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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
6801
Ariston Services Group
San Diego,
California
| USD 103 M | – | – | 10.5% | 71.7% | 53 | – | 0 |
|
| 6802 |
6802
Breed's Hill Capital
Charlestown,
Massachusetts
| USD 103 M | – | – | 11.5% | – | 88 | – | 0 |
|
| 6803 |
6803
Sanctuary Wealth Management
Pocatello,
Idaho
| USD 103 M | +USD 11.5 M | +13% | 12.1% | – | 299 | 8.7% | 1.1 |
|
| 6804 |
6804
CPR Investments
Rochester,
Michigan
| USD 103 M | +USD 10.1 M | +11% | 6.4% | 84% | 46 | 45.65% | 0.8 |
|
| 6805 |
6805
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| USD 103 M | – | – | 8.6% | – | 300 | – | 0 |
|
| 6806 |
6806
Redwood Financial Network
Solon,
Ohio
| USD 103 M | +USD 8.71 M | +9% | 9.49% | 82.2% | 146 | 11.64% | 1.4 |
|
| 6807 |
6807
Savvy Advisors Inc
New York
| USD 103 M | – | – | 9.51% | – | 157 | – | 0 |
|
| 6808 |
6808
Client First Investment Management
West Bend,
Wisconsin
| USD 103 M | – | – | 12.5% | 243% | 23 | – | 0 |
|
| 6809 |
6809
Precision Wealth Strategies
Saint Louis,
Missouri
| USD 103 M | +USD 10.7 M | +12% | 4.35% | 106% | 103 | 32.04% | 0.9 |
|
| 6810 |
6810
Courant Investment Management
Franklin,
Tennessee
| USD 103 M | +USD 12.3 M | +14% | 12.1% | 35.2% | 9 | 11.11% | 4.9 |
|
| 6811 |
6811
Richardson Capital Management
Menomonee Falls,
Wisconsin
| USD 103 M | – | – | 11.1% | 74.2% | 134 | – | 0 |
|
| 6812 |
6812
Seelaus Asset Management
Chatham,
New Jersey
| USD 103 M | +USD 14.8 M | +17% | 11.9% | 134% | 191 | 17.8% | 2.7 |
|
| 6813 |
6813
Yarra Square Partners
New York
| USD 103 M | +USD 362 k | +0.4% | 6.55% | 55.9% | 23 | 17.39% | 1.3 |
|
| 6814 |
6814
QSV Equity Investors
Naperville,
Illinois
| USD 103 M | – | – | 16.4% | – | 89 | – | 0 |
|
| 6815 |
6815
MidAtlantic Capital Management
Richmond,
Virginia
| USD 103 M | – | – | 10.9% | – | 240 | – | 0 |
|
| 6816 |
6816
Shelter Insurance Retirement Plan
Columbia,
Missouri
| USD 103 M | -USD 264 k | -0.3% | 9.81% | 60.5% | 8 | 0% | 3.2 |
|
| 6817 |
6817
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| USD 103 M | – | – | 9.83% | 101% | 103 | – | 2.5 |
|
| 6818 |
6818
Formation8
Los Altos,
California
| USD 103 M | – | – | 66.8% | – | 4 | – | 2.6 |
|
| 6819 |
6819
Invesco Senior Secured Management
New York
| USD 103 M | +USD 5.84 M | +6% | 18.5% | 18.1% | 9 | 22.22% | 1.7 |
|
| 6820 |
6820
Kinnevik AB
Stockholm,
Sweden
| USD 103 M | +USD 23 M | +29% | 28.9% | 51.4% | 1 | 0% | 1 |
|
| 6821 |
BAWM
6821
Bennett Associates Wealth Management
Butler,
Pennsylvania
| USD 103 M | – | – | 8.2% | 51% | 38 | – | 0 |
|
| 6822 |
6822
Finivi Inc
Westborough,
Massachusetts
| USD 102 M | – | – | 12.1% | 144% | 90 | – | 1.2 |
|
| 6823 |
6823
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| USD 102 M | -USD 15 M | -13% | 10.1% | 52.2% | 62 | 0% | 5.4 |
|
| 6824 |
6824
Fairfield University
Fairfield,
Connecticut
| USD 102 M | -USD 10.5 M | -9% | 11.8% | 61.9% | 4 | 25% | 6.3 |
|
| 6825 |
6825
Allen Wealth Management
Boone,
North Carolina
| USD 102 M | – | – | 3.59% | 60.3% | 52 | – | 0 |
|