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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Meritas Wealth Management
Larkspur,
California
| USD 182 M | +USD 11.4 M | +7% | 6.44% | 69.4% | 55 | 9.09% | 2 |
|
| 6102 |
6102
Q Fund Management (Hong Kong)
Hong Kong,
| USD 182 M | +USD 109 M | +149% | 54.8% | – | 33 | 36.36% | 0.3 |
|
| 6103 |
6103
Prairie Sky Financial Group
Lake Bluff,
Illinois
| USD 182 M | +USD 13.5 M | +8% | 3.29% | – | 78 | 15.38% | 1.7 |
|
| 6104 |
6104
Lauterbach Financial Advisors
El Paso,
Texas
| USD 182 M | +USD 21.3 M | +13% | 9.53% | 76.5% | 81 | 11.11% | 2.3 |
|
| 6105 |
FCFC
6105
First Citizens Financial Corp
Mason City,
Iowa
| USD 182 M | +USD 5 M | +3% | 8.13% | 72.9% | 132 | 14.39% | 3.3 |
|
| 6106 |
6106
Brown Shipley & Co
London,
United Kingdom
| USD 182 M | +USD 5.06 M | +3% | 17.4% | 125% | 75 | 17.33% | 1.8 |
|
| 6107 |
6107
Stephens Group
Little Rock,
Arkansas
| USD 182 M | -USD 12.5 M | -6% | 5.37% | 45% | 3 | 0% | 3.3 |
|
| 6108 |
CP
6108
CPV Partners
Stamford,
Connecticut
| USD 182 M | +USD 39.3 M | +28% | 34.9% | 105% | 4 | 0% | 4.3 |
|
| 6109 |
6109
Ivy Lane Capital Management
Winter Park,
Florida
| USD 182 M | +USD 15.6 M | +9% | 13.2% | 101% | 17 | 35.29% | 1.6 |
|
| 6110 |
RS
6110
R Squared
Central,
Hong Kong
| USD 181 M | +USD 87.9 M | +94% | 8.75% | – | 577 | 70.54% | 0.2 |
|
| 6111 |
6111
MQS Management
New York
| USD 181 M | +USD 7.18 M | +4% | 1.07% | 6.42% | 682 | 76.25% | 0.1 |
|
| 6112 |
6112
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 181 M | +USD 33.9 M | +23% | 13.3% | 103% | 514 | 9.53% | 5.3 |
|
| 6113 |
6113
TrueWealth Financial Partners
Bellevue,
Washington
| USD 181 M | +USD 15.7 M | +10% | 4.87% | 36.4% | 26 | 11.54% | 2.1 |
|
| 6114 |
6114
Plotkin Financial Advisors
Chevy Chase,
Maryland
| USD 181 M | +USD 18.6 M | +11% | 12.1% | 95.3% | 99 | 13.13% | 3.2 |
|
| 6115 |
6115
Brown Financial Advisory
Fairhope,
Alabama
| USD 181 M | +USD 21.1 M | +13% | 9.58% | 66.3% | 57 | 10.53% | 1.9 |
|
| 6116 |
6116
Kintayl Capital
New York
| USD 181 M | +USD 39.9 M | +28% | 9.58% | – | 54 | 62.96% | 0.2 |
|
| 6117 |
6117
Brightlight Capital Management
Westport,
Connecticut
| USD 181 M | +USD 33.2 M | +22% | 21.8% | 202% | 11 | 27.27% | 1.2 |
|
| 6118 |
6118
Fairfield University
Fairfield,
Connecticut
| USD 181 M | -USD 13.8 M | -7% | 9.3% | 61.9% | 3 | 0% | 7.8 |
|
| 6119 |
6119
Juniper Capital Advisors
Houston,
Texas
| USD 181 M | -USD 44.5 M | -20% | 19.7% | – | 1 | 0% | 1.5 |
|
| 6120 |
6120
Wisconsin Capital Management
Madison,
Wisconsin
| USD 181 M | +USD 24.1 M | +15% | 19.6% | 153% | 55 | 20% | 4.5 |
|
| 6121 |
6121
Unconventional Investor
Portsmouth,
New Hampshire
| USD 181 M | +USD 11.7 M | +7% | 6.89% | 62.7% | 41 | 19.51% | 2.5 |
|
| 6122 |
6122
True Vision MN
Woodbury,
Minnesota
| USD 181 M | +USD 13.8 M | +8% | 8.93% | – | 109 | 12.84% | 0.9 |
|
| 6123 |
6123
Loudon Investment Management
West Lebanon,
New Hampshire
| USD 181 M | +USD 5.67 M | +3% | 5.95% | 61.6% | 104 | 12.5% | 5.7 |
|
| 6124 |
6124
Gouws Capital LLC
Charlotte,
North Carolina
| USD 181 M | +USD 13.8 M | +8% | 7.35% | 114% | 57 | 19.3% | 2.4 |
|
| 6125 |
6125
Sterling Group Wealth Management
Pasadena,
California
| USD 181 M | -USD 5.78 M | -3% | 9.86% | 67.7% | 64 | 25% | 1 |
|