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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
VELA Investment Management
New Albany,
Ohio
| USD 149 M | – | – | 10.5% | 56.8% | 114 | – | 0 |
|
| 5677 |
5677
Clarus Group
Houston,
Texas
| USD 149 M | +USD 3.86 M | +3% | 6.62% | 67.5% | 111 | 4.5% | 0.9 |
|
| 5678 |
5678
Clark Financial Services Group
Chesterfield,
Missouri
| USD 149 M | +USD 18.8 M | +14% | 9.43% | 116% | 71 | 15.49% | 1 |
|
| 5679 |
MWA
5679
Miller Wealth Advisors
Ridgeway,
Colorado
| USD 149 M | – | – | 10.2% | 147% | 96 | – | 0 |
|
| 5680 |
5680
Security National Bank of So Dak
Sioux City,
Iowa
| USD 149 M | +USD 17.8 M | +14% | 12.1% | 67.7% | 107 | 13.08% | 4 |
|
| 5681 |
AIFAIM
5681
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| USD 148 M | +USD 7.38 M | +5% | 7.96% | 79.1% | 133 | 12.78% | 1.4 |
|
| 5682 |
5682
August Capital Management VI
Palo Alto,
California
| USD 148 M | – | – | 3.65% | – | 2 | – | 0 |
|
| 5683 |
5683
BCK Capital Management
Stamford,
Connecticut
| USD 148 M | -USD 18.9 M | -11% | 11.3% | 161% | 165 | 43.03% | 0.5 |
|
| 5684 |
5684
Plaisance Capital
Denver,
Colorado
| USD 148 M | +USD 8.3 M | +6% | 3.37% | – | 49 | 71.43% | 0.3 |
|
| 5685 |
5685
West Rim Capital Associates II
Lehi,
Utah
| USD 148 M | – | – | 12.4% | – | 2 | – | 0 |
|
| 5686 |
5686
Pinion Investment Advisors
Wichita,
Kansas
| USD 148 M | +USD 24.2 M | +19% | 7.98% | 81.7% | 158 | 10.76% | 1.9 |
|
| 5687 |
5687
Somerset Group
Wayzata,
Minnesota
| USD 148 M | +USD 10 M | +7% | 7.88% | 84.6% | 78 | 6.41% | 4.3 |
|
| 5688 |
5688
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| USD 148 M | +USD 18.4 M | +14% | 11.7% | 82.2% | 57 | 28.07% | 1.3 |
|
| 5689 |
5689
Ramiah Investment Group
Brookfield,
Wisconsin
| USD 148 M | +USD 8.72 M | +6% | 6.11% | 62.2% | 95 | 35.79% | 1.2 |
|
| 5690 |
NED
5690
Nancy E. Dempze
| USD 148 M | +USD 20.7 M | +16% | 9.46% | 83.1% | 81 | 8.64% | 3.7 |
|
| 5691 |
5691
Perkins Capital Management
Wayzata,
Minnesota
| USD 148 M | -USD 13.4 M | -8% | 6.01% | 389% | 120 | 20.83% | 3.3 |
|
| 5692 |
5692
Juniper Investment Company
New York
| USD 148 M | +USD 34.3 M | +30% | 7.7% | 358% | 11 | 18.18% | 1.7 |
|
| 5693 |
5693
Green Alpha Advisors
Niwot,
Colorado
| USD 148 M | +USD 3.25 M | +2% | 7.63% | 316% | 126 | 1.59% | 0.9 |
|
| 5694 |
5694
Yorktown Management & Research Company
Forest,
Virginia
| USD 148 M | +USD 15.1 M | +11% | 9.59% | 211% | 272 | 18.01% | 1.6 |
|
| 5695 |
5695
Blue Barn Wealth
Orem,
Utah
| USD 148 M | +USD 34 M | +30% | 3.88% | 46.4% | 131 | 22.9% | 0.3 |
|
| 5696 |
5696
Next Capital Management
New York
| USD 148 M | +USD 10.2 M | +7% | 6.02% | 61.3% | 119 | 21.85% | 1.8 |
|
| 5697 |
5697
Meridian Financial Partners
Warrenton,
Virginia
| USD 148 M | -USD 1.22 M | -0.8% | 5.99% | 80.8% | 88 | 14.77% | 1.8 |
|
| 5698 |
AMAL
5698
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| USD 148 M | +USD 15.2 M | +12% | 10.6% | 125% | 16 | 6.25% | 3.8 |
|
| 5699 |
5699
Verdad Advisers
Boston,
Massachusetts
| USD 148 M | +USD 9.24 M | +7% | 10.1% | – | 54 | 38.89% | 0.4 |
|
| 5700 |
5700
Mork Capital Management
Healdsburg,
California
| USD 148 M | +USD 30.4 M | +26% | 8.13% | 61.9% | 114 | 23.68% | 2.4 |
|