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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7676 |
7676
Sound Portfolio Advisors
Mystic,
Connecticut
| USD 141 M | +USD 17.8 M | +14% | 10.4% | – | 50 | 16% | 0.4 |
|
| 7677 |
7677
Marrick Wealth
Irvine,
California
| USD 141 M | +USD 21.9 M | +18% | 11.9% | – | 65 | 24.62% | 0.4 |
|
| 7678 |
7678
Nalls Sherbakoff Group
Knoxville,
Tennessee
| USD 141 M | +USD 4.74 M | +3% | 10.8% | – | 422 | 12.32% | 5 |
|
| 7679 |
7679
Pin Oak Investment Advisors
Houston,
Texas
| USD 141 M | -USD 830 k | -0.6% | 9.71% | 62.7% | 602 | 22.92% | 3.8 |
|
| 7680 |
7680
Pine Brook Road Advisors
Bedford,
New York
| USD 140 M | +USD 2.72 M | +2% | 27.4% | – | 1 | 0% | 2.5 |
|
| 7681 |
7681
Fourthstone LLC
St Louis,
Missouri
| USD 140 M | -USD 449 M | -76% | 14% | 104% | 68 | 72.06% | 1.5 |
|
| 7682 |
7682
Cobalt Capital Management
Short Hills,
New Jersey
| USD 140 M | -USD 38.1 M | -21% | 32.1% | 235% | 37 | 64.86% | 0.7 |
|
| 7683 |
7683
Ethos Capital Management
Newtown,
Pennsylvania
| USD 140 M | +USD 23.9 M | +20% | 31.5% | – | 64 | 20.31% | 0.4 |
|
| 7684 |
7684
Graver Capital Management
Columbus,
Ohio
| USD 140 M | +USD 8.74 M | +7% | 11.1% | – | 26 | 3.85% | 1.4 |
|
| 7685 |
7685
Madison Park Capital Advisors
Seattle,
Washington
| USD 140 M | +USD 13.1 M | +10% | 10.2% | 62.4% | 67 | 10.45% | 1.8 |
|
| 7686 |
7686
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
| USD 140 M | -USD 29.4 M | -17% | 10.8% | – | 737 | 16.28% | 0.5 |
|
| 7687 |
7687
Lesa Sroufe & Co
Seattle,
Washington
| USD 140 M | -USD 6.68 M | -5% | 0.85% | – | 74 | 17.57% | 5.3 |
|
| 7688 |
7688
Vigil Wealth Management
Ponte Vedra Beach,
Florida
| USD 140 M | +USD 16.5 M | +13% | 12.1% | – | 82 | 9.76% | 0.5 |
|
| 7689 |
7689
Mallini Complete Financial Planning
Gainesville,
Florida
| USD 140 M | +USD 13.9 M | +11% | 8.53% | – | 70 | 4.29% | 1.1 |
|
| 7690 |
7690
Armor Advisors
New York
| USD 140 M | -USD 158 M | -53% | 6.13% | 78.5% | 19 | 21.05% | 1.2 |
|
| 7691 |
7691
Delta Wealth Advisors
Indianapolis,
Indiana
| USD 140 M | +USD 8.58 M | +7% | 9.83% | – | 47 | 4.26% | 1.6 |
|
| 7692 |
7692
MFG Wealth Management
Indianapolis,
Indiana
| USD 140 M | +USD 19.2 M | +16% | 22.4% | – | 70 | 22.86% | 0.8 |
|
| 7693 |
7693
Aegon USA Investment Management
Cedar Rapids,
Iowa
| USD 140 M | +USD 11.9 M | +9% | 11.9% | 44.9% | 42 | 4.76% | 2.1 |
|
| 7694 |
SAM
7694
Stenahm Asset Management
Guernsey
| USD 140 M | -USD 66.2 M | -32% | 6.35% | – | 22 | 50% | 1.8 |
|
| 7695 |
7695
Odyssey Capital Advisors
Bala Cynwyd,
Pennsylvania
| USD 140 M | +USD 28 M | +25% | 22.1% | – | 106 | 13.21% | 0.4 |
|
| 7696 |
7696
NorthAvenue LLC
Columbus,
Ohio
| USD 140 M | +USD 13.8 M | +11% | 8.4% | – | 325 | 21.54% | 0.4 |
|
| 7697 |
7697
Sky-Mountain Capital Management
Ketchum,
Idaho
| USD 140 M | +USD 192 k | +0.1% | 3.49% | – | 41 | 12.2% | 1 |
|
| 7698 |
7698
Two Creeks Capital Management
New York
| USD 140 M | -USD 834 M | -86% | 15.7% | 38.8% | 23 | 47.83% | 3.5 |
|
| 7699 |
7699
Stegent Equity Advisors
Houston,
Texas
| USD 140 M | +USD 22.2 M | +19% | 10.7% | 96.4% | 125 | 29.6% | 1.9 |
|
| 7700 |
7700
PCG Asset Management
Gladstone,
New Jersey
| USD 140 M | +USD 14.4 M | +12% | 14.4% | – | 85 | 9.41% | 1.3 |
|