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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
Peloton Wealth Strategists
Indianapolis,
Indiana
| USD 254 M | +USD 5.01 M | +2% | 4.63% | 51.3% | 96 | 10.42% | 3.8 |
|
| 5302 |
5302
Register Financial Advisors
Atlanta,
Georgia
| USD 254 M | +USD 25.2 M | +11% | 12% | 130% | 359 | 12.53% | 1.9 |
|
| 5303 |
5303
Owen LaRue
Elizabethtown,
Kentucky
| USD 254 M | +USD 19 M | +8% | 10.6% | 126% | 130 | 30% | 1.2 |
|
| 5304 |
5304
AYAL Capital Advisors
Toronto,
Ontario, Canada
| USD 254 M | -USD 165 M | -39% | 14.6% | – | 69 | 63.77% | 0.5 |
|
| 5305 |
5305
Texas Capital Bancshares
Dallas,
Texas
| USD 254 M | -USD 22.4 M | -8% | 9.11% | 175% | 420 | 81.43% | 0.8 |
|
| 5306 |
5306
Iridian Asset Management
Westport,
Connecticut
| USD 254 M | -USD 34.6 M | -12% | 8.69% | 88.4% | 46 | 15.22% | 4.1 |
|
| 5307 |
5307
HealthInvest Partners
Stockholm,
Sweden
| USD 254 M | +USD 20.4 M | +9% | 13.5% | – | 39 | 7.69% | 1.8 |
|
| 5308 |
5308
Intrepid Capital Management
Jacksonville Beach,
Florida
| USD 254 M | +USD 7.74 M | +3% | 7.48% | 70.2% | 118 | 13.56% | 2.3 |
|
| 5309 |
5309
Stone Run Capital
New York
| USD 254 M | +USD 3.74 M | +1% | 7.09% | 77.8% | 73 | 9.59% | 6.9 |
|
| 5310 |
5310
Firethorn Wealth Partners
Augusta,
Georgia
| USD 254 M | +USD 23.2 M | +10% | 7.8% | 75.1% | 194 | 13.92% | 2.2 |
|
| 5311 |
5311
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| USD 254 M | +USD 35.7 M | +16% | 6.29% | 83% | 187 | 22.46% | 1.8 |
|
| 5312 |
HCM
5312
Hall Capital Management
Barrington,
Rhode Island
| USD 254 M | +USD 16.9 M | +7% | 6.45% | – | 98 | 4.08% | 6.4 |
|
| 5313 |
WA
5313
Wealthstar Advisors
Plano,
Texas
| USD 254 M | -USD 12.1 M | -5% | 9.79% | – | 152 | 17.11% | 0.9 |
|
| 5314 |
5314
Eos Management LP
New York
| USD 254 M | +USD 22.5 M | +10% | 13.1% | 149% | 45 | 20% | 3 |
|
| 5315 |
5315
Findell Capital Management
New York
| USD 253 M | +USD 48 M | +23% | 50.7% | – | 20 | 65% | 0.6 |
|
| 5316 |
5316
Beta Wealth Group
San Diego,
California
| USD 253 M | -USD 19.7 M | -7% | 5.73% | 45.4% | 132 | 32.58% | 1.9 |
|
| 5317 |
5317
Waypoint Wealth Counsel
Atlanta,
Georgia
| USD 253 M | +USD 51.5 M | +26% | 9.36% | 111% | 297 | 45.12% | 0.9 |
|
| 5318 |
5318
GKV Capital Management
Walnut Creek,
California
| USD 253 M | +USD 27.1 M | +12% | 13.3% | – | 90 | 8.89% | 0.7 |
|
| 5319 |
5319
Gallacher Capital Management
Lone Tree,
Colorado
| USD 253 M | +USD 36.8 M | +17% | 5.03% | 82.8% | 359 | 39.28% | 1.3 |
|
| 5320 |
5320
Burns Matteson Capital Management
Corning,
New York
| USD 253 M | +USD 45.9 M | +22% | 14% | 137% | 244 | 43.03% | 1.5 |
|
| 5321 |
5321
Everpar Advisors
Tulsa,
Oklahoma
| USD 253 M | +USD 32.8 M | +15% | 8.56% | – | 290 | 13.1% | 1.3 |
|
| 5322 |
KHCM
5322
Kirtland Hills Capital Management
Bratenahl,
Ohio
| USD 253 M | +USD 35.8 M | +17% | 8.2% | – | 159 | 10.06% | 1.1 |
|
| 5323 |
5323
Azarias Capital Management
Berwyn,
Pennsylvania
| USD 252 M | +USD 32.5 M | +15% | 22.6% | 58.2% | 25 | 8% | 2.3 |
|
| 5324 |
5324
TAGStone Capital
Charlotte,
North Carolina
| USD 252 M | +USD 10 M | +4% | 6.12% | 58.3% | 120 | 8.33% | 2.3 |
|
| 5325 |
5325
Crux Wealth Advisors
Long Beach,
California
| USD 252 M | +USD 17.5 M | +7% | 6.18% | – | 172 | 6.4% | 0.7 |
|