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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7126 |
7126
Alpine Peaks Capital
New York
| USD 122 M | -USD 45.6 M | -27% | 2.16% | 24.3% | 23 | 0% | 2.5 |
|
| 7127 |
7127
Acuitas Investments
Seattle,
Washington
| USD 122 M | -USD 103 M | -46% | 18.5% | 120% | 129 | 60.47% | 1.3 |
|
| 7128 |
7128
Varde Management
Minneapolis,
Minnesota
| USD 122 M | +USD 4.24 M | +4% | 4.13% | 149% | 6 | 33.33% | 1.5 |
|
| 7129 |
7129
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| USD 122 M | -USD 1.86 M | -2% | 0.42% | 86.3% | 115 | 10.43% | 2.6 |
|
| 7130 |
FFG
7130
Floyd Financial Group
Springfield,
Missouri
| USD 122 M | – | – | 7.93% | – | 60 | – | 0 |
|
| 7131 |
7131
Oppenheimer & Close
New York
| USD 122 M | -USD 3.12 M | -3% | 0.13% | 149% | 54 | 11.11% | 5 |
|
| 7132 |
7132
Slocum, Gordon & Co
Newport,
Rhode Island
| USD 122 M | -USD 127 M | -51% | 5.58% | 65.3% | 141 | 7.09% | 1.5 |
|
| 7133 |
7133
Illumine Investment Management
Poulsbo,
Washington
| USD 122 M | – | – | 3.55% | – | 91 | – | 0 |
|
| 7134 |
7134
Vega Investment Solutions
Paris,
France
| USD 121 M | – | – | 4.9% | – | 79 | – | 0 |
|
| 7135 |
7135
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| USD 121 M | +USD 15.3 M | +14% | 0.76% | – | 97 | 17.53% | 0.4 |
|
| 7136 |
7136
Fairman Group
Chesterbrook,
Pennsylvania
| USD 121 M | +USD 10.7 M | +10% | 0.7% | 46.8% | 408 | 16.18% | 1 |
|
| 7137 |
7137
Climber Capital
Nyon,
Switzerland
| USD 121 M | – | – | 1.4% | – | 52 | – | 0 |
|
| 7138 |
7138
Holcombe Financial
Atlanta,
Georgia
| USD 121 M | – | – | 0.41% | – | 37 | – | 0 |
|
| 7139 |
7139
bLong Financial
Memphis,
Tennessee
| USD 121 M | – | – | 8.77% | – | 78 | – | 0 |
|
| 7140 |
7140
Muirfield Wealth Advisors
Charlotte,
North Carolina
| USD 121 M | +USD 3.61 M | +3% | 1.64% | – | 69 | 15.94% | 0.8 |
|
| 7141 |
7141
Lattice Capital Management
Kirkland,
Washington
| USD 121 M | +USD 9.8 M | +9% | 10.3% | 242% | 32 | 21.88% | 1.3 |
|
| 7142 |
7142
Comprehensive Money Management Services
Coral Gables,
Florida
| USD 121 M | – | – | 3.77% | – | 178 | – | 0 |
|
| 7143 |
7143
Gutierrez Wealth Advisory
Little Rock,
Arkansas
| USD 121 M | – | – | 0.7% | – | 45 | – | 0 |
|
| 7144 |
7144
Gibson Wealth Advisors
Tyler,
Texas
| USD 121 M | -USD 1.71 M | -1% | 1.52% | – | 36 | 5.56% | 2.6 |
|
| 7145 |
DW
7145
Durante & Waters
Brewster,
New York
| USD 121 M | +USD 1.95 M | +2% | 1.31% | 59.1% | 30 | 3.33% | 1 |
|
| 7146 |
7146
Northwest Financial Advisors
Herndon,
Virginia
| USD 121 M | -USD 4.54 M | -4% | 3.55% | 67% | 574 | 81.01% | 0.8 |
|
| 7147 |
7147
David Wealth Management
Fairfax,
Virginia
| USD 121 M | – | – | 2.04% | – | 48 | – | 0 |
|
| 7148 |
7148
Bannerman Wealth Management Group
Lewisville,
Texas
| USD 121 M | – | – | 1.61% | – | 33 | – | 0 |
|
| 7149 |
7149
Vinland Capital Management Gestora de Recursos
Sao Paulo,
Brazil
| USD 121 M | +USD 78.4 M | +184% | 9.7% | – | 42 | 92.86% | 0.2 |
|
| 7150 |
7150
Tableaux
Stockbridge,
Massachusetts
| USD 121 M | – | – | 0.01% | – | 70 | – | 0 |
|