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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Spider Management Company
Richmond,
Virginia
| USD 264 M | +USD 32.1 M | +14% | 9.14% | – | 4 | 50% | 1.4 |
|
| 5002 |
5002
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| USD 264 M | +USD 14.6 M | +6% | 13.6% | – | 23 | 13.04% | 2.4 |
|
| 5003 |
5003
Palo Alto Wealth Advisors
Palo Alto,
California
| USD 264 M | +USD 7.94 M | +3% | 13.8% | 108% | 57 | 12.28% | 1.6 |
|
| 5004 |
IP
5004
Investment Partners
New Philadelphia,
Ohio
| USD 264 M | +USD 23 M | +10% | 9.6% | 83.2% | 160 | 8.75% | 5.5 |
|
| 5005 |
5005
Doma Perpetual Capital Management
Miami,
Florida
| USD 264 M | +USD 9.6 M | +4% | 6.98% | – | 10 | 0% | 1.2 |
|
| 5006 |
BIMC
5006
Benson Investment Management Company
Roanoke,
Virginia
| USD 264 M | +USD 34.2 M | +15% | 13.3% | 99.8% | 63 | 41.27% | 1.6 |
|
| 5007 |
5007
Sensible Money
Scottsdale,
Arizona
| USD 264 M | +USD 30.4 M | +13% | 8.96% | 69.1% | 90 | 11.11% | 2 |
|
| 5008 |
5008
Theory Financial
Fort Collins,
Colorado
| USD 264 M | +USD 26.5 M | +11% | 7.2% | 54.5% | 94 | 24.47% | 1.5 |
|
| 5009 |
5009
StrongBox Wealth
Lee's Summit,
Missouri
| USD 264 M | +USD 23.6 M | +10% | 8.47% | 57.8% | 88 | 3.41% | 3.3 |
|
| 5010 |
5010
Retirement Guys Formula
Maumee,
Ohio
| USD 263 M | +USD 62 M | +31% | 7.83% | 75.7% | 155 | 18.06% | 1.6 |
|
| 5011 |
5011
Sharper & Granite
El Segundo,
California
| USD 263 M | +USD 21.1 M | +9% | 5.33% | 47.1% | 108 | 8.33% | 2.2 |
|
| 5012 |
5012
Stelac Advisory Services
New York
| USD 263 M | +USD 20.5 M | +8% | 10.4% | 84.9% | 111 | 16.22% | 4.6 |
|
| 5013 |
5013
Tiller Private Wealth
Bethlehem,
Pennsylvania
| USD 263 M | +USD 23 M | +10% | 8.29% | 60.2% | 62 | 16.13% | 3.5 |
|
| 5014 |
5014
Commonwealth Retirement Investments
Richmond,
Virginia
| USD 263 M | +USD 17 M | +7% | 7.08% | 96.7% | 116 | 23.28% | 1.5 |
|
| 5015 |
5015
Hillman Company
Pittsburgh,
Pennsylvania
| USD 263 M | -USD 1.59 M | -0.6% | 14.9% | 118% | 15 | 13.33% | 2.3 |
|
| 5016 |
5016
Orion Capital Management
Coronado,
California
| USD 263 M | +USD 25.5 M | +11% | 8.53% | 75.3% | 492 | 8.94% | 1.3 |
|
| 5017 |
5017
Planned Solutions
Folsom,
California
| USD 263 M | +USD 15.9 M | +6% | 8.15% | 68.3% | 132 | 21.21% | 2.4 |
|
| 5018 |
CL
5018
COWA LLC
Tulsa,
Oklahoma
| USD 263 M | +USD 28.5 M | +12% | 4.37% | 65.5% | 145 | 23.45% | 2.6 |
|
| 5019 |
SC
5019
Slotnik Capital
Dallas,
Texas
| USD 262 M | +USD 55.3 M | +27% | 15.5% | – | 33 | 66.67% | 0.3 |
|
| 5020 |
5020
Georgetown University
Washington,
District of Columbia
| USD 262 M | +USD 12.6 M | +5% | 6.77% | 79.9% | 17 | 5.88% | 3.2 |
|
| 5021 |
5021
Boothe Investment Group
Dover,
Delaware
| USD 262 M | +USD 43.1 M | +20% | 8.29% | 75.6% | 44 | 36.36% | 1.6 |
|
| 5022 |
5022
Silver Heights Capital Management
Toronto,
Ontario, Canada
| USD 262 M | +USD 42.1 M | +19% | 9.75% | 39.8% | 4 | 0% | 7.6 |
|
| 5023 |
5023
Peachtree Investment Partners
Indian River Shores,,
Florida
| USD 262 M | +USD 8.98 M | +4% | 9.33% | 92.2% | 135 | 14.07% | 3.3 |
|
| 5024 |
5024
Sio Capital Management
New York
| USD 262 M | -USD 74 M | -22% | 1.1% | 564% | 64 | 34.38% | 0.8 |
|
| 5025 |
5025
Red Lighthouse Investment Management
New York
| USD 262 M | +USD 16.4 M | +7% | 8.3% | 63.4% | 119 | 15.13% | 2.1 |
|