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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
Joseph Group Capital Management
Columbus,
Ohio
| USD 193 M | -USD 6.98 M | -3% | 0.41% | 58.4% | 85 | 15.29% | 2 |
|
| 5402 |
I2I
5402
Insight 2811 Inc
Chicago,
Illinois
| USD 193 M | -USD 2.14 M | -1% | 0.05% | 30.8% | 90 | 11.11% | 4.2 |
|
| 5403 |
5403
Bay Rivers Group
Williamsburg,
Virginia
| USD 192 M | +USD 10.2 M | +6% | 7.15% | 166% | 86 | 13.95% | 2.6 |
|
| 5404 |
5404
Birch Capital Management
Dallas,
Texas
| USD 192 M | -USD 103 k | -0.1% | 1.76% | 48.4% | 92 | 9.78% | 3.6 |
|
| 5405 |
5405
OneAscent Wealth Management
Birmingham,
Alabama
| USD 192 M | -USD 68.3 M | -26% | 1.17% | 50.6% | 185 | 55.14% | 1.2 |
|
| 5406 |
5406
5th Street Advisors
Southport,
Connecticut
| USD 192 M | +USD 15.5 M | +9% | 0.47% | 47.5% | 31 | 0% | 1.2 |
|
| 5407 |
5407
Mountaineer Partners Management
New York
| USD 192 M | -USD 24.4 M | -11% | 0.39% | 158% | 16 | 0% | 1.4 |
|
| 5408 |
5408
ACT Advisors
Asheville,
North Carolina
| USD 192 M | +USD 9.6 M | +5% | 3.2% | 75.4% | 55 | 29.09% | 1.3 |
|
| 5409 |
SV
5409
Stilwell Value
New York
| USD 192 M | -USD 1.02 M | -0.5% | 4.23% | 87.9% | 36 | 8.33% | 4.7 |
|
| 5410 |
5410
Norris Financial Group
Greenville,
South Carolina
| USD 192 M | +USD 9.7 M | +5% | 5.12% | 142% | 86 | 23.26% | 1.4 |
|
| 5411 |
5411
HMS Capital Management
Nashville,
Tennessee
| USD 192 M | +USD 11.4 M | +6% | 4.61% | 140% | 113 | 9.73% | 2.5 |
|
| 5412 |
BCFD
5412
Boit C.F. David
| USD 192 M | +USD 8.94 M | +5% | 0.75% | 75.4% | 130 | 10.77% | 2.1 |
|
| 5413 |
5413
Kinloch Capital
Glen Allen,
Virginia
| USD 192 M | -USD 2.69 M | -1% | 1.15% | 63.4% | 80 | 10% | 2.3 |
|
| 5414 |
VU
5414
Valence8 US
Cambridge,
Massachusetts
| USD 192 M | +USD 120 k | +0.1% | 1.88% | 69.9% | 9 | 0% | 1.2 |
|
| 5415 |
5415
Cherry Creek Investment Advisors
Englewood,
Colorado
| USD 192 M | +USD 6.99 M | +4% | 5.86% | 151% | 113 | 14.16% | 2 |
|
| 5416 |
5416
Grunden Financial Advisory
Denton,
Texas
| USD 192 M | +USD 3.5 M | +2% | 0% | – | 26 | 7.69% | 0.5 |
|
| 5417 |
5417
Gables Capital Management
Miami,
Florida
| USD 191 M | +USD 9.9 M | +5% | 7.44% | 151% | 414 | 9.66% | 4 |
|
| 5418 |
5418
Trust Company of Kansas
Wichita,
Kansas
| USD 191 M | +USD 7.88 M | +4% | 2.66% | 87% | 55 | 16.36% | 2.9 |
|
| 5419 |
5419
Ranch Capital Advisors
Sarasota,
Florida
| USD 191 M | +USD 6.11 M | +3% | 3.97% | 92.6% | 162 | 10.49% | 3 |
|
| 5420 |
5420
Rings Capital Management
Chicago,
Illinois
| USD 191 M | +USD 8.33 M | +5% | 6.52% | 40.9% | 7 | 0% | 2.1 |
|
| 5421 |
AAM
5421
Ascension Asset Management
New York
| USD 191 M | +USD 5.57 M | +3% | 7.35% | – | 89 | 6.74% | 2.9 |
|
| 5422 |
5422
PCA Investment Advisory Services
Cincinnati,
Ohio
| USD 191 M | +USD 13 M | +7% | 2.54% | 71.4% | 147 | 13.61% | 1 |
|
| 5423 |
5423
Meredith Wealth Planning
Maryville,
Illinois
| USD 191 M | +USD 11.6 M | +6% | 0.25% | 66.5% | 45 | 11.11% | 1.1 |
|
| 5424 |
5424
Triad Wealth Partners
Lawrence,
Kansas
| USD 191 M | +USD 60.5 M | +46% | 1.15% | – | 1,003 | 93.62% | 0 |
|
| 5425 |
5425
CV Advisors
Aventura,
Florida
| USD 191 M | +USD 13.4 M | +8% | 8.78% | 112% | 22 | 9.09% | 1.9 |
|