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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Smart Money Group
Eastland,
Texas
| USD 338 M | +USD 18.8 M | +6% | 5.87% | 58.9% | 83 | 14.46% | 2.7 |
|
| 4502 |
4502
Newton One Investments
Newark,
Delaware
| USD 338 M | +USD 19.9 M | +6% | 5.55% | 42% | 128 | 6.25% | 2 |
|
| 4503 |
4503
Chase Investment Counsel
Charlottesville,
Virginia
| USD 338 M | +USD 24.8 M | +8% | 14.9% | 350% | 160 | 36.88% | 1.6 |
|
| 4504 |
4504
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| USD 338 M | +USD 18.9 M | +6% | 4.48% | 40.3% | 166 | 9.64% | 2.9 |
|
| 4505 |
4505
Incline Global Management
New York
| USD 337 M | +USD 82.9 M | +33% | 4.38% | 40.1% | 36 | 55.56% | 1.3 |
|
| 4506 |
4506
Western Standard LLC
Los Angeles,
California
| USD 337 M | +USD 157 M | +88% | 11.3% | 83.7% | 33 | 66.67% | 0.3 |
|
| 4507 |
4507
Seaside Wealth Management
Carlsbad,
California
| USD 337 M | +USD 22.7 M | +7% | 6.25% | 53.4% | 63 | 1.59% | 2.4 |
|
| 4508 |
4508
Regimen Wealth
Atlanta,
Georgia
| USD 337 M | +USD 14.8 M | +5% | 4.56% | 34.4% | 78 | 8.97% | 1.8 |
|
| 4509 |
DS
4509
Dalal Street
West Lake Hills,
Texas
| USD 337 M | +USD 65.3 M | +24% | 32.3% | 92.7% | 6 | 33.33% | 1 |
|
| 4510 |
CIS
4510
Custom Index Systems
New York
| USD 337 M | +USD 127 M | +61% | 10% | – | 284 | 26.06% | 0.8 |
|
| 4511 |
4511
Lifelong Wealth Advisors
Arden Hills,
Minnesota
| USD 336 M | +USD 34.9 M | +12% | 7.92% | – | 86 | 9.3% | 0.6 |
|
| 4512 |
4512
Global Assets Advisory
Orlando,
Florida
| USD 336 M | +USD 80.1 M | +31% | 9.63% | 95.9% | 301 | 33.89% | 0.7 |
|
| 4513 |
4513
BWM Planning
The Woodlands,
Texas
| USD 336 M | +USD 45.8 M | +16% | 7.63% | – | 92 | 14.13% | 0.8 |
|
| 4514 |
4514
Boyd Watterson Asset Management
Cleveland,
Ohio
| USD 336 M | +USD 18.1 M | +6% | 8.59% | 101% | 432 | 4.86% | 4.2 |
|
| 4515 |
4515
Warren Street Wealth Advisors
Newport Beach,
California
| USD 335 M | +USD 31.8 M | +10% | 8.32% | 75.7% | 158 | 17.09% | 1.7 |
|
| 4516 |
4516
Stevens Capital Partners
Omaha,
Nebraska
| USD 335 M | +USD 56.1 M | +20% | 8.29% | 76.3% | 94 | 13.83% | 1.5 |
|
| 4517 |
4517
McDonald Partners
Cleveland,
Ohio
| USD 335 M | -USD 82.1 M | -20% | 8.38% | 90.7% | 260 | 18.46% | 3 |
|
| 4518 |
4518
Cornell Pochily Investment Advisors
Ithaca,
New York
| USD 335 M | +USD 29.3 M | +10% | 9.21% | 97% | 186 | 9.14% | 4.9 |
|
| 4519 |
4519
Bare Financial Services
Gap,
Pennsylvania
| USD 335 M | +USD 38.4 M | +13% | 5.76% | – | 1,470 | 23.27% | 0.5 |
|
| 4520 |
4520
Hilltop Partners
Mishawaka,
Indiana
| USD 335 M | +USD 4.02 M | +1% | 6.87% | 64.9% | 124 | 7.26% | 1.8 |
|
| 4521 |
GDS
4521
Gimbel Daniel Scott
| USD 335 M | -USD 98.8 M | -23% | 16.4% | 57.1% | 3 | 33.33% | 4.8 |
|
| 4522 |
4522
Evexia Wealth
Stevens Point,
Wisconsin
| USD 334 M | +USD 16 M | +5% | 8% | 92.5% | 82 | 9.76% | 1.5 |
|
| 4523 |
4523
JRM Investment Counsel
Omaha,
Nebraska
| USD 334 M | +USD 23 M | +7% | 5.78% | 65.5% | 21 | 4.76% | 5.5 |
|
| 4524 |
4524
BCWM LLC
Overland Park,
Kansas
| USD 334 M | +USD 19 M | +6% | 8.36% | – | 58 | 12.07% | 4.6 |
|
| 4525 |
4525
Joule Financial
Lexington,
Kentucky
| USD 334 M | +USD 25.8 M | +8% | 7.12% | 55.5% | 121 | 16.53% | 2 |
|