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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
CWAG
3901
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| USD 257 M | +USD 21.4 M | +9% | 8.12% | 76.1% | 94 | 4.26% | 2.4 |
|
| 3902 |
3902
Diana Davis Spencer Foundation
Bethesda,
Maryland
| USD 256 M | +USD 3.16 M | +1% | 1.25% | 13.4% | 3 | 0% | 8 |
|
| 3903 |
3903
Vertex Planning Partners
Downers Grove,
Illinois
| USD 256 M | – | – | 7.43% | 55.4% | 140 | – | 0 |
|
| 3904 |
3904
Integris Wealth Management
Monterey,
California
| USD 256 M | – | – | 8.58% | 60.3% | 78 | – | 0 |
|
| 3905 |
3905
White Pine Capital
Bloomington,
Minnesota
| USD 256 M | +USD 16 M | +7% | 9.31% | 143% | 210 | 10.95% | 5.8 |
|
| 3906 |
3906
Bain Capital Credit
Boston,
Massachusetts
| USD 256 M | -USD 31.2 M | -11% | 2.02% | 14.4% | 10 | 40% | 1.4 |
|
| 3907 |
3907
Morton Capital Management
Calabasas,
California
| USD 256 M | +USD 36.5 M | +17% | 9.03% | 75.4% | 90 | 16.67% | 0.8 |
|
| 3908 |
3908
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| USD 256 M | +USD 23.7 M | +10% | 10.5% | 76.5% | 102 | 5.88% | 4.9 |
|
| 3909 |
3909
Keating Investment Counselors
Delray Beach,
Florida
| USD 255 M | +USD 32.2 M | +14% | 15.9% | 50% | 80 | 28.75% | 4.7 |
|
| 3910 |
3910
Knollwood Investment Advisory
Hunt Valley,
Maryland
| USD 255 M | – | – | 3.91% | 160% | 123 | – | 0 |
|
| 3911 |
3911
Affinity Asset Advisors
New York
| USD 255 M | -USD 103 M | -29% | 59.9% | 1,487% | 89 | 58.43% | 0.5 |
|
| 3912 |
3912
Forge First Asset Management
Toronto, Ontario,
Canada
| USD 255 M | – | – | 12.3% | 112% | 35 | – | 0 |
|
| 3913 |
3913
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| USD 255 M | +USD 29.3 M | +13% | 11.2% | 74% | 137 | 18.25% | 2.4 |
|
| 3914 |
3914
Hillman Capital Management
Bethesda,
Maryland
| USD 255 M | +USD 13.6 M | +6% | 12.3% | 20.2% | 53 | 11.32% | 2.4 |
|
| 3915 |
3915
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 255 M | +USD 18.7 M | +8% | 9.18% | 92% | 150 | 10% | 3.5 |
|
| 3916 |
3916
Diversified
Wilmington,
Delaware
| USD 254 M | +USD 55.9 M | +28% | 8.91% | 34.4% | 162 | 28.4% | 1.1 |
|
| 3917 |
3917
Harrell Investment Partners
Austin,
Texas
| USD 254 M | +USD 15.1 M | +6% | 9.85% | 121% | 99 | 14.14% | 2.1 |
|
| 3918 |
3918
Waypoint Wealth Partners
Mill Valley,
California
| USD 254 M | +USD 17.2 M | +7% | 9.63% | 52.1% | 72 | 26.39% | 1.2 |
|
| 3919 |
3919
El Puerto de Liverpool
Cuajimalpa, Ciudad De Mexico,
Mexico
| USD 254 M | – | – | 3.53% | – | 1 | – | 0 |
|
| 3920 |
3920
Peak Financial Management
Wellesley,
Massachusetts
| USD 254 M | +USD 14.4 M | +6% | 6.8% | 58.2% | 73 | 12.33% | 3.7 |
|
| 3921 |
3921
RW Investment Management
Eagle,
Idaho
| USD 254 M | – | – | 7.65% | – | 81 | – | 0 |
|
| 3922 |
CIM
3922
CIM Investment Management
Pittsburgh,
Pennsylvania
| USD 254 M | +USD 29.1 M | +13% | 8.11% | 123% | 259 | 17.76% | 2.8 |
|
| 3923 |
NC
3923
Nokomis Capital
Dallas,
Texas
| USD 254 M | +USD 25.7 M | +11% | 9.93% | 145% | 67 | 28.36% | 2 |
|
| 3924 |
3924
Xcel Wealth Management
Holly Hill,
Florida
| USD 254 M | -USD 14.6 M | -5% | 9.32% | 98.8% | 133 | 13.53% | 2.5 |
|
| 3925 |
3925
Accenture
Dublin,
Ireland
| USD 254 M | +USD 4.21 M | +2% | 1.69% | – | 1 | 0% | 2 |
|