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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7801 |
7801
Wells Financial Advisors
Framingham,
Massachusetts
| USD 74.7 M | +USD 1.95 M | +3% | 6.81% | 54% | 77 | 9.09% | 3.1 |
|
| 7802 |
LL
7802
LMDAGG LLC
San Francisco,
California
| USD 74.7 M | -USD 4.07 M | -5% | 14.1% | – | 3 | 33.33% | 1.1 |
|
| 7803 |
7803
Clear Investment Research
Alpharetta,
Georgia
| USD 74.6 M | -USD 4.64 M | -6% | 6.22% | 48.5% | 254 | 10.24% | 4.1 |
|
| 7804 |
7804
Stapp Wealth Management
Olympia,
Washington
| USD 74.4 M | +USD 4.95 M | +7% | 8.82% | 54.4% | 33 | 12.12% | 1.4 |
|
| 7805 |
TM
7805
Thiel Macro
Los Angeles,
California
| USD 74.4 M | -USD 138 M | -65% | 23.5% | – | 5 | 80% | 0.3 |
|
| 7806 |
WEO
7806
William E. Oberndorf
| USD 74.2 M | -USD 16.3 M | -18% | 4.4% | 36.2% | 9 | 33.33% | 2 |
|
| 7807 |
7807
Advisor Resource Council
Dallas,
Texas
| USD 74.1 M | -USD 182 M | -71% | 7.09% | 74.7% | 197 | 83.25% | 1.4 |
|
| 7808 |
7808
Gordian Capital (Singapore)
Singapore
| USD 73.9 M | +USD 5.78 M | +8% | 25.6% | 321% | 165 | 43.03% | 1.4 |
|
| 7809 |
KCM
7809
Key Colony Management
Little Rock,
Arkansas
| USD 73.7 M | -USD 14.7 M | -17% | 8.05% | 113% | 7 | 28.57% | 3.2 |
|
| 7810 |
KA
7810
Kailix Advisors
Fort Lauderdale,
Florida
| USD 73.5 M | +USD 8.89 M | +14% | 15.7% | 16.3% | 10 | 50% | 1.1 |
|
| 7811 |
7811
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| USD 73.2 M | +USD 3.9 M | +6% | 7.51% | – | 143 | 5.59% | 4.1 |
|
| 7812 |
7812
Holland Advisory Services
Ormond Beach,
Florida
| USD 72.8 M | +USD 4.34 M | +6% | 6.57% | 63% | 45 | 6.67% | 2.6 |
|
| 7813 |
OR
7813
Olympiad Research
Stamford,
Connecticut
| USD 71.9 M | +USD 10.6 M | +17% | 18.6% | 189% | 300 | 75.33% | 0.2 |
|
| 7814 |
7814
Redmont Wealth Advisors
Chicago,
Illinois
| USD 71.8 M | +USD 3.63 M | +5% | 5.69% | 46.1% | 311 | 3.54% | 0.8 |
|
| 7815 |
7815
Texas County & District Retirement System
Austin,
Texas
| USD 71.3 M | +USD 800 k | +1% | 1.13% | 27.9% | 1 | 0% | 2.8 |
|
| 7816 |
7816
Truxt Investmentos
Rio De Janeiro,
Brazil
| USD 71.3 M | – | – | 18.9% | – | 22 | – | 0.4 |
|
| 7817 |
KFP
7817
Kerr Financial Planning
Fresno,
California
| USD 71 M | – | – | 15.3% | – | 561 | – | 0 |
|
| 7818 |
7818
Element Capital Management
New York
| USD 70.6 M | +USD 29.7 M | +73% | 1.74% | 49.4% | 47 | 93.62% | 0.2 |
|
| 7819 |
7819
ABS Direct Equity Fund
Stamford,
Connecticut
| USD 69.9 M | +USD 7.04 M | +11% | 2.19% | – | 37 | 32.43% | 1 |
|
| 7820 |
7820
Silver Rock Financial
Los Angeles,
California
| USD 69.3 M | -USD 329 M | -83% | 0.6% | 2.58% | 30 | 3.33% | 2.2 |
|
| 7821 |
7821
26North Partners
New York
| USD 69.1 M | +USD 5.11 M | +8% | 7.8% | 77.8% | 1 | 0% | 2.8 |
|
| 7822 |
7822
Deuterium Capital Management
Clearwater,
Florida
| USD 69.1 M | +USD 15.8 M | +30% | 30.8% | 225% | 18 | 0% | 2.1 |
|
| 7823 |
7823
Invested Advisors
State College,
Pennsylvania
| USD 68.7 M | – | – | 5.77% | – | 108 | – | 0 |
|
| 7824 |
A
7824
Atomvest
Hong Kong
| USD 68.5 M | +USD 15.2 M | +29% | 7.44% | 90% | 6 | 83.33% | 1.2 |
|
| 7825 |
7825
Tikehau Investment Management
Paris,
France
| USD 68.4 M | +USD 4.32 M | +7% | 6.08% | 102% | 19 | 0% | 2.4 |
|