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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Malaga Cove Capital
Pv Estates,
California
| USD 255 M | +USD 23.2 M | +10% | 15.8% | 97.3% | 193 | 22.8% | 2.6 |
|
| 5102 |
5102
Range Financial Group
Tigard,
Oregon
| USD 255 M | +USD 29.2 M | +13% | 12.3% | 195% | 210 | 21.9% | 1.4 |
|
| 5103 |
BOC
5103
Barbara Oil Co
Chicago,
Illinois
| USD 254 M | +USD 8.16 M | +3% | 5.72% | 76.9% | 76 | 3.95% | 8.7 |
|
| 5104 |
5104
Incline Global Management
New York
| USD 254 M | +USD 92.1 M | +57% | 26.6% | 40.1% | 29 | 24.14% | 1.6 |
|
| 5105 |
5105
Camarda Financial Advisors
Fleming Island,
Florida
| USD 254 M | +USD 32.6 M | +15% | 14% | 196% | 121 | 34.71% | 1.5 |
|
| 5106 |
5106
Verger Capital Management
Winston-Salem,
North Carolina
| USD 254 M | +USD 26.8 M | +12% | 6.55% | 58.3% | 14 | 0% | 7.8 |
|
| 5107 |
5107
Sherman Porfolios
Coeur D'alene,
Idaho
| USD 254 M | – | – | 12.9% | – | 57 | – | 0.2 |
|
| 5108 |
5108
Dupree Financial Group
Lexington,
Kentucky
| USD 254 M | +USD 7.59 M | +3% | 3.32% | 75.8% | 82 | 30.49% | 1 |
|
| 5109 |
5109
Briaud Financial Planning
College Station,
Texas
| USD 254 M | +USD 1.91 M | +0.8% | 8% | 113% | 372 | 45.97% | 0.6 |
|
| 5110 |
5110
Accel Leaders 4 Associates
Palo Alto,
California
| USD 253 M | +USD 157 M | +162% | 162% | – | 1 | 0% | 0.5 |
|
| 5111 |
SWMG
5111
Signature Wealth Management Group
Atlanta,
Georgia
| USD 253 M | -USD 3.17 M | -1% | 2.72% | – | 123 | 13.82% | 3.3 |
|
| 5112 |
5112
STF Management
Frisco,
Texas
| USD 253 M | +USD 45.1 M | +22% | 21.2% | 208% | 102 | 1.96% | 2.2 |
|
| 5113 |
5113
Wela Strategies
Atlanta,
Georgia
| USD 253 M | +USD 16.5 M | +7% | 5.38% | 51.3% | 53 | 1.89% | 2.8 |
|
| 5114 |
5114
325 Capital
New York
| USD 253 M | +USD 11.9 M | +5% | 22.5% | 226% | 11 | 0% | 2.3 |
|
| 5115 |
5115
Letson Investment Management
Atlanta,
Georgia
| USD 253 M | +USD 5.25 M | +2% | 3.99% | – | 95 | 9.47% | 1.3 |
|
| 5116 |
AFP
5116
Advus Financial Partners
Winter Park,
Florida
| USD 253 M | +USD 19.8 M | +8% | 7.65% | 56.5% | 66 | 12.12% | 2.4 |
|
| 5117 |
5117
Elevation Wealth Partners
Santa Rosa,
California
| USD 253 M | +USD 21.9 M | +9% | 8.23% | 69.9% | 504 | 4.96% | 1.7 |
|
| 5118 |
5118
ICW Investment Advisors
Scottsdale,
Arizona
| USD 253 M | +USD 7.73 M | +3% | 4% | 58.6% | 142 | 2.82% | 4.6 |
|
| 5119 |
5119
Arkfeld Wealth Strategies
Omaha,
Nebraska
| USD 253 M | +USD 22.4 M | +10% | 7.23% | 90.8% | 110 | 14.55% | 2.9 |
|
| 5120 |
5120
Realta Investment Advisors
Wilmington,
Delaware
| USD 253 M | +USD 33.6 M | +15% | 18.9% | 151% | 347 | 20.75% | 2.9 |
|
| 5121 |
5121
HF Advisory Group
Annapolis,
Maryland
| USD 253 M | +USD 24.2 M | +11% | 7.16% | 73.2% | 166 | 4.82% | 2.1 |
|
| 5122 |
5122
First Dallas Securities
Dallas,
Texas
| USD 253 M | +USD 13.7 M | +6% | 13.3% | 163% | 129 | 17.83% | 2.8 |
|
| 5123 |
5123
Sachetta
Lynnfield,
Massachusetts
| USD 253 M | +USD 8.88 M | +4% | 8.94% | – | 1,207 | 16.65% | 1.3 |
|
| 5124 |
5124
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 253 M | +USD 6.99 M | +3% | 5.69% | 66.9% | 93 | 4.3% | 8.2 |
|
| 5125 |
5125
Deepwater Asset Management
Minneapolis,
Minnesota
| USD 253 M | +USD 16.3 M | +7% | 24.6% | 142% | 22 | 13.64% | 1.3 |
|