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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
CWM
4376
Capital Wealth Management
W. Warwick,
Rhode Island
| USD 416 M | +USD 46.3 M | +13% | 9.17% | 46.7% | 39 | 12.82% | 3.8 |
|
| 4377 |
PWP
4377
Prasad Wealth Partners
Independence,
Ohio
| USD 416 M | +USD 48.2 M | +13% | 14.2% | – | 167 | 16.77% | 1 |
|
| 4378 |
WPI
4378
Walter Public Investments
Westmount,
Canada
| USD 416 M | -USD 2.58 M | -0.6% | 16.4% | 72.7% | 58 | 25.86% | 1.7 |
|
| 4379 |
BWM
4379
BigSur Wealth Management
Miami,
Florida
| USD 415 M | +USD 59 M | +17% | 13.8% | 94.8% | 178 | 13.48% | 4.3 |
|
| 4380 |
SIMC
4380
Squire Investment Management Company
Orem,
Utah
| USD 415 M | +USD 55.5 M | +15% | 11.5% | – | 89 | 14.61% | 1.7 |
|
| 4381 |
KPWG
4381
KFA Private Wealth Group
Tysons,
Virginia
| USD 415 M | -USD 1.4 M | -0.3% | 14.2% | 62.8% | 176 | 23.86% | 2.6 |
|
| 4382 |
OP
4382
Oldfield Partners
London,
United Kingdom
| USD 415 M | +USD 21.5 M | +5% | 13.2% | 90.3% | 19 | 10.53% | 4.3 |
|
| 4383 |
WCM
4383
Winthrop Capital Management
Carmel,
Indiana
| USD 414 M | +USD 24.6 M | +6% | 11.9% | – | 406 | 25.86% | 1.5 |
|
| 4384 |
PWMG
4384
Pioneer Wealth Management Group
Austin,
Texas
| USD 414 M | +USD 57.4 M | +16% | 8.43% | – | 55 | 9.09% | 2.1 |
|
| 4385 |
MWPCG
4385
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| USD 414 M | +USD 47.6 M | +13% | 16.7% | 84.3% | 773 | 13.97% | 1.4 |
|
| 4386 |
CGFA
4386
Colton Groome Financial Advisors
Asheville,
North Carolina
| USD 414 M | +USD 62.4 M | +18% | 11.6% | 65.8% | 168 | 20.83% | 2.5 |
|
| 4387 |
RBWA
4387
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
| USD 414 M | +USD 43 M | +12% | 13.1% | – | 195 | 11.28% | 1.2 |
|
| 4388 |
HCM
4388
Hudson Capital Management
Ramsey,
New Jersey
| USD 414 M | +USD 26.7 M | +7% | 9.09% | 61.6% | 79 | 11.39% | 4.3 |
|
| 4389 |
VR
4389
Vision Retirement
Ridgewood,
New Jersey
| USD 414 M | +USD 62.1 M | +18% | 22.4% | – | 696 | 17.67% | 0.4 |
|
| 4390 |
BWM
4390
BNC Wealth Management
Beaverton,
Oregon
| USD 414 M | +USD 53.2 M | +15% | 29.4% | 193% | 121 | 24.79% | 2.9 |
|
| 4391 |
SCP
4391
Siena Capital Partners
Chicago,
Illinois
| USD 413 M | +USD 28 M | +7% | 6.85% | 44.2% | 104 | 6.73% | 4.3 |
|
| 4392 |
SIM
4392
Synergy Investment Management
Altamonte Springs,
Florida
| USD 413 M | +USD 108 M | +35% | 14.8% | – | 1,200 | 33.67% | 0.3 |
|
| 4393 |
WA
4393
WP Advisors
San Francisco,
California
| USD 413 M | +USD 26.8 M | +7% | 13.7% | 95.5% | 128 | 17.19% | 4.7 |
|
| 4394 |
JIC
4394
JRM Investment Counsel
Omaha,
Nebraska
| USD 413 M | +USD 37.9 M | +10% | 8.06% | 65.5% | 21 | 0% | 6.2 |
|
| 4395 |
CFP
4395
Cypress Financial Planning
Haddon Heights,
New Jersey
| USD 413 M | +USD 50.3 M | +14% | 8.13% | 41.2% | 118 | 23.73% | 1.8 |
|
| 4396 |
KWM
4396
Kanen Wealth Management
Coconut Creek,
Florida
| USD 413 M | +USD 135 M | +48% | 64.5% | 328% | 43 | 30.23% | 1 |
|
| 4397 |
HP
4397
Hilltop Partners
Mishawaka,
Indiana
| USD 412 M | +USD 22.7 M | +6% | 17.2% | 64.9% | 157 | 24.2% | 1.9 |
|
| 4398 |
KP
4398
Kiltearn Partners
Edinburgh,
United Kingdom
| USD 412 M | +USD 40.5 M | +11% | 9.11% | 41% | 29 | 13.79% | 3.2 |
|
| 4399 |
EC
4399
EntryPoint Capital
New York
| USD 412 M | +USD 70.8 M | +21% | 15.5% | – | 1,002 | 50.4% | 0.4 |
|
| 4400 |
T
4400
TOBAM
Paris,
France
| USD 412 M | +USD 27.8 M | +7% | 13.4% | 56% | 287 | 23% | 2.8 |
|