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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
SIA
6451
Schear Investment Advisers
Cincinnati,
Ohio
| USD 94.6 M | +USD 11 M | +13% | 12.3% | 241% | 88 | 12.5% | 0.5 |
|
| 6452 |
6452
Sanctuary Wealth Management
Pocatello,
Idaho
| USD 94.5 M | – | – | 8.29% | – | 288 | – | 0.7 |
|
| 6453 |
6453
Founders Circle Capital
Campbell,
California
| USD 94.5 M | -USD 13.8 M | -13% | 9.73% | 28% | 10 | 10% | 1.6 |
|
| 6454 |
6454
Touchstone Capital
Pittsburgh,
Pennsylvania
| USD 94.5 M | +USD 3.84 M | +4% | 5.84% | – | 20 | 20% | 1.8 |
|
| 6455 |
6455
Seed Wealth Management
Evanston,
Illinois
| USD 94.3 M | +USD 6 M | +7% | 4.67% | 62% | 147 | 15.65% | 0.4 |
|
| 6456 |
6456
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| USD 94.2 M | -USD 1.27 M | -1% | 6.98% | 74.3% | 22 | 9.09% | 0.5 |
|
| 6457 |
6457
FMB Wealth Management
Westlake Village,
California
| USD 94.2 M | +USD 10.4 M | +12% | 5.93% | 71.1% | 54 | 5.56% | 0.5 |
|
| 6458 |
6458
Mount Vernon Associates
Baltimore,
Maryland
| USD 94.1 M | +USD 9.5 M | +11% | 12% | 119% | 52 | 5.77% | 6.9 |
|
| 6459 |
6459
Lancaster Investment Management
London,
United Kingdom
| USD 94 M | -USD 3.9 M | -4% | 1.49% | 0.78% | 4 | 25% | 1.8 |
|
| 6460 |
6460
Sinecera Capital
Austin,
Texas
| USD 94 M | +USD 846 k | +0.9% | 1.2% | 13.7% | 29 | 10.34% | 1.3 |
|
| 6461 |
6461
LGT Financial Advisors
Dallas,
Texas
| USD 94 M | +USD 40.2 M | +75% | 3.92% | 63.3% | 215 | 59.07% | 0.2 |
|
| 6462 |
6462
Alpha Financial Partners
Lexington,
Kentucky
| USD 93.9 M | +USD 5 M | +6% | 5.59% | 61.8% | 104 | 25.96% | 0.4 |
|
| 6463 |
6463
Cypress Point Wealth Management
Dallas,
Texas
| USD 93.9 M | +USD 22.9 M | +32% | 26.5% | 226% | 45 | 20% | 1 |
|
| 6464 |
6464
Lesa Sroufe & Co
Seattle,
Washington
| USD 93.7 M | -USD 5.24 M | -5% | 2.15% | – | 71 | 5.63% | 4.5 |
|
| 6465 |
6465
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 93.6 M | -USD 52.4 M | -36% | 0.04% | 0.04% | 25 | 32% | 0.6 |
|
| 6466 |
6466
Repertoire Partners
New York
| USD 93.6 M | -USD 253 M | -73% | 8.34% | 37.5% | 33 | 63.64% | 1.1 |
|
| 6467 |
6467
Twenty Acre Capital
Newtown,
Pennsylvania
| USD 93.6 M | +USD 5.92 M | +7% | 11.5% | 196% | 20 | 25% | 1 |
|
| 6468 |
6468
Columbia Advisory Partners
Spokane,
Washington
| USD 93.5 M | -USD 12.5 M | -12% | 3.17% | 69.7% | 65 | 21.54% | 0.8 |
|
| 6469 |
6469
Alethea Capital Management
Mercer Island,
Washington
| USD 93.5 M | -USD 1.2 M | -1% | 6.54% | 275% | 72 | 48.61% | 3.6 |
|
| 6470 |
6470
Alan B. Lancz & Associates
Toledo,
Ohio
| USD 93.5 M | -USD 2.99 M | -3% | 7.08% | – | 184 | 31.52% | 1.3 |
|
| 6471 |
6471
Arbiter Partners Capital Management
New York
| USD 93.4 M | -USD 13.6 M | -13% | 2.94% | 378% | 51 | 27.45% | 2.7 |
|
| 6472 |
6472
Long Corridor Asset Management
Hong Kong
| USD 93.2 M | +USD 10 M | +12% | 0.16% | 73.6% | 18 | 27.78% | 1.1 |
|
| 6473 |
6473
Clifford Group
Wayland,
Massachusetts
| USD 93.1 M | +USD 10.6 M | +13% | 5.26% | 67.9% | 72 | 9.72% | 0.4 |
|
| 6474 |
6474
Wall Capital Group
Phoenix,
Arizona
| USD 93.1 M | +USD 10.9 M | +13% | 5.91% | – | 29 | 27.59% | 0.9 |
|
| 6475 |
6475
Yorktown Management & Research Company
Forest,
Virginia
| USD 93 M | +USD 311 k | +0.3% | 9.6% | 223% | 218 | 18.81% | 1.6 |
|