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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7101 |
7101
Kiker Wealth Management
Jasper,
Georgia
| USD 123 M | – | – | 0.02% | – | 171 | – | 0 |
|
| 7102 |
7102
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 123 M | -USD 1.81 M | -1% | 1.63% | 83.3% | 93 | 13.98% | 4.4 |
|
| 7103 |
7103
Bruce G. Allen Investments
Denver,
Colorado
| USD 123 M | -USD 5.54 M | -4% | 3.43% | – | 1,155 | 9% | 0.8 |
|
| 7104 |
7104
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| USD 123 M | – | – | 1.92% | – | 61 | – | 0 |
|
| 7105 |
7105
Amitell Capital
Singapore
| USD 123 M | -USD 13.4 M | -10% | 0.43% | 188% | 48 | 37.5% | 1.1 |
|
| 7106 |
7106
Del-Sette Capital Management
Schenectady,
New York
| USD 123 M | -USD 4.85 M | -4% | 0.49% | 112% | 39 | 17.95% | 1.6 |
|
| 7107 |
LF
7107
Lighthouse Financial
Largo,
Florida
| USD 123 M | – | – | 1.62% | – | 70 | – | 0 |
|
| 7108 |
7108
Pollock Investment Advisors
Ann Arbor,
Michigan
| USD 123 M | – | – | 1.66% | – | 42 | – | 0 |
|
| 7109 |
7109
Bravias Capital Group
Iselin,
New Jersey
| USD 123 M | – | – | 3.84% | – | 107 | – | 0 |
|
| 7110 |
7110
Mustard Seed Financial
Magnolia,
Arkansas
| USD 123 M | +USD 2.61 M | +2% | 0.26% | 59.2% | 85 | 7.06% | 0.9 |
|
| 7111 |
7111
Kingstone Capital Partners Texas
Frisco,
Texas
| USD 123 M | – | – | 5.22% | – | 50 | – | 0 |
|
| 7112 |
7112
Privium Fund Management (UK)
London,
United Kingdom
| USD 123 M | +USD 68.3 M | +125% | 1.38% | 34.4% | 15 | 60% | 0.6 |
|
| 7113 |
7113
DMC Group
Birmingham,
Alabama
| USD 123 M | -USD 632 k | -0.5% | 3.61% | 116% | 143 | 17.48% | 2.1 |
|
| 7114 |
7114
Birchview Capital
Burlington,
Vermont
| USD 123 M | +USD 7.42 M | +6% | 7.33% | 327% | 71 | 18.31% | 3 |
|
| 7115 |
7115
Davis Capital Management
Jacksonville,
Florida
| USD 123 M | -USD 3.66 M | -3% | 0.75% | – | 341 | 9.68% | 3.1 |
|
| 7116 |
7116
Ridgeline Wealth
Mesa,
Arizona
| USD 123 M | – | – | 0.7% | – | 55 | – | 0 |
|
| 7117 |
7117
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| USD 123 M | -USD 1.15 M | -0.9% | 10.3% | 119% | 46 | 17.39% | 1.8 |
|
| 7118 |
7118
Andina Capital Management
Lehi,
Utah
| USD 123 M | -USD 8.79 M | -7% | 0.17% | 38.9% | 120 | 18.33% | 0.7 |
|
| 7119 |
7119
Twenty Acre Capital
Newtown,
Pennsylvania
| USD 122 M | +USD 8.9 M | +8% | 10.2% | 196% | 18 | 5.56% | 1.9 |
|
| 7120 |
7120
Sierra Ocean
Ripon,
California
| USD 122 M | – | – | 1.4% | – | 1,040 | – | 0 |
|
| 7121 |
7121
Gimbal Financial
Carmel,
Indiana
| USD 122 M | -USD 31.6 M | -21% | 0.14% | – | 56 | 25% | 0.7 |
|
| 7122 |
7122
Koa Wealth Management
Encinitas,
California
| USD 122 M | -USD 7.09 M | -5% | 0.73% | 74.8% | 53 | 13.21% | 0.9 |
|
| 7123 |
7123
RK Asset Management
Grosse Pointe Farms,
Michigan
| USD 122 M | -USD 7.75 M | -6% | 1.05% | 47.6% | 23 | 0% | 4.3 |
|
| 7124 |
7124
Capstone Capital
Henderson,
Nevada
| USD 122 M | +USD 1.75 M | +1% | 2.22% | 62.8% | 26 | 11.54% | 0.8 |
|
| 7125 |
GCM
7125
Garland Capital Management
Bellevue,
Washington
| USD 122 M | -USD 8.06 M | -6% | 2.92% | 55.7% | 34 | 14.71% | 6 |
|