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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Timber Creek Capital Management
Boston,
Massachusetts
| USD 375 M | +USD 28.5 M | +8% | 3.42% | 139% | 87 | 12.64% | 5.4 |
|
| 3827 |
3827
Grey Fox Wealth Advisors
Rockland,
Delaware
| USD 375 M | +USD 10.2 M | +3% | 0.98% | 45.3% | 138 | 14.49% | 1.5 |
|
| 3828 |
3828
Marion Wealth Management
Monroeville,
Pennsylvania
| USD 374 M | -USD 2.69 M | -0.7% | 0.53% | 51.7% | 135 | 7.41% | 2.2 |
|
| 3829 |
3829
Wilson Asset Management
Sydney,
Australia
| USD 374 M | -USD 11.7 M | -3% | 0.65% | 58% | 34 | 20.59% | 1.6 |
|
| 3830 |
3830
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| USD 373 M | +USD 2.57 M | +0.7% | 0.31% | 55.5% | 104 | 11.54% | 4.1 |
|
| 3831 |
3831
Cypress Asset Management
Houston,
Texas
| USD 373 M | -USD 29.5 M | -7% | 2.92% | 141% | 110 | 6.36% | 6.7 |
|
| 3832 |
3832
Eclectic Associates
Fullerton,
California
| USD 373 M | +USD 35.1 M | +10% | 1.7% | 53.8% | 121 | 5.79% | 2.4 |
|
| 3833 |
3833
Tradewinds Capital Management
Bellingham,
Washington
| USD 373 M | -USD 5.76 M | -2% | 1.8% | 96.9% | 747 | 21.15% | 4 |
|
| 3834 |
3834
Genworth Financial
Glen Allen,
Virginia
| USD 373 M | -USD 13.8 M | -4% | 3.49% | 73.6% | 2 | 0% | 3.9 |
|
| 3835 |
3835
Activest Wealth Management
Aventure,
Florida
| USD 373 M | +USD 15.1 M | +4% | 5.14% | 117% | 1,194 | 36.85% | 0.7 |
|
| 3836 |
3836
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| USD 372 M | -USD 11.6 M | -3% | 1.2% | 62.1% | 99 | 33.33% | 2.4 |
|
| 3837 |
3837
Hedeker Wealth
Lincolnshire,
Illinois
| USD 372 M | -USD 29.7 M | -7% | 4.45% | 161% | 94 | 17.02% | 2.8 |
|
| 3838 |
3838
Sherborne Investors Management
New York
| USD 372 M | -USD 19.4 M | -5% | 4.97% | 54.2% | 1 | 0% | 2.3 |
|
| 3839 |
3839
White Pine Investment Company
Livonia,
Michigan
| USD 371 M | +USD 1.21 M | +0.3% | 1.97% | 73.3% | 68 | 8.82% | 5.2 |
|
| 3840 |
3840
RS Crum Inc
Newport Beach,
California
| USD 371 M | -USD 33.7 M | -8% | 0.02% | 54.2% | 92 | 5.43% | 2.4 |
|
| 3841 |
3841
Alliance Wealth Management Group
Flemington,
New Jersey
| USD 371 M | -USD 2.37 M | -0.6% | 1% | 43.4% | 85 | 4.71% | 5.3 |
|
| 3842 |
3842
AMANSA Capital
Raffles City Tower,
Singapore
| USD 371 M | -USD 34 M | -8% | 2.17% | 32% | 2 | 0% | 1.8 |
|
| 3843 |
3843
Verum Partners
Charlotte,
North Carolina
| USD 371 M | +USD 23.4 M | +7% | 1.62% | 57.7% | 171 | 10.53% | 1.6 |
|
| 3844 |
3844
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 371 M | +USD 1.27 M | +0.3% | 1.87% | 49.3% | 52 | 7.69% | 7.6 |
|
| 3845 |
3845
Castle Rock Wealth Management
Walnut Creek,
California
| USD 370 M | -USD 49.5 M | -12% | 1.17% | 115% | 239 | 8.37% | 3 |
|
| 3846 |
3846
Monetary Management Group
St Louis,
Missouri
| USD 370 M | -USD 14.8 M | -4% | 2.61% | 138% | 332 | 4.52% | 7.3 |
|
| 3847 |
3847
Stewardship Advisors
Mount Joy,
Pennsylvania
| USD 370 M | +USD 9.4 M | +3% | 0.85% | 46.1% | 162 | 16.05% | 1.2 |
|
| 3848 |
3848
Collective Family Office
York,
Pennsylvania
| USD 370 M | +USD 5.48 M | +2% | 0.24% | 52.5% | 166 | 6.63% | 3 |
|
| 3849 |
3849
Semmax Financial Advisors
Winston Salem,
North Carolina
| USD 370 M | -USD 5.18 M | -1% | 1.42% | – | 436 | 18.35% | 3.2 |
|
| 3850 |
3850
Bulldog Investors
Saddle Brook,
New Jersey
| USD 370 M | -USD 13.3 M | -3% | 0.66% | 22.5% | 171 | 33.92% | 1.1 |
|