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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
LHC
4201
Little House Capital
Braintree,
Massachusetts
| USD 445 M | +USD 57.8 M | +15% | 19.8% | 108% | 116 | 6.03% | 3.1 |
|
| 4202 |
DBIA
4202
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 445 M | +USD 45.3 M | +11% | 18.3% | 78.3% | 214 | 10.28% | 7.2 |
|
| 4203 |
CFS
4203
CGC Financial Services
Lake Oswego,
Oregon
| USD 445 M | +USD 98.6 M | +28% | 9.28% | 46% | 347 | 7.49% | 2.4 |
|
| 4204 |
DW
4204
Dodds Wealth
Greenwood Village,
Colorado
| USD 445 M | +USD 37.2 M | +9% | 7.58% | – | 56 | 8.93% | 2.2 |
|
| 4205 |
UWM
4205
United Wealth Management
Charlottesville,
Virginia
| USD 444 M | +USD 42.1 M | +10% | 9.74% | – | 24 | 0% | 1.4 |
|
| 4206 |
AWM
4206
Accel Wealth Management
Waverly,
Iowa
| USD 444 M | +USD 61 M | +16% | 18.7% | 82.4% | 317 | 12.3% | 2.8 |
|
| 4207 |
TL
4207
Tradewinds LLC
Raleigh,
North Carolina
| USD 444 M | +USD 134 M | +43% | 14.3% | – | 269 | 63.2% | 0.4 |
|
| 4208 |
AC
4208
Arjuna Capital
Durham,
North Carolina
| USD 444 M | +USD 51 M | +13% | 25.5% | 105% | 124 | 20.97% | 2.5 |
|
| 4209 |
WAM
4209
Wakefield Asset Management
Englewood,
Colorado
| USD 444 M | +USD 66.8 M | +18% | 20.1% | 139% | 250 | 25.6% | 1.3 |
|
| 4210 |
T
4210
Tidemark
San Diego,
California
| USD 444 M | +USD 50.7 M | +13% | 10.3% | – | 987 | 13.98% | 1.4 |
|
| 4211 |
VM
4211
Venator Management
Pittsburgh,
Pennsylvania
| USD 444 M | +USD 28.2 M | +7% | 9.09% | 101% | 30 | 16.67% | 2.8 |
|
| 4212 |
EAM
4212
Empirical Asset Management
Wellesley,
Massachusetts
| USD 444 M | +USD 64.7 M | +17% | 22.9% | 94.5% | 509 | 33.99% | 1.5 |
|
| 4213 |
SWM
4213
SK Wealth Management
Providence,
Rhode Island
| USD 444 M | +USD 83.5 M | +23% | 10.8% | – | 81 | 6.17% | 1.4 |
|
| 4214 |
VW
4214
Vance Wealth
Santa Clarita,
California
| USD 444 M | +USD 97.5 M | +28% | 13.5% | 66.4% | 138 | 15.22% | 2.6 |
|
| 4215 |
DWAM
4215
Duncan Williams Asset Management
Memphis,
Tennessee
| USD 444 M | +USD 82.9 M | +23% | 14.2% | – | 177 | 15.82% | 1.5 |
|
| 4216 |
TA
4216
TrueWealth Advisors
Birmingham,
Alabama
| USD 444 M | +USD 46 M | +12% | 12.8% | 60.9% | 248 | 11.29% | 2.9 |
|
| 4217 |
PCM
4217
Princeton Capital Management
Red Bank,
New Jersey
| USD 443 M | +USD 76.8 M | +21% | 27% | 180% | 148 | 8.11% | 4 |
|
| 4218 |
PPG
4218
Peak Planning Group
Centennial,
Colorado
| USD 443 M | +USD 82.3 M | +23% | 23.7% | 105% | 131 | 10.69% | 2.2 |
|
| 4219 |
ASP
4219
Adams Street Partners
Chicago,
Illinois
| USD 443 M | +USD 182 M | +70% | 25.4% | 399% | 4 | 25% | 4.8 |
|
| 4220 |
BIP
4220
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| USD 442 M | +USD 97.7 M | +28% | 44% | 199% | 95 | 29.47% | 2 |
|
| 4221 |
FPTW
4221
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 442 M | +USD 22.6 M | +5% | 7.51% | 41.6% | 57 | 7.02% | 7.7 |
|
| 4222 |
HH
4222
HWG Holdings
Houston,
Texas
| USD 442 M | +USD 57.7 M | +15% | 23.1% | – | 64 | 45.31% | 2.3 |
|
| 4223 |
CPWA
4223
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| USD 442 M | +USD 61 M | +16% | 17.1% | – | 173 | 12.72% | 3.3 |
|
| 4224 |
SAM
4224
Sagewood Asset Management
New York
| USD 442 M | +USD 123 M | +38% | 18.6% | – | 460 | 32.83% | 0.3 |
|
| 4225 |
DA
4225
Doliver Advisors
Houston,
Texas
| USD 442 M | +USD 2.02 M | +0.5% | 5.39% | 92.3% | 196 | 10.71% | 3.8 |
|