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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Silicon Hills Wealth Management
Austin,
Texas
| USD 135 M | +USD 8.67 M | +7% | 8.42% | 30.9% | 96 | 9.38% | 1.9 |
|
| 5502 |
5502
Banyan Capital Management
Atlanta,
Georgia
| USD 135 M | +USD 214 k | +0.2% | 11.7% | 42.5% | 18 | 11.11% | 3.7 |
|
| 5503 |
5503
Aryeh Capital Management
Toronto,
Ontario, Canada
| USD 134 M | -USD 74.4 M | -36% | 15.7% | 87.7% | 9 | 22.22% | 1.1 |
|
| 5504 |
5504
Milestone Advisory Partners
Southern Pines,
North Carolina
| USD 134 M | +USD 1.09 M | +0.8% | 8.29% | 19.7% | 78 | 23.08% | 2.4 |
|
| 5505 |
5505
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| USD 134 M | +USD 13.7 M | +11% | 11.8% | 67.8% | 135 | 8.89% | 6.8 |
|
| 5506 |
MA
5506
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| USD 134 M | +USD 2.36 M | +2% | 4.43% | 166% | 68 | 5.88% | 6.6 |
|
| 5507 |
5507
Cairn Investment Group
Vancouver,
Washington
| USD 134 M | +USD 10.6 M | +9% | 10.6% | 61.3% | 77 | 15.58% | 2.1 |
|
| 5508 |
GIS
5508
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
| USD 134 M | -USD 13.2 M | -9% | 11.8% | 20.3% | 157 | 22.29% | 0.5 |
|
| 5509 |
5509
Genesee Capital Advisors
Auburn,
New York
| USD 134 M | +USD 2.84 M | +2% | 8.6% | 107% | 94 | 26.6% | 1 |
|
| 5510 |
PL
5510
Polianta Ltd
St Helier,
Jersey
| USD 134 M | +USD 12.3 M | +10% | 10.1% | 31.6% | 94 | 52.13% | 0.5 |
|
| 5511 |
5511
Oakcliff Capital Partners
New York
| USD 134 M | +USD 15.1 M | +13% | 15.3% | 133% | 10 | 30% | 4.3 |
|
| 5512 |
5512
PATRIZIA Pty Ltd
Barton,
Australia
| USD 134 M | – | – | 12.3% | – | 16 | – | 3.9 |
|
| 5513 |
5513
Treasure Coast Financial Planning
Vero Beach,
Florida
| USD 134 M | +USD 9.43 M | +8% | 7.23% | 32.6% | 39 | 20.51% | 0.7 |
|
| 5514 |
LFWA
5514
LBJ Family Wealth Advisors
Austin,
Texas
| USD 134 M | +USD 10.1 M | +8% | 7.68% | 64.9% | 23 | 4.35% | 6.6 |
|
| 5515 |
5515
Denver Wealth Management
Denver,
Colorado
| USD 134 M | +USD 28.4 M | +27% | 6.26% | 64.4% | 72 | 30.56% | 0.9 |
|
| 5516 |
5516
Sowa Financial Group
Lincoln,
Rhode Island
| USD 134 M | +USD 7.35 M | +6% | 6.66% | 100% | 37 | 10.81% | 2.7 |
|
| 5517 |
5517
Rockingstone Advisors
Great Barrington,
Massachusetts
| USD 134 M | – | – | 10.8% | 114% | 100 | – | 0 |
|
| 5518 |
5518
Mayport LLC
Newton,
Massachusetts
| USD 134 M | +USD 11 M | +9% | 5.45% | 57% | 59 | 13.56% | 0.8 |
|
| 5519 |
5519
Muzinich & Co
New York
| USD 134 M | +USD 17.1 M | +15% | 8.46% | 13.5% | 57 | 35.09% | 4.3 |
|
| 5520 |
5520
Insight Wealth Partners
Plano,
Texas
| USD 134 M | +USD 27.7 M | +26% | 9.59% | 56.2% | 66 | 22.73% | 1.9 |
|
| 5521 |
5521
Divisadero Street Capital Management
Miami,
Florida
| USD 134 M | +USD 43.5 M | +48% | 27.6% | 718% | 62 | 64.52% | 0.3 |
|
| 5522 |
MI
5522
Moneywise Inc
Forest,
Virginia
| USD 134 M | +USD 11.2 M | +9% | 7.37% | 60.8% | 52 | 15.38% | 3.3 |
|
| 5523 |
5523
First National Bank of South Miami
South Miami,
Florida
| USD 134 M | +USD 4.52 M | +3% | 9.17% | 35.2% | 281 | 6.05% | 3.3 |
|
| 5524 |
MAS
5524
Madden Advisory Services
Jacksonville,
Florida
| USD 134 M | +USD 8.52 M | +7% | 7.14% | 52.3% | 80 | 7.5% | 5 |
|
| 5525 |
5525
Left Brain Wealth Management
Naperville,
Illinois
| USD 134 M | – | – | 12.2% | 376% | 67 | – | 0 |
|