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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7976 |
ODE
7976
O'Domhnaill Enterprises
Cody,
Wyoming
| USD 125 M | +USD 1.01 M | +0.8% | 0.08% | – | 65 | 21.54% | 0.4 |
|
| 7977 |
ITG
7977
Index Technologies Group
New York
| USD 125 M | +USD 33.3 M | +36% | 23.2% | – | 283 | 55.12% | 0.2 |
|
| 7978 |
SC
7978
Shuttleworth & Co
Powell,
Ohio
| USD 125 M | +USD 14.6 M | +13% | 14.7% | – | 53 | 5.66% | 0.7 |
|
| 7979 |
BDPWM
7979
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| USD 125 M | +USD 24.1 M | +24% | 36% | – | 397 | 30.73% | 0.8 |
|
| 7980 |
DA
7980
Dougherty & Associates
Spring Hill,
Florida
| USD 125 M | +USD 16.1 M | +15% | 17.7% | – | 53 | 3.77% | 0.5 |
|
| 7981 |
YC
7981
Yunqi Capital
Hong Kong
| USD 125 M | +USD 32.5 M | +35% | 33.1% | 71.4% | 5 | 40% | 1.8 |
|
| 7982 |
BFG
7982
Broussard Financial Group
Kaplan,
Louisiana
| USD 125 M | -USD 136 k | -0.1% | 1.09% | – | 36 | 22.22% | 0.4 |
|
| 7983 |
SWTS
7983
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| USD 125 M | +USD 11.8 M | +10% | 10.4% | – | 102 | 28.43% | 0.9 |
|
| 7984 |
DV
7984
DAG Ventures
Palo Alto,
California
| USD 125 M | -USD 4.01 M | -3% | 3.04% | – | 3 | 0% | 1.8 |
|
| 7985 |
CFM
7985
Cornerstone Financial Management
Burlington,
Massachusetts
| USD 125 M | +USD 15.7 M | +14% | 12.6% | – | 1,565 | 22.36% | 0.4 |
|
| 7986 |
KWM
7986
Kassira Wealth Management
Knoxville,
Tennessee
| USD 125 M | +USD 15.8 M | +15% | 10.6% | – | 68 | 19.12% | 0.6 |
|
| 7987 |
CHWM
7987
Cauble & Harre Wealth Management
Saint Louis,
Missouri
| USD 125 M | -USD 870 k | -0.7% | 4.5% | – | 77 | 10.39% | 0.5 |
|
| 7988 |
BHPW
7988
Box Hill Private Wealth
Scottsdale,
Arizona
| USD 125 M | +USD 23.5 M | +23% | 23% | – | 73 | 17.81% | 0.4 |
|
| 7989 |
KSB
7989
Kennebec Savings Bank
Augusta,
Maine
| USD 125 M | +USD 13.2 M | +12% | 11.1% | – | 289 | 15.57% | 1.4 |
|
| 7990 |
EIP
7990
Essential Investment Partners
Englewood,
Colorado
| USD 125 M | +USD 16.6 M | +15% | 22.1% | – | 322 | 9.63% | 0.4 |
|
| 7991 |
HCG
7991
Haven Capital Group
Westlake Village,
California
| USD 125 M | +USD 16.8 M | +16% | 20.5% | – | 40 | 15% | 1.2 |
|
| 7992 |
PWM
7992
Platt Wealth Management
San Diego,
California
| USD 124 M | +USD 21.8 M | +21% | 14.2% | – | 58 | 15.52% | 0.4 |
|
| 7993 |
BVP
7993
Bristlecone Value Partners
Los Angeles,
California
| USD 124 M | +USD 10.7 M | +9% | 11.8% | – | 71 | 5.63% | 0.4 |
|
| 7994 |
MFS
7994
Miller Financial Services
Marshall,
Michigan
| USD 124 M | +USD 32.9 M | +36% | 7.8% | – | 152 | 27.63% | 0.9 |
|
| 7995 |
EI
7995
EDMP Inc
Lutz,
Florida
| USD 124 M | +USD 555 k | +0.4% | 6.25% | 71.6% | 76 | 14.47% | 4.3 |
|
| 7996 |
SFP
7996
Sherwood Financial Partners
Westlake Village,
California
| USD 124 M | +USD 11.1 M | +10% | 10.2% | – | 8 | 0% | 1.3 |
|
| 7997 |
PHWM
7997
Palatine Hill Wealth Management
Birmingham,
Michigan
| USD 124 M | +USD 9.29 M | +8% | 11.6% | – | 57 | 19.3% | 0.4 |
|
| 7998 |
CF
7998
Concorde Financial
Dallas,
Texas
| USD 124 M | -USD 3.19 M | -3% | 0.13% | 81.3% | 26 | 0% | 3.1 |
|
| 7999 |
PFG
7999
Prospect Financial Group
Arlington,
Virginia
| USD 124 M | +USD 15.8 M | +15% | 12.6% | – | 72 | 15.28% | 1.2 |
|
| 8000 |
CCMG
8000
Connecticut Capital Management Group
Milford,
Connecticut
| USD 124 M | +USD 18.3 M | +17% | 17.7% | – | 133 | 21.05% | 0.4 |
|