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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8126 |
8126
Vitruvian Partners
London,
United Kingdom
| USD 117 M | +USD 5.64 M | +5% | 65.3% | 96.9% | 8 | 12.5% | 2.7 |
|
| 8127 |
8127
Merrithew & Thorsten Inc
San Diego,
California
| USD 117 M | +USD 11.4 M | +11% | 13.4% | – | 115 | 6.09% | 0.5 |
|
| 8128 |
8128
TABR Capital Management
Orange,
California
| USD 117 M | +USD 8.66 M | +8% | 19.9% | – | 76 | 57.89% | 0.6 |
|
| 8129 |
8129
CSP Financial Group
Scottsdale,
Arizona
| USD 117 M | +USD 19.7 M | +20% | 10.7% | – | 24 | 16.67% | 0.2 |
|
| 8130 |
8130
Raffles Associates
New York
| USD 117 M | +USD 2.07 M | +2% | 2.7% | 50% | 54 | 20.37% | 3.4 |
|
| 8131 |
EFT
8131
Envision Financial Transparency
Greensboro,
North Carolina
| USD 117 M | +USD 14.3 M | +14% | 11.7% | – | 92 | 75% | 0.1 |
|
| 8132 |
PCC
8132
Park Circle Company
Baltimore,
Maryland
| USD 117 M | +USD 9.22 M | +9% | 10.5% | 70.5% | 56 | 14.29% | 5.1 |
|
| 8133 |
8133
Corecam AG
Zurich,
| USD 117 M | -USD 282 k | -0.2% | 7.7% | – | 71 | 46.48% | 0.3 |
|
| 8134 |
8134
Artesa Financial Group
Conroe,
Texas
| USD 117 M | +USD 12.2 M | +12% | 20.6% | – | 65 | 20% | 0.4 |
|
| 8135 |
8135
21 West Wealth Management
Tustin,
California
| USD 117 M | +USD 9.4 M | +9% | 11.2% | – | 67 | 8.96% | 0.9 |
|
| 8136 |
8136
Bedminster
Bluffton,
South Carolina
| USD 117 M | +USD 9.6 M | +9% | 12.4% | – | 58 | 20.69% | 0.4 |
|
| 8137 |
8137
Entelevest
Coral Gables,
Florida
| USD 117 M | +USD 17.1 M | +17% | 20.8% | – | 157 | 22.29% | 0.4 |
|
| 8138 |
8138
MKD Wealth Coaches
Troy,
Michigan
| USD 117 M | +USD 15.4 M | +15% | 12.8% | – | 32 | 15.63% | 3.6 |
|
| 8139 |
8139
Green Court Capital Management
Hong Kong
| USD 117 M | +USD 8.91 M | +8% | 21.2% | 33.4% | 5 | 40% | 1.3 |
|
| 8140 |
8140
ORBA Wealth Advisors
Chicago,
Illinois
| USD 117 M | +USD 33.1 M | +39% | 12.7% | 70.5% | 91 | 35.16% | 1.4 |
|
| 8141 |
8141
Strategic Wealth Advisors
Scottsdale,
Arizona
| USD 117 M | -USD 7.75 M | -6% | 10.1% | – | 273 | 6.96% | 0.5 |
|
| 8142 |
8142
Markin Asset Management
Rye,
New York
| USD 117 M | +USD 25.8 M | +28% | 13.3% | – | 49 | 26.53% | 0.4 |
|
| 8143 |
8143
Twin Cities Retirement Group
Plymouth,
Minnesota
| USD 117 M | +USD 7.45 M | +7% | 7.04% | – | 24 | 8.33% | 0.5 |
|
| 8144 |
8144
Kilner Capital Advisors
Gaithersburg,
Maryland
| USD 117 M | +USD 12.3 M | +12% | 11.7% | – | 18 | 0% | 0.5 |
|
| 8145 |
EP
8145
Elkhorn Partners
Omaha,
Nebraska
| USD 117 M | -USD 40.4 M | -26% | 3.73% | 32.2% | 58 | 31.03% | 4.1 |
|
| 8146 |
8146
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| USD 117 M | +USD 15 M | +15% | 20.8% | – | 92 | 10.87% | 1.2 |
|
| 8147 |
8147
V.M. Manning & Co
Greenville,
South Carolina
| USD 117 M | – | – | 17.7% | – | 53 | – | 0.8 |
|
| 8148 |
8148
Advisory Advocates
Grand Rapids,
Michigan
| USD 117 M | +USD 18.7 M | +19% | 16.7% | – | 199 | 25.13% | 0.4 |
|
| 8149 |
8149
Minot DeBlois Advisors
Boston,
Massachusetts
| USD 116 M | +USD 6.24 M | +6% | 8.13% | – | 261 | 21.46% | 1.1 |
|
| 8150 |
8150
Members Capital Advisors Inc
Madison,
Wisconsin
| USD 116 M | – | – | 1.09% | – | 7 | – | 2.3 |
|