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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
5951
Westhampton Capital
Winston-Salem,
North Carolina
| USD 205 M | +USD 11.7 M | +6% | 8.5% | 105% | 122 | 6.56% | 4.3 |
|
| 5952 |
PHC
5952
Palidye Holdings (Caymans)
Grand Cayman,
Cayman Islands
| USD 205 M | -USD 45.3 M | -18% | 11.2% | – | 2 | 0% | 0.3 |
|
| 5953 |
5953
AGP Franklin
Franklin,
Tennessee
| USD 205 M | +USD 16.2 M | +9% | 13% | – | 95 | 26.32% | 0.6 |
|
| 5954 |
5954
Harbourvest Partners
Boston,
Massachusetts
| USD 205 M | +USD 114 M | +125% | 14.6% | 8.96% | 18 | 66.67% | 2.3 |
|
| 5955 |
5955
HRC Wealth Management
Moscow,
Idaho
| USD 205 M | +USD 17.5 M | +9% | 8.09% | 82.2% | 56 | 10.71% | 1.3 |
|
| 5956 |
5956
Causey Wealth LLC
Greenwood Village,
Colorado
| USD 205 M | +USD 10.4 M | +5% | 5.58% | – | 68 | 8.82% | 0.7 |
|
| 5957 |
AIFS
5957
A&I Financial Services
Lone Tree,
Colorado
| USD 205 M | +USD 27.7 M | +16% | 8.05% | – | 86 | 25.58% | 1.3 |
|
| 5958 |
5958
Sand Grove Capital Management
London,
United Kingdom
| USD 205 M | +USD 6.05 M | +3% | 23.8% | 410% | 19 | 78.95% | 0.1 |
|
| 5959 |
5959
Significant Wealth Partners
Cary,
Illinois
| USD 205 M | +USD 1.06 M | +0.5% | 2.43% | – | 110 | 16.36% | 0.9 |
|
| 5960 |
5960
University of Chicago
Chicago,
Illinois
| USD 205 M | +USD 87.1 M | +74% | 7.65% | 62.3% | 11 | 0% | 1.3 |
|
| 5961 |
5961
Bright Financial Advisors
Portage,
Michigan
| USD 205 M | +USD 24.4 M | +14% | 7.21% | – | 64 | 15.63% | 1.1 |
|
| 5962 |
5962
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| USD 205 M | +USD 25.9 M | +14% | 6.6% | 66.8% | 140 | 7.14% | 6.2 |
|
| 5963 |
5963
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 205 M | +USD 11.9 M | +6% | 5.61% | 62.6% | 157 | 3.18% | 5.6 |
|
| 5964 |
5964
Emergence GP Partners
San Francisco,
California
| USD 205 M | +USD 10.3 M | +5% | 5.64% | – | 4 | 0% | 2.6 |
|
| 5965 |
5965
CMG Global Holdings
Plano,
Texas
| USD 204 M | +USD 14.5 M | +8% | 8.12% | 80.8% | 94 | 4.26% | 3.3 |
|
| 5966 |
5966
Income Research & Management
Boston,
Massachusetts
| USD 204 M | -USD 170 M | -45% | 0.12% | 1.19% | 42 | 21.43% | 1 |
|
| 5967 |
5967
Ravenstone Capital Management
Toronto,
| USD 204 M | +USD 13.8 M | +7% | 5.46% | 63% | 48 | 20.83% | 2.8 |
|
| 5968 |
5968
Spring Capital Management
Amarillo,
Texas
| USD 204 M | +USD 14.5 M | +8% | 6.38% | 73.6% | 51 | 3.92% | 2.1 |
|
| 5969 |
5969
CWC Advisors
Lake Oswego,
Oregon
| USD 204 M | +USD 10.7 M | +6% | 6.54% | – | 153 | 9.8% | 0.8 |
|
| 5970 |
5970
Mader & Shannon Wealth Management
Kansas City,
Missouri
| USD 204 M | +USD 20.4 M | +11% | 11.7% | 62.5% | 24 | 12.5% | 2.8 |
|
| 5971 |
5971
NerdWallet Wealth Partners
New York
| USD 204 M | – | – | 5.91% | – | 61 | – | 0 |
|
| 5972 |
5972
Chronos Wealth Management
Clearwater,
Florida
| USD 204 M | +USD 10.9 M | +6% | 8.56% | 92.3% | 41 | 7.32% | 3.9 |
|
| 5973 |
5973
Riverstone Advisors
New Braunfels,
Texas
| USD 204 M | +USD 18.9 M | +10% | 11.2% | 104% | 64 | 10.94% | 2.9 |
|
| 5974 |
5974
RPS Advisory Solutions
Louisville,
Kentucky
| USD 204 M | +USD 21.5 M | +12% | 8.94% | – | 136 | 24.26% | 0.7 |
|
| 5975 |
5975
Resurgent Financial Advisors
Atlanta,
Georgia
| USD 204 M | +USD 21.6 M | +12% | 7.84% | 86.4% | 225 | 25.33% | 2.1 |
|