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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6851 |
FCP
6851
Fosse Capital Partners
London,
United Kingdom
| USD 182 M | +USD 46.6 M | +34% | 11.8% | 80% | 3 | 33.33% | 3.7 |
|
| 6852 |
TFG
6852
Taylor Financial Group
Roanoke,
Virginia
| USD 182 M | +USD 16.9 M | +10% | 13.8% | – | 105 | 7.62% | 2.2 |
|
| 6853 |
ECA
6853
Elevate Capital Advisors
Eagle,
Colorado
| USD 182 M | +USD 27.3 M | +18% | 8.14% | – | 93 | 39.78% | 0.8 |
|
| 6854 |
LIM
6854
Lagoda Investment Management
New York
| USD 182 M | +USD 19.7 M | +12% | 27.2% | 250% | 25 | 0% | 6.6 |
|
| 6855 |
WMWM
6855
Wilkins Miller Wealth Management
Mobile,
Alabama
| USD 182 M | +USD 16.5 M | +10% | 9.49% | – | 96 | 8.33% | 1.3 |
|
| 6856 |
PWA
6856
Perspective Wealth Advisors
Loveland,
Colorado
| USD 182 M | +USD 27.6 M | +18% | 13% | – | 76 | 35.53% | 0.3 |
|
| 6857 |
ANC
6857
Ames National Corp
Ames,
Iowa
| USD 182 M | +USD 15.1 M | +9% | 10.2% | – | 70 | 5.71% | 1.3 |
|
| 6858 |
COA
6858
Charter Oak Advisors
New York City,
New York
| USD 182 M | +USD 16.8 M | +10% | 12.3% | – | 15 | 20% | 1.1 |
|
| 6859 |
DJFS
6859
Dean Jacobson Financial Services
Fort Worth,
Texas
| USD 182 M | +USD 19 M | +12% | 11.9% | 55.7% | 22 | 4.55% | 1.4 |
|
| 6860 |
BF
6860
Baring Financial
Bellingham,
Washington
| USD 182 M | +USD 18.2 M | +11% | 13.2% | – | 87 | 18.39% | 1.1 |
|
| 6861 |
FWP
6861
Fiduciary Wealth Partners
Boston,
Massachusetts
| USD 182 M | +USD 28.9 M | +19% | 13.3% | – | 70 | 15.71% | 1.6 |
|
| 6862 |
HCWM
6862
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| USD 182 M | +USD 25.9 M | +17% | 15.5% | – | 143 | 30.77% | 0.8 |
|
| 6863 |
SGM
6863
Scalar Gauge Management
Dallas,
Texas
| USD 182 M | +USD 77.9 M | +75% | 66.7% | – | 40 | 67.5% | 0.3 |
|
| 6864 |
SBLIC
6864
Security Benefit Life Insurance Company
Topeka,
Kansas
| USD 182 M | -USD 8.81 M | -5% | 2.74% | 60.6% | 20 | 10% | 3.3 |
|
| 6865 |
FHC
6865
Fort Henry Capital
Wheeling,
West Virginia
| USD 182 M | +USD 16.2 M | +10% | 9.57% | 37% | 17 | 0% | 4.4 |
|
| 6866 |
RWS
6866
Retirement Wealth Solutions
Marshfield,
Wisconsin
| USD 181 M | +USD 22.9 M | +14% | 13% | – | 852 | 8.69% | 0.9 |
|
| 6867 |
DWMS
6867
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| USD 181 M | +USD 16.5 M | +10% | 11.3% | 59.7% | 76 | 13.16% | 2.7 |
|
| 6868 |
AH
6868
Addis & Hill
Wayne,
Pennsylvania
| USD 181 M | +USD 17 M | +10% | 13% | – | 29 | 6.9% | 2.1 |
|
| 6869 |
RWFS
6869
Rayburn West Financial Services
Nashville,
Tennessee
| USD 181 M | +USD 11.6 M | +7% | 8.19% | – | 85 | 8.24% | 0.5 |
|
| 6870 |
NVCHI
6870
New Vernon Capital Holdings II
Morristown,
New Jersey
| USD 181 M | +USD 45.8 M | +34% | 25.6% | 114% | 89 | 31.46% | 1.4 |
|
| 6871 |
CC
6871
Clearwave Capital
Upland,
California
| USD 181 M | +USD 35.1 M | +24% | 26% | – | 169 | 15.38% | 0.4 |
|
| 6872 |
CAP
6872
Columbia Advisory Partners
Spokane,
Washington
| USD 181 M | +USD 24.7 M | +16% | 15.2% | 69.7% | 113 | 20.35% | 1.5 |
|
| 6873 |
RC
6873
Renaissance Capital
Stamford,
Connecticut
| USD 181 M | +USD 43.3 M | +31% | 70.4% | 410% | 57 | 26.32% | 0.9 |
|
| 6874 |
ASG
6874
Ariston Services Group
San Diego,
California
| USD 181 M | +USD 14.1 M | +8% | 9.49% | 71.7% | 70 | 100% | 0 |
|
| 6875 |
IP
6875
Integras Partners
Alpharetta,
Georgia
| USD 181 M | +USD 29 M | +19% | 12.5% | – | 101 | 32.67% | 0.8 |
|