 5.76% | 42.7% | 31 | 29.03% | 0.5 |
|
| 4964 |
4964
Townsend & Associates
Westminster,
Colorado
| USD 171 M | +USD 17.2 M | +11% | 8.02% | 58% | 74 | 14.86% | 2 |
|
| 4965 |
4965
Jefferies Financial Group
New York
| USD 171 M | +USD 15.6 M | +10% | 18% | 135% | 5 | 20% | 2.2 |
|
| 4966 |
4966
Elm Advisors
Burlingame,
California
| USD 171 M | +USD 10.1 M | +6% | 6.38% | 50.5% | 87 | 0% | 5.6 |
|
| 4967 |
4967
Axis Capital Holdings
Pembroke,
| USD 171 M | +USD 26.8 M | +19% | 7.75% | 67% | 3 | 0% | 4.6 |
|
| 4968 |
WA1
4968
Wimmer Associates 1
Pasadena,
California
| USD 171 M | -USD 13.2 M | -7% | 9.3% | 78.9% | 126 | 10.32% | 3.8 |
|
| 4969 |
4969
Calixto Global Investors
Coral Gables,
Florida
| USD 170 M | -USD 18.8 M | -10% | 10.6% | 180% | 15 | 40% | 0.7 |
|
| 4970 |
4970
Grant Street Asset Management
Canonsburg,
Pennsylvania
| USD 170 M | -USD 11.1 M | -6% | 6.91% | 41.6% | 199 | 80.4% | 0.8 |
|
| 4971 |
4971
Insight Folios
Charlotte,
North Carolina
| USD 170 M | +USD 24.1 M | +17% | 7.11% | 32.9% | 80 | 53.75% | 0.7 |
|
| 4972 |
FNWM
4972
Financial Network Wealth Management
Draper,
Utah
| USD 170 M | +USD 16.9 M | +11% | 6.82% | – | 109 | 5.5% | 0.5 |
|
| 4973 |
4973
Western Standard LLC
Los Angeles,
California
| USD 170 M | +USD 29.7 M | +21% | 14.1% | 83.7% | 42 | 47.62% | 0.7 |
|
| 4974 |
4974
SWMG LLC
Fort Worth,
Texas
| USD 170 M | +USD 23.7 M | +16% | 5.31% | 68.7% | 68 | 27.94% | 0.4 |
|
| 4975 |
4975
Donald L. Hagan LLC
Sarasota,
Florida
| USD 170 M | +USD 17.5 M | +11% | 8.65% | 47.9% | 99 | 14.14% | 2 |
|