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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
6651
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| USD 194 M | +USD 42.8 M | +28% | 8.31% | – | 834 | 30.46% | 0.3 |
|
| 6652 |
6652
Ibex Investors
Denver,
Colorado
| USD 194 M | +USD 42.1 M | +28% | 21% | 16.6% | 17 | 29.41% | 1.1 |
|
| 6653 |
6653
Pioneer Family Office
North Miami Beach,
Florida
| USD 194 M | +USD 38.4 M | +25% | 23.3% | – | 140 | 32.86% | 0.4 |
|
| 6654 |
6654
TMT General Partner
Hong Kong
| USD 194 M | -USD 56 M | -22% | 21.8% | – | 3 | 0% | 1.3 |
|
| 6655 |
6655
Schulz Wealth
Mansfield,
Texas
| USD 194 M | – | – | 8.96% | – | 70 | – | 1.8 |
|
| 6656 |
6656
Capital & Planning LLC
Jonesboro,
Georgia
| USD 194 M | +USD 28.8 M | +17% | 15.1% | – | 174 | 75.29% | 0.5 |
|
| 6657 |
6657
Orleans Capital Management
Mandeville,
Louisiana
| USD 194 M | +USD 45.8 M | +31% | 21.4% | 94.6% | 128 | 21.88% | 2.9 |
|
| 6658 |
6658
Harbour Investment Management
Edmonds,
Washington
| USD 194 M | +USD 9.48 M | +5% | 8.32% | 58.8% | 109 | 8.26% | 6.3 |
|
| 6659 |
6659
Echo45 Advisors
Walnut Creek,
California
| USD 194 M | +USD 15.8 M | +9% | 10.3% | 53.6% | 83 | 14.46% | 2.3 |
|
| 6660 |
6660
Ballew Advisors
Jackson,
Mississippi
| USD 194 M | +USD 16.2 M | +9% | 9.98% | 68% | 135 | 17.04% | 3.6 |
|
| 6661 |
WF
6661
Williams Financial
North Bennington,
Vermont
| USD 194 M | +USD 21.7 M | +13% | 6.87% | 33.1% | 31 | 22.58% | 0.7 |
|
| 6662 |
6662
McClarren Financial Advisors
State College,
Pennsylvania
| USD 193 M | +USD 24.6 M | +15% | 12.6% | 63% | 88 | 13.64% | 1.7 |
|
| 6663 |
ALS
6663
Andrew L. Share
| USD 193 M | -USD 20.9 M | -10% | 7.89% | 14.8% | 19 | 15.79% | 2 |
|
| 6664 |
6664
Code Waechter
Tampa,
Florida
| USD 193 M | +USD 25 M | +15% | 12.9% | – | 131 | 12.98% | 1.2 |
|
| 6665 |
6665
ROI Financial Advisors
Beaverton,
Oregon
| USD 193 M | +USD 26 M | +16% | 25.5% | 165% | 71 | 8.45% | 1.8 |
|
| 6666 |
6666
Channing Global Advisors
Miami,
Florida
| USD 193 M | +USD 22.2 M | +13% | 21.3% | 131% | 50 | 24% | 2.6 |
|
| 6667 |
BCM
6667
Berbice Capital Management
Melville,
New York
| USD 193 M | +USD 40.3 M | +26% | 32.4% | – | 173 | 57.8% | 1 |
|
| 6668 |
6668
Brown Shipley & Co
London,
United Kingdom
| USD 193 M | +USD 26.6 M | +16% | 18% | 125% | 85 | 20% | 2.4 |
|
| 6669 |
6669
Hurley Capital
New York
| USD 193 M | +USD 6.44 M | +3% | 9.5% | – | 786 | 28.37% | 0.9 |
|
| 6670 |
6670
LeClair Wealth Partners
Dublin,
Ohio
| USD 193 M | -USD 96.4 M | -33% | 14.2% | – | 222 | 94.14% | 0.1 |
|
| 6671 |
6671
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
| USD 193 M | +USD 23.1 M | +14% | 10.6% | – | 136 | 13.24% | 0.2 |
|
| 6672 |
6672
Jericho Financial
Westerville,
Ohio
| USD 193 M | +USD 34.4 M | +22% | 33% | – | 42 | 7.14% | 1.4 |
|
| 6673 |
6673
Carter Financial Group
Barrington,
Illinois
| USD 193 M | +USD 31.2 M | +19% | 19.9% | – | 146 | 21.92% | 1.6 |
|
| 6674 |
QAM
6674
QSM Asset Management
London,
United Kingdom
| USD 193 M | -USD 11.3 M | -6% | 16% | – | 26 | 11.54% | 1 |
|
| 6675 |
LF
6675
Lighthouse Financial
Largo,
Florida
| USD 193 M | +USD 27 M | +16% | 21.4% | – | 81 | 9.88% | 1.2 |
|