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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Clark Asset Management
Stratham,
New Hampshire
| USD 232 M | +USD 19.3 M | +9% | 4.02% | 51.8% | 88 | 26.14% | 0.6 |
|
| 4302 |
IAS
4302
Investment Advisory Services
The Woodlands,
Texas
| USD 232 M | -USD 4.5 M | -2% | 2.49% | 74.9% | 108 | 5.56% | 2.7 |
|
| 4303 |
4303
Financial Life Advisors
San Antonio,
Texas
| USD 232 M | -USD 7.23 M | -3% | 3.94% | 47% | 60 | 8.33% | 2.5 |
|
| 4304 |
4304
Droms Strauss Advisors
St. Louis,
Missouri
| USD 232 M | -USD 7.3 M | -3% | 3.52% | 68.7% | 65 | 6.15% | 2.6 |
|
| 4305 |
4305
Gavilan Investment Partners
Burlingame,
California
| USD 232 M | +USD 7.88 M | +4% | 3.17% | 109% | 14 | 7.14% | 0.8 |
|
| 4306 |
4306
ForthRight Wealth Management
Alpharetta,
Georgia
| USD 232 M | -USD 7.14 M | -3% | 3.88% | 44.6% | 59 | 8.47% | 1.9 |
|
| 4307 |
4307
Wind River Trust Company
Jackson,
Wyoming
| USD 232 M | +USD 211 k | +0.1% | 3.95% | 62.1% | 9 | 0% | 8.1 |
|
| 4308 |
4308
FirstPurpose Wealth
Orem,
Utah
| USD 232 M | -USD 2.02 M | -0.9% | 2.72% | – | 209 | 11.48% | 1.2 |
|
| 4309 |
4309
Pantechnicon Advisors
London,
United Kingdom
| USD 231 M | +USD 13.6 M | +6% | 0.58% | – | 19 | 21.05% | 0.5 |
|
| 4310 |
4310
Beaconlight Capital
New York
| USD 231 M | +USD 13.8 M | +6% | 5.46% | 282% | 36 | 30.56% | 1.1 |
|
| 4311 |
4311
Strengthening Families & Communities LLC
Boston,
Massachusetts
| USD 231 M | +USD 1.95 M | +0.8% | 3.47% | 116% | 475 | 13.05% | 1.3 |
|
| 4312 |
4312
TrueFG
Cedar Park,
Texas
| USD 231 M | -USD 1.55 M | -0.7% | 4.06% | 54.2% | 40 | 7.5% | 3.1 |
|
| 4313 |
GWA
4313
GGM Wealth Advisors
Baltimore,
Maryland
| USD 231 M | -USD 15.6 M | -6% | 4.38% | 25.9% | 146 | 8.22% | 0.9 |
|
| 4314 |
4314
RDA Financial Network
Akron,
Iowa
| USD 231 M | -USD 6.78 M | -3% | 2.71% | 93.4% | 240 | 14.17% | 2.9 |
|
| 4315 |
PA
4315
PSI Advisors
Tampa,
Florida
| USD 231 M | +USD 3.18 M | +1% | 2.73% | 58.2% | 916 | 12.99% | 1.6 |
|
| 4316 |
4316
Henry James International Management
New York
| USD 231 M | +USD 362 k | +0.2% | 1.98% | 125% | 126 | 3.17% | 3.9 |
|
| 4317 |
4317
JW Asset Management
Miami Beach,
Florida
| USD 231 M | -USD 44 M | -16% | 17.4% | 251% | 17 | 52.94% | 0.7 |
|
| 4318 |
GFI
4318
Global Frontier Investments
Charleston,
South Carolina
| USD 231 M | +USD 2.25 M | +1% | 1.8% | – | 16 | 0% | 2.6 |
|
| 4319 |
WHAM
4319
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| USD 231 M | +USD 7.58 M | +3% | 0.4% | 98.1% | 32 | 9.38% | 1.1 |
|
| 4320 |
4320
Stolper & Co
Tulsa,
Oklahoma
| USD 231 M | -USD 6.9 M | -3% | 1.91% | 77.1% | 88 | 7.95% | 2.8 |
|
| 4321 |
SA
4321
SAM Advisors
Oakhurst,
California
| USD 230 M | -USD 10.1 M | -4% | 3.23% | 57.5% | 40 | 15% | 1.3 |
|
| 4322 |
4322
Shoker Investment Counsel
Oxford,
Ohio
| USD 230 M | -USD 8.85 M | -4% | 2.71% | 83.8% | 90 | 2.22% | 5.5 |
|
| 4323 |
4323
Landaas & Company
Milwaukee,
Wisconsin
| USD 230 M | +USD 3.68 M | +2% | 3.29% | 68.3% | 84 | 19.05% | 3.4 |
|
| 4324 |
4324
Norman Fields Gottscho Capital Management
New York
| USD 230 M | -USD 7.37 M | -3% | 0.64% | 96.9% | 64 | 4.69% | 5.6 |
|
| 4325 |
FCP
4325
Fosse Capital Partners
London,
United Kingdom
| USD 230 M | -USD 31.2 M | -12% | 1.21% | 80% | 6 | 50% | 1.7 |
|