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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6576 |
6576
Fidato Wealth
Middleburg Heights,
Ohio
| USD 94 M | – | – | 9.36% | 61.1% | 5 | – | 0 |
|
| 6577 |
6577
Intrinsic Value Partners
Phoenix,
Arizona
| USD 93.8 M | – | – | 5.28% | 126% | 47 | – | 0 |
|
| 6578 |
6578
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| USD 93.5 M | +USD 33.9 M | +57% | 9% | 70.3% | 120 | 22.5% | 3 |
|
| 6579 |
6579
Community Capital Management
Plantation,
Florida
| USD 93.5 M | -USD 2.99 M | -3% | 8.47% | 55.6% | 97 | 24.74% | 1.3 |
|
| 6580 |
6580
Redmont Wealth Advisors
Chicago,
Illinois
| USD 93.5 M | – | – | 6.64% | 46.1% | 113 | – | 0 |
|
| 6581 |
AFG
6581
Alterity Financial Group
Bangor,
Maine
| USD 93.5 M | – | – | 10.9% | – | 91 | – | 0.6 |
|
| 6582 |
6582
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| USD 93.3 M | +USD 30.1 M | +48% | 1.78% | 32% | 75 | 29.33% | 1.1 |
|
| 6583 |
6583
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| USD 93.1 M | +USD 459 k | +0.5% | 6.31% | 65.5% | 57 | 17.54% | 1.3 |
|
| 6584 |
SCC
6584
Second Curve Capital
Radnor,
Pennsylvania
| USD 93.1 M | +USD 12.5 M | +15% | 9.23% | 160% | 31 | 41.94% | 1.2 |
|
| 6585 |
6585
Millennium TVP Management
New York
| USD 93.1 M | +USD 30.5 M | +49% | 5.75% | – | 6 | 16.67% | 3.7 |
|
| 6586 |
6586
Yarger Wealth Strategies
Westerville,
Ohio
| USD 92.8 M | – | – | 8.78% | 55.1% | 50 | – | 0 |
|
| 6587 |
6587
Evermore Global Advisors
Summit,
New Jersey
| USD 92.5 M | -USD 21.2 M | -19% | 19.6% | 133% | 17 | 35.29% | 2.4 |
|
| 6588 |
A
6588
Atomvest
Hong Kong
| USD 92.4 M | -USD 13.5 M | -13% | 21.3% | 90% | 3 | 33.33% | 0.7 |
|
| 6589 |
6589
Green Court Capital Management
Hong Kong
| USD 92.4 M | -USD 22 M | -19% | 30.6% | 33.4% | 2 | 0% | 0.3 |
|
| 6590 |
6590
Caerus Investment Advisors
West Lake Hills,
Texas
| USD 92.3 M | – | – | 9.77% | 85% | 77 | – | 0 |
|
| 6591 |
6591
Enhancing Capital
Harrisburg,
Pennsylvania
| USD 92.1 M | – | – | 10.8% | – | 73 | – | 0 |
|
| 6592 |
6592
Kraft Asset Management
Nashville,
Tennessee
| USD 92 M | – | – | 5.79% | 41% | 19 | – | 0 |
|
| 6593 |
CFS
6593
Capital Financial Services
Clifton Park,
New York
| USD 91.6 M | +USD 9.9 M | +12% | 13% | – | 76 | 2.63% | 0.9 |
|
| 6594 |
6594
Stringer Asset Management
Memphis,
Tennessee
| USD 91.6 M | -USD 15.1 M | -14% | 5.83% | 16.4% | 35 | 20% | 1.3 |
|
| 6595 |
6595
Cadence Wealth Management
Westborough,
Massachusetts
| USD 91.1 M | +USD 2.7 M | +3% | 4.5% | 56.4% | 38 | 21.05% | 0.6 |
|
| 6596 |
6596
Avant Capital
Lafayette,
Louisiana
| USD 91 M | – | – | 9.52% | – | 56 | – | 0 |
|
| 6597 |
6597
Compass Financial Advisors
Fort Wayne,
Indiana
| USD 90.8 M | – | – | 6.62% | – | 137 | – | 0 |
|
| 6598 |
BCP
6598
Berylson Capital Partners
Boston,
Massachusetts
| USD 90.8 M | -USD 125 M | -58% | 13.9% | 57.7% | 39 | 66.67% | 0.4 |
|
| 6599 |
6599
Legg Mason Asset Management
Tokyo,
Japan
| USD 90.5 M | +USD 3.75 M | +4% | 11.2% | – | 126 | 11.9% | 2.4 |
|
| 6600 |
6600
Apis Capital Advisors
New York
| USD 90.3 M | -USD 14.7 M | -14% | 3.72% | 1,532% | 41 | 56.1% | 1.1 |
|