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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
Kinsale Capital Group
Richmond,
Virginia
| USD 165 M | +USD 28.2 M | +21% | 5.2% | 70.9% | 35 | 8.57% | 0.5 |
|
| 5202 |
PHM
5202
Prospect Hill Management
Short Hills,
New Jersey
| USD 165 M | +USD 25.3 M | +18% | 18.4% | 85.1% | 15 | 6.67% | 2.1 |
|
| 5203 |
5203
Watershed Private Wealth
Oak Brook,
Illinois
| USD 165 M | +USD 17.2 M | +12% | 6.67% | 71.4% | 91 | 14.29% | 0.4 |
|
| 5204 |
5204
Kercheville Advisors
San Antonio,
Texas
| USD 165 M | +USD 19.3 M | +13% | 18.3% | 261% | 81 | 13.58% | 1.7 |
|
| 5205 |
5205
Independent Family Office
Albany,
New York
| USD 165 M | -USD 8.24 M | -5% | 4.98% | 68.4% | 74 | 13.51% | 2.4 |
|
| 5206 |
5206
Armor Investment Advisors
Raleigh,
North Carolina
| USD 165 M | -USD 10 M | -6% | 4.77% | 56.6% | 181 | 15.47% | 3.7 |
|
| 5207 |
5207
Linse Capital
San Juan,
Puerto Rico
| USD 165 M | – | – | 16.8% | – | 2 | – | 1.5 |
|
| 5208 |
5208
Mezzasalma Advisors
Tinton Falls,
New Jersey
| USD 165 M | +USD 23.5 M | +17% | 15% | 203% | 92 | 11.96% | 2 |
|
| 5209 |
5209
Cincinnati Casualty Company
Fairfield,
Ohio
| USD 165 M | +USD 5.25 M | +3% | 4.05% | 56% | 26 | 0% | 7.8 |
|
| 5210 |
5210
Agate Pass Investment Management
Bainbridge Island,
Washington
| USD 165 M | +USD 11.9 M | +8% | 5.45% | 76% | 97 | 7.22% | 1.3 |
|
| 5211 |
5211
Riverstone Advisors
New Braunfels,
Texas
| USD 165 M | +USD 8.17 M | +5% | 8.39% | 104% | 55 | 12.73% | 2.2 |
|
| 5212 |
5212
HMS Capital Management
Nashville,
Tennessee
| USD 165 M | +USD 5.93 M | +4% | 9.3% | 140% | 117 | 19.66% | 2.1 |
|
| 5213 |
5213
Boyd Wealth Management
Sacramento,
California
| USD 165 M | +USD 20.5 M | +14% | 3.58% | 56.8% | 45 | 24.44% | 1.2 |
|
| 5214 |
5214
Clarus Wealth Advisors
Peoria,
Arizona
| USD 165 M | +USD 5.66 M | +4% | 6.13% | 89.7% | 140 | 22.14% | 1.7 |
|
| 5215 |
5215
Birch Capital Management
Dallas,
Texas
| USD 165 M | +USD 9.26 M | +6% | 6.5% | 48.4% | 104 | 6.73% | 2.7 |
|
| 5216 |
5216
Asset Management Resources
Hyannis,
Massachusetts
| USD 165 M | +USD 7.58 M | +5% | 4.46% | – | 62 | 12.9% | 1.1 |
|
| 5217 |
DRD
5217
Dennis R. Delaney
| USD 164 M | +USD 47 M | +40% | 6.73% | 84.3% | 51 | 7.84% | 5.5 |
|
| 5218 |
5218
Stonebridge Financial Planning Group
Orlando,
Florida
| USD 164 M | +USD 9.15 M | +6% | 6.99% | 67.2% | 135 | 11.85% | 2.3 |
|
| 5219 |
5219
Hanwha Asset Management
Seoul,
South Korea
| USD 164 M | +USD 20.1 M | +14% | 14% | – | 1 | 0% | 0.5 |
|
| 5220 |
5220
Left Brain Wealth Management
Naperville,
Illinois
| USD 164 M | +USD 16.9 M | +11% | 15% | 357% | 87 | 20.69% | 0.4 |
|
| 5221 |
5221
Axis Capital Holdings
Pembroke,
| USD 164 M | +USD 11.9 M | +8% | 7.86% | 67% | 3 | 0% | 6.6 |
|
| 5222 |
SAMT
5222
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| USD 164 M | +USD 50.4 M | +44% | 6.34% | 68.4% | 70 | 18.57% | 3.2 |
|
| 5223 |
5223
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| USD 164 M | +USD 4.27 M | +3% | 3.29% | 44.1% | 32 | 12.5% | 3.7 |
|
| 5224 |
HIS
5224
Horizon Investment Services
Hammond,
Indiana
| USD 164 M | +USD 7.89 M | +5% | 10.2% | 250% | 117 | 19.66% | 2.9 |
|
| 5225 |
5225
Trinity Wealth Management
Berwyn,
Pennsylvania
| USD 164 M | +USD 11.3 M | +7% | 4.1% | 56.7% | 48 | 29.17% | 1.9 |
|