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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 |
6401
Novak & Powell Financial Services
St. Petersburg,
Florida
| USD 212 M | +USD 26.5 M | +14% | 15.2% | – | 178 | 12.36% | 1.9 |
|
| 6402 |
6402
Insight Inv LLC
El Segundo,
California
| USD 212 M | +USD 29.4 M | +16% | 33.4% | 139% | 111 | 8.11% | 3.3 |
|
| 6403 |
6403
Kinetic Wealth Investment Advisors
Westlake,
Ohio
| USD 212 M | – | – | 12.4% | – | 64 | – | 0 |
|
| 6404 |
6404
Straightline Group
Troy,
Michigan
| USD 212 M | +USD 11 M | +5% | 3.51% | – | 22 | 36.36% | 0.9 |
|
| 6405 |
6405
GSI Capital Advisors
Newport Beach,
California
| USD 212 M | +USD 27.8 M | +15% | 12.6% | 39.7% | 33 | 24.24% | 2.3 |
|
| 6406 |
6406
Banque de Luxembourg
Luxembourg
| USD 212 M | +USD 18.7 M | +10% | 12.3% | – | 79 | 6.33% | 1.2 |
|
| 6407 |
6407
FPC Investment Advisory
Petaluma,
California
| USD 212 M | +USD 11.4 M | +6% | 7.94% | – | 38 | 15.79% | 1.5 |
|
| 6408 |
6408
David J. Yvars Group
University Park,
Florida
| USD 212 M | +USD 33 M | +18% | 22.8% | 143% | 111 | 21.62% | 2.6 |
|
| 6409 |
6409
Clark Financial Services Group
Chesterfield,
Missouri
| USD 212 M | +USD 27.3 M | +15% | 27.8% | 116% | 118 | 24.58% | 2.2 |
|
| 6410 |
6410
Addison Advisors
Middlebury,
Vermont
| USD 212 M | -USD 241 M | -53% | 10.4% | 50.2% | 1,037 | 36.26% | 3.2 |
|
| 6411 |
6411
StoryOne LLC
Overland Park,
Kansas
| USD 212 M | +USD 34.2 M | +19% | 22.7% | – | 79 | 98.73% | 0.4 |
|
| 6412 |
6412
Panoramic Capital Partners
Lake Oswego,
Oregon
| USD 212 M | +USD 49.2 M | +30% | 15% | – | 80 | 31.25% | 0.9 |
|
| 6413 |
6413
Merrion Investment Management
Cranford,
New Jersey
| USD 211 M | +USD 25.2 M | +14% | 20.9% | 161% | 114 | 11.4% | 3.5 |
|
| 6414 |
6414
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
| USD 211 M | +USD 19.5 M | +10% | 9.6% | – | 77 | 7.79% | 1.1 |
|
| 6415 |
AFC
6415
Alpine Fox Capital
Las Vegas,
Nevada
| USD 211 M | +USD 57.3 M | +37% | 51.2% | – | 21 | 28.57% | 0.5 |
|
| 6416 |
6416
RCS Financial Planning
Annapolis,
Maryland
| USD 211 M | +USD 18.4 M | +10% | 10.7% | 48.2% | 105 | 9.52% | 1.9 |
|
| 6417 |
6417
Investments & Financial Planning LLC
Lexington,
Kentucky
| USD 211 M | +USD 27.5 M | +15% | 14.9% | 63.6% | 41 | 14.63% | 3.3 |
|
| 6418 |
6418
Kaufman Rossin Wealth
Miami,
Florida
| USD 211 M | +USD 36.6 M | +21% | 15.1% | – | 116 | 18.97% | 0.9 |
|
| 6419 |
6419
Tilia Fiduciary Partners
Wilmington,
North Carolina
| USD 211 M | +USD 29 M | +16% | 21.7% | 101% | 129 | 12.4% | 2.9 |
|
| 6420 |
6420
McCarthy Asset Management
Redwood Shores,
California
| USD 211 M | – | – | 10.1% | – | 29 | – | 3.7 |
|
| 6421 |
6421
Kure Advisory
Plymouth,
Minnesota
| USD 211 M | +USD 27.3 M | +15% | 8.99% | – | 67 | 23.88% | 1.6 |
|
| 6422 |
6422
Wisconsin Capital Management
Madison,
Wisconsin
| USD 211 M | +USD 28.5 M | +16% | 25.5% | 153% | 53 | 15.09% | 4.9 |
|
| 6423 |
6423
Stegner Investment Associates
Louisville,
Kentucky
| USD 210 M | +USD 27.7 M | +15% | 16.9% | 84.8% | 31 | 6.45% | 3.6 |
|
| 6424 |
6424
Aristotle Pacific Capital
Newport Beach,
California
| USD 210 M | +USD 87.3 M | +71% | 0.28% | 1.84% | 5 | 0% | 4.3 |
|
| 6425 |
6425
Three Cord True Wealth Management
Beaver,
Pennsylvania
| USD 210 M | +USD 30.2 M | +17% | 11.1% | – | 43 | 9.3% | 1 |
|