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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 |
6001
Tyro Capital Management
Miami,
Florida
| USD 142 M | – | – | 11.3% | – | 13 | – | 0 |
|
| 6002 |
6002
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| USD 142 M | +USD 16.1 M | +13% | 10.5% | 83% | 144 | 31.25% | 1.2 |
|
| 6003 |
6003
Ally Bridge Group
New York
| USD 142 M | +USD 56.6 M | +66% | 28.2% | 844% | 26 | 42.31% | 0.4 |
|
| 6004 |
6004
Garrison Point Advisors
Walnut Creek,
California
| USD 142 M | +USD 12.6 M | +10% | 12.1% | 81.5% | 149 | 6.04% | 3.9 |
|
| 6005 |
6005
Rain Capital Management
Lake Oswego,
Oregon
| USD 142 M | +USD 39.1 M | +38% | 8.81% | 18.2% | 94 | 5.32% | 2.8 |
|
| 6006 |
6006
Horizon Financial Services
Winston Salem,
North Carolina
| USD 142 M | +USD 17.2 M | +14% | 7.74% | 42.6% | 56 | 14.29% | 2 |
|
| 6007 |
6007
Yoder Wealth Management
Walnut Creek,
California
| USD 142 M | +USD 20.5 M | +17% | 11.2% | 69.3% | 98 | 22.45% | 0.6 |
|
| 6008 |
6008
Gridiron Partners
Wexford,
Pennsylvania
| USD 142 M | – | – | 8.56% | 15.5% | 63 | – | 0 |
|
| 6009 |
CCP
6009
Camelot Capital Partners
Laguna Beach,
California
| USD 142 M | – | – | 26.7% | – | 3 | – | 1.2 |
|
| 6010 |
6010
Tranquilli Financial Advisor
Clinton,
New Jersey
| USD 142 M | +USD 3.15 M | +2% | 7.07% | 55.1% | 111 | 25.23% | 1.5 |
|
| 6011 |
6011
Tower Wealth Partners
Lewisburg,
Pennsylvania
| USD 142 M | +USD 19.9 M | +16% | 7.65% | 53.7% | 60 | 25% | 1.9 |
|
| 6012 |
6012
Burford Brothers
Dallas,
Texas
| USD 141 M | – | – | 9.51% | 97.4% | 150 | – | 0 |
|
| 6013 |
6013
Palouse Capital Management
Spokane,
Washington
| USD 141 M | +USD 6.72 M | +5% | 11.2% | 67.8% | 74 | 10.81% | 3.6 |
|
| 6014 |
RMSCM
6014
R.M. Sincerbeaux Capital Management
New York
| USD 141 M | +USD 10.3 M | +8% | 10.8% | 76.4% | 42 | 4.76% | 8.1 |
|
| 6015 |
6015
Granite Group Advisors
Stamford,
Connecticut
| USD 141 M | – | – | 12.2% | 74% | 93 | – | 0 |
|
| 6016 |
6016
Arrowroot Family Office
Marina Del Rey,
California
| USD 141 M | +USD 14.4 M | +11% | 9.84% | – | 128 | 15.63% | 0.6 |
|
| 6017 |
6017
Laurel Wealth Planning
Edina,
Minnesota
| USD 141 M | +USD 12.8 M | +10% | 9.79% | 59.5% | 54 | 9.26% | 2.4 |
|
| 6018 |
6018
Heronetta Management
New York
| USD 141 M | +USD 4.88 M | +4% | 4.76% | 59.7% | 24 | 8.33% | 6.2 |
|
| 6019 |
KC
6019
Kades & Cheifetz
Berwyn,
Pennsylvania
| USD 141 M | +USD 14.8 M | +12% | 8.2% | – | 83 | 14.46% | 0.9 |
|
| 6020 |
6020
Family Capital Management
Grand Rapids,
Michigan
| USD 141 M | -USD 10.4 M | -7% | 11.3% | 78.7% | 86 | 20.93% | 0.8 |
|
| 6021 |
6021
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| USD 141 M | +USD 6.48 M | +5% | 10.7% | 91.4% | 124 | 12.1% | 1.8 |
|
| 6022 |
6022
Shelton Wealth Management
Fort Worth,
Texas
| USD 141 M | +USD 15.8 M | +13% | 8.39% | 89.4% | 111 | 48.65% | 1 |
|
| 6023 |
6023
CastleKeep Investment Advisors
Westport,
Connecticut
| USD 141 M | – | – | 10.6% | – | 100 | – | 0 |
|
| 6024 |
6024
Southern Capital Advisors
Jackson,
Tennessee
| USD 141 M | +USD 20.6 M | +17% | 11.3% | 66.8% | 73 | 23.29% | 1.3 |
|
| 6025 |
6025
Teca Partners
Austin,
Texas
| USD 141 M | +USD 23 M | +20% | 13.5% | 66% | 19 | 26.32% | 1.1 |
|