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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
JFG Wealth Management
Denver,
Colorado
| USD 298 M | +USD 24.8 M | +9% | 4.17% | 65.2% | 48 | 25% | 1.3 |
|
| 3427 |
3427
Peterson Wealth Advisors
Orem,
Utah
| USD 298 M | -USD 5.2 M | -2% | 5.31% | 50.9% | 61 | 8.2% | 2.8 |
|
| 3428 |
3428
Boston Standard Wealth Management
Winchester,
Massachusetts
| USD 298 M | -USD 13.1 M | -4% | 5.68% | 47.1% | 39 | 5.13% | 4.3 |
|
| 3429 |
3429
Redpoint Management
Woodside,
California
| USD 297 M | -USD 262 M | -47% | 19.4% | 20.6% | 8 | 0% | 0.7 |
|
| 3430 |
3430
Cadinha & Co
Honolulu,
Hawaii
| USD 297 M | -USD 150 M | -34% | 1.4% | 132% | 100 | 12% | 5.6 |
|
| 3431 |
3431
Wilson Asset Management
Sydney,
Australia
| USD 297 M | -USD 38.5 M | -11% | 8.02% | 58% | 33 | 12.12% | 0.4 |
|
| 3432 |
3432
Verde Servicos Internacionais
Sao Paulo,
Brazil
| USD 297 M | -USD 85.3 M | -22% | 3.05% | 130% | 59 | 54.24% | 0.4 |
|
| 3433 |
3433
Fort Sheridan Advisors
Highland Park,
Illinois
| USD 297 M | -USD 10.9 M | -4% | 6.08% | 109% | 194 | 9.79% | 2.2 |
|
| 3434 |
3434
Requisite Capital Management
Dallas,
Texas
| USD 296 M | -USD 4.75 M | -2% | 4.52% | 41% | 74 | 37.84% | 1.7 |
|
| 3435 |
3435
Oak Grove Capital
North Hampton,
New Hampshire
| USD 296 M | -USD 11.3 M | -4% | 5.6% | 470% | 65 | 21.54% | 2.3 |
|
| 3436 |
3436
WrapManager Inc
Mill Valley,
California
| USD 296 M | -USD 24.2 M | -8% | 4.95% | 64.6% | 298 | 17.45% | 3.1 |
|
| 3437 |
3437
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| USD 296 M | -USD 2.97 M | -1% | 5.72% | 63.7% | 65 | 13.85% | 2.1 |
|
| 3438 |
3438
AWM Capital
Phoenix,
Arizona
| USD 296 M | +USD 92.2 M | +45% | 5.94% | 51.1% | 66 | 27.27% | 0.7 |
|
| 3439 |
3439
Hudock Inc
Williamsport,
Pennsylvania
| USD 296 M | -USD 3.12 M | -1% | 5.99% | 69.7% | 852 | 8.1% | 4.7 |
|
| 3440 |
3440
Cliffwater
Marina Del Rey,
California
| USD 296 M | -USD 13.6 M | -4% | 7.39% | 29.4% | 25 | 0% | 4.1 |
|
| 3441 |
3441
SJS Investment Consulting
Sylvania,
Ohio
| USD 296 M | – | – | 4.4% | 69.4% | 1,706 | – | 0.5 |
|
| 3442 |
3442
Washington University
St Louis,
Missouri
| USD 296 M | +USD 26.1 M | +10% | 11% | 44% | 12 | 50% | 1 |
|
| 3443 |
3443
Georgetown University
Washington,
District of Columbia
| USD 296 M | -USD 1.58 M | -0.5% | 1.78% | 79.9% | 24 | 0% | 1.3 |
|
| 3444 |
3444
ML&R Wealth Management
Austin,
Texas
| USD 296 M | +USD 73.3 M | +33% | 5.34% | – | 69 | 26.09% | 0.5 |
|
| 3445 |
3445
Silverarc Capital Management
Boston,
Massachusetts
| USD 296 M | -USD 29.1 M | -9% | 37.2% | 2,765% | 99 | 49.49% | 0.6 |
|
| 3446 |
3446
Cloverfields Capital Group
Minneapolis,
Minnesota
| USD 295 M | -USD 32.2 M | -10% | 2.27% | 101% | 76 | 13.16% | 1 |
|
| 3447 |
3447
Siena Capital Partners
Chicago,
Illinois
| USD 295 M | +USD 205 k | +0.1% | 0.52% | 44.2% | 111 | 9.91% | 2.9 |
|
| 3448 |
3448
GenWealth Group
Maplewood,
New Jersey
| USD 295 M | -USD 17.3 M | -6% | 5.38% | 73.9% | 61 | 11.48% | 3.5 |
|
| 3449 |
3449
Kowal Investment Group
Brookfield,
Wisconsin
| USD 295 M | -USD 10 M | -3% | 6.32% | 21.1% | 156 | 19.23% | 1.1 |
|
| 3450 |
3450
Mizuho Securities
Tokyo,
Japan
| USD 295 M | -USD 224 M | -43% | 11.3% | 109% | 221 | 14.48% | 1.7 |
|