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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7351 |
7351
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| USD 124 M | +USD 12.1 M | +11% | 7% | 119% | 51 | 25.49% | 1.8 |
|
| 7352 |
7352
Intrinsic Value Partners
Phoenix,
Arizona
| USD 123 M | +USD 11.1 M | +10% | 12.3% | 126% | 70 | 8.57% | 2.6 |
|
| 7353 |
7353
Yorktown Energy Partners IX
New York
| USD 123 M | +USD 65.8 M | +115% | 145% | 67.3% | 2 | 0% | 5.4 |
|
| 7354 |
7354
Vested Financial Planning
San Carlos,
California
| USD 123 M | +USD 10.9 M | +10% | 6.44% | – | 30 | 6.67% | 0.7 |
|
| 7355 |
7355
Epacria Capital Partners
Boulder,
Colorado
| USD 123 M | +USD 3.47 M | +3% | 4.06% | 89.1% | 34 | 0% | 2.2 |
|
| 7356 |
7356
Equity Wealth Partners
Independence,
Missouri
| USD 123 M | – | – | 6.44% | – | 80 | – | 0 |
|
| 7357 |
7357
Midwest Financial Network
Tinley Park,
Illinois
| USD 123 M | +USD 22.5 M | +22% | 4.43% | – | 67 | 16.42% | 0.6 |
|
| 7358 |
LWM
7358
Lighthouse Wealth Management
Ashland,
Ohio
| USD 123 M | +USD 7.64 M | +7% | 6.46% | – | 45 | 11.11% | 0.6 |
|
| 7359 |
DFA
7359
Davies Financial Advisors
Murrieta,
California
| USD 123 M | -USD 5.62 M | -4% | 10.2% | – | 77 | 18.18% | 1.2 |
|
| 7360 |
7360
Stonepine Capital Management
Bend,
Oregon
| USD 123 M | +USD 21.1 M | +21% | 34.9% | 231% | 78 | 50% | 0.7 |
|
| 7361 |
7361
Mallini Complete Financial Planning
Gainesville,
Florida
| USD 123 M | +USD 43.8 M | +55% | 4.96% | – | 63 | 7.94% | 0.7 |
|
| 7362 |
7362
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| USD 123 M | +USD 42.3 M | +52% | 6.26% | – | 526 | 22.81% | 0.4 |
|
| 7363 |
7363
OneAscent Family Office
Birmingham,
Alabama
| USD 123 M | +USD 17.2 M | +16% | 7.31% | – | 168 | 21.43% | 0.5 |
|
| 7364 |
CCP
7364
Crocodile Capital Partners
Ursensollen,
Germany
| USD 123 M | +USD 63.3 M | +106% | 38.3% | 126% | 12 | 8.33% | 0.8 |
|
| 7365 |
7365
Stegent Equity Advisors
Houston,
Texas
| USD 123 M | +USD 9.9 M | +9% | 10.2% | 96.4% | 118 | 17.8% | 1.7 |
|
| 7366 |
7366
ArborFi Advisors
Ann Arbor,
Michigan
| USD 123 M | +USD 9.23 M | +8% | 6.16% | – | 50 | 8% | 0.6 |
|
| 7367 |
7367
Outbound Financial Inc
Boulder,
Colorado
| USD 123 M | +USD 13.2 M | +12% | 6.78% | – | 42 | 2.38% | 0.3 |
|
| 7368 |
7368
Blantyre Capital
London,
United Kingdom
| USD 122 M | -USD 9.09 M | -7% | 7.01% | – | 1 | 0% | 1.8 |
|
| 7369 |
7369
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| USD 122 M | +USD 12.7 M | +12% | 7.59% | 58.2% | 79 | 18.99% | 2 |
|
| 7370 |
7370
Orca Investment Management
Roseburg,
Oregon
| USD 122 M | +USD 11.2 M | +10% | 12.2% | 139% | 61 | 1.64% | 7.2 |
|
| 7371 |
7371
Kropog Financial Group
Mandeville,
Louisiana
| USD 122 M | +USD 7.72 M | +7% | 6.89% | – | 31 | 22.58% | 0.6 |
|
| 7372 |
7372
Elm3 Financial Group
Alpharetta,
Georgia
| USD 122 M | +USD 1.7 M | +1% | 7.73% | – | 116 | 11.21% | 0.6 |
|
| 7373 |
7373
Madison Park Capital Advisors
Seattle,
Washington
| USD 122 M | +USD 3.02 M | +3% | 7.18% | 62.4% | 65 | 10.77% | 1.4 |
|
| 7374 |
7374
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| USD 122 M | +USD 6.74 M | +6% | 5.25% | 38.5% | 61 | 6.56% | 3.1 |
|
| 7375 |
CPC
7375
CFC Planning Company
Cicero,
Indiana
| USD 122 M | +USD 15.9 M | +15% | 5.8% | – | 120 | 48.33% | 0.4 |
|