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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 |
6051
Mendel Capital Management
Little Rock,
Arkansas
| USD 139 M | +USD 17.4 M | +14% | 11.7% | – | 94 | 7.45% | 1.5 |
|
| 6052 |
6052
Once Capital Management
New York
| USD 139 M | +USD 34 M | +32% | 30.5% | 627% | 24 | 8.33% | 1.7 |
|
| 6053 |
6053
Blue Creek Capital Management
Hong Kong
| USD 139 M | +USD 10.5 M | +8% | 19.4% | – | 6 | 16.67% | 0.8 |
|
| 6054 |
6054
First National Bank of Hutchinson
Hutchinson,
Kansas
| USD 139 M | +USD 7.1 M | +5% | 12.4% | 121% | 104 | 14.42% | 4.1 |
|
| 6055 |
6055
Peak Planning Group
Centennial,
Colorado
| USD 139 M | +USD 11.3 M | +9% | 11.4% | 105% | 75 | 9.33% | 2.5 |
|
| 6056 |
6056
Little Harbor Advisors
Marblehead,
Massachusetts
| USD 139 M | +USD 15.2 M | +12% | 9.97% | 59% | 9 | 33.33% | 0.7 |
|
| 6057 |
LI
6057
Latash Investments
Anchorage,
Alaska
| USD 139 M | +USD 21.8 M | +19% | 19.8% | 110% | 21 | 9.52% | 3.4 |
|
| 6058 |
6058
JPL Wealth Management
Highlands Ranch,
Colorado
| USD 139 M | – | – | 10.3% | – | 100 | – | 0 |
|
| 6059 |
6059
Green Alpha Advisors
Niwot,
Colorado
| USD 139 M | +USD 8.55 M | +7% | 19.2% | 316% | 163 | 11.66% | 2 |
|
| 6060 |
6060
Equinox Partners Investment Management
Stamford,
Connecticut
| USD 139 M | -USD 42 M | -23% | 18% | 241% | 14 | 21.43% | 2.1 |
|
| 6061 |
6061
Brightlight Capital Management
Westport,
Connecticut
| USD 139 M | -USD 3.77 M | -3% | 1.94% | 202% | 11 | 18.18% | 2.4 |
|
| 6062 |
6062
Applied Fundamental Research
Cambridge,
Massachusetts
| USD 139 M | +USD 1.01 M | +0.7% | 8.66% | 44.6% | 12 | 8.33% | 2.4 |
|
| 6063 |
BWG
6063
Boomfish Wealth Group
Alpharetta,
Georgia
| USD 139 M | – | – | 13.2% | 86% | 83 | – | 0 |
|
| 6064 |
6064
Walker Asset Management
Verona,
Missouri
| USD 138 M | +USD 26.1 M | +23% | 8.17% | 87.6% | 134 | 32.84% | 1.2 |
|
| 6065 |
6065
Fee-Only Financial Planning
Okatie,
South Carolina
| USD 138 M | +USD 14.3 M | +12% | 11.5% | 72.6% | 42 | 7.14% | 0.9 |
|
| 6066 |
KIA
6066
KLR Investment Advisors
Providence,
Rhode Island
| USD 138 M | +USD 28.3 M | +26% | 9.21% | – | 211 | 33.65% | 0.7 |
|
| 6067 |
6067
4Thought Financial Group
Syosset,
New York
| USD 138 M | +USD 14 M | +11% | 8.9% | 40.8% | 116 | 25% | 1.9 |
|
| 6068 |
6068
Lakeridge Wealth Management
Mentor,
Ohio
| USD 138 M | – | – | 11.2% | – | 130 | – | 0 |
|
| 6069 |
6069
Invenio Wealth Partners
Coral Gables,
Florida
| USD 138 M | +USD 28.4 M | +26% | 8.59% | 55.5% | 101 | 20.79% | 0.4 |
|
| 6070 |
6070
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| USD 138 M | – | – | 10.4% | 72.1% | 56 | – | 1.4 |
|
| 6071 |
6071
LCM Capital Management
Chicago,
Illinois
| USD 138 M | +USD 15.7 M | +13% | 12.2% | 128% | 90 | 3.33% | 2.4 |
|
| 6072 |
SPI
6072
Sutton Place Investors
Katonah,
New York
| USD 138 M | +USD 61.3 M | +80% | 9.49% | 84% | 119 | 40.34% | 0.7 |
|
| 6073 |
6073
Alcosta Capital Management
San Ramon,
California
| USD 138 M | +USD 18.1 M | +15% | 17.8% | 175% | 33 | 15.15% | 1.7 |
|
| 6074 |
6074
Pantechnicon Advisors
London,
United Kingdom
| USD 138 M | -USD 93.4 M | -40% | 13.4% | – | 19 | 47.37% | 0.6 |
|
| 6075 |
6075
Ravenstone Capital Management
Toronto,
| USD 138 M | +USD 17.6 M | +15% | 12.6% | 63% | 34 | 5.88% | 2.2 |
|