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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
CC
5326
Colrain Capital
Boston,
Massachusetts
| USD 295 M | +USD 36.7 M | +14% | 25.2% | – | 28 | 17.86% | 6 |
|
| 5327 |
WSL
5327
Western Standard LLC
Los Angeles,
California
| USD 295 M | +USD 105 M | +55% | 17.2% | 83.7% | 41 | 78.05% | 0.3 |
|
| 5328 |
TC
5328
Towle & Co
Denver,
Colorado
| USD 295 M | +USD 37.7 M | +15% | 31.8% | 172% | 69 | 36.23% | 0.9 |
|
| 5329 |
CG
5329
Clarus Group
Houston,
Texas
| USD 295 M | +USD 16.1 M | +6% | 11.6% | 65.5% | 132 | 18.18% | 2.6 |
|
| 5330 |
UHC
5330
Union Heritage Capital
Bloomfield Hills,
Michigan
| USD 295 M | +USD 25.8 M | +10% | 18.4% | 82.1% | 65 | 7.69% | 4 |
|
| 5331 |
DCM
5331
Decatur Capital Management
Decatur,
Georgia
| USD 295 M | +USD 76.3 M | +35% | 16% | 135% | 61 | 59.02% | 2.6 |
|
| 5332 |
NI
5332
Nepsis Inc
Minneapolis,
Minnesota
| USD 295 M | -USD 3.75 M | -1% | 19.3% | 131% | 31 | 16.13% | 4.5 |
|
| 5333 |
BAM
5333
Bastion Asset Management
Montreal,
Canada
| USD 295 M | -USD 33.2 M | -10% | 12.3% | – | 91 | 69.23% | 0.3 |
|
| 5334 |
ASG
5334
Advisory Solutions Group
Plymouth,
Minnesota
| USD 295 M | – | – | 12.7% | – | 206 | – | 0 |
|
| 5335 |
KIG
5335
Kennedy Investment Group
West Depford,
New Jersey
| USD 295 M | +USD 39.3 M | +15% | 21.3% | 84.8% | 150 | 12.67% | 2.2 |
|
| 5336 |
T
5336
TrustBank
Olney,
Illinois
| USD 295 M | +USD 36.8 M | +14% | 13.1% | – | 178 | 15.17% | 0.4 |
|
| 5337 |
BFP
5337
Beacon Financial Planning
Hyannis,
Massachusetts
| USD 295 M | +USD 36.4 M | +14% | 16.6% | 71.1% | 88 | 17.05% | 1.6 |
|
| 5338 |
TGIA
5338
Torrey Growth & Income Advisors
Del Mar,
California
| USD 294 M | +USD 55.8 M | +23% | 49.3% | – | 123 | 22.76% | 0.6 |
|
| 5339 |
ISFAN
5339
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
| USD 294 M | -USD 32 M | -10% | 16% | – | 291 | 31.96% | 1.1 |
|
| 5340 |
MFG
5340
Mainsail Financial Group
Bellevue,
Washington
| USD 294 M | +USD 54.3 M | +23% | 16.1% | 57.2% | 73 | 16.44% | 2.3 |
|
| 5341 |
IFPG
5341
Intrepid Financial Planning Group
Carmel,
Indiana
| USD 294 M | +USD 46.4 M | +19% | 25.4% | 92.5% | 141 | 15.6% | 2.5 |
|
| 5342 |
LPFG
5342
Landing Point Financial Group
Avon,
Ohio
| USD 294 M | +USD 88.1 M | +43% | 13.5% | – | 104 | 15.38% | 1 |
|
| 5343 |
WFS
5343
Weitzel Financial Services
Dubuque,
Iowa
| USD 294 M | +USD 28.7 M | +11% | 9.91% | 46.3% | 54 | 12.96% | 3.4 |
|
| 5344 |
WIA
5344
Wealthedge Investment Advisors
New York
| USD 294 M | +USD 21.8 M | +8% | 18% | – | 160 | 22.5% | 1 |
|
| 5345 |
VW
5345
Veridan Wealth
West Linn,
Oregon
| USD 294 M | +USD 23.6 M | +9% | 10.8% | – | 91 | 16.48% | 1.6 |
|
| 5346 |
SCA
5346
Summit Creek Advisors
Minneapolis,
Minnesota
| USD 294 M | -USD 193 M | -40% | 21.5% | 68.8% | 73 | 23.29% | 3.7 |
|
| 5347 |
BIM
5347
Breakwater Investment Management
Seattle,
Washington
| USD 294 M | +USD 24.8 M | +9% | 9.05% | – | 662 | 32.93% | 1.2 |
|
| 5348 |
DRP
5348
Decker Retirement Planning
Levi,
Utah
| USD 294 M | +USD 72.9 M | +33% | 34.3% | – | 490 | 52.04% | 0.5 |
|
| 5349 |
AWM
5349
Aviso Wealth Management
Bellevue,
Washington
| USD 294 M | +USD 71.7 M | +32% | 24.8% | – | 149 | 9.4% | 2 |
|
| 5350 |
MFP
5350
Meridian Financial Partners
Warrenton,
Virginia
| USD 293 M | +USD 30.2 M | +11% | 15.6% | 73.1% | 128 | 12.5% | 2.5 |
|