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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
GHA
5801
Granite Harbor Advisors
Houston,
Texas
| USD 253 M | +USD 23.8 M | +10% | 11.1% | 61.5% | 137 | 10.95% | 2.1 |
|
| 5802 |
CCP
5802
Cane Capital Partners
Saint Francisville,
Louisiana
| USD 253 M | +USD 23.6 M | +10% | 29.6% | – | 168 | 42.86% | 0.3 |
|
| 5803 |
BIM
5803
Brentview Investment Management
Northfield,
Illinois
| USD 253 M | +USD 21.5 M | +9% | 11.8% | – | 64 | 4.69% | 1.2 |
|
| 5804 |
CAIMH
5804
Central Asset Investments & Management Holdings
Hong Kong
| USD 253 M | +USD 145 M | +135% | 166% | 3,210% | 32 | 65.63% | 0.8 |
|
| 5805 |
EFMC
5805
Empire Financial Management Company
New York
| USD 253 M | -USD 190 M | -43% | 9.99% | 78.3% | 224 | 43.75% | 2.2 |
|
| 5806 |
EML
5806
Eos Management LP
New York
| USD 252 M | +USD 19.6 M | +8% | 13.4% | 152% | 44 | 27.27% | 3.4 |
|
| 5807 |
DWG
5807
Darden Wealth Group
Ann Arbor,
Michigan
| USD 252 M | +USD 56.1 M | +29% | 45.3% | – | 169 | 19.53% | 1.5 |
|
| 5808 |
HCM
5808
Hutner Capital Management
Manchester,
Vermont
| USD 252 M | +USD 8.72 M | +4% | 3.73% | 52.2% | 45 | 6.67% | 7.6 |
|
| 5809 |
CKAIS
5809
Christensen King & Associates Investment Services
Richland,
Washington
| USD 252 M | +USD 18.6 M | +8% | 12.3% | – | 111 | 8.11% | 2.1 |
|
| 5810 |
KC
5810
Kintayl Capital
New York
| USD 252 M | +USD 59.7 M | +31% | 8.79% | – | 82 | 59.76% | 0.3 |
|
| 5811 |
UAM
5811
Unifi Asset Management
New York
| USD 251 M | -USD 80.3 M | -24% | 11.9% | – | 95 | 43.16% | 0.4 |
|
| 5812 |
RCM
5812
Regency Capital Management
Honolulu,
Hawaii
| USD 251 M | +USD 27.9 M | +12% | 12.8% | 92.1% | 72 | 27.78% | 1.7 |
|
| 5813 |
NFG
5813
Norris Financial Group
Greenville,
South Carolina
| USD 251 M | -USD 55.1 M | -18% | 15.7% | 142% | 109 | 35.78% | 1.7 |
|
| 5814 |
TWA
5814
Tandem Wealth Advisors
Phoenix,
Arizona
| USD 251 M | +USD 27 M | +12% | 11.1% | 43.1% | 48 | 2.08% | 2.6 |
|
| 5815 |
HWA
5815
Heritage Wealth Architects
Mendota Heights,
Minnesota
| USD 251 M | +USD 11.8 M | +5% | 11.2% | – | 74 | 4.05% | 0.9 |
|
| 5816 |
MWM
5816
MOR Wealth Management
Philadelphia,
Pennsylvania
| USD 251 M | +USD 33.2 M | +15% | 14.8% | – | 136 | 34.56% | 0.3 |
|
| 5817 |
CFC
5817
Client First Capital
San Diego,
California
| USD 251 M | +USD 20.6 M | +9% | 11.2% | 49.6% | 29 | 6.9% | 1.7 |
|
| 5818 |
AA
5818
Aufman Associates
Sewickley,
Pennsylvania
| USD 251 M | +USD 47 M | +23% | 40.1% | 136% | 69 | 8.7% | 3.6 |
|
| 5819 |
CWMG
5819
Compass Wealth Management (Georgia)
Atlanta,
Georgia
| USD 251 M | +USD 16.8 M | +7% | 12.5% | – | 76 | 7.89% | 0.8 |
|
| 5820 |
LOM
5820
LTS One Management
New York
| USD 251 M | +USD 12.2 M | +5% | 20.9% | 67.9% | 23 | 30.43% | 0.8 |
|
| 5821 |
AF
5821
Abound Financial
Granite Bay,
California
| USD 251 M | +USD 21.9 M | +10% | 12.1% | – | 309 | 12.3% | 0.7 |
|
| 5822 |
LA
5822
Latitude Advisors
Vero Beach,
Florida
| USD 251 M | +USD 32.5 M | +15% | 13.9% | 72% | 249 | 18.47% | 2.6 |
|
| 5823 |
BAM
5823
Ballast Asset Management
Dallas,
Texas
| USD 251 M | +USD 26 M | +12% | 18% | 126% | 55 | 9.09% | 2 |
|
| 5824 |
KSWWM
5824
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| USD 251 M | +USD 26.6 M | +12% | 9.52% | – | 78 | 14.1% | 1.8 |
|
| 5825 |
SIM
5825
Sherborne Investors Management
New York
| USD 251 M | +USD 9.7 M | +4% | 4.03% | 54.2% | 1 | 0% | 3.5 |
|