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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
6201
Pureheart Capital
Singapore,
| USD 223 M | -USD 236 M | -51% | 10.4% | – | 5 | 100% | 0 |
|
| 6202 |
6202
Cadence Wealth Management
Westborough,
Massachusetts
| USD 223 M | -USD 16.4 M | -7% | 6.5% | 56.4% | 65 | 13.85% | 2.5 |
|
| 6203 |
RFG
6203
RFP Financial Group
Atlanta,
Georgia
| USD 223 M | +USD 39.3 M | +21% | 12% | 53.2% | 76 | 34.21% | 2.2 |
|
| 6204 |
6204
KilterHowling LLC
Boulder,
Colorado
| USD 223 M | +USD 24.9 M | +13% | 11.2% | 51.3% | 53 | 13.21% | 3.2 |
|
| 6205 |
JCM
6205
JS Capital Management
New York
| USD 223 M | +USD 114 M | +105% | 105% | 52.4% | 1 | 0% | 7 |
|
| 6206 |
6206
Cohen Investment Advisors
Bedford,
New Hampshire
| USD 223 M | +USD 12.7 M | +6% | 8.72% | 90.6% | 84 | 9.52% | 4.8 |
|
| 6207 |
6207
Vestment Financial
Chanhassen,
Minnesota
| USD 223 M | +USD 10.8 M | +5% | 9.54% | – | 42 | 2.38% | 1.3 |
|
| 6208 |
6208
Guinness Atkinson Asset Management
Pasadena,
California
| USD 223 M | +USD 22.9 M | +11% | 28.7% | 132% | 126 | 17.46% | 6.1 |
|
| 6209 |
6209
Brooks Moore & Associates
Chattanooga,
Tennessee
| USD 223 M | +USD 23.5 M | +12% | 7.97% | 63.7% | 120 | 13.33% | 4.4 |
|
| 6210 |
MWM
6210
MTC Wealth Management
Tampa,
Florida
| USD 223 M | +USD 12.4 M | +6% | 7.77% | 30.5% | 14 | 7.14% | 3.8 |
|
| 6211 |
6211
Attessa Capital
Tucson,
Arizona
| USD 223 M | +USD 39.1 M | +21% | 12.8% | – | 53 | 37.74% | 0.8 |
|
| 6212 |
ACMH
6212
Andar Capital Management (HK)
Hong Kong
| USD 223 M | +USD 106 M | +91% | 128% | 983% | 20 | 70% | 0.3 |
|
| 6213 |
CH
6213
Cromwell Holdings
Jackson,
Wyoming
| USD 223 M | +USD 45 M | +25% | 26.1% | – | 1,120 | 8.57% | 1.4 |
|
| 6214 |
6214
Socorro Asset Management
Dallas,
Texas
| USD 223 M | +USD 1.71 M | +0.8% | 7.29% | 43.8% | 34 | 8.82% | 3.1 |
|
| 6215 |
6215
Downshift Financial
Boulder,
Colorado
| USD 223 M | +USD 29.6 M | +15% | 12.6% | – | 670 | 88.81% | 0.1 |
|
| 6216 |
6216
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| USD 223 M | +USD 14.2 M | +7% | 7.53% | 45.1% | 41 | 9.76% | 6.8 |
|
| 6217 |
6217
Symphony Financial Services
Akron,
Ohio
| USD 223 M | +USD 27.8 M | +14% | 13.2% | – | 110 | 14.55% | 1.4 |
|
| 6218 |
6218
Tudor Financial
Dayton,
Ohio
| USD 222 M | +USD 26.9 M | +14% | 13.4% | – | 156 | 13.46% | 1.3 |
|
| 6219 |
6219
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| USD 222 M | +USD 23.7 M | +12% | 10.2% | 72.3% | 106 | 14.15% | 2.5 |
|
| 6220 |
6220
Ategra Capital Management
Vienna,
Virginia
| USD 222 M | +USD 21.1 M | +10% | 13.2% | 114% | 28 | 17.86% | 2.3 |
|
| 6221 |
6221
Mirabaud Asset Management (France)
Paris,
France
| USD 222 M | +USD 26.5 M | +14% | 0% | – | 28 | 0% | 0.1 |
|
| 6222 |
6222
Whalen Wealth Management
Las Vegas,
Nevada
| USD 222 M | +USD 35.6 M | +19% | 22% | 90.2% | 225 | 36% | 0.7 |
|
| 6223 |
6223
BankPlus Wealth Management
Jackson,
Mississippi
| USD 222 M | +USD 28.7 M | +15% | 12.4% | – | 129 | 11.63% | 1.1 |
|
| 6224 |
6224
Mendel Capital Management
Little Rock,
Arkansas
| USD 222 M | +USD 23.3 M | +12% | 15.1% | – | 102 | 7.84% | 3.3 |
|
| 6225 |
6225
Coign Capital Advisors
Draper,
Utah
| USD 222 M | +USD 31.9 M | +17% | 11.1% | – | 97 | 26.8% | 1.1 |
|