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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
New Insight Wealth Advisors
San Ramon,
California
| USD 266 M | +USD 22.8 M | +9% | 9.55% | – | 110 | 7.27% | 1.3 |
|
| 5177 |
CCAM
5177
Codex Capital Asset Management
Dallas,
Texas
| USD 266 M | +USD 15.6 M | +6% | 9.14% | – | 33 | 9.09% | 1.2 |
|
| 5178 |
5178
DLK Investment Management
Solana Beach,
California
| USD 265 M | +USD 863 k | +0.3% | 6.33% | 80.4% | 101 | 21.78% | 1.3 |
|
| 5179 |
5179
National Wealth Management Group
Cincinnati,
Ohio
| USD 265 M | +USD 86.9 M | +49% | 10.2% | 128% | 254 | 48.03% | 1.1 |
|
| 5180 |
5180
Iyo Bank
Matsuyama,
Japan
| USD 265 M | +USD 17.6 M | +7% | 6.12% | 125% | 42 | 4.76% | 2.5 |
|
| 5181 |
5181
SMART Wealth
Omaha,
Nebraska
| USD 265 M | -USD 53.7 M | -17% | 9.13% | 83.6% | 193 | 39.9% | 1.1 |
|
| 5182 |
JPLA
5182
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| USD 265 M | +USD 20.7 M | +8% | 6.8% | 84% | 165 | 10.91% | 3.5 |
|
| 5183 |
5183
Revere Asset Management
Dallas,
Texas
| USD 265 M | +USD 58.9 M | +29% | 24.5% | 592% | 44 | 63.64% | 0.4 |
|
| 5184 |
5184
Lind Value II ApS
Aarhus C,
Denmark
| USD 265 M | +USD 37.5 M | +16% | 6.32% | – | 13 | 38.46% | 0.6 |
|
| 5185 |
5185
Acorn Creek Capital
Fort Collins,
Colorado
| USD 265 M | +USD 24.1 M | +10% | 7.06% | – | 82 | 10.98% | 1.4 |
|
| 5186 |
HIS
5186
Horizon Investment Services
Hammond,
Indiana
| USD 265 M | +USD 36.6 M | +16% | 17.2% | 250% | 143 | 21.68% | 3 |
|
| 5187 |
SC
5187
Sawyer & Company
Boston,
Massachusetts
| USD 265 M | -USD 33.1 M | -11% | 5.67% | 111% | 218 | 21.56% | 4.3 |
|
| 5188 |
5188
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| USD 265 M | +USD 37.1 M | +16% | 7.99% | 103% | 50 | 14% | 4.3 |
|
| 5189 |
5189
REDW Wealth
Albuquerque,
New Mexico
| USD 265 M | +USD 13.1 M | +5% | 6.29% | 59.1% | 115 | 10.43% | 3.9 |
|
| 5190 |
5190
Texas Bank & Trust
Longview,
Texas
| USD 264 M | +USD 13 M | +5% | 8.7% | – | 187 | 12.3% | 0.7 |
|
| 5191 |
5191
Wealthedge Investment Advisors
New York
| USD 264 M | +USD 24.3 M | +10% | 5.58% | – | 163 | 33.74% | 0.6 |
|
| 5192 |
BNMT
5192
Bawa N Mallick Trust
Forest Hills,
New York
| USD 264 M | +USD 22.2 M | +9% | 8.64% | – | 74 | 9.46% | 0.7 |
|
| 5193 |
MFC
5193
Mechanics Financial Corp
Mansfield,
Ohio
| USD 264 M | +USD 28.8 M | +12% | 11.9% | 81.6% | 242 | 2.07% | 2.9 |
|
| 5194 |
5194
Axis Capital Holdings
Pembroke,
| USD 264 M | +USD 19 M | +8% | 7.74% | 76% | 2 | 0% | 7.1 |
|
| 5195 |
5195
Wela Strategies
Atlanta,
Georgia
| USD 264 M | +USD 10.3 M | +4% | 4.87% | 51.3% | 59 | 16.95% | 2.8 |
|
| 5196 |
5196
Reliant Investment Management
Memphis,
Tennessee
| USD 264 M | +USD 32.6 M | +14% | 9.01% | 129% | 61 | 11.48% | 3.8 |
|
| 5197 |
5197
Dupree Financial Group
Lexington,
Kentucky
| USD 263 M | +USD 9.38 M | +4% | 10.9% | 75.8% | 81 | 28.4% | 1.2 |
|
| 5198 |
5198
Raleigh Capital Management
Cary,
North Carolina
| USD 263 M | +USD 24.7 M | +10% | 7.61% | 79.9% | 688 | 32.85% | 2.2 |
|
| 5199 |
5199
Searcy Financial Services
Overland Park,
Kansas
| USD 263 M | +USD 17.1 M | +7% | 7.34% | 60.2% | 26 | 7.69% | 3.3 |
|
| 5200 |
5200
Triton Wealth Management
Sun City,
Arizona
| USD 263 M | +USD 28.7 M | +12% | 10.2% | – | 122 | 21.31% | 2.6 |
|