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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 |
RWIA
6051
Roger Wittlin Investment Advisory
San Francisco,
California
| USD 127 M | – | – | 4.47% | 61.3% | 26 | – | 0 |
|
| 6052 |
6052
West Bancorporation
West Des Moines,
Iowa
| USD 127 M | – | – | 12.4% | 72.5% | 315 | – | 1.4 |
|
| 6053 |
6053
Shelton Wealth Management
Fort Worth,
Texas
| USD 127 M | – | – | 6.15% | 89.4% | 71 | – | 0 |
|
| 6054 |
6054
Charter Research & Investment Group
Southport,
Connecticut
| USD 127 M | +USD 6.51 M | +5% | 9.82% | 82.3% | 87 | 8.05% | 4.9 |
|
| 6055 |
MCM
6055
Magnolia Capital Management
Cold Spring,
New York
| USD 127 M | +USD 11 M | +10% | 10.6% | 85.9% | 118 | 38.14% | 0.7 |
|
| 6056 |
6056
Allie Family Office
Miami,
Florida
| USD 127 M | – | – | 6.25% | 59% | 60 | – | 0 |
|
| 6057 |
6057
Heritage Investment Group
Pompano Beach,
Florida
| USD 127 M | – | – | 7.9% | 54.5% | 76 | – | 0 |
|
| 6058 |
6058
CenturyLink Investment Management
Denver,
Colorado
| USD 127 M | – | – | 10.7% | – | 1 | – | 0 |
|
| 6059 |
6059
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| USD 127 M | +USD 11.2 M | +10% | 11.8% | 96.8% | 357 | 10.36% | 0.7 |
|
| 6060 |
6060
Act Two Investors
Santa Cruz,
California
| USD 127 M | -USD 295 M | -70% | 10.8% | 53% | 31 | 22.58% | 2.3 |
|
| 6061 |
6061
Trust Investment Advisors
Indianapolis,
Indiana
| USD 127 M | +USD 15 M | +13% | 14.4% | 178% | 89 | 10.11% | 3.3 |
|
| 6062 |
6062
KPCB XV Associates
Menlo Park,
California
| USD 127 M | -USD 7.13 M | -5% | 2.74% | – | 3 | 0% | 1 |
|
| 6063 |
6063
Privium Fund Management (UK)
London,
United Kingdom
| USD 127 M | +USD 33.5 M | +36% | 1.69% | 34.4% | 64 | 39.06% | 0.3 |
|
| 6064 |
PCC
6064
Park Circle Company
Baltimore,
Maryland
| USD 127 M | -USD 5 M | -4% | 6.82% | 70.5% | 135 | 14.81% | 2.1 |
|
| 6065 |
AA
6065
Alta Advisers
London,
United Kingdom
| USD 127 M | +USD 3.15 M | +3% | 2.99% | 129% | 6 | 0% | 3 |
|
| 6066 |
6066
TKG Advisors
Valparaiso,
Indiana
| USD 127 M | – | – | 11.1% | 116% | 82 | – | 0 |
|
| 6067 |
6067
Lanham O'Dell & Company
Hurricane,
West Virginia
| USD 127 M | – | – | 10.1% | 81% | 22 | – | 0 |
|
| 6068 |
6068
Taika Capital
Sunny Isles Beach,
Florida
| USD 127 M | – | – | 16.9% | 68.3% | 34 | – | 0 |
|
| 6069 |
YRHAM
6069
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| USD 127 M | -USD 25.9 M | -17% | 6.1% | 2,310% | 23 | 69.57% | 0.3 |
|
| 6070 |
6070
Saber Capital Management
Fuquay Varina,
North Carolina
| USD 126 M | – | – | 1.58% | – | 12 | – | 0 |
|
| 6071 |
6071
Prairiewood Capital
Fargo,
North Dakota
| USD 126 M | +USD 4.6 M | +4% | 4.51% | 42.6% | 68 | 1.47% | 0.8 |
|
| 6072 |
6072
Ascendant Capital Management
Los Angeles,
California
| USD 126 M | -USD 5.7 M | -4% | 7.97% | – | 80 | 40% | 0.6 |
|
| 6073 |
6073
Astoria Portfolio Advisors
New York
| USD 126 M | – | – | 6.59% | 75.4% | 143 | – | 0 |
|
| 6074 |
GWA
6074
GGM Wealth Advisors
Baltimore,
Maryland
| USD 126 M | +USD 69 k | +0.1% | 7.65% | 25.9% | 103 | 13.59% | 0.8 |
|
| 6075 |
6075
Retirement Guys Formula
Maumee,
Ohio
| USD 126 M | – | – | 6.22% | 75.7% | 114 | – | 0 |
|