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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
Family Capital Management
Grand Rapids,
Michigan
| USD 225 M | +USD 15.7 M | +7% | 2.75% | 78.7% | 110 | 18.18% | 1.8 |
|
| 5877 |
5877
Pacifica Partners
Surrey,
Canada
| USD 225 M | -USD 54.5 M | -19% | 8.51% | 127% | 518 | 20.27% | 3.6 |
|
| 5878 |
5878
Catawba River Capital
Lake Wylie,
South Carolina
| USD 225 M | +USD 4.31 M | +2% | 5.45% | 89.5% | 24 | 25% | 2.6 |
|
| 5879 |
5879
Spider Management Company
Richmond,
Virginia
| USD 225 M | +USD 4.64 M | +2% | 1.91% | – | 3 | 33.33% | 1.3 |
|
| 5880 |
5880
Jupiter Wealth Management
Glendale,
Colorado
| USD 225 M | +USD 12.9 M | +6% | 5.71% | 99.2% | 98 | 19.39% | 3.1 |
|
| 5881 |
5881
Patron Partners
Houston,
Texas
| USD 225 M | +USD 3.79 M | +2% | 3.25% | 90.2% | 183 | 7.65% | 3.3 |
|
| 5882 |
VM
5882
VPR Management
Houston,
Texas
| USD 224 M | +USD 4.41 M | +2% | 5.01% | 54.5% | 64 | 7.81% | 3.6 |
|
| 5883 |
FA
5883
FF Advisors
Manhattan Beach,
California
| USD 224 M | +USD 15.2 M | +7% | 1.53% | 59.7% | 110 | 15.45% | 1.5 |
|
| 5884 |
5884
GEM Asset Management
Plymouth,
Michigan
| USD 224 M | +USD 13.6 M | +6% | 0.73% | 62.9% | 108 | 5.56% | 2.1 |
|
| 5885 |
5885
Matisse Capital
Portland,
Oregon
| USD 224 M | +USD 2.19 M | +1% | 1.78% | 73.3% | 182 | 18.13% | 2.3 |
|
| 5886 |
5886
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| USD 224 M | -USD 7.18 M | -3% | 1.47% | 62% | 293 | 27.99% | 2.3 |
|
| 5887 |
5887
Ampersand Capital Group
Burlingame,
California
| USD 224 M | +USD 2.38 M | +1% | 5.36% | – | 7 | 0% | 1 |
|
| 5888 |
5888
Carl P. Sherr & Co
Worcester,
Massachusetts
| USD 224 M | +USD 12.9 M | +6% | 3.24% | 78.6% | 133 | 15.79% | 3.6 |
|
| 5889 |
5889
Adalta Capital Management
New York
| USD 224 M | +USD 3.73 M | +2% | 4.09% | 80.4% | 113 | 31.86% | 4.5 |
|
| 5890 |
5890
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 224 M | +USD 1.8 M | +0.8% | 1.51% | 50.2% | 16 | 25% | 3.8 |
|
| 5891 |
5891
Family CFO
Los Altos,
California
| USD 224 M | +USD 6.42 M | +3% | 1.61% | 89.6% | 87 | 60.92% | 1.3 |
|
| 5892 |
5892
Hiley Hunt Wealth Management
Omaha,
Nebraska
| USD 223 M | +USD 10.9 M | +5% | 1.7% | 48.4% | 49 | 6.12% | 1.6 |
|
| 5893 |
ERFOTCOFW
5893
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| USD 223 M | +USD 9.6 M | +4% | 0.69% | 30.5% | 23 | 30.43% | 1.5 |
|
| 5894 |
5894
Unison Asset Management
North Miami Beach,
Florida
| USD 223 M | +USD 9.28 M | +4% | 3.74% | 81.4% | 32 | 3.13% | 3.4 |
|
| 5895 |
5895
Windle Wealth
Oklahoma City,
Oklahoma
| USD 223 M | -USD 284 k | -0.1% | 0.09% | 73% | 34 | 2.94% | 2.6 |
|
| 5896 |
5896
NerdWallet Wealth Partners
New York
| USD 223 M | +USD 19.1 M | +9% | 1.93% | – | 64 | 9.38% | 0.2 |
|
| 5897 |
5897
Tandem Wealth Advisors
Phoenix,
Arizona
| USD 223 M | +USD 12.7 M | +6% | 1.36% | 43.1% | 49 | 8.16% | 2.3 |
|
| 5898 |
5898
Clearfield Capital Management
New York
| USD 223 M | +USD 55.9 M | +33% | 4.59% | 421% | 19 | 42.11% | 0.5 |
|
| 5899 |
5899
Humankind Investments
New York
| USD 223 M | -USD 214 M | -49% | 3.44% | 62.5% | 153 | 88.24% | 2 |
|
| 5900 |
5900
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| USD 223 M | +USD 4.75 M | +2% | 1.27% | 38.1% | 23 | 4.35% | 3.8 |
|