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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
Wealth Management Partners
Tucson,
Arizona
| USD 425 M | +USD 75.1 M | +21% | 36.4% | 194% | 160 | 11.88% | 2.9 |
|
| 4327 |
4327
Sterling Investment Counsel
Buffalo,
New York
| USD 425 M | +USD 68 M | +19% | 17.7% | 93.8% | 207 | 10.14% | 1.7 |
|
| 4328 |
RI
4328
Rinkey Investments
San Diego,
California
| USD 425 M | +USD 33.8 M | +9% | 8.89% | 42.1% | 137 | 15.33% | 1.8 |
|
| 4329 |
4329
SWMG LLC
Fort Worth,
Texas
| USD 424 M | +USD 74.3 M | +21% | 15.9% | 68.7% | 134 | 35.82% | 2.2 |
|
| 4330 |
4330
Fivespan Partners
San Francisco,
California
| USD 424 M | +USD 46.9 M | +12% | 1.84% | – | 6 | 33.33% | 0.3 |
|
| 4331 |
4331
AMJ Financial Wealth Management
Leesburg,
Virginia
| USD 424 M | USD 0 | 0% | 14.6% | 167% | 86 | 0% | 1.9 |
|
| 4332 |
4332
Myriad Asset Management Advisors
West Palm Beach,
Florida
| USD 424 M | +USD 84.4 M | +25% | 25.7% | – | 67 | 56.72% | 0.3 |
|
| 4333 |
4333
Meredith Wealth Planning
Maryville,
Illinois
| USD 424 M | +USD 54.6 M | +15% | 12.3% | 66.5% | 76 | 10.53% | 2 |
|
| 4334 |
4334
Wood Tarver Financial Group
Boise,
Idaho
| USD 424 M | +USD 61.7 M | +17% | 16% | – | 170 | 11.76% | 1.3 |
|
| 4335 |
4335
Avalon Capital Management
Port Of Redwood City,
California
| USD 423 M | +USD 69.1 M | +19% | 16% | 163% | 143 | 23.78% | 2.1 |
|
| 4336 |
4336
White Pine Capital
Bloomington,
Minnesota
| USD 423 M | +USD 55.5 M | +15% | 26.2% | 143% | 247 | 9.72% | 6.5 |
|
| 4337 |
4337
Miller Value Partners
Sarasota,
Florida
| USD 423 M | +USD 39.9 M | +10% | 9.46% | 133% | 59 | 11.86% | 2.1 |
|
| 4338 |
4338
Birinyi Associates
Westport,
Connecticut
| USD 423 M | +USD 55.6 M | +15% | 20.4% | 133% | 63 | 7.94% | 6.8 |
|
| 4339 |
MI
4339
M3F Inc
Salt Lake City,
Utah
| USD 422 M | +USD 18.7 M | +5% | 21.6% | 139% | 30 | 33.33% | 4.2 |
|
| 4340 |
4340
Westwind Capital
Las Cruces,
New Mexico
| USD 422 M | +USD 5.64 M | +1% | 24.1% | 87.6% | 107 | 56.07% | 1.3 |
|
| 4341 |
4341
Globe Life
Mckinney,
Texas
| USD 422 M | +USD 40.8 M | +11% | 13.1% | 67.5% | 2 | 0% | 6.1 |
|
| 4342 |
4342
RenaissanceRe Holdings
Pembroke,
Bermuda
| USD 421 M | +USD 15.2 M | +4% | 4.06% | 40.8% | 5 | 0% | 4.2 |
|
| 4343 |
4343
Fedenia Advisers
Madison,
Wisconsin
| USD 421 M | +USD 286 M | +213% | 62.1% | – | 461 | 79.83% | 0.2 |
|
| 4344 |
4344
Delta Financial Advisors
New Orleans,
Louisiana
| USD 421 M | +USD 37.2 M | +10% | 16.4% | 107% | 154 | 4.55% | 4.4 |
|
| 4345 |
4345
EnRich Financial Partners
Madison,
Wisconsin
| USD 421 M | +USD 43.9 M | +12% | 10.4% | 50.7% | 69 | 10.14% | 2 |
|
| 4346 |
4346
Compass Advisory Group
Melville,
New York
| USD 421 M | +USD 47.1 M | +13% | 10.2% | 49.2% | 89 | 3.37% | 3.5 |
|
| 4347 |
4347
Pier 88 Investment Partners
San Francisco,
California
| USD 421 M | +USD 31 M | +8% | 9.66% | 40.3% | 127 | 25.2% | 1.5 |
|
| 4348 |
4348
Fruth Investment Management
Houston,
Texas
| USD 421 M | +USD 19.4 M | +5% | 12.3% | 79.4% | 236 | 8.47% | 8.7 |
|
| 4349 |
4349
PYA Waltman Capital
Knoxville,
Tennessee
| USD 421 M | +USD 59.8 M | +17% | 7.86% | 62.4% | 74 | 18.92% | 3.8 |
|
| 4350 |
4350
True Wealth Design
Akron,
Ohio
| USD 420 M | +USD 60 M | +17% | 11.5% | 57% | 2,944 | 18.14% | 1.5 |
|