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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
Town Capital
Bel Air,
Maryland
| USD 122 M | – | – | 2.21% | – | 91 | – | 0 |
|
| 7802 |
7802
Marrick Wealth
Irvine,
California
| USD 122 M | – | – | 2.53% | – | 55 | – | 0 |
|
| 7803 |
7803
Matters Capital
Miami,
Florida
| USD 122 M | – | – | 3.74% | – | 65 | – | 0 |
|
| 7804 |
7804
Karani Asset Management
New York
| USD 122 M | -USD 3.1 M | -2% | 8.61% | – | 38 | 7.89% | 2.4 |
|
| 7805 |
7805
Hingham Institution for Savings
Hingham,
Massachusetts
| USD 122 M | – | – | 12.2% | – | 12 | – | 0 |
|
| 7806 |
7806
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
| USD 122 M | – | – | 0.68% | – | 79 | – | 0 |
|
| 7807 |
7807
Barden Capital Management
Austin,
Texas
| USD 122 M | +USD 1.48 M | +1% | 1.6% | 80.1% | 60 | 8.33% | 2.9 |
|
| 7808 |
7808
Bosman Wealth Management
Redlands,
California
| USD 122 M | -USD 7.27 M | -6% | 0.31% | – | 55 | 34.55% | 0.6 |
|
| 7809 |
7809
EDMP Inc
Lutz,
Florida
| USD 122 M | -USD 4.49 M | -4% | 3.28% | 78% | 74 | 14.86% | 4.6 |
|
| 7810 |
7810
Storgate
Dallas,
Texas
| USD 122 M | – | – | 4.06% | – | 153 | – | 0 |
|
| 7811 |
7811
Pitti Group Wealth Management
Victor,
New York
| USD 122 M | +USD 4.16 M | +4% | 2.93% | 65.3% | 80 | 10% | 2.5 |
|
| 7812 |
7812
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| USD 122 M | +USD 20.5 M | +20% | 2.18% | – | 117 | 16.24% | 1 |
|
| 7813 |
7813
Fulcrum Wealth Advisors
Bellevue,
Washington
| USD 122 M | – | – | 5.84% | – | 68 | – | 0 |
|
| 7814 |
7814
Expect Equity LLC
Pikesville,
Maryland
| USD 121 M | +USD 19 M | +19% | 6.62% | – | 63 | 30.16% | 0.7 |
|
| 7815 |
7815
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| USD 121 M | -USD 2.15 M | -2% | 5.61% | 119% | 51 | 17.65% | 2 |
|
| 7816 |
7816
SVRN Asset Management
Austin,
Texas
| USD 121 M | – | – | 1.66% | – | 43 | – | 0 |
|
| 7817 |
7817
Garda Capital Partners
Wayzata,
Minnesota
| USD 121 M | +USD 96.4 M | +387% | 5.4% | 34.1% | 18 | 61.11% | 1 |
|
| 7818 |
7818
Geremia Financial Services
Edison,
New Jersey
| USD 121 M | – | – | 1.36% | – | 10 | – | 0 |
|
| 7819 |
7819
True Blue Financial
Stevensville,
Michigan
| USD 121 M | – | – | 1.25% | – | 51 | – | 0 |
|
| 7820 |
7820
Prosperity Advisers
Fort Washington,
Pennsylvania
| USD 121 M | – | – | 2.21% | – | 40 | – | 0 |
|
| 7821 |
7821
Smith Asset Management
Chiefland,
Florida
| USD 121 M | +USD 3.72 M | +3% | 1.7% | – | 71 | 7.04% | 0.9 |
|
| 7822 |
7822
TrueWealth Financial Partners
Bellevue,
Washington
| USD 121 M | -USD 74.9 M | -38% | 1.24% | 36.4% | 74 | 98.65% | 0.1 |
|
| 7823 |
7823
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| USD 121 M | -USD 751 k | -0.6% | 0.56% | 38.5% | 66 | 10.61% | 3.2 |
|
| 7824 |
7824
Chesapeake Asset Management
New York
| USD 121 M | +USD 8.04 M | +7% | 9.84% | 153% | 399 | 27.07% | 2.3 |
|
| 7825 |
7825
Troutman Wealth Management
Malvern,
Pennsylvania
| USD 121 M | – | – | 1.26% | – | 37 | – | 0 |
|