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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
CI
6051
Carroll Investors
Mt Pleasant,
South Carolina
| USD 234 M | +USD 47 M | +25% | 45.1% | 241% | 34 | 17.65% | 2.4 |
|
| 6052 |
PPA
6052
Pilgrim Partners Asia
Singapore
| USD 234 M | -USD 11.6 M | -5% | 15.7% | – | 146 | 39.73% | 0.6 |
|
| 6053 |
WB
6053
West Bancorporation
West Des Moines,
Iowa
| USD 234 M | +USD 33.4 M | +17% | 13.2% | 64.4% | 103 | 12.62% | 3.6 |
|
| 6054 |
BSCCG
6054
Blue Sky Capital Consultants Group
Poway,
California
| USD 234 M | +USD 24.2 M | +12% | 19.3% | – | 84 | 21.43% | 1.1 |
|
| 6055 |
TAP
6055
Tounjian Advisory Partners
Fort Myers,
Florida
| USD 234 M | -USD 43.1 M | -16% | 9.48% | – | 796 | 80.53% | 0.2 |
|
| 6056 |
OW
6056
Olistico Wealth
Tulsa,
Oklahoma
| USD 234 M | +USD 30.8 M | +15% | 17.7% | 108% | 346 | 4.91% | 1.3 |
|
| 6057 |
FFA
6057
Fortune Financial Advisors
Overland Park,
Kansas
| USD 234 M | +USD 37.5 M | +19% | 19.4% | 76.8% | 165 | 11.52% | 1.5 |
|
| 6058 |
AFWM
6058
Arta Finance Wealth Management
Mountain View,
California
| USD 234 M | +USD 31.2 M | +15% | 13.2% | – | 110 | 18.18% | 0.4 |
|
| 6059 |
SCM
6059
Sterneck Capital Management
Kansas City,
Missouri
| USD 233 M | +USD 10.7 M | +5% | 10.9% | 61.5% | 121 | 19.01% | 5.1 |
|
| 6060 |
MDCM
6060
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 233 M | +USD 13.6 M | +6% | 5.15% | 52.1% | 154 | 24.68% | 3.7 |
|
| 6061 |
MFG
6061
MTM Financial Group
Bethlehem,
Pennsylvania
| USD 233 M | +USD 20.3 M | +10% | 8.78% | 36.5% | 99 | 14.14% | 2.3 |
|
| 6062 |
LAM
6062
LECAP Asset Management
London,
United Kingdom
| USD 233 M | -USD 32.7 M | -12% | 12.4% | – | 398 | 69.1% | 0.3 |
|
| 6063 |
SICM
6063
Sustainable Insight Capital Management
New York
| USD 233 M | -USD 64.6 M | -22% | 34.8% | 150% | 106 | 45.28% | 1.6 |
|
| 6064 |
BWM
6064
Braeburn Wealth Management
Muskegon,
Michigan
| USD 233 M | +USD 58 M | +33% | 35.1% | – | 111 | 34.23% | 0.4 |
|
| 6065 |
II
6065
Ironclad Investments
Maitland,
Florida
| USD 233 M | +USD 29 M | +14% | 14.8% | – | 3 | 0% | 2.5 |
|
| 6066 |
TA
6066
TRB Advisors
New York
| USD 233 M | +USD 87 M | +60% | 27.8% | 64% | 8 | 62.5% | 2.4 |
|
| 6067 |
BS
6067
Brighton Securities
Rochester,
New York
| USD 233 M | +USD 25.2 M | +12% | 9.98% | – | 54 | 20.37% | 1.1 |
|
| 6068 |
DKCM
6068
Davidson Kahn Capital Management
Sherman Oaks,
California
| USD 233 M | +USD 45.2 M | +24% | 14.3% | – | 73 | 16.44% | 1.1 |
|
| 6069 |
MCF
6069
MKA Charitable Fund
San Francisco,
California
| USD 233 M | +USD 8.39 M | +4% | 13.3% | – | 1 | 0% | 2.5 |
|
| 6070 |
TPBG
6070
Turning Point Benefit Group
Frederick,
Maryland
| USD 232 M | +USD 75.5 M | +48% | 5.94% | – | 115 | 22.61% | 1 |
|
| 6071 |
LFA
6071
Lauterbach Financial Advisors
El Paso,
Texas
| USD 232 M | +USD 27.7 M | +14% | 12.4% | 71.2% | 87 | 9.2% | 2.9 |
|
| 6072 |
PC
6072
Panoramic Capital
Larkspur,
California
| USD 232 M | +USD 90 M | +63% | 87.2% | – | 56 | 55.36% | 0.5 |
|
| 6073 |
CHA
6073
Cooper/Haims Advisors
Victor,
New York
| USD 232 M | +USD 19.9 M | +9% | 12.3% | 53.1% | 125 | 24.8% | 3.5 |
|
| 6074 |
2
6074
2Xideas
Kusnacht,
Switzerland
| USD 232 M | -USD 22.9 M | -9% | 12.6% | 40.6% | 49 | 6.12% | 2.6 |
|
| 6075 |
TGV
6075
TRV GP VI
Boston,
Massachusetts
| USD 232 M | +USD 96.7 M | +71% | 32.8% | – | 4 | 25% | 1.1 |
|