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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
5701
Vista Investment Partners II
Richmond,
Indiana
| USD 207 M | +USD 26.5 M | +15% | 13.3% | – | 143 | 16.08% | 0.4 |
|
| 5702 |
5702
Cordant Inc
Portland,
Oregon
| USD 207 M | +USD 15.2 M | +8% | 6.07% | 47% | 115 | 45.22% | 3.8 |
|
| 5703 |
5703
Lynx Capital Group
Beachwood,
Ohio
| USD 207 M | +USD 13 M | +7% | 7.7% | – | 83 | 10.84% | 1.3 |
|
| 5704 |
5704
Red Tortoise LLC
Atlanta,
Georgia
| USD 207 M | +USD 13.5 M | +7% | 7.93% | 43.7% | 657 | 21.16% | 1.9 |
|
| 5705 |
5705
Montz Harcus Wealth Management
New Orleans,
Louisiana
| USD 207 M | +USD 24.2 M | +13% | 10.8% | 84.1% | 86 | 11.63% | 2.2 |
|
| 5706 |
5706
Sightline Wealth Advisors
Groton,
Connecticut
| USD 207 M | +USD 17.4 M | +9% | 6.57% | 48.5% | 93 | 18.28% | 2.3 |
|
| 5707 |
FSA
5707
Financial Services Advisory
Rockville,
Maryland
| USD 207 M | -USD 57.3 M | -22% | 9.05% | 82.5% | 63 | 52.38% | 1.2 |
|
| 5708 |
5708
Whitebark Investors
Incline Village,
Nevada
| USD 207 M | +USD 16.4 M | +9% | 14.2% | – | 9 | 0% | 0.4 |
|
| 5709 |
5709
Burns Matteson Capital Management
Corning,
New York
| USD 207 M | +USD 21.1 M | +11% | 10.1% | 137% | 221 | 36.65% | 1.5 |
|
| 5710 |
5710
Lloyd Advisory Services
Suwanee,
Georgia
| USD 207 M | +USD 7.87 M | +4% | 7.23% | 47.7% | 122 | 38.52% | 0.8 |
|
| 5711 |
5711
Savoir Faire Capital Management
Norwalk,
Connecticut
| USD 207 M | +USD 92.7 M | +81% | 6.94% | 1.22% | 48 | 8.33% | 1 |
|
| 5712 |
5712
Rings Capital Management
Chicago,
Illinois
| USD 207 M | +USD 10.5 M | +5% | 6.57% | 40.9% | 8 | 12.5% | 3 |
|
| 5713 |
5713
Dravo Bay
Rehoboth Beach,
Delaware
| USD 207 M | +USD 18.1 M | +10% | 7.92% | 45.2% | 48 | 4.17% | 2.3 |
|
| 5714 |
5714
S.A. Mason
Holland,
Michigan
| USD 207 M | +USD 17.4 M | +9% | 11.8% | 116% | 366 | 6.01% | 3.9 |
|
| 5715 |
5715
Cary Street Partners Investment Advisory
Richmond,
Virginia
| USD 207 M | +USD 33.2 M | +19% | 10.3% | 84.1% | 616 | 12.18% | 2.5 |
|
| 5716 |
5716
Arrow Capital
Sydney,
Australia
| USD 207 M | +USD 127 M | +158% | 22.3% | – | 37 | 75.68% | 0.1 |
|
| 5717 |
5717
State Insurance Fund
New York
| USD 206 M | +USD 20.5 M | +11% | 11% | 77.9% | 1 | 0% | 1.5 |
|
| 5718 |
5718
Compass Financial Services
West Des Moines,
Iowa
| USD 206 M | +USD 16 M | +8% | 6.11% | – | 328 | 19.21% | 0.4 |
|
| 5719 |
CIA
5719
Citadel Investment Advisory
Chesterland,
Ohio
| USD 206 M | +USD 2.67 M | +1% | 5.72% | 66.1% | 84 | 3.57% | 3.9 |
|
| 5720 |
5720
Silver Oak Advisory Group
Portland,
Oregon
| USD 206 M | +USD 18.1 M | +10% | 4% | 27% | 73 | 10.96% | 2.5 |
|
| 5721 |
5721
Mendon Capital Advisors
Key Largo,
Florida
| USD 206 M | -USD 9.7 M | -4% | 2.64% | – | 60 | 28.33% | 2.1 |
|
| 5722 |
5722
Values Added Financial
Washington,
District of Columbia
| USD 206 M | +USD 25.9 M | +14% | 8.43% | 65.9% | 126 | 11.11% | 1.4 |
|
| 5723 |
5723
Revere Asset Management
Dallas,
Texas
| USD 206 M | +USD 113 M | +122% | 32.3% | 592% | 33 | 78.79% | 0.3 |
|
| 5724 |
5724
Financial Guidance Group
Palm Harbor,
Florida
| USD 206 M | +USD 20.7 M | +11% | 7.35% | 58.7% | 84 | 14.29% | 2 |
|
| 5725 |
5725
Pinnacle Family Advisors
Springfield,
Missouri
| USD 206 M | +USD 21.8 M | +12% | 11.6% | 85.8% | 134 | 26.12% | 2.2 |
|