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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
WFI
4126
West Family Investments
Carlsbad,
California
| USD 257 M | +USD 4.73 M | +2% | 2.02% | 116% | 276 | 42.39% | 1.2 |
|
| 4127 |
4127
Summit Financial Group
Moorefield,
West Virginia
| USD 257 M | -USD 6.65 M | -3% | 5.07% | 26.1% | 192 | 4.69% | 3.9 |
|
| 4128 |
4128
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| USD 257 M | +USD 4.24 M | +2% | 4.34% | 75.5% | 506 | 2.17% | 1.9 |
|
| 4129 |
4129
BetterWealth
San Jose,
California
| USD 257 M | +USD 9.9 M | +4% | 5.18% | 63.3% | 47 | 10.64% | 1 |
|
| 4130 |
4130
Mudrick Capital Management
New York
| USD 257 M | -USD 13.3 M | -5% | 0.6% | 212% | 13 | 23.08% | 1.6 |
|
| 4131 |
4131
St. Clair Advisors
Mayfield Hts,
Ohio
| USD 257 M | +USD 27.3 M | +12% | 6.24% | 77.5% | 81 | 6.17% | 1.2 |
|
| 4132 |
4132
Capital Planning
Bellevue,
Washington
| USD 256 M | +USD 14.6 M | +6% | 8.02% | 81.2% | 75 | 12% | 1.8 |
|
| 4133 |
4133
Humankind Investments
New York
| USD 256 M | +USD 15.3 M | +6% | 6.51% | 62.5% | 149 | 37.58% | 1.5 |
|
| 4134 |
AP
4134
Agilis Partners
Waltham,
Massachusetts
| USD 256 M | +USD 29.9 M | +13% | 4.62% | 8.47% | 23 | 4.35% | 3.9 |
|
| 4135 |
4135
Horan Capital Advisors
Cincinnati,
Ohio
| USD 256 M | +USD 13.4 M | +6% | 5.24% | 26.6% | 105 | 4.76% | 4.2 |
|
| 4136 |
4136
Builder Investment Group
Atlanta,
Georgia
| USD 256 M | +USD 26.7 M | +12% | 14.4% | 169% | 96 | 6.25% | 0.5 |
|
| 4137 |
4137
Vickerman Investment Advisors
Spokane,
Washington
| USD 256 M | +USD 2.49 M | +1% | 4.47% | 47.3% | 73 | 12.33% | 1.5 |
|
| 4138 |
4138
Collective Family Office
York,
Pennsylvania
| USD 256 M | +USD 13.3 M | +5% | 2.7% | 52.5% | 186 | 15.59% | 1.5 |
|
| 4139 |
SSI
4139
Scott & Selber Inc
Houston,
Texas
| USD 256 M | +USD 20.8 M | +9% | 10.3% | 202% | 103 | 7.77% | 3.7 |
|
| 4140 |
4140
Proquility Private Wealth Partners
Las Vegas,
Nevada
| USD 256 M | +USD 3.96 M | +2% | 3.67% | 19.4% | 96 | 13.54% | 2.1 |
|
| 4141 |
4141
Lantz Financial
Naperville,
Illinois
| USD 255 M | +USD 14.9 M | +6% | 5.24% | 74.3% | 197 | 7.11% | 2.5 |
|
| 4142 |
4142
Origin Asset Management
London,
United Kingdom
| USD 255 M | -USD 86.1 M | -25% | 5.19% | 59.3% | 31 | 64.52% | 1.1 |
|
| 4143 |
4143
McLean Asset Management
Tysons,
Virginia
| USD 255 M | +USD 12.1 M | +5% | 5.19% | 64.3% | 134 | 5.97% | 1.8 |
|
| 4144 |
4144
Innealta Capital
Austin,
Texas
| USD 255 M | +USD 18.5 M | +8% | 4.29% | 63.7% | 77 | 18.18% | 1.6 |
|
| 4145 |
4145
Physicians Financial Services
Raleigh,
North Carolina
| USD 255 M | +USD 18.2 M | +8% | 9.35% | 100% | 108 | 0.93% | 5.8 |
|
| 4146 |
4146
Warwick Investment Management
Bryan,
Texas
| USD 255 M | +USD 18.9 M | +8% | 5.66% | 69.9% | 70 | 15.71% | 0.9 |
|
| 4147 |
4147
My Legacy Advisors
Bend,
Oregon
| USD 254 M | +USD 21.2 M | +9% | 4.73% | 49.1% | 223 | 14.8% | 1 |
|
| 4148 |
4148
Garden State Investment Advisory Services
Red Bank,
New Jersey
| USD 254 M | +USD 22.2 M | +10% | 6.19% | 94% | 276 | 32.61% | 0.4 |
|
| 4149 |
4149
Summit Wealth & Retirement Planning
San Ramon,
California
| USD 254 M | -USD 13.2 M | -5% | 5.33% | 67.6% | 109 | 50.46% | 2.4 |
|
| 4150 |
4150
Institutional Venture Management XV
Menlo Park,
California
| USD 254 M | -USD 87.5 M | -26% | 3.1% | 116% | 6 | 33.33% | 1.9 |
|