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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
LI
6001
Latash Investments
Anchorage,
Alaska
| USD 117 M | -USD 6.95 M | -6% | 3.42% | 110% | 20 | 5% | 3.5 |
|
| 6002 |
6002
D. Scott Neal
Lexington,
Kentucky
| USD 117 M | -USD 16 M | -12% | 7.02% | 105% | 66 | 10.61% | 3 |
|
| 6003 |
6003
Fort Henry Capital
Wheeling,
West Virginia
| USD 117 M | -USD 7.31 M | -6% | 3.92% | 39.3% | 15 | 0% | 2.4 |
|
| 6004 |
PBK
6004
Peoples Bank (Kansas)
Pratt,
Kansas
| USD 117 M | – | – | 3.35% | 74.5% | 268 | – | 0 |
|
| 6005 |
6005
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| USD 117 M | -USD 33.5 M | -22% | 2.81% | 44.8% | 215 | 38.14% | 1.7 |
|
| 6006 |
MAM
6006
Miria Asset Management
St. Julians,
Malta
| USD 117 M | +USD 77.8 M | +200% | 10% | 265% | 11 | 72.73% | 0.2 |
|
| 6007 |
6007
Kellett Wealth Advisors
Cincinnati,
Ohio
| USD 117 M | +USD 6.61 M | +6% | 3.06% | 76.3% | 71 | 30.99% | 1.1 |
|
| 6008 |
6008
Strait & Sound Wealth Management
San Francisco,
California
| USD 117 M | +USD 15.6 M | +15% | 3.16% | 74% | 136 | 26.47% | 0.6 |
|
| 6009 |
6009
Onyx Financial Advisors
Idaho Falls,
Idaho
| USD 116 M | -USD 649 k | -0.6% | 3.37% | 57.8% | 11 | 9.09% | 0.8 |
|
| 6010 |
6010
Solstein Capital
Menlo Park,
California
| USD 116 M | -USD 3.63 M | -3% | 1.43% | 91.4% | 310 | 1.94% | 2.1 |
|
| 6011 |
6011
Andrews Lucia Wealth Management
Danville,
California
| USD 116 M | -USD 3.98 M | -3% | 2.94% | 59.7% | 26 | 0% | 1.4 |
|
| 6012 |
6012
Trust Investment Advisors
Indianapolis,
Indiana
| USD 116 M | -USD 7.59 M | -6% | 2.15% | 178% | 112 | 30.36% | 3.8 |
|
| 6013 |
6013
Seldon Capital
San Francisco,
California
| USD 116 M | +USD 8.75 M | +8% | 8.96% | 604% | 60 | 25% | 1.2 |
|
| 6014 |
6014
Chiron Capital Management
Tallahassee,
Florida
| USD 116 M | -USD 10 M | -8% | 7.49% | – | 131 | 26.72% | 1.7 |
|
| 6015 |
6015
Live Oak Investment Partners
Austin,
Texas
| USD 116 M | -USD 3.68 M | -3% | 3.04% | – | 288 | 0% | 0.7 |
|
| 6016 |
PVAMC
6016
PPS&V Asset Management Consultants
Portage,
Michigan
| USD 116 M | -USD 7.44 M | -6% | 3.98% | 80.7% | 39 | 5.13% | 0.7 |
|
| 6017 |
6017
Macellum Advisors
New York
| USD 116 M | -USD 12.4 M | -10% | 9.07% | – | 3 | 33.33% | 1.1 |
|
| 6018 |
HP
6018
Hyperion Partners
Berwyn,
Pennsylvania
| USD 116 M | -USD 2.71 M | -2% | 4.23% | – | 68 | 10.29% | 0.7 |
|
| 6019 |
6019
Tactive Advisors
Jacksonville,
Florida
| USD 116 M | -USD 15.1 M | -12% | 0.21% | – | 92 | 53.26% | 0.3 |
|
| 6020 |
6020
Elevation Wealth Partners
Santa Rosa,
California
| USD 116 M | -USD 2.93 M | -2% | 3.37% | 69.9% | 369 | 8.67% | 0.5 |
|
| 6021 |
6021
Force Hill Capital Management
New York
| USD 116 M | -USD 347 M | -75% | 7.43% | 46.3% | 59 | 66.1% | 0.6 |
|
| 6022 |
6022
Beacon Financial Strategies
Raleigh,
North Carolina
| USD 116 M | -USD 6.29 M | -5% | 3.15% | 54.2% | 37 | 8.11% | 2.1 |
|
| 6023 |
6023
Stegner Investment Associates
Louisville,
Kentucky
| USD 116 M | -USD 5.92 M | -5% | 3.66% | 84.8% | 21 | 0% | 2.5 |
|
| 6024 |
6024
Beacon Financial Planning
Hyannis,
Massachusetts
| USD 116 M | -USD 2.08 M | -2% | 2.76% | 71.1% | 33 | 9.09% | 0.6 |
|
| 6025 |
6025
Cohanzick Management
Pleasantville,
New York
| USD 116 M | +USD 25.6 M | +28% | 0.17% | 1.18% | 82 | 58.54% | 0.7 |
|