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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
SCM
5551
Spreng Capital Management
Bucyrus,
Ohio
| USD 275 M | +USD 62.9 M | +30% | 13.9% | 72.5% | 79 | 18.99% | 4.4 |
|
| 5552 |
TSMHT
5552
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| USD 275 M | +USD 32.8 M | +14% | 18% | – | 1,452 | 23.83% | 1 |
|
| 5553 |
ACA
5553
American Capital Advisory
Ketchum,
Idaho
| USD 275 M | +USD 27.1 M | +11% | 10% | – | 1,234 | 13.29% | 1.2 |
|
| 5554 |
WFG
5554
Wills Financial Group
Richmond,
Virginia
| USD 275 M | +USD 9.4 M | +4% | 10.6% | 57.5% | 82 | 8.54% | 4.9 |
|
| 5555 |
WA
5555
Westfuller Advisors
New York
| USD 275 M | +USD 43 M | +19% | 15.3% | – | 813 | 14.15% | 0.8 |
|
| 5556 |
SL
5556
SOF Ltd
George Town,
Cayman Islands
| USD 274 M | -USD 4.4 M | -2% | 1.58% | 42.3% | 1 | 0% | 9.5 |
|
| 5557 |
CP
5557
CPV Partners
Stamford,
Connecticut
| USD 274 M | +USD 50.2 M | +22% | 9.46% | 105% | 5 | 20% | 4.3 |
|
| 5558 |
KCM
5558
Kerusso Capital Management
Winston Salem,
North Carolina
| USD 274 M | +USD 74.7 M | +37% | 14.8% | – | 59 | 11.86% | 1.5 |
|
| 5559 |
BWA
5559
Boulder Wealth Advisors
Boulder,
Colorado
| USD 274 M | +USD 23.4 M | +9% | 14.2% | – | 41 | 34.15% | 1.8 |
|
| 5560 |
CCM
5560
Cloud Capital Management
Seattle,
Washington
| USD 274 M | +USD 44.7 M | +19% | 11.9% | – | 127 | 18.11% | 0.8 |
|
| 5561 |
JCFM
5561
JBR Co Financial Management
Ardmore,
Oklahoma
| USD 274 M | +USD 35.2 M | +15% | 19.3% | 126% | 139 | 17.99% | 1.7 |
|
| 5562 |
CB
5562
Chris Bulman
Roseville,
California
| USD 274 M | +USD 45.5 M | +20% | 12.7% | – | 181 | 25.97% | 1.1 |
|
| 5563 |
MFP
5563
Meramec Financial Planners
Saint Louis,
Missouri
| USD 274 M | +USD 21.6 M | +9% | 12.8% | – | 628 | 29.62% | 0.4 |
|
| 5564 |
KC
5564
Kinloch Capital
Glen Allen,
Virginia
| USD 274 M | +USD 28.4 M | +12% | 11.7% | 63.4% | 85 | 9.41% | 3.7 |
|
| 5565 |
PF
5565
Parker Financial
Silverdale,
Washington
| USD 273 M | +USD 23.2 M | +9% | 9.89% | 45% | 37 | 0% | 3 |
|
| 5566 |
MEPT
5566
Missouri Education Pension Trust
Jefferson City,
Missouri
| USD 273 M | -USD 20.1 M | -7% | 17.7% | – | 2 | 0% | 0.5 |
|
| 5567 |
SWA
5567
Sightline Wealth Advisors
Groton,
Connecticut
| USD 273 M | +USD 37 M | +16% | 11.5% | 44.4% | 96 | 9.38% | 2.9 |
|
| 5568 |
LP
5568
LGL Partners
Philadelphia,
Pennsylvania
| USD 273 M | +USD 30.5 M | +13% | 14.6% | 68.9% | 73 | 24.66% | 4.4 |
|
| 5569 |
PWM
5569
Platform Wealth Management
Holladay,
Utah
| USD 273 M | – | – | 10.2% | – | 57 | – | 0.5 |
|
| 5570 |
AAM
5570
Arohi Asset Management
Singapore
| USD 273 M | -USD 2.24 M | -0.8% | 18.9% | – | 10 | 60% | 0.8 |
|
| 5571 |
MMM
5571
Mendel Money Management
Northbrook,
Illinois
| USD 273 M | +USD 34.1 M | +14% | 19.3% | 75.4% | 144 | 16.67% | 4.5 |
|
| 5572 |
VSI
5572
Verde Servicos Internacionais
Sao Paulo,
Brazil
| USD 273 M | -USD 53.5 M | -16% | 10.4% | 120% | 62 | 54.84% | 0.4 |
|
| 5573 |
RGC
5573
Rubicon Global Capital
London,
United Kingdom
| USD 273 M | +USD 38.3 M | +16% | 10.2% | – | 12 | 16.67% | 1.2 |
|
| 5574 |
PCM
5574
Peirce Capital Management
The Woodlands,
Texas
| USD 273 M | +USD 17.1 M | +7% | 10.1% | – | 45 | 4.44% | 1.9 |
|
| 5575 |
TPW
5575
TL Private Wealth
Southlake,
Texas
| USD 273 M | +USD 19.3 M | +8% | 10.4% | 50.6% | 55 | 21.82% | 3.8 |
|