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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
WPA
4101
Winning Points Advisors
Boca Raton,
Florida
| USD 123 M | +USD 6.72 M | +6% | 5.77% | – | 72 | 6.94% | 0.9 |
|
| 4102 |
4102
Northwest Wealth Management
Spencer,
Iowa
| USD 123 M | +USD 51.3 M | +72% | 4.05% | 63.4% | 92 | 31.52% | 0.7 |
|
| 4103 |
CRA
4103
Circle Road Advisors
New York
| USD 123 M | – | – | 6.92% | – | 19 | – | 0 |
|
| 4104 |
4104
Ayalon Insurance Company
Ramat Gan,
Israel
| USD 123 M | – | – | 6.5% | 99.6% | 45 | – | 1.4 |
|
| 4105 |
WEO
4105
William E. Oberndorf
| USD 123 M | -USD 4.63 M | -4% | 3.07% | 36.2% | 8 | 0% | 1.3 |
|
| 4106 |
4106
Winthrop Partners - WNY
Buffalo,
New York
| USD 123 M | – | – | 5.26% | – | 124 | – | 0 |
|
| 4107 |
4107
Luzich Partners
Las Vegas,
Nevada
| USD 122 M | +USD 3.73 M | +3% | 11.6% | – | 21 | 28.57% | 0.8 |
|
| 4108 |
4108
Day & Ennis
Macon,
Georgia
| USD 122 M | +USD 8.91 M | +8% | 3.51% | 15.2% | 81 | 9.88% | 1.5 |
|
| 4109 |
4109
Summit Financial Group
Moorefield,
West Virginia
| USD 122 M | +USD 2.11 M | +2% | 5.12% | 26.1% | 122 | 7.38% | 0.5 |
|
| 4110 |
4110
Ogorek Anthony Joseph
Williamsville,
New York
| USD 122 M | +USD 19.6 M | +19% | 3.87% | 61.1% | 140 | 52.86% | 0.9 |
|
| 4111 |
4111
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 122 M | +USD 4.62 M | +4% | 4.1% | 83.3% | 93 | 10.75% | 2.5 |
|
| 4112 |
4112
RiverGlades Family Offices
Naples,
Florida
| USD 122 M | – | – | 2.36% | – | 70 | – | 0 |
|
| 4113 |
4113
Central Asset Investments & Management Holdings
Hong Kong
| USD 122 M | -USD 9.47 M | -7% | 9.15% | 3,210% | 38 | 60.53% | 0.3 |
|
| 4114 |
4114
HM Capital Management
Clayton,
Missouri
| USD 122 M | +USD 8.87 M | +8% | 6.19% | 29.6% | 39 | 5.13% | 2.8 |
|
| 4115 |
WPEP
4115
Walnut Private Equity Partners
Omaha,
Nebraska
| USD 122 M | -USD 2.95 M | -2% | 0.84% | 48% | 22 | 0% | 2.8 |
|
| 4116 |
4116
Holistic Financial Partners
Indianapolis,
Indiana
| USD 122 M | – | – | 3.3% | 95.7% | 452 | – | 0 |
|
| 4117 |
4117
Nicollet Investment Management
Minneapolis,
Minnesota
| USD 122 M | – | – | 8.16% | 104% | 66 | – | 0 |
|
| 4118 |
PCR
4118
Potrero Capital Research
San Francisco,
California
| USD 122 M | +USD 2.74 M | +2% | 4.72% | 226% | 48 | 35.42% | 0.8 |
|
| 4119 |
LFWA
4119
LBJ Family Wealth Advisors
Austin,
Texas
| USD 122 M | +USD 4.17 M | +4% | 4.62% | 64.9% | 17 | 0% | 3 |
|
| 4120 |
4120
Pratt Collard Advisory Partners
Buffalo,
New York
| USD 121 M | – | – | 6.03% | 91.7% | 112 | – | 0 |
|
| 4121 |
4121
Bandera Partners
New York
| USD 121 M | +USD 6.81 M | +6% | 1.15% | 55.4% | 15 | 13.33% | 2.5 |
|
| 4122 |
4122
Paragon Wealth Strategies
Jacksonville,
Florida
| USD 121 M | +USD 10.6 M | +10% | 7.3% | 59.8% | 31 | 12.9% | 0.8 |
|
| 4123 |
4123
Kathryn A. Hall
| USD 121 M | +USD 18.2 M | +18% | 15.3% | 95.2% | 6 | 33.33% | 2.6 |
|
| 4124 |
4124
Sigma Investment Management
Portland,
Oregon
| USD 121 M | +USD 4.08 M | +3% | 2.88% | 8.4% | 16 | 6.25% | 3.2 |
|
| 4125 |
4125
Lesa Sroufe & Co
Seattle,
Washington
| USD 121 M | +USD 6.93 M | +6% | 6.81% | – | 44 | 6.82% | 2.8 |
|