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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Matisse Capital
Portland,
Oregon
| USD 105 M | -USD 3.39 M | -3% | 13.7% | 66.9% | 145 | 29.66% | 2 |
|
| 5852 |
5852
Harrison & Co Wealth Management
Roanoke,
Virginia
| USD 105 M | -USD 8.81 M | -8% | 9.47% | – | 80 | 6.25% | 0.5 |
|
| 5853 |
5853
Lauterbach Financial Advisors
El Paso,
Texas
| USD 105 M | -USD 4.73 M | -4% | 13.1% | 76.5% | 56 | 26.79% | 0.4 |
|
| 5854 |
IF
5854
Integrity Financial
Cheyenne,
Wyoming
| USD 105 M | -USD 16.7 M | -14% | 13.5% | 66.3% | 222 | 9.01% | 0.5 |
|
| 5855 |
5855
Impala Asset Management
Palm Beach,
Florida
| USD 105 M | -USD 1054 M | -91% | 17.6% | 62.6% | 40 | 60% | 2.2 |
|
| 5856 |
5856
Aufman Associates
Sewickley,
Pennsylvania
| USD 105 M | -USD 21.8 M | -17% | 16.4% | 136% | 49 | 14.29% | 1.8 |
|
| 5857 |
5857
Morris Financial Concepts
Mount Pleasant,
South Carolina
| USD 105 M | -USD 14.8 M | -12% | 14.6% | 56.5% | 133 | 13.53% | 0.4 |
|
| 5858 |
5858
Plotkin Financial Advisors
Chevy Chase,
Maryland
| USD 105 M | -USD 38 M | -27% | 21% | 95.3% | 85 | 23.53% | 1.6 |
|
| 5859 |
5859
Alcosta Capital Management
San Ramon,
California
| USD 105 M | -USD 34 M | -24% | 18.6% | 175% | 29 | 10.34% | 1.1 |
|
| 5860 |
EGVF
5860
ESA Global Value Fund
Grand Cayman,
Cayman Islands
| USD 105 M | -USD 40.7 M | -28% | 29% | – | 4 | 0% | 1.5 |
|
| 5861 |
5861
Northpond Ventures
Bethesda,
Maryland
| USD 105 M | -USD 80.6 M | -43% | 35.8% | 67.3% | 5 | 0% | 0.5 |
|
| 5862 |
5862
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| USD 105 M | -USD 25.2 M | -19% | 12.8% | 62.7% | 105 | 12.38% | 0.5 |
|
| 5863 |
5863
TAGStone Capital
Charlotte,
North Carolina
| USD 105 M | -USD 13.7 M | -12% | 15.2% | 58.3% | 75 | 12% | 0.5 |
|
| 5864 |
5864
Soundwatch Capital
Rowayton,
Connecticut
| USD 105 M | -USD 6.6 M | -6% | 16.5% | 68.6% | 17 | 47.06% | 0.8 |
|
| 5865 |
5865
Tilia Fiduciary Partners
Wilmington,
North Carolina
| USD 105 M | -USD 13.1 M | -11% | 13.5% | 101% | 567 | 8.82% | 0.5 |
|
| 5866 |
ASI
5866
Advisory Services & Investments
Bend,
Oregon
| USD 105 M | -USD 18.8 M | -15% | 13.7% | 19.9% | 47 | 27.66% | 0.8 |
|
| 5867 |
5867
Courant Investment Management
Franklin,
Tennessee
| USD 105 M | -USD 7.62 M | -7% | 10.8% | 35.2% | 13 | 7.69% | 3.2 |
|
| 5868 |
5868
swisspartners
Vaduz,
Liechtenstein
| USD 105 M | -USD 21.8 M | -17% | 18.2% | – | 88 | 19.32% | 1.1 |
|
| 5869 |
5869
Linse Capital Management PR
San Juan,
Puerto Rico
| USD 105 M | -USD 73.6 M | -41% | 31.1% | – | 1 | 0% | 0.5 |
|
| 5870 |
5870
Lowery Thomas LLC
Pebble Beach,
California
| USD 105 M | -USD 24.3 M | -19% | 12.2% | 74.7% | 57 | 35.09% | 0.4 |
|
| 5871 |
5871
DHK Financial Advisors
Portsmouth,
New Hampshire
| USD 105 M | -USD 13.9 M | -12% | 14.1% | 46.1% | 41 | 4.88% | 0.5 |
|
| 5872 |
5872
Tevis Investment Management
Plano,
Texas
| USD 105 M | -USD 6.1 M | -6% | 9.11% | 58.7% | 531 | 15.25% | 0.4 |
|
| 5873 |
5873
Sendero Wealth Management
San Antonio,
Texas
| USD 104 M | -USD 113 M | -52% | 16.2% | 99.2% | 94 | 24.47% | 0.4 |
|
| 5874 |
5874
Pring Turner Capital Group
Alamo,
California
| USD 104 M | -USD 25.5 M | -20% | 11.6% | 70.8% | 60 | 10% | 3.5 |
|
| 5875 |
5875
Zeit Capital
Greenwood Village,
Colorado
| USD 104 M | -USD 15.4 M | -13% | 12.5% | 56.5% | 35 | 0% | 1.5 |
|