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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 |
SA
5951
Sunesis Advisors
Overland Park,
Kansas
| USD 242 M | +USD 20.6 M | +9% | 9.96% | – | 63 | 9.52% | 2.9 |
|
| 5952 |
5952
Unconventional Investor
Portsmouth,
New Hampshire
| USD 242 M | +USD 31.1 M | +15% | 11.1% | 62.7% | 51 | 13.73% | 2.6 |
|
| 5953 |
5953
Arcus Capital Partners
Atlanta,
Georgia
| USD 242 M | -USD 36.5 M | -13% | 13.3% | 69.2% | 131 | 25.19% | 3.1 |
|
| 5954 |
5954
Thayer Partners
Wyndmoor,
Pennsylvania
| USD 242 M | +USD 31.5 M | +15% | 12.2% | – | 104 | 13.46% | 0.4 |
|
| 5955 |
5955
Peak Financial Advisors
Denver,
Colorado
| USD 242 M | +USD 15.6 M | +7% | 6.03% | 39.1% | 90 | 35.56% | 1.7 |
|
| 5956 |
5956
Curry Webb Wealth Management
Indianapolis,
Indiana
| USD 241 M | +USD 29.9 M | +14% | 11.4% | – | 69 | 11.59% | 0.5 |
|
| 5957 |
5957
PACK Private Wealth
Wayzata,
Minnesota
| USD 241 M | +USD 23.7 M | +11% | 11.4% | 52.8% | 62 | 9.68% | 2.8 |
|
| 5958 |
5958
Alethea Capital Management
Mercer Island,
Washington
| USD 241 M | +USD 46.5 M | +24% | 33% | 275% | 43 | 72.09% | 0.9 |
|
| 5959 |
5959
NIA Impact Advisors
Berkeley,
California
| USD 241 M | +USD 16.5 M | +7% | 25.5% | – | 94 | 28.72% | 2.5 |
|
| 5960 |
5960
Riverstone Advisors
New Braunfels,
Texas
| USD 241 M | +USD 38.4 M | +19% | 20.9% | 104% | 88 | 19.32% | 2.3 |
|
| 5961 |
5961
Financial Avengers
Oakland,
California
| USD 241 M | +USD 21.8 M | +10% | 10.6% | 108% | 156 | 3.85% | 4 |
|
| 5962 |
5962
Westhampton Capital
Winston-Salem,
North Carolina
| USD 241 M | +USD 26.9 M | +13% | 19.5% | 105% | 136 | 8.82% | 4.4 |
|
| 5963 |
5963
ARWA LLC
Fort Worth,
Texas
| USD 241 M | +USD 39.2 M | +19% | 10.2% | – | 173 | 33.53% | 0.4 |
|
| 5964 |
5964
Plotkin Financial Advisors
Chevy Chase,
Maryland
| USD 241 M | +USD 41.9 M | +21% | 26.1% | 95.3% | 111 | 10.81% | 3.5 |
|
| 5965 |
5965
Midwest Financial Partners Investments
St. Cloud,
Minnesota
| USD 241 M | +USD 52.2 M | +28% | 10.9% | – | 85 | 16.47% | 0.4 |
|
| 5966 |
5966
Marshall Investment Management
Littleton,
Colorado
| USD 241 M | +USD 32.3 M | +15% | 14.3% | – | 528 | 53.98% | 0.2 |
|
| 5967 |
5967
Avos Capital Management
Seattle,
Washington
| USD 241 M | -USD 12.3 M | -5% | 1.84% | – | 29 | 24.14% | 1.3 |
|
| 5968 |
5968
Walser Wealth Management
Tampa,
Florida
| USD 241 M | +USD 18.1 M | +8% | 3.43% | – | 249 | 38.55% | 0.3 |
|
| 5969 |
5969
WealthCare Asset Management
Springfield,
Missouri
| USD 241 M | +USD 147 M | +156% | 7.56% | – | 85 | 70.59% | 0.1 |
|
| 5970 |
5970
Ardent Capital Management
Cincinnati,
Ohio
| USD 241 M | +USD 6.97 M | +3% | 8% | 87.2% | 51 | 15.69% | 2.7 |
|
| 5971 |
5971
Privium Fund Management (UK)
London,
United Kingdom
| USD 240 M | +USD 43.1 M | +22% | 15% | 34.4% | 33 | 51.52% | 0.2 |
|
| 5972 |
5972
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| USD 240 M | +USD 34.9 M | +17% | 13.7% | 68.7% | 52 | 21.15% | 2.4 |
|
| 5973 |
5973
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| USD 240 M | +USD 23.5 M | +11% | 13.9% | 85.6% | 160 | 13.75% | 5.2 |
|
| 5974 |
5974
Worth Financial Advisory Group
Charlotte,
North Carolina
| USD 240 M | +USD 11.1 M | +5% | 21.4% | 93.3% | 220 | 85.45% | 0.4 |
|
| 5975 |
5975
Grand Wealth Management
Grand Rapids,
Michigan
| USD 240 M | +USD 27.5 M | +13% | 10.9% | 54.1% | 89 | 47.19% | 3.1 |
|