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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
AFC
6401
Alpine Fox Capital
Las Vegas,
Nevada
| USD 211 M | +USD 57.3 M | +37% | 51.2% | – | 21 | 28.57% | 0.5 |
|
| 6402 |
RFP
6402
RCS Financial Planning
Annapolis,
Maryland
| USD 211 M | +USD 18.4 M | +10% | 10.7% | 48.2% | 105 | 9.52% | 1.9 |
|
| 6403 |
IFPL
6403
Investments & Financial Planning LLC
Lexington,
Kentucky
| USD 211 M | +USD 27.5 M | +15% | 14.9% | 63.6% | 41 | 14.63% | 3.3 |
|
| 6404 |
KRW
6404
Kaufman Rossin Wealth
Miami,
Florida
| USD 211 M | +USD 36.6 M | +21% | 15.1% | – | 116 | 18.97% | 0.9 |
|
| 6405 |
TFP
6405
Tilia Fiduciary Partners
Wilmington,
North Carolina
| USD 211 M | +USD 29 M | +16% | 21.7% | 101% | 129 | 12.4% | 2.9 |
|
| 6406 |
MAM
6406
McCarthy Asset Management
Redwood Shores,
California
| USD 211 M | – | – | 10.1% | – | 29 | – | 3.7 |
|
| 6407 |
KA
6407
Kure Advisory
Plymouth,
Minnesota
| USD 211 M | +USD 27.3 M | +15% | 8.99% | – | 67 | 23.88% | 1.6 |
|
| 6408 |
WCM
6408
Wisconsin Capital Management
Madison,
Wisconsin
| USD 211 M | +USD 28.5 M | +16% | 25.5% | 153% | 53 | 15.09% | 4.9 |
|
| 6409 |
SIA
6409
Stegner Investment Associates
Louisville,
Kentucky
| USD 210 M | +USD 27.7 M | +15% | 16.9% | 84.8% | 31 | 6.45% | 3.6 |
|
| 6410 |
APC
6410
Aristotle Pacific Capital
Newport Beach,
California
| USD 210 M | +USD 87.3 M | +71% | 0.28% | 1.84% | 5 | 0% | 4.3 |
|
| 6411 |
TCTWM
6411
Three Cord True Wealth Management
Beaver,
Pennsylvania
| USD 210 M | +USD 30.2 M | +17% | 11.1% | – | 43 | 9.3% | 1 |
|
| 6412 |
BI
6412
Beckerman Institutional
Ocean Grove,
New Jersey
| USD 210 M | +USD 21.9 M | +12% | 8.57% | – | 127 | 7.09% | 1.5 |
|
| 6413 |
BCPWM
6413
Bradley & Co Private Wealth Management
Miami,
Florida
| USD 210 M | +USD 20.1 M | +11% | 10.3% | – | 224 | 5.36% | 3.4 |
|
| 6414 |
IVGAV
6414
Index Venture Growth Associates V
St. Helier,
Jersey
| USD 210 M | +USD 25.4 M | +14% | 29.8% | – | 3 | 0% | 0.5 |
|
| 6415 |
BFG
6415
Baron Financial Group
Fair Lawn,
New Jersey
| USD 210 M | +USD 24.2 M | +13% | 12.4% | 55.5% | 56 | 5.36% | 4.2 |
|
| 6416 |
FIS
6416
Fischer Investment Strategies
Westlake Village,
California
| USD 210 M | +USD 38.2 M | +22% | 15% | 81% | 52 | 19.23% | 1.1 |
|
| 6417 |
AWMNY
6417
Arcadia Wealth Management (New York)
Smithtown,
New York
| USD 210 M | +USD 24.8 M | +13% | 13.3% | – | 61 | 14.75% | 1.2 |
|
| 6418 |
AW
6418
Apricus Wealth
Beaufort,
South Carolina
| USD 210 M | +USD 4.27 M | +2% | 5.14% | 78.8% | 131 | 9.92% | 2.6 |
|
| 6419 |
SC
6419
Shearwater Capital
Denver,
Colorado
| USD 209 M | +USD 18.7 M | +10% | 11% | 74.4% | 73 | 13.7% | 2.9 |
|
| 6420 |
TIA
6420
Trust Investment Advisors
Indianapolis,
Indiana
| USD 209 M | +USD 38.5 M | +23% | 32.5% | 167% | 101 | 15.84% | 4.9 |
|
| 6421 |
IF
6421
Integrity Financial
Cheyenne,
Wyoming
| USD 209 M | +USD 8.32 M | +4% | 14.2% | 66.3% | 318 | 16.35% | 2.4 |
|
| 6422 |
SHFA
6422
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| USD 209 M | +USD 39.9 M | +24% | 9.26% | 41.6% | 20 | 25% | 1.2 |
|
| 6423 |
SWMG
6423
Sard Wealth Management Group
Atlanta,
Georgia
| USD 209 M | +USD 25.2 M | +14% | 11% | 51.3% | 64 | 10.94% | 1.8 |
|
| 6424 |
HI
6424
Humankind Investments
New York
| USD 209 M | +USD 34 M | +19% | 18.2% | 62.5% | 24 | 25% | 1.3 |
|
| 6425 |
PIA
6425
Panoramic Investment Advisors
Denver,
Colorado
| USD 209 M | +USD 24.1 M | +13% | 12.9% | – | 145 | 13.1% | 2.2 |
|