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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Kercheville Advisors
San Antonio,
Texas
| USD 328 M | +USD 15.8 M | +5% | 30.2% | 261% | 119 | 20.17% | 2.6 |
|
| 5027 |
5027
Stance Capital
Boston,
Massachusetts
| USD 328 M | +USD 122 M | +59% | 31.5% | – | 426 | 54.46% | 0.3 |
|
| 5028 |
5028
Pecaut & Co
Sioux City,
Iowa
| USD 328 M | +USD 20.2 M | +7% | 8.32% | 62.8% | 66 | 1.52% | 5.2 |
|
| 5029 |
5029
NVP Associates
Menlo Park,
California
| USD 328 M | +USD 152 M | +86% | 56.1% | 953% | 8 | 50% | 1.1 |
|
| 5030 |
5030
Kaydan Wealth Management
Fenton,
Michigan
| USD 328 M | +USD 29.1 M | +10% | 12.2% | 58% | 118 | 10.17% | 3.1 |
|
| 5031 |
5031
Vantage Point Financial
Lisle,
Illinois
| USD 328 M | +USD 42.9 M | +15% | 13.9% | – | 204 | 21.57% | 1 |
|
| 5032 |
5032
Tabor Asset Management
New York
| USD 328 M | +USD 78.8 M | +32% | 16.7% | 214% | 57 | 49.12% | 0.8 |
|
| 5033 |
5033
Engaged Capital
Newport Beach,
California
| USD 327 M | +USD 23.7 M | +8% | 21.8% | 26.2% | 10 | 10% | 1.9 |
|
| 5034 |
5034
Richard W. Paul & Associates
Novi,
Michigan
| USD 327 M | +USD 29.9 M | +10% | 12.9% | 65.2% | 334 | 14.37% | 2.5 |
|
| 5035 |
5035
Wealth Advisors of Tampa Bay
Tampa,
Florida
| USD 327 M | +USD 24.6 M | +8% | 12.8% | 86.2% | 96 | 5.21% | 4.1 |
|
| 5036 |
DS
5036
Dalal Street
West Lake Hills,
Texas
| USD 327 M | -USD 96.1 M | -23% | 18.7% | 92.7% | 4 | 25% | 1.6 |
|
| 5037 |
5037
Tred Avon Family Wealth
Easton,
Maryland
| USD 327 M | +USD 25.4 M | +8% | 14.7% | – | 278 | 11.87% | 0.7 |
|
| 5038 |
RL
5038
Rogco LP
Claremore,
Oklahoma
| USD 327 M | +USD 27.2 M | +9% | 10.2% | 53.3% | 236 | 18.22% | 1.9 |
|
| 5039 |
5039
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 326 M | USD 0 | 0% | 9.06% | – | 113 | 0% | 4.8 |
|
| 5040 |
CIM
5040
Capital Investment Management
Lees Summit,
Missouri
| USD 326 M | +USD 35.2 M | +12% | 11.3% | – | 139 | 15.11% | 0.4 |
|
| 5041 |
5041
Vigilare Wealth Management
Scottsdale,
Arizona
| USD 326 M | +USD 30.3 M | +10% | 9.28% | 59.5% | 130 | 21.54% | 2.5 |
|
| 5042 |
5042
Morris Financial Concepts
Mount Pleasant,
South Carolina
| USD 326 M | +USD 31.6 M | +11% | 12% | 56.5% | 207 | 7.25% | 3.1 |
|
| 5043 |
5043
Register Financial Advisors
Atlanta,
Georgia
| USD 326 M | +USD 55.5 M | +21% | 27.2% | 130% | 438 | 14.38% | 2 |
|
| 5044 |
5044
Hassell Wealth Management
Houma,
Louisiana
| USD 326 M | +USD 28 M | +9% | 8.97% | 49.7% | 29 | 3.45% | 2.7 |
|
| 5045 |
5045
Aventura Private Wealth
Aventura,
Florida
| USD 326 M | +USD 52.5 M | +19% | 24.2% | – | 1,021 | 15.48% | 1.1 |
|
| 5046 |
5046
LCNB Corp
Lebanon,
Ohio
| USD 326 M | +USD 28.5 M | +10% | 15.4% | 75.2% | 191 | 6.28% | 5.8 |
|
| 5047 |
5047
Forza Wealth Management
Sarasota,
Florida
| USD 326 M | +USD 38.5 M | +13% | 11.3% | 69.8% | 198 | 7.07% | 2.7 |
|
| 5048 |
5048
Snow Phipps Group
New York
| USD 326 M | +USD 8.27 M | +3% | 2.58% | 58% | 2 | 0% | 6.3 |
|
| 5049 |
5049
Sycale Advisors
New York
| USD 326 M | +USD 125 M | +63% | 11.8% | 31.5% | 28 | 53.57% | 0.7 |
|
| 5050 |
5050
New Perspectives Inc
Ridgeland,
Mississippi
| USD 326 M | +USD 37.1 M | +13% | 10.2% | – | 50 | 14% | 2.5 |
|