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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Jeppson Wealth Management
Manhattan Beach,
California
| USD 233 M | +USD 18.2 M | +9% | 9.42% | 107% | 204 | 22.06% | 1.2 |
|
| 4027 |
4027
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| USD 232 M | -USD 36.7 M | -14% | 12.8% | 115% | 38 | 0% | 6.2 |
|
| 4028 |
4028
Resource Consulting Group
Orlando,
Florida
| USD 232 M | -USD 56.4 M | -20% | 14.5% | – | 82 | 26.83% | 0.5 |
|
| 4029 |
CWAG
4029
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| USD 232 M | -USD 27.1 M | -10% | 13.1% | 76.1% | 116 | 18.1% | 2 |
|
| 4030 |
H2CM
4030
H/2 Credit Manager
Stamford,
Connecticut
| USD 232 M | -USD 19.7 M | -8% | 23.6% | 97.4% | 13 | 23.08% | 0.9 |
|
| 4031 |
4031
Fernwood Investment Management
Quincy,
Massachusetts
| USD 232 M | -USD 52.9 M | -19% | 13.8% | 83.4% | 202 | 10.4% | 4.2 |
|
| 4032 |
TM
4032
Tikvah Management
Charlotte,
North Carolina
| USD 232 M | -USD 80.7 M | -26% | 25.1% | 169% | 24 | 4.17% | 2.5 |
|
| 4033 |
4033
Hoey Investments
Coatesville,
Pennsylvania
| USD 232 M | -USD 137 M | -37% | 26.1% | 200% | 320 | 27.5% | 1.2 |
|
| 4034 |
4034
ETF Portfolio Partners
Leawood,
Kansas
| USD 232 M | -USD 33.9 M | -13% | 11.6% | 50.2% | 58 | 25.86% | 3.6 |
|
| 4035 |
4035
Guidance Point Advisors
Wellesley,
Massachusetts
| USD 232 M | -USD 32.3 M | -12% | 13.3% | 71.8% | 92 | 8.7% | 2.6 |
|
| 4036 |
PI
4036
Pennant Investors
Summit,
New Jersey
| USD 232 M | -USD 33.7 M | -13% | 24.3% | 372% | 19 | 10.53% | 2 |
|
| 4037 |
4037
DCM Advisors
New York
| USD 231 M | -USD 51.2 M | -18% | 13.8% | 99.3% | 249 | 52.61% | 0.6 |
|
| 4038 |
4038
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| USD 231 M | +USD 37 M | +19% | 15.7% | 68.3% | 20 | 30% | 3.1 |
|
| 4039 |
4039
Seafarer Capital Partners
Larkspur,
California
| USD 231 M | +USD 3.75 M | +2% | 18.7% | 43% | 6 | 16.67% | 0.9 |
|
| 4040 |
4040
Whitcomb & Hess
Ashland,
Ohio
| USD 231 M | -USD 21.9 M | -9% | 11.5% | 54% | 37 | 16.22% | 0.8 |
|
| 4041 |
4041
Boltwood Capital Management
Walnut Creek,
California
| USD 231 M | -USD 27.8 M | -11% | 11.8% | 63% | 163 | 14.11% | 5.2 |
|
| 4042 |
4042
Collective Family Office
York,
Pennsylvania
| USD 231 M | -USD 30.9 M | -12% | 11.2% | 52.5% | 205 | 20% | 1.1 |
|
| 4043 |
4043
Platte River Wealth Advisors
Louisville,
Colorado
| USD 231 M | -USD 43 M | -16% | 15.2% | 28.6% | 88 | 10.23% | 2.1 |
|
| 4044 |
4044
Sovereign Investment Advisors
Phoenix,
Arizona
| USD 231 M | -USD 23.1 M | -9% | 7.6% | 43.7% | 32 | 9.38% | 1.9 |
|
| 4045 |
4045
Stephens Group
Little Rock,
Arkansas
| USD 231 M | -USD 168 M | -42% | 38.3% | 45% | 3 | 0% | 0.5 |
|
| 4046 |
4046
Northwest Wealth Management
Spencer,
Iowa
| USD 231 M | +USD 26.5 M | +13% | 12.8% | 63.4% | 156 | 21.79% | 2.7 |
|
| 4047 |
HIM
4047
Hotaling Investment Management
Wayne,
Pennsylvania
| USD 230 M | -USD 30 M | -12% | 13.3% | 52.6% | 134 | 14.93% | 2.2 |
|
| 4048 |
WA
4048
WP Advisors
San Francisco,
California
| USD 230 M | -USD 12.8 M | -5% | 17.9% | 113% | 117 | 12.82% | 2.5 |
|
| 4049 |
4049
NovaPoint Capital
Atlanta,
Georgia
| USD 230 M | -USD 44.9 M | -16% | 12% | 94% | 142 | 16.2% | 1.8 |
|
| 4050 |
4050
Clare Market Investments
Dallas,
Texas
| USD 230 M | -USD 84.2 M | -27% | 20.4% | – | 179 | 43.02% | 1.7 |
|