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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Walnut Level Capital
Denver,
Colorado
| USD 239 M | +USD 13.8 M | +6% | 3.72% | – | 53 | 49.06% | 0.5 |
|
| 4977 |
4977
Pinion Investment Advisors
Wichita,
Kansas
| USD 239 M | +USD 37.8 M | +19% | 6.28% | 75.4% | 157 | 12.1% | 2.9 |
|
| 4978 |
4978
Gold Investment Management
Edmonton,
Alberta, Canada
| USD 239 M | +USD 2.4 M | +1% | 9.16% | 117% | 215 | 3.26% | 0.7 |
|
| 4979 |
4979
Aragon Global Management
Miami,
Florida
| USD 239 M | +USD 4.38 M | +2% | 5.18% | – | 16 | 18.75% | 0.7 |
|
| 4980 |
FC
4980
Fore Capital
New York
| USD 239 M | +USD 81.4 M | +52% | 4.38% | 25.4% | 57 | 43.86% | 0.7 |
|
| 4981 |
4981
Wafra Inc
New York
| USD 239 M | +USD 881 k | +0.4% | 2.31% | 45.9% | 2 | 0% | 2.5 |
|
| 4982 |
4982
Davis Investment Partners
Charlotte,
North Carolina
| USD 239 M | -USD 4.55 M | -2% | 5.92% | 88.9% | 126 | 14.29% | 1.3 |
|
| 4983 |
4983
Hassell Wealth Management
Houma,
Louisiana
| USD 239 M | +USD 15.4 M | +7% | 5.51% | 49.7% | 27 | 0% | 1.3 |
|
| 4984 |
4984
Commonwealth Retirement Investments
Richmond,
Virginia
| USD 238 M | +USD 20.1 M | +9% | 7.69% | 96.7% | 94 | 5.32% | 1.2 |
|
| 4985 |
4985
G&S Capital
Denver,
Colorado
| USD 238 M | +USD 8.41 M | +4% | 6.85% | 85.6% | 132 | 19.7% | 2.5 |
|
| 4986 |
4986
Wills Financial Group
Richmond,
Virginia
| USD 238 M | +USD 21.3 M | +10% | 9.11% | 57.5% | 66 | 6.06% | 5.1 |
|
| 4987 |
4987
Kings Path Partners
Sugar Land,
Texas
| USD 238 M | +USD 26.1 M | +12% | 5.96% | – | 312 | 13.78% | 0.2 |
|
| 4988 |
4988
Hanover Advisors
Seneca,
South Carolina
| USD 238 M | +USD 13.1 M | +6% | 5.13% | – | 95 | 6.32% | 0.7 |
|
| 4989 |
AFP
4989
Advus Financial Partners
Winter Park,
Florida
| USD 238 M | +USD 13.4 M | +6% | 5.63% | 56.5% | 63 | 7.94% | 2 |
|
| 4990 |
4990
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 238 M | +USD 12.9 M | +6% | 7.37% | 103% | 499 | 12.63% | 5.3 |
|
| 4991 |
WIM
4991
WIM Investment Management
Hong Kong
| USD 238 M | – | – | 9.09% | – | 14 | – | 0 |
|
| 4992 |
4992
Bennett Selby Investments
Falmouth,
Maine
| USD 238 M | +USD 15.1 M | +7% | 6.61% | 82.1% | 76 | 7.89% | 2.4 |
|
| 4993 |
4993
Lynch Asset Management
Yardley,
Pennsylvania
| USD 238 M | +USD 3.49 M | +1% | 2.07% | 214% | 43 | 2.33% | 2.5 |
|
| 4994 |
4994
OLIO Financial Planning
Mclean,
Virginia
| USD 238 M | +USD 551 k | +0.2% | 6.48% | 52.9% | 52 | 0% | 2.2 |
|
| 4995 |
4995
WorthPointe
La Jolla,
California
| USD 238 M | +USD 18.3 M | +8% | 6.52% | 59.7% | 85 | 23.53% | 1.3 |
|
| 4996 |
4996
Jacobsen Capital Management
Salt Lake City,
Utah
| USD 238 M | +USD 13.8 M | +6% | 6.54% | 97.3% | 106 | 12.26% | 2 |
|
| 4997 |
4997
Seneca House Advisors
Richmond,
Virginia
| USD 237 M | +USD 6.85 M | +3% | 6.5% | 58.2% | 89 | 11.24% | 3.8 |
|
| 4998 |
4998
One Degree Advisors
San Diego,
California
| USD 237 M | +USD 30 M | +14% | 5.76% | – | 65 | 24.62% | 0.6 |
|
| 4999 |
4999
Castellan Group
Louisville,
Kentucky
| USD 237 M | +USD 27.2 M | +13% | 13.7% | 184% | 67 | 23.88% | 1.7 |
|
| 5000 |
5000
Unique Wealth Strategies
Burr Ridge,
Illinois
| USD 237 M | +USD 23.8 M | +11% | 7.47% | 96.9% | 704 | 76.28% | 0.5 |
|