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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
DMC Group
Birmingham,
Alabama
| USD 124 M | +USD 6.9 M | +6% | 6.34% | 116% | 136 | 14.71% | 1.9 |
|
| 6702 |
6702
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| USD 124 M | +USD 7.2 M | +6% | 6.05% | 86.3% | 113 | 7.08% | 2.3 |
|
| 6703 |
6703
Acuta Capital Partners
Redwood City,
California
| USD 123 M | +USD 4.73 M | +4% | 25.9% | 7,269% | 49 | 48.98% | 0.7 |
|
| 6704 |
6704
Two West Capital Advisors
Overland Park,
Kansas
| USD 123 M | +USD 18.6 M | +18% | 5.47% | – | 74 | 17.57% | 0.2 |
|
| 6705 |
6705
Finivi Inc
Westborough,
Massachusetts
| USD 123 M | +USD 2.66 M | +2% | 7.64% | 144% | 96 | 17.71% | 1.7 |
|
| 6706 |
6706
Spring Capital Management
Amarillo,
Texas
| USD 123 M | -USD 3.43 M | -3% | 10.5% | 73.6% | 30 | 20% | 2.3 |
|
| 6707 |
BTC
6707
Bank & Trust Company
Litchfield,
Illinois
| USD 123 M | +USD 5.42 M | +5% | 6.31% | – | 288 | 0.69% | 0.2 |
|
| 6708 |
6708
Brooktree Capital Management
Gand Rapids,
Michigan
| USD 123 M | +USD 6.18 M | +5% | 6.75% | 82.9% | 25 | 8% | 3.5 |
|
| 6709 |
6709
Cruiser Capital Advisors
Stamford,
Connecticut
| USD 123 M | +USD 50.9 M | +71% | 9.81% | 192% | 60 | 38.33% | 1.7 |
|
| 6710 |
6710
Tsai Capital
New York
| USD 123 M | +USD 21.5 M | +21% | 3.17% | 29.2% | 25 | 4% | 2.1 |
|
| 6711 |
6711
Old North State Trust
Greensboro,
North Carolina
| USD 123 M | +USD 7.21 M | +6% | 7.11% | – | 135 | 5.93% | 4.1 |
|
| 6712 |
6712
Cadence Wealth Management
Westborough,
Massachusetts
| USD 123 M | -USD 20.1 M | -14% | 7.11% | 56.4% | 48 | 8.33% | 1.7 |
|
| 6713 |
6713
Oxford Wealth Group
Orlando,
Florida
| USD 123 M | -USD 22.6 M | -16% | 4.82% | – | 71 | 22.54% | 0.5 |
|
| 6714 |
6714
Gibson Wealth Advisors
Tyler,
Texas
| USD 123 M | +USD 16.1 M | +15% | 6.26% | – | 38 | 15.79% | 2.3 |
|
| 6715 |
6715
Dynamic Wealth Strategies
Granite Bay,
California
| USD 123 M | +USD 6.25 M | +5% | 5.82% | 52.2% | 246 | 6.5% | 0.7 |
|
| 6716 |
6716
Somnio Financial Group
Glastonbury,
Connecticut
| USD 123 M | +USD 9.2 M | +8% | 6.84% | – | 14 | 7.14% | 0.3 |
|
| 6717 |
6717
RiverPark Advisors
New York
| USD 122 M | +USD 1.62 M | +1% | 6.05% | 87.5% | 146 | 21.23% | 2.2 |
|
| 6718 |
JAIC
6718
Josh Arnold Investment Consultant
Edina,
Minnesota
| USD 122 M | +USD 3.08 M | +3% | 9.14% | 272% | 31 | 51.61% | 0.5 |
|
| 6719 |
6719
First Community Trust
Dubuque,
Iowa
| USD 122 M | +USD 5.43 M | +5% | 4.34% | 128% | 319 | 6.9% | 2.1 |
|
| 6720 |
6720
Gentry Private Wealth
Wichita,
Kansas
| USD 122 M | +USD 8.62 M | +8% | 5.06% | – | 88 | 19.32% | 0.2 |
|
| 6721 |
6721
Cannon Advisors
Charlotte,
North Carolina
| USD 122 M | – | – | 5.06% | – | 71 | – | 0 |
|
| 6722 |
6722
Exchange Bank
Santa Rosa,
California
| USD 122 M | +USD 4.6 M | +4% | 7.64% | 75.2% | 115 | 6.09% | 1.1 |
|
| 6723 |
6723
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| USD 122 M | +USD 25.7 M | +27% | 8.1% | 79.6% | 33 | 33.33% | 0.6 |
|
| 6724 |
BAWM
6724
Bennett Associates Wealth Management
Butler,
Pennsylvania
| USD 122 M | +USD 11.1 M | +10% | 6.4% | 51% | 50 | 28% | 0.5 |
|
| 6725 |
6725
Investment Partners Asset Management
Metuchen,
New Jersey
| USD 122 M | +USD 9.8 M | +9% | 6.34% | 86.1% | 145 | 9.66% | 0.7 |
|