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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6976 |
6976
Seed Wealth Management
Evanston,
Illinois
| USD 145 M | +USD 10.6 M | +8% | 5.73% | 62% | 150 | 24.67% | 2.2 |
|
| 6977 |
6977
Petiole USA
New York
| USD 145 M | +USD 3.41 M | +2% | 6.43% | 105% | 37 | 2.7% | 2.8 |
|
| 6978 |
6978
WinCap Financial
Boston,
Massachusetts
| USD 145 M | +USD 20.3 M | +16% | 8.74% | – | 92 | 16.3% | 0.6 |
|
| 6979 |
6979
Good Steward Wealth Advisors
Clarksville,
Tennessee
| USD 145 M | +USD 17.2 M | +13% | 5.3% | – | 100 | 29% | 0.4 |
|
| 6980 |
CFG
6980
Chapman Financial Group
Kailua,
Hawaii
| USD 145 M | +USD 26.8 M | +23% | 7.04% | – | 276 | 24.28% | 0.6 |
|
| 6981 |
ALS
6981
Andrew L. Share
| USD 145 M | +USD 408 k | +0.3% | 2.91% | 14.8% | 16 | 18.75% | 1.8 |
|
| 6982 |
6982
Columbia Advisory Partners
Spokane,
Washington
| USD 145 M | +USD 12.5 M | +9% | 7.08% | 69.7% | 96 | 22.92% | 1.5 |
|
| 6983 |
6983
Community Bank of Raymore
Raymore,
Missouri
| USD 144 M | +USD 9.41 M | +7% | 8.33% | 91.9% | 76 | 6.58% | 5.6 |
|
| 6984 |
6984
DMC Group
Birmingham,
Alabama
| USD 144 M | +USD 15.9 M | +12% | 7.91% | 116% | 146 | 16.44% | 2.2 |
|
| 6985 |
6985
Channing Global Advisors
Miami,
Florida
| USD 144 M | -USD 10.5 M | -7% | 10.7% | 131% | 47 | 12.77% | 2.4 |
|
| 6986 |
6986
Graney & King
Latham,
New York
| USD 144 M | -USD 4.55 M | -3% | 5.86% | – | 359 | 5.57% | 0.7 |
|
| 6987 |
6987
Caitong International Asset Management
Hong Kong
| USD 144 M | +USD 4.42 M | +3% | 451% | – | 2,636 | 54.82% | 0.3 |
|
| 6988 |
6988
Wingate Wealth Advisors
Lexington,
Massachusetts
| USD 144 M | +USD 32.1 M | +29% | 5.57% | – | 113 | 14.16% | 0.6 |
|
| 6989 |
6989
Charter Research & Investment Group
Southport,
Connecticut
| USD 144 M | +USD 10.5 M | +8% | 10.7% | 82.3% | 85 | 4.71% | 7.4 |
|
| 6990 |
6990
Opinicus Capital
Tampa,
Florida
| USD 144 M | +USD 12.8 M | +10% | 9.98% | 129% | 113 | 9.73% | 1.3 |
|
| 6991 |
6991
Peterson Wealth Management
Sparks,
Nevada
| USD 144 M | -USD 24.3 M | -14% | 7.35% | 78% | 43 | 16.28% | 2.4 |
|
| 6992 |
6992
Villanova Investment Management
Wayne,
Pennsylvania
| USD 144 M | +USD 47.8 M | +49% | 8.91% | – | 59 | 11.86% | 1 |
|
| 6993 |
6993
WealthTrust Asset Management
Destin,
Florida
| USD 144 M | +USD 10.6 M | +8% | 8.83% | 102% | 89 | 20.22% | 1.8 |
|
| 6994 |
AAA
6994
American Alpha Advisors
New York
| USD 144 M | +USD 16.6 M | +13% | 12.6% | – | 95 | 13.68% | 0.6 |
|
| 6995 |
6995
Davis Capital Management
Jacksonville,
Florida
| USD 144 M | – | – | 6.84% | – | 615 | – | 1.9 |
|
| 6996 |
6996
Nabity-Jensen Investment Management
Omaha,
Nebraska
| USD 144 M | +USD 8.71 M | +6% | 8.07% | 85.3% | 70 | 4.29% | 1.6 |
|
| 6997 |
6997
Vitruvian Partners
London,
United Kingdom
| USD 144 M | -USD 20 M | -12% | 0.58% | 96.9% | 7 | 0% | 2.4 |
|
| 6998 |
SA
6998
Stonebridge Advisors
Wilton,
Connecticut
| USD 144 M | -USD 7.76 M | -5% | 5.23% | 3.35% | 5 | 40% | 2.8 |
|
| 6999 |
6999
Q Fund Management (Hong Kong)
Hong Kong,
| USD 144 M | -USD 37.7 M | -21% | 81.6% | – | 35 | 51.43% | 0.4 |
|
| 7000 |
7000
Exchange Bank
Santa Rosa,
California
| USD 144 M | +USD 17.7 M | +14% | 7.53% | 75.2% | 128 | 9.38% | 1.8 |
|