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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
Catawba River Capital
Lake Wylie,
South Carolina
| USD 172 M | +USD 29.4 M | +21% | 10.7% | 89.5% | 21 | 23.81% | 2.3 |
|
| 5677 |
5677
Davidson Trust Company
Seattle,
Washington
| USD 172 M | +USD 16.6 M | +11% | 7.54% | 77% | 146 | 10.27% | 2.9 |
|
| 5678 |
5678
Anabranch Capital Management
Stamford,
Connecticut
| USD 172 M | +USD 14.3 M | +9% | 16% | 139% | 7 | 0% | 2.8 |
|
| 5679 |
5679
Lavaca Capital
Houston,
Texas
| USD 171 M | -USD 4.91 M | -3% | 9% | 46.5% | 99 | 26.26% | 2.6 |
|
| 5680 |
5680
Quad-Cities Investment Group
Davenport,
Iowa
| USD 171 M | +USD 9.5 M | +6% | 5.96% | 67.3% | 185 | 9.19% | 3.3 |
|
| 5681 |
DCM
5681
Dudley Capital Management
Middleburg,
Virginia
| USD 171 M | +USD 14.5 M | +9% | 11.9% | 129% | 123 | 11.38% | 1.1 |
|
| 5682 |
5682
Chronos Wealth Management
Clearwater,
Florida
| USD 171 M | +USD 13.8 M | +9% | 9.96% | 92.3% | 41 | 12.2% | 3.2 |
|
| 5683 |
5683
Walnut Level Capital
Denver,
Colorado
| USD 171 M | +USD 35.4 M | +26% | 2.45% | – | 40 | 30% | 0.2 |
|
| 5684 |
KA
5684
Kailix Advisors
Fort Lauderdale,
Florida
| USD 171 M | -USD 7.27 M | -4% | 1.02% | 16.3% | 7 | 14.29% | 1 |
|
| 5685 |
5685
Mendota Financial Group
Madison,
Wisconsin
| USD 171 M | +USD 42.8 M | +33% | 7.68% | 50.1% | 394 | 22.59% | 0.8 |
|
| 5686 |
5686
Wayfinding Financial
Lynnwood,
Washington
| USD 171 M | +USD 24 M | +16% | 10.1% | 68.3% | 138 | 27.54% | 1.2 |
|
| 5687 |
5687
Legacy Bridge
West Des Moines,
Iowa
| USD 171 M | +USD 16.6 M | +11% | 19% | 236% | 327 | 13.76% | 3.6 |
|
| 5688 |
5688
Element Wealth
Ridgeland,
Mississippi
| USD 171 M | +USD 11.2 M | +7% | 6.61% | 59.6% | 275 | 7.64% | 2.4 |
|
| 5689 |
5689
Tower View Wealth Management
Shorewood,
Wisconsin
| USD 171 M | +USD 9.6 M | +6% | 13.6% | 135% | 203 | 15.76% | 2.9 |
|
| 5690 |
SA
5690
Sunesis Advisors
Overland Park,
Kansas
| USD 171 M | +USD 6.77 M | +4% | 6.16% | – | 75 | 41.33% | 2.5 |
|
| 5691 |
5691
TAGStone Capital
Charlotte,
North Carolina
| USD 171 M | +USD 17.8 M | +12% | 7.91% | 58.3% | 85 | 5.88% | 1.7 |
|
| 5692 |
5692
Summit Place Financial Advisors
Summit,
New Jersey
| USD 171 M | +USD 17.8 M | +12% | 13% | 111% | 93 | 8.6% | 2.6 |
|
| 5693 |
5693
AllSquare Wealth Management
Albany,
New York
| USD 171 M | +USD 7.69 M | +5% | 7.13% | 62.4% | 551 | 5.44% | 5 |
|
| 5694 |
5694
Values First Advisors
Gray,
Tennessee
| USD 171 M | +USD 4.89 M | +3% | 5.04% | 87.6% | 179 | 15.08% | 2.5 |
|
| 5695 |
5695
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| USD 171 M | +USD 9.28 M | +6% | 4.47% | 45.1% | 34 | 8.82% | 5.8 |
|
| 5696 |
5696
Rye Brook Capital
Greenwich,
Connecticut
| USD 171 M | -USD 25.2 M | -13% | 7.77% | 77.2% | 32 | 18.75% | 1.5 |
|
| 5697 |
5697
Vision One Management Partners
Miami,
Florida
| USD 171 M | +USD 2.49 M | +1% | 1.54% | – | 9 | 33.33% | 0.2 |
|
| 5698 |
5698
MYeCFO
La Jolla,
California
| USD 170 M | +USD 11.8 M | +7% | 4.85% | 58.5% | 57 | 12.28% | 1 |
|
| 5699 |
5699
Avaii Wealth Management
Appleton,
Wisconsin
| USD 170 M | +USD 17 M | +11% | 8.39% | 100% | 155 | 20% | 1.3 |
|
| 5700 |
5700
Promethos Capital
Boston,
Massachusetts
| USD 170 M | +USD 32.4 M | +23% | 10% | – | 73 | 9.59% | 0.2 |
|