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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
True Wind Capital Management
San Francisco,
California
| USD 273 M | +USD 36.4 M | +15% | 15.4% | 59.6% | 2 | 0% | 3.8 |
|
| 5102 |
5102
Stance Capital
Boston,
Massachusetts
| USD 273 M | +USD 6.75 M | +3% | 5.39% | – | 313 | 59.42% | 0.1 |
|
| 5103 |
5103
Westwood Wealth Management
Los Angeles,
California
| USD 273 M | -USD 25 M | -8% | 20.2% | 495% | 51 | 15.69% | 2.3 |
|
| 5104 |
5104
Slagle Financial
Edwardsville,
Illinois
| USD 273 M | +USD 24.4 M | +10% | 7.77% | 77.9% | 117 | 4.27% | 1.6 |
|
| 5105 |
5105
HF Advisory Group
Annapolis,
Maryland
| USD 272 M | +USD 19.3 M | +8% | 4.91% | 73.2% | 166 | 1.2% | 2.3 |
|
| 5106 |
5106
Miller Value Partners
Sarasota,
Florida
| USD 272 M | +USD 36.5 M | +15% | 15.5% | 133% | 37 | 13.51% | 2.6 |
|
| 5107 |
5107
Highview Capital Management
Buffalo Grove,
Illinois
| USD 272 M | +USD 12.9 M | +5% | 9.98% | 123% | 119 | 21.85% | 2.2 |
|
| 5108 |
5108
Thomas Story & Son
Culver,
Indiana
| USD 272 M | +USD 11.8 M | +5% | 9.17% | 101% | 52 | 3.85% | 7.3 |
|
| 5109 |
5109
Monte Financial Group
Guilford,
Connecticut
| USD 272 M | +USD 14.7 M | +6% | 6.03% | 66.7% | 94 | 6.38% | 3.7 |
|
| 5110 |
5110
Lumbard & Kellner
Hollis,
New Hampshire
| USD 272 M | +USD 42.5 M | +19% | 20.8% | 137% | 99 | 13.13% | 2.9 |
|
| 5111 |
5111
Five Oceans Advisors
Santa Monica,
California
| USD 272 M | +USD 37.4 M | +16% | 7.19% | 85.3% | 196 | 6.63% | 2.5 |
|
| 5112 |
5112
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| USD 272 M | +USD 621 k | +0.2% | 3.76% | 35.4% | 48 | 0% | 2.4 |
|
| 5113 |
5113
Prudent Man Advisors
Naperville,
Illinois
| USD 271 M | -USD 43.4 M | -14% | 7.15% | 92.5% | 187 | 32.09% | 3.7 |
|
| 5114 |
5114
Denver Wealth Management
Denver,
Colorado
| USD 271 M | +USD 29.7 M | +12% | 7.54% | 64.4% | 94 | 10.64% | 2.5 |
|
| 5115 |
5115
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| USD 271 M | +USD 32.2 M | +13% | 15.4% | 961% | 65 | 46.15% | 0.6 |
|
| 5116 |
5116
Kings Path Partners
Sugar Land,
Texas
| USD 271 M | +USD 23 M | +9% | 5.65% | – | 342 | 24.27% | 0.9 |
|
| 5117 |
5117
Camarda Financial Advisors
Fleming Island,
Florida
| USD 271 M | +USD 17 M | +7% | 11.7% | 196% | 123 | 26.02% | 1.5 |
|
| 5118 |
5118
Beddow Capital Management
Jackson,
Wyoming
| USD 271 M | +USD 18.9 M | +7% | 5.67% | 50.7% | 57 | 7.02% | 6 |
|
| 5119 |
5119
BKM Wealth Management
Brookfield,
Wisconsin
| USD 271 M | +USD 15.3 M | +6% | 7.35% | 69.6% | 167 | 13.17% | 1.4 |
|
| 5120 |
5120
Breakwater Investment Management
Seattle,
Washington
| USD 271 M | +USD 12.7 M | +5% | 5.42% | – | 539 | 44.16% | 0.8 |
|
| 5121 |
5121
Aventura Private Wealth
Aventura,
Florida
| USD 271 M | +USD 40.2 M | +17% | 9.7% | – | 852 | 13.26% | 0.6 |
|
| 5122 |
5122
Colonial River Investments
Midlothian,
Virginia
| USD 271 M | +USD 38.8 M | +17% | 15.8% | 156% | 256 | 20.7% | 1.7 |
|
| 5123 |
5123
Rakuten Securities
Tokyo,
Japan
| USD 271 M | +USD 15.9 M | +6% | 22.8% | 999% | 957 | 17.45% | 1.2 |
|
| 5124 |
5124
Flynn Zito Capital Management
Garden City,
New York
| USD 271 M | +USD 33.5 M | +14% | 9.16% | 97.3% | 141 | 14.89% | 1.9 |
|
| 5125 |
5125
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 271 M | +USD 45.6 M | +20% | 8.52% | 97.4% | 66 | 19.7% | 5.1 |
|