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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
TKG Advisors
Valparaiso,
Indiana
| USD 288 M | +USD 46 M | +19% | 22.9% | 116% | 104 | 24.04% | 2 |
|
| 5427 |
5427
Alliance Private Wealth
North Reading,
Massachusetts
| USD 288 M | +USD 9.5 M | +3% | 13.5% | – | 82 | 2.44% | 0.5 |
|
| 5428 |
5428
Investors Asset Management of Georgia
Atlanta,
Georgia
| USD 288 M | +USD 43.3 M | +18% | 28.6% | 118% | 195 | 6.67% | 6.4 |
|
| 5429 |
5429
Maestria Partners
Atlanta,
Georgia
| USD 288 M | +USD 13.5 M | +5% | 28.3% | – | 14 | 7.14% | 1.1 |
|
| 5430 |
5430
Owen LaRue
Elizabethtown,
Kentucky
| USD 288 M | +USD 27 M | +10% | 13.8% | 126% | 151 | 21.85% | 1.5 |
|
| 5431 |
5431
Cambridge Financial Group
Columbus,
Ohio
| USD 287 M | +USD 20 M | +7% | 13.8% | – | 34 | 5.88% | 5.5 |
|
| 5432 |
5432
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| USD 287 M | +USD 8.17 M | +3% | 10.7% | 83% | 145 | 14.48% | 6.2 |
|
| 5433 |
5433
QTR Family Wealth
Lake Mary,
Florida
| USD 287 M | +USD 46.9 M | +20% | 23.7% | – | 369 | 30.89% | 0.7 |
|
| 5434 |
OCM
5434
Ogborne Capital Management
San Francisco,
California
| USD 287 M | +USD 90.1 M | +46% | 34.6% | 251% | 20 | 80% | 0.6 |
|
| 5435 |
5435
Pavaki Capital Management
Pueblo,
Colorado
| USD 287 M | +USD 51.4 M | +22% | 11.9% | – | 177 | 19.77% | 0.4 |
|
| 5436 |
5436
Red Spruce Capital
Berwyn,
Pennsylvania
| USD 287 M | +USD 43.2 M | +18% | 24.6% | 98.4% | 99 | 10.1% | 4.1 |
|
| 5437 |
5437
Metavasi Capital
Larchmont,
New York
| USD 287 M | +USD 10.4 M | +4% | 55.5% | 840% | 33 | 60.61% | 0.6 |
|
| 5438 |
5438
Shira Ridge Wealth Management
Larkspur,
California
| USD 287 M | +USD 33.9 M | +13% | 14.9% | 72.8% | 89 | 17.98% | 2.4 |
|
| 5439 |
ORC
5439
O'Rourke & Company
Boston,
Massachusetts
| USD 287 M | +USD 33.9 M | +13% | 12.7% | 71.9% | 180 | 6.67% | 3 |
|
| 5440 |
5440
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| USD 286 M | +USD 28.7 M | +11% | 14.9% | 62.3% | 101 | 10.89% | 1.8 |
|
| 5441 |
5441
Trueblood Wealth Management
Lima,
Ohio
| USD 286 M | +USD 30.8 M | +12% | 15.5% | 89.9% | 272 | 9.93% | 2 |
|
| 5442 |
5442
Brown Financial Advisors
Milford,
Ohio
| USD 286 M | +USD 22.3 M | +8% | 12.2% | – | 234 | 20.09% | 1 |
|
| 5443 |
5443
Sphera Management Technology Funds
Tel Aviv,
Israel
| USD 286 M | +USD 109 M | +61% | 46% | – | 94 | 50% | 0.5 |
|
| 5444 |
5444
Garda Capital Partners
Wayzata,
Minnesota
| USD 286 M | -USD 98.6 M | -26% | 13.9% | 9.15% | 23 | 82.61% | 0.1 |
|
| 5445 |
5445
Luken Investment Analytics
Brentwood,
Tennessee
| USD 286 M | +USD 24.8 M | +10% | 14.1% | 47.6% | 172 | 8.72% | 3.3 |
|
| 5446 |
5446
Penney Financial
Houston,
Texas
| USD 286 M | +USD 25.4 M | +10% | 9.09% | 54.8% | 55 | 16.36% | 1.6 |
|
| 5447 |
5447
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| USD 286 M | +USD 29.2 M | +11% | 13.7% | 66.8% | 114 | 10.53% | 6.9 |
|
| 5448 |
5448
ICW Investment Advisors
Scottsdale,
Arizona
| USD 286 M | +USD 9.04 M | +3% | 7.58% | 58.6% | 153 | 9.8% | 5 |
|
| 5449 |
5449
Bluestem Financial Advisors
Champaign,
Illinois
| USD 286 M | +USD 26.6 M | +10% | 9.97% | 42.2% | 35 | 8.57% | 4.6 |
|
| 5450 |
5450
Adaptive Financial Consulting
Beachwood,
Ohio
| USD 285 M | +USD 24.4 M | +9% | 8.69% | 33.4% | 20 | 10% | 5 |
|