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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
NI Acquisitions Company
Lemoyne,
Pennsylvania
| USD 234 M | – | – | 12.1% | – | 112 | – | 0 |
|
| 6052 |
6052
Cura Wealth Advisors
Chicago,
Illinois
| USD 234 M | +USD 10.8 M | +5% | 8.16% | – | 146 | 17.81% | 1 |
|
| 6053 |
6053
Kessler Investment Group
Columbus,
Indiana
| USD 234 M | +USD 22.9 M | +11% | 32% | 251% | 89 | 20.22% | 2.6 |
|
| 6054 |
6054
Aletheian Wealth Advisors
Bellevue,
Washington
| USD 234 M | +USD 29 M | +14% | 11% | – | 111 | 14.41% | 2.7 |
|
| 6055 |
ACM
6055
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| USD 234 M | +USD 85.2 M | +57% | 137% | 1,745% | 30 | 86.67% | 0.2 |
|
| 6056 |
6056
Resolute Capital Asset Partners
Denver,
Colorado
| USD 234 M | +USD 44 M | +23% | 18.2% | 657% | 65 | 63.08% | 0.5 |
|
| 6057 |
6057
Old North State Wealth Management
Wilmington,
North Carolina
| USD 234 M | +USD 17.9 M | +8% | 11.5% | 91.5% | 120 | 13.33% | 2.7 |
|
| 6058 |
6058
Fortune 45 LLC
Gonzales,
Louisiana
| USD 234 M | +USD 28.7 M | +14% | 18.7% | 85.2% | 43 | 25.58% | 2.5 |
|
| 6059 |
6059
Richardson Capital Management
Menomonee Falls,
Wisconsin
| USD 234 M | +USD 26.9 M | +13% | 14.5% | 74.2% | 398 | 39.95% | 1.5 |
|
| 6060 |
CI
6060
Carroll Investors
Mt Pleasant,
South Carolina
| USD 234 M | +USD 47 M | +25% | 45.1% | 241% | 34 | 17.65% | 2.4 |
|
| 6061 |
6061
Pilgrim Partners Asia
Singapore
| USD 234 M | -USD 12.3 M | -5% | 15.7% | – | 146 | 39.73% | 0.6 |
|
| 6062 |
6062
West Bancorporation
West Des Moines,
Iowa
| USD 234 M | +USD 33.4 M | +17% | 13.2% | 72.5% | 103 | 12.62% | 3.6 |
|
| 6063 |
6063
Blue Sky Capital Consultants Group
Poway,
California
| USD 234 M | +USD 24.2 M | +12% | 19.3% | – | 84 | 21.43% | 1.1 |
|
| 6064 |
TAP
6064
Tounjian Advisory Partners
Fort Myers,
Florida
| USD 234 M | -USD 43.1 M | -16% | 9.48% | – | 796 | 80.53% | 0.2 |
|
| 6065 |
6065
Olistico Wealth
Tulsa,
Oklahoma
| USD 234 M | +USD 30.8 M | +15% | 17.7% | 108% | 346 | 4.91% | 1.3 |
|
| 6066 |
6066
Fortune Financial Advisors
Overland Park,
Kansas
| USD 234 M | +USD 37.5 M | +19% | 19.4% | 76.8% | 165 | 11.52% | 1.5 |
|
| 6067 |
6067
Arta Finance Wealth Management
Mountain View,
California
| USD 234 M | +USD 31.2 M | +15% | 13.2% | – | 110 | 18.18% | 0.4 |
|
| 6068 |
6068
Sterneck Capital Management
Kansas City,
Missouri
| USD 233 M | +USD 10.7 M | +5% | 10.9% | 61.5% | 121 | 19.01% | 5.1 |
|
| 6069 |
6069
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 233 M | +USD 13.6 M | +6% | 5.15% | 52.1% | 154 | 24.68% | 3.7 |
|
| 6070 |
MFG
6070
MTM Financial Group
Bethlehem,
Pennsylvania
| USD 233 M | +USD 20.3 M | +10% | 8.78% | 36.5% | 99 | 14.14% | 2.3 |
|
| 6071 |
6071
LECAP Asset Management
London,
United Kingdom
| USD 233 M | -USD 32.7 M | -12% | 12.4% | 35.6% | 398 | 69.1% | 0.3 |
|
| 6072 |
6072
Sustainable Insight Capital Management
New York
| USD 233 M | -USD 64.6 M | -22% | 34.8% | 150% | 106 | 45.28% | 1.6 |
|
| 6073 |
6073
Braeburn Wealth Management
Muskegon,
Michigan
| USD 233 M | +USD 58 M | +33% | 35.1% | – | 111 | 34.23% | 0.4 |
|
| 6074 |
II
6074
Ironclad Investments
Maitland,
Florida
| USD 233 M | +USD 29 M | +14% | 14.8% | – | 3 | 0% | 2.5 |
|
| 6075 |
6075
TRB Advisors
New York
| USD 233 M | +USD 87 M | +60% | 27.8% | 64% | 8 | 62.5% | 2.4 |
|