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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
IF
6276
Integrity Financial
Cheyenne,
Wyoming
| USD 197 M | -USD 12 M | -6% | 2.32% | 66.3% | 316 | 17.09% | 2.3 |
|
| 6277 |
6277
Tenret Company
Tampa,
Florida
| USD 197 M | +USD 4.24 M | +2% | 1.29% | – | 35 | 5.71% | 3.6 |
|
| 6278 |
PCMK
6278
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| USD 197 M | -USD 9.7 M | -5% | 2.64% | 87.5% | 61 | 8.2% | 6.5 |
|
| 6279 |
6279
Allodium Investment Consultants
Minneapolis,
Minnesota
| USD 197 M | +USD 20.2 M | +11% | 1.69% | – | 53 | 5.66% | 0.9 |
|
| 6280 |
6280
Strategic Investment Management
Arlington,
Virginia
| USD 197 M | +USD 12.4 M | +7% | 2.82% | 53.4% | 14 | 7.14% | 5.5 |
|
| 6281 |
6281
KilterHowling LLC
Boulder,
Colorado
| USD 197 M | +USD 17.7 M | +10% | 1.59% | 51.3% | 52 | 13.46% | 2.8 |
|
| 6282 |
6282
Sheridan Capital Management
San Rafael,
California
| USD 197 M | +USD 7.89 M | +4% | 1.15% | – | 36 | 5.56% | 1.3 |
|
| 6283 |
6283
Matrix Private Capital Group
New York
| USD 197 M | +USD 8.48 M | +4% | 0.6% | 62.5% | 135 | 5.19% | 4.4 |
|
| 6284 |
6284
Cincinnati Casualty Company
Fairfield,
Ohio
| USD 197 M | +USD 407 k | +0.2% | 1.66% | 68.7% | 24 | 0% | 9.8 |
|
| 6285 |
6285
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 197 M | +USD 2.97 M | +2% | 2.48% | 112% | 173 | 13.87% | 7.1 |
|
| 6286 |
6286
International City Management Association Retirement Corp
Washington,
District of Columbia
| USD 197 M | +USD 1.17 M | +0.6% | 0.61% | 48.1% | 6 | 0% | 2.1 |
|
| 6287 |
SFC
6287
Sprinkle Financial Consultants
Littleton,
Colorado
| USD 197 M | +USD 17.7 M | +10% | 1.56% | 64.1% | 90 | 8.89% | 1.5 |
|
| 6288 |
6288
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| USD 197 M | +USD 24.3 M | +14% | 3.47% | – | 104 | 10.58% | 1.3 |
|
| 6289 |
6289
True Vision MN
Woodbury,
Minnesota
| USD 197 M | +USD 4.89 M | +3% | 1.49% | – | 119 | 15.97% | 1.2 |
|
| 6290 |
6290
Smith Thornton Advisors
Huntsville,
Alabama
| USD 197 M | +USD 5.95 M | +3% | 2.49% | – | 135 | 8.15% | 1.3 |
|
| 6291 |
6291
H&H Retirement Design & Management
Las Vegas,
Nevada
| USD 197 M | +USD 8.22 M | +4% | 0.26% | 38.4% | 87 | 17.24% | 2.3 |
|
| 6292 |
6292
Griffith & Werner
Canton,
Georgia
| USD 196 M | +USD 3.31 M | +2% | 2.1% | – | 71 | 1.41% | 0.9 |
|
| 6293 |
6293
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| USD 196 M | -USD 174 M | -47% | 30.5% | 27.4% | 4 | 0% | 2.5 |
|
| 6294 |
6294
Successful Portfolios
Clearwater,
Florida
| USD 196 M | +USD 24.9 M | +15% | 3.8% | 110% | 200 | 16.5% | 4.6 |
|
| 6295 |
6295
Clayton Financial Group
St. Louis,
Missouri
| USD 196 M | +USD 59.2 M | +43% | 2.32% | 69.8% | 674 | 69.73% | 0.2 |
|
| 6296 |
6296
FDx Advisors
Chicago,
Illinois
| USD 196 M | -USD 138 M | -41% | 1.31% | 73.2% | 188 | 53.72% | 7.1 |
|
| 6297 |
6297
Flower City Capital
Pittsford,
New York
| USD 196 M | +USD 10.1 M | +5% | 2.59% | 69.5% | 46 | 10.87% | 2.3 |
|
| 6298 |
6298
NRI Wealth Management
Santa Clara,
California
| USD 196 M | +USD 8.97 M | +5% | 6.18% | – | 33 | 9.09% | 1.4 |
|
| 6299 |
6299
Arta Finance Wealth Management
Mountain View,
California
| USD 196 M | – | – | 2.94% | – | 90 | – | 0 |
|
| 6300 |
6300
Capital Square
Chattanooga,
Tennessee
| USD 196 M | -USD 129 k | -0.1% | 1.94% | 62.5% | 236 | 17.37% | 2.3 |
|