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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Westend Capital Management
Sausalito,
California
| USD 285 M | +USD 26.7 M | +10% | 13.1% | – | 334 | 37.13% | 1.3 |
|
| 4327 |
4327
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| USD 285 M | -USD 1.64 M | -0.6% | 2.51% | 84.3% | 212 | 25% | 2.4 |
|
| 4328 |
4328
Horan Capital Advisors
Cincinnati,
Ohio
| USD 285 M | +USD 3.3 M | +1% | 2.78% | 26.6% | 117 | 5.98% | 4.5 |
|
| 4329 |
4329
Grey Fox Wealth Advisors
Rockland,
Delaware
| USD 284 M | +USD 18.4 M | +7% | 1.03% | 41.9% | 139 | 17.99% | 1 |
|
| 4330 |
TPWM
4330
Twelve Points Wealth Management
Concord,
Massachusetts
| USD 284 M | +USD 11.2 M | +4% | 0.4% | 50.7% | 181 | 6.63% | 2 |
|
| 4331 |
4331
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| USD 284 M | +USD 19.3 M | +7% | 1.98% | 59.6% | 146 | 19.18% | 2.3 |
|
| 4332 |
ECG
4332
EPIQ Capital Group
San Francisco,
California
| USD 284 M | +USD 32.9 M | +13% | 1.72% | 6.25% | 72 | 16.67% | 2.2 |
|
| 4333 |
4333
Stolper & Co
Tulsa,
Oklahoma
| USD 284 M | +USD 6.9 M | +2% | 1.61% | 77.1% | 87 | 0% | 3.4 |
|
| 4334 |
4334
Reverence Capital Partners
New York
| USD 284 M | +USD 184 M | +186% | 0% | 5.38% | 2 | 50% | 0.3 |
|
| 4335 |
4335
AA Financial Advisors
Columbus,
Ohio
| USD 284 M | +USD 35.8 M | +14% | 1.62% | 68.8% | 168 | 13.69% | 0.3 |
|
| 4336 |
4336
Curtis Advisory Group
Santa Barbara,
California
| USD 284 M | +USD 25.3 M | +10% | 3.98% | 67.6% | 98 | 10.2% | 2.7 |
|
| 4337 |
4337
Shoker Investment Counsel
Oxford,
Ohio
| USD 283 M | +USD 3.28 M | +1% | 0.96% | 83.8% | 103 | 6.8% | 5.5 |
|
| 4338 |
4338
Hillman Capital Management
Bethesda,
Maryland
| USD 283 M | -USD 27.9 M | -9% | 5.11% | 20.2% | 54 | 5.56% | 3.2 |
|
| 4339 |
4339
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| USD 283 M | +USD 2.89 M | +1% | 0.78% | 67.5% | 108 | 12.04% | 2.4 |
|
| 4340 |
4340
GSG Advisors
Mount Laurel,
New Jersey
| USD 283 M | +USD 10.8 M | +4% | 4.17% | 88% | 112 | 12.5% | 0.6 |
|
| 4341 |
4341
HT Partners
Centerbrook,
Connecticut
| USD 283 M | +USD 6.74 M | +2% | 2.55% | 71.1% | 52 | 9.62% | 5.1 |
|
| 4342 |
4342
Prudent Man Advisors
Naperville,
Illinois
| USD 283 M | +USD 16.3 M | +6% | 2.15% | 82.8% | 184 | 9.78% | 2.6 |
|
| 4343 |
4343
West Wealth Group
Irvine,
California
| USD 283 M | +USD 12.9 M | +5% | 3.97% | 79.8% | 84 | 9.52% | 1.4 |
|
| 4344 |
4344
Modus Advisors
Excelsior,
Minnesota
| USD 283 M | +USD 12.6 M | +5% | 1.99% | 89.5% | 107 | 4.67% | 2.9 |
|
| 4345 |
4345
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| USD 283 M | +USD 13.6 M | +5% | 2.3% | 31.3% | 197 | 45.69% | 0.4 |
|
| 4346 |
4346
Henry James International Management
New York
| USD 283 M | -USD 41.7 M | -13% | 1.02% | 125% | 129 | 24.81% | 4.8 |
|
| 4347 |
4347
Diana Davis Spencer Foundation
Bethesda,
Maryland
| USD 282 M | +USD 22.1 M | +8% | 0.6% | 13.4% | 4 | 25% | 7.1 |
|
| 4348 |
4348
Operose Advisors
Milwaukee,
Wisconsin
| USD 282 M | -USD 13.6 M | -5% | 0.49% | 68.8% | 673 | 17.38% | 1.4 |
|
| 4349 |
4349
Beach Point Capital Management
Santa Monica,
California
| USD 282 M | -USD 3.55 M | -1% | 3.22% | 84.1% | 12 | 16.67% | 1.6 |
|
| 4350 |
4350
SailingStone Capital Partners
Houston,
Texas
| USD 282 M | +USD 6.76 M | +2% | 1.96% | 152% | 15 | 13.33% | 2.8 |
|