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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
Tenon Financial
Metuchen,
New Jersey
| USD 311 M | +USD 56.3 M | +22% | 12.7% | – | 64 | 20.31% | 1.4 |
|
| 5202 |
5202
Centennial Bank
Conway,
Arkansas
| USD 311 M | +USD 32.1 M | +12% | 14% | 69.9% | 347 | 8.65% | 2.7 |
|
| 5203 |
LFP
5203
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| USD 311 M | +USD 34.8 M | +13% | 12% | 65.4% | 99 | 21.21% | 1.8 |
|
| 5204 |
5204
IES Holdings
Houston,
Texas
| USD 311 M | +USD 96.6 M | +45% | 25.7% | – | 18 | 33.33% | 0.3 |
|
| 5205 |
5205
Claar Advisors
New York
| USD 310 M | +USD 15.3 M | +5% | 11.3% | 65.5% | 17 | 11.76% | 5 |
|
| 5206 |
5206
Applied Capital
Little Rock,
Arkansas
| USD 310 M | +USD 42.5 M | +16% | 11.5% | 52.6% | 54 | 9.26% | 2.9 |
|
| 5207 |
5207
Stash Investments
New York
| USD 310 M | +USD 52.4 M | +20% | 8.25% | 40.7% | 17 | 70.59% | 0.7 |
|
| 5208 |
5208
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 310 M | +USD 10.7 M | +4% | 10.8% | 63.9% | 149 | 8.05% | 6.4 |
|
| 5209 |
5209
Firethorn Wealth Partners
Augusta,
Georgia
| USD 310 M | +USD 37.5 M | +14% | 13.3% | 75.1% | 212 | 16.04% | 2.6 |
|
| 5210 |
BE
5210
Bonness Enterprises
Washington,
District of Columbia
| USD 310 M | +USD 36.9 M | +14% | 26.2% | 98.6% | 39 | 5.13% | 12.2 |
|
| 5211 |
5211
GKV Capital Management
Walnut Creek,
California
| USD 310 M | +USD 43.3 M | +16% | 24.7% | – | 91 | 12.09% | 1.3 |
|
| 5212 |
5212
Sonata Capital Group
Seattle,
Washington
| USD 310 M | +USD 38.8 M | +14% | 12.6% | 66.5% | 133 | 11.28% | 5.8 |
|
| 5213 |
5213
Tanglewood Legacy Advisors
Houston,
Texas
| USD 310 M | +USD 33.4 M | +12% | 12.3% | 61.1% | 284 | 6.69% | 2.8 |
|
| 5214 |
RCM
5214
Ratan Capital Management
Miami Beach,
Florida
| USD 310 M | +USD 40.5 M | +15% | 117% | 616% | 55 | 50.91% | 1.8 |
|
| 5215 |
5215
Outlook Capital Management
Arlington Heights,
Illinois
| USD 310 M | – | – | 161% | – | 42 | – | 0 |
|
| 5216 |
5216
One River Asset Management
Stamford,
Connecticut
| USD 310 M | +USD 36.5 M | +13% | 4.75% | 27% | 297 | 31.31% | 0.6 |
|
| 5217 |
5217
Blue Water Asset Management
Grand Rapids,
Michigan
| USD 310 M | +USD 20.4 M | +7% | 6.38% | – | 110 | 8.18% | 0.5 |
|
| 5218 |
OFCM
5218
One Fin Capital Management
San Francisco,
California
| USD 310 M | +USD 29.5 M | +11% | 14.5% | 92% | 29 | 55.17% | 0.4 |
|
| 5219 |
DI
5219
Disciplined Investments
Tulsa,
Oklahoma
| USD 310 M | +USD 31.1 M | +11% | 9.79% | 51.4% | 147 | 6.12% | 3.9 |
|
| 5220 |
BFM
5220
Blacksheep Fund Management
Co. Dublin,
Ireland
| USD 310 M | +USD 62.4 M | +25% | 7.19% | 71.5% | 8 | 12.5% | 1.7 |
|
| 5221 |
5221
Axis Capital Holdings
Pembroke,
| USD 309 M | +USD 38.9 M | +14% | 14.4% | 76% | 3 | 0% | 5.4 |
|
| 5222 |
5222
SmartHarvest Portfolios
Poulsbo,
Washington
| USD 309 M | +USD 69.6 M | +29% | 25% | – | 489 | 26.58% | 0.4 |
|
| 5223 |
BNMT
5223
Bawa N Mallick Trust
Forest Hills,
New York
| USD 309 M | +USD 64.9 M | +27% | 22.8% | – | 78 | 11.54% | 1.3 |
|
| 5224 |
VC
5224
Vision Capital
Toronto,
Ontario, Canada
| USD 309 M | -USD 88.4 M | -22% | 6.59% | 19.8% | 21 | 61.9% | 0.8 |
|
| 5225 |
EFM
5225
Eley Financial Management
South Burlington,
Vermont
| USD 309 M | +USD 31.7 M | +11% | 12% | 74.9% | 72 | 4.17% | 2.8 |
|