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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Heirloom Wealth Management
Greenwood Village,
Colorado
| USD 349 M | +USD 15.5 M | +5% | 1.46% | 81.8% | 44 | 6.82% | 2.1 |
|
| 4002 |
4002
First Wilshire Securities Management
Pasadena,
California
| USD 349 M | -USD 19.4 M | -5% | 3.38% | 135% | 89 | 15.73% | 5.1 |
|
| 4003 |
4003
New Capital Management
Houston,
Texas
| USD 348 M | +USD 6.52 M | +2% | 1.99% | 55.4% | 55 | 16.36% | 3.5 |
|
| 4004 |
4004
3G Capital Partners
New York
| USD 348 M | -USD 526 k | -0.2% | 1.43% | 351% | 21 | 47.62% | 0.8 |
|
| 4005 |
IFS
4005
Ifrah Financial Services
Little Rock,
Arkansas
| USD 348 M | -USD 13.9 M | -4% | 1.44% | 64.1% | 210 | 11.43% | 5.3 |
|
| 4006 |
4006
Compton Financial Group
Towson,
Maryland
| USD 347 M | +USD 10.8 M | +3% | 1.16% | 37.7% | 48 | 31.25% | 2.2 |
|
| 4007 |
4007
Matrix Capital Management Company
Portsmouth,
New Hampshire
| USD 347 M | -USD 1804 M | -84% | 19.2% | 245% | 6 | 50% | 2.8 |
|
| 4008 |
4008
Mason & Associates (Virginia)
Newport News,
Virginia
| USD 347 M | +USD 12.3 M | +4% | 1.12% | – | 40 | 5% | 0.8 |
|
| 4009 |
4009
TFB Advisors
Overland Park,
Kansas
| USD 347 M | -USD 2.65 M | -0.8% | 2.05% | 85% | 341 | 12.32% | 1.1 |
|
| 4010 |
4010
DeDora Capital
Napa,
California
| USD 347 M | -USD 18.2 M | -5% | 3.53% | 91.2% | 116 | 8.62% | 3.1 |
|
| 4011 |
4011
Continental Grain Company
New York
| USD 347 M | +USD 54.6 M | +19% | 11.4% | 5.73% | 4 | 0% | 1.9 |
|
| 4012 |
4012
Ripple Effect Asset Management
New York
| USD 347 M | -USD 13.4 M | -4% | 2.14% | – | 33 | 57.58% | 0.2 |
|
| 4013 |
4013
Cypress Capital
Franklin,
Tennessee
| USD 347 M | -USD 2.78 M | -0.8% | 0.06% | 43.6% | 82 | 15.85% | 2.6 |
|
| 4014 |
RA
4014
Resolute Advisors
San Francisco,
California
| USD 347 M | -USD 150 M | -30% | 8.49% | 36.7% | 89 | 19.1% | 1.9 |
|
| 4015 |
4015
Essex Woodlands Management
The Woodlands,
Texas
| USD 347 M | -USD 86.5 M | -20% | 18.9% | 119% | 7 | 14.29% | 5.8 |
|
| 4016 |
4016
Prentice Wealth Management
Rochester,
New York
| USD 346 M | +USD 594 k | +0.2% | 0.77% | 47.8% | 117 | 17.09% | 2.4 |
|
| 4017 |
4017
Bridgefront Capital
Austin,
Texas
| USD 346 M | +USD 49.6 M | +17% | 3.98% | 52.1% | 891 | 72.05% | 0.2 |
|
| 4018 |
4018
Fielder Capital Group
Nashville,
Tennessee
| USD 346 M | +USD 25 M | +8% | 5.87% | – | 235 | 14.47% | 0.9 |
|
| 4019 |
4019
SimplyRich
Carlsbad,
California
| USD 346 M | -USD 4.78 M | -1% | 0.93% | 105% | 224 | 8.04% | 3.3 |
|
| 4020 |
4020
Childress Capital Advisors
Houston,
Texas
| USD 345 M | -USD 13.3 M | -4% | 0.4% | 107% | 242 | 16.94% | 1.6 |
|
| 4021 |
4021
Brown, Lisle/Cummings
Providence,
Rhode Island
| USD 345 M | +USD 10 M | +3% | 0.32% | 82.3% | 800 | 22.25% | 2 |
|
| 4022 |
4022
B.O.S.S. Retirement Advisors
Lehi,
Utah
| USD 345 M | -USD 13 M | -4% | 2.38% | 78.2% | 200 | 25% | 0.6 |
|
| 4023 |
4023
DecisionPoint Financial
Mesa,
Arizona
| USD 345 M | +USD 17.4 M | +5% | 0.66% | 48% | 281 | 16.01% | 1.6 |
|
| 4024 |
4024
Strategic Investment Solutions
Orland Park,
Illinois
| USD 345 M | +USD 45.7 M | +15% | 2.42% | – | 732 | 17.08% | 1.3 |
|
| 4025 |
4025
Frontier Asset Management
Sheridan,
Wyoming
| USD 345 M | +USD 41.7 M | +14% | 0.88% | 57.1% | 70 | 14.29% | 1.9 |
|