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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
APEIRON Capital Ltd
Hong Kong
| USD 156 M | +USD 48.8 M | +46% | 202% | 487% | 22 | 77.27% | 0.5 |
|
| 7352 |
7352
Rare Wolf Capital
Bellevue,
Washington
| USD 156 M | +USD 1.3 M | +0.8% | 14.4% | – | 137 | 19.71% | 0.4 |
|
| 7353 |
SC
7353
Settian Capital
New York
| USD 156 M | +USD 12.8 M | +9% | 13.7% | 62.5% | 27 | 18.52% | 2.3 |
|
| 7354 |
7354
Bonfire Financial
Colorado Springs,
Colorado
| USD 156 M | +USD 22.7 M | +17% | 13.8% | – | 62 | 11.29% | 1.3 |
|
| 7355 |
7355
Financial Life Planners
Tempe,
Arizona
| USD 156 M | +USD 25.2 M | +19% | 18.1% | – | 372 | 10.48% | 0.4 |
|
| 7356 |
7356
Renasant Bank
Tupelo,
Mississippi
| USD 156 M | +USD 14.3 M | +10% | 12.3% | 65% | 156 | 21.79% | 3 |
|
| 7357 |
7357
Clarendon Private
Boston,
Massachusetts
| USD 156 M | +USD 25.4 M | +20% | 22.5% | – | 130 | 13.08% | 1.1 |
|
| 7358 |
7358
Clearview Wealth Management
Irvine,
California
| USD 156 M | +USD 14.2 M | +10% | 13.7% | – | 63 | 6.35% | 0.2 |
|
| 7359 |
7359
GraniteShares Advisors
New York
| USD 156 M | +USD 16.7 M | +12% | 5.93% | 88.4% | 103 | 25.24% | 1.7 |
|
| 7360 |
7360
Ipsen Advisor Group
Little Rock,
Arkansas
| USD 155 M | +USD 12.6 M | +9% | 9.26% | – | 112 | 11.61% | 2.4 |
|
| 7361 |
7361
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| USD 155 M | +USD 14.9 M | +11% | 15.6% | – | 143 | 4.9% | 1.3 |
|
| 7362 |
7362
Spahn Wealth & Retirement
Scottsdale,
Arizona
| USD 155 M | +USD 76.9 M | +98% | 10.3% | – | 40 | 42.5% | 0.7 |
|
| 7363 |
7363
Expect Equity LLC
Pikesville,
Maryland
| USD 155 M | +USD 26.8 M | +21% | 22.4% | – | 67 | 10.45% | 1 |
|
| 7364 |
7364
Cultivar Capital
Denton,
Texas
| USD 155 M | -USD 1.19 M | -0.8% | 0.01% | 38.3% | 47 | 17.02% | 1.6 |
|
| 7365 |
7365
Visa Foundation
San Francisco,
California
| USD 155 M | +USD 23.6 M | +18% | 17.9% | 58.1% | 2 | 50% | 2.3 |
|
| 7366 |
7366
Rockbridge Capital Management
Alexandria,
Virginia
| USD 155 M | +USD 6.24 M | +4% | 2.74% | – | 31 | 12.9% | 1.1 |
|
| 7367 |
7367
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| USD 155 M | -USD 9.6 M | -6% | 6.34% | – | 91 | 18.68% | 1.3 |
|
| 7368 |
7368
Guardian Investment Management
Tiburon,
California
| USD 155 M | +USD 28.3 M | +22% | 18.7% | 103% | 60 | 0% | 6.9 |
|
| 7369 |
7369
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
| USD 155 M | +USD 27.6 M | +22% | 14% | – | 133 | 27.07% | 0.4 |
|
| 7370 |
7370
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| USD 155 M | +USD 8.75 M | +6% | 16.2% | – | 230 | 27.83% | 1 |
|
| 7371 |
WT
7371
WHI Trust
Chicago,
Illinois
| USD 155 M | +USD 22 M | +17% | 8.01% | – | 88 | 32.95% | 0.5 |
|
| 7372 |
DIS
7372
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 155 M | -USD 1.97 M | -1% | 2.58% | 93.8% | 56 | 8.93% | 5.6 |
|
| 7373 |
7373
Tide Cove Capital Partners
San Diego,
California
| USD 155 M | +USD 7.62 M | +5% | 9.77% | – | 13 | 0% | 1.3 |
|
| 7374 |
7374
Entruity Wealth
Bakersfield,
California
| USD 155 M | +USD 7.23 M | +5% | 4.98% | – | 59 | 30.51% | 1 |
|
| 7375 |
7375
Asset Planning Inc
Cypress,
California
| USD 154 M | +USD 13.8 M | +10% | 14.7% | – | 341 | 14.37% | 1.2 |
|