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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Seneca House Advisors
Richmond,
Virginia
| USD 235 M | +USD 351 k | +0.1% | 7.19% | 58.2% | 93 | 17.2% | 4.4 |
|
| 5302 |
5302
New Wave Wealth Advisors
Springdale,
Arkansas
| USD 235 M | +USD 12.1 M | +5% | 12.3% | – | 163 | 30.67% | 0.7 |
|
| 5303 |
MFC
5303
Mechanics Financial Corp
Mansfield,
Ohio
| USD 235 M | +USD 14.8 M | +7% | 7.73% | 81.6% | 246 | 3.25% | 2.7 |
|
| 5304 |
5304
Flagship Private Wealth
Woburn,
Massachusetts
| USD 235 M | +USD 25.2 M | +12% | 8.25% | 62.7% | 110 | 14.55% | 2.8 |
|
| 5305 |
5305
Owen LaRue
Elizabethtown,
Kentucky
| USD 235 M | +USD 34.4 M | +17% | 16.4% | 126% | 115 | 29.57% | 1.2 |
|
| 5306 |
HM
5306
Harvest Management
New York
| USD 235 M | +USD 8.57 M | +4% | 14.8% | 610% | 93 | 78.49% | 0.3 |
|
| 5307 |
5307
Two Point Capital Management
Pittsford,
New York
| USD 235 M | – | – | 11.2% | – | 25 | – | 2.4 |
|
| 5308 |
5308
Landmark Wealth Management (New York)
Melville,
New York
| USD 235 M | +USD 8.16 M | +4% | 5.06% | 37.9% | 87 | 13.79% | 1.7 |
|
| 5309 |
5309
Crux Wealth Advisors
Long Beach,
California
| USD 235 M | +USD 42.7 M | +22% | 10.6% | – | 183 | 17.49% | 0.4 |
|
| 5310 |
SLA
5310
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 235 M | +USD 5.62 M | +2% | 3.46% | 76.7% | 105 | 6.67% | 4.2 |
|
| 5311 |
MAS
5311
Madden Advisory Services
Jacksonville,
Florida
| USD 235 M | +USD 20.1 M | +9% | 7.74% | 52.3% | 101 | 0.99% | 5.7 |
|
| 5312 |
5312
Palmer Knight Company
Jacksonville,
Florida
| USD 235 M | +USD 28.8 M | +14% | 6.3% | 78.9% | 38 | 15.79% | 3.8 |
|
| 5313 |
5313
Mount Lucas Management
Newtown,
Pennsylvania
| USD 235 M | -USD 76.4 M | -25% | 10.5% | 109% | 193 | 40.41% | 0.9 |
|
| 5314 |
GBI
5314
GP Brinson Investments
Chicago,
Illinois
| USD 235 M | +USD 6.41 M | +3% | 6.01% | 51.2% | 16 | 6.25% | 3.4 |
|
| 5315 |
5315
Five Oceans Advisors
Santa Monica,
California
| USD 234 M | +USD 25.6 M | +12% | 10.1% | 85.3% | 195 | 12.82% | 2.3 |
|
| 5316 |
5316
Triton Wealth Management
Sun City,
Arizona
| USD 234 M | – | – | 15.2% | – | 107 | – | 2.6 |
|
| 5317 |
5317
Moerus Capital Management
New York
| USD 234 M | +USD 10.8 M | +5% | 14% | 220% | 15 | 6.67% | 4 |
|
| 5318 |
5318
Prairie Wealth Advisors
Omaha,
Nebraska
| USD 234 M | +USD 30.7 M | +15% | 15.5% | – | 154 | 9.09% | 1 |
|
| 5319 |
5319
WJ Interests
Sugar Land,
Texas
| USD 234 M | +USD 18.7 M | +9% | 9.11% | 55.2% | 24 | 8.33% | 1.5 |
|
| 5320 |
5320
HealthInvest Partners
Stockholm,
Sweden
| USD 234 M | +USD 7.15 M | +3% | 2.67% | – | 38 | 5.26% | 1.6 |
|
| 5321 |
5321
ShariaPortfolio
Lake Mary,
Florida
| USD 234 M | +USD 41 M | +21% | 20.8% | 254% | 27 | 18.52% | 1.3 |
|
| 5322 |
5322
Game Creek Capital
Boston,
Massachusetts
| USD 233 M | +USD 33.4 M | +17% | 13.5% | 176% | 87 | 27.59% | 3.2 |
|
| 5323 |
5323
Cape Ann Asset Management
London,
United Kingdom
| USD 233 M | +USD 70.7 M | +43% | 14% | 199% | 9 | 22.22% | 2.3 |
|
| 5324 |
LWMI
5324
Landmark Wealth Management (Illinois)
Normal,
Illinois
| USD 233 M | +USD 23.8 M | +11% | 5.95% | – | 53 | 24.53% | 0.9 |
|
| 5325 |
5325
Colorado Capital Management
Boulder,
Colorado
| USD 233 M | +USD 18.7 M | +9% | 7.62% | 60.4% | 103 | 9.71% | 5 |
|