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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
PWM
3576
Praetorian Wealth Management
Carmel,
California
| USD 580 M | +USD 53.4 M | +10% | 13.2% | 60.4% | 85 | 10.59% | 2.1 |
|
| 3577 |
3577
COFG Advisors
Oak Brook,
Illinois
| USD 579 M | +USD 175 M | +43% | 15.3% | – | 322 | 26.09% | 0.4 |
|
| 3578 |
3578
Sixth Street Partners
Dallas,
Texas
| USD 579 M | -USD 132 M | -19% | 2.29% | 5.31% | 7 | 0% | 2.8 |
|
| 3579 |
CTAF
3579
Call To Action Foundation
Salt Lake City,
Utah
| USD 579 M | +USD 67.9 M | +13% | 14.9% | – | 1 | 0% | 2.5 |
|
| 3580 |
3580
Abel Hall LLC
Baton Rouge,
Louisiana
| USD 579 M | +USD 109 M | +23% | 26.1% | 133% | 1,093 | 38.43% | 0.6 |
|
| 3581 |
3581
Rezny Wealth Management
Fort Myers,
Florida
| USD 579 M | +USD 114 M | +25% | 27% | 99.6% | 41 | 17.07% | 2.1 |
|
| 3582 |
PFA
3582
Professional Financial Advisors
North Platte,
Nebraska
| USD 578 M | +USD 87 M | +18% | 12% | 59.2% | 157 | 19.75% | 2.5 |
|
| 3583 |
3583
Intellectus Partners
San Francisco,
California
| USD 578 M | +USD 88.2 M | +18% | 31.8% | 157% | 332 | 15.36% | 3.7 |
|
| 3584 |
3584
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| USD 578 M | +USD 74.9 M | +15% | 12.3% | 71.1% | 241 | 32.78% | 1.4 |
|
| 3585 |
3585
HughesLittle Investment Management
Vancouver,
| USD 577 M | +USD 66.3 M | +13% | 16.3% | 106% | 14 | 7.14% | 6.4 |
|
| 3586 |
3586
Kozak & Associates
Highlands Ranch,
Colorado
| USD 576 M | +USD 63.3 M | +12% | 17.3% | 111% | 469 | 10.66% | 3.1 |
|
| 3587 |
3587
Conrad N. Hilton Foundation
Agoura Hills,
California
| USD 576 M | +USD 347 M | +152% | 14.2% | – | 2 | 0% | 1 |
|
| 3588 |
3588
Columbia Asset Management
Ann Arbor,
Michigan
| USD 575 M | +USD 50.1 M | +10% | 15.3% | 94.1% | 175 | 6.86% | 7.1 |
|
| 3589 |
3589
Winslow Asset Management
Beachwood,
Ohio
| USD 575 M | +USD 60.4 M | +12% | 16.5% | 89.9% | 83 | 4.82% | 7.7 |
|
| 3590 |
3590
MSH Capital Advisors
Scottsdale,
Arizona
| USD 575 M | +USD 102 M | +22% | 13.6% | 77.4% | 334 | 22.46% | 2.3 |
|
| 3591 |
3591
M37 Management
Menlo Park,
California
| USD 575 M | +USD 324 M | +129% | 22.7% | – | 14 | 50% | 0.3 |
|
| 3592 |
3592
Solidarity Wealth
Lehi,
Utah
| USD 574 M | +USD 53.5 M | +10% | 12.1% | 85.9% | 102 | 27.45% | 2.3 |
|
| 3593 |
3593
Serenus Wealth Advisors
Santa Monica,
California
| USD 573 M | +USD 71.6 M | +14% | 14.1% | – | 78 | 16.67% | 1.1 |
|
| 3594 |
3594
Blue Zone Wealth Advisors
Los Angeles,
California
| USD 573 M | +USD 81.3 M | +17% | 21.8% | 91.1% | 137 | 13.87% | 2.8 |
|
| 3595 |
LA
3595
Lynch & Associates
Newburgh,
Indiana
| USD 573 M | +USD 39.9 M | +7% | 9.47% | 73.5% | 131 | 5.34% | 7.9 |
|
| 3596 |
TCOT
3596
Trust Company of Tennessee
Knoxville,
Tennessee
| USD 572 M | +USD 35.2 M | +7% | 13.1% | – | 8 | 0% | 1.7 |
|
| 3597 |
SEP
3597
Southland Equity Partners
Wildwood,
Missouri
| USD 571 M | +USD 57.9 M | +11% | 12% | 66.1% | 312 | 14.42% | 2.8 |
|
| 3598 |
3598
Sanchez Wealth Management Group
Jacksonville,
Florida
| USD 571 M | +USD 108 M | +23% | 15.8% | 61.1% | 54 | 5.56% | 4.1 |
|
| 3599 |
3599
PCM Encore
Aspen,
Colorado
| USD 569 M | +USD 83.1 M | +17% | 25.1% | – | 500 | 19.2% | 0.4 |
|
| 3600 |
OCP
3600
OCO Capital Partners
New York
| USD 569 M | +USD 161 M | +39% | 61% | 679% | 9 | 44.44% | 1.4 |
|