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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
CWA
4601
CJM Wealth Advisers
Falls Church,
Virginia
| USD 381 M | +USD 52.6 M | +16% | 16.7% | 71.5% | 79 | 10.13% | 3 |
|
| 4602 |
VIG
4602
Vienna Insurance Group
Warsaw,
Poland
| USD 381 M | +USD 118 M | +45% | 67.1% | 188% | 28 | 3.57% | 2.2 |
|
| 4603 |
SM
4603
Sweeney & Michel
Chico,
California
| USD 381 M | +USD 40.7 M | +12% | 10.5% | – | 164 | 11.59% | 2.1 |
|
| 4604 |
WCA
4604
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| USD 380 M | +USD 92 M | +32% | 39.3% | 282% | 78 | 41.03% | 1 |
|
| 4605 |
BFP
4605
Briaud Financial Planning
College Station,
Texas
| USD 380 M | -USD 1.16 M | -0.3% | 4.88% | 93.1% | 45 | 22.22% | 1.9 |
|
| 4606 |
HGA
4606
Hobbs Group Advisors
Columbia,
South Carolina
| USD 380 M | +USD 45.7 M | +14% | 11.3% | – | 171 | 10.53% | 1.7 |
|
| 4607 |
AAMA
4607
Advanced Asset Management Advisors
Dublin,
Ohio
| USD 380 M | +USD 18 M | +5% | 13.4% | 82.5% | 85 | 7.06% | 5.3 |
|
| 4608 |
FI
4608
Financial Insights
Tacoma,
Washington
| USD 380 M | +USD 71.3 M | +23% | 14.5% | 71.9% | 151 | 15.89% | 3.2 |
|
| 4609 |
CPM
4609
Corre Partners Management
New York
| USD 380 M | +USD 315 M | +485% | 9.05% | 109% | 4 | 25% | 2.7 |
|
| 4610 |
SWA
4610
ShankerValleau Wealth Advisors
Skokie,
Illinois
| USD 380 M | +USD 24.7 M | +7% | 7.72% | 60.3% | 40 | 2.5% | 2.7 |
|
| 4611 |
BC
4611
Bridgefront Capital
Austin,
Texas
| USD 380 M | -USD 22.8 M | -6% | 15.2% | 52.1% | 793 | 75.28% | 0.2 |
|
| 4612 |
CW
4612
Cabot-Wellington
Boston,
Massachusetts
| USD 380 M | +USD 41.5 M | +12% | 14.1% | 65% | 5 | 0% | 5.8 |
|
| 4613 |
CMP
4613
Courage Miller Partners
Norfolk,
Virginia
| USD 379 M | +USD 24.8 M | +7% | 8.34% | 40.3% | 92 | 5.43% | 8.4 |
|
| 4614 |
SEEDPG
4614
S.E.E.D. Planning Group
Binghamton,
New York
| USD 379 M | +USD 34.6 M | +10% | 3.28% | 57.3% | 100 | 23% | 3.2 |
|
| 4615 |
SC
4615
Schiavi & Co
Wilmington,
Delaware
| USD 378 M | +USD 41.7 M | +12% | 7.36% | 41.4% | 61 | 19.67% | 2 |
|
| 4616 |
CFCI
4616
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| USD 378 M | +USD 41.5 M | +12% | 12.8% | 78% | 215 | 14.88% | 2.7 |
|
| 4617 |
WG
4617
Wellington Group
Indianapolis,
Indiana
| USD 378 M | +USD 53.3 M | +16% | 17.2% | – | 399 | 65.16% | 0.5 |
|
| 4618 |
SWM
4618
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| USD 378 M | -USD 44.7 M | -11% | 11.6% | 49.6% | 110 | 39.09% | 4.1 |
|
| 4619 |
JIC
4619
Juniper Investment Company
New York
| USD 378 M | +USD 64.2 M | +20% | 28.6% | 358% | 12 | 33.33% | 3.8 |
|
| 4620 |
FA
4620
FC Advisory
West Chester,
Pennsylvania
| USD 378 M | +USD 35.1 M | +10% | 10.5% | 46.6% | 119 | 4.2% | 5.5 |
|
| 4621 |
AWA
4621
Argos Wealth Advisors
Sacramento,
California
| USD 378 M | +USD 29.8 M | +9% | 15.2% | – | 240 | 22.5% | 0.4 |
|
| 4622 |
GCP
4622
Gill Capital Partners
Denver,
Colorado
| USD 378 M | +USD 29.9 M | +9% | 11.3% | 59% | 734 | 8.99% | 1 |
|
| 4623 |
SM
4623
Sensible Money
Scottsdale,
Arizona
| USD 377 M | +USD 48.4 M | +15% | 13.2% | 65% | 104 | 20.19% | 2.4 |
|
| 4624 |
SILC
4624
Starr Indemnity & Liability Company
New York
| USD 377 M | -USD 16.5 M | -4% | 3.56% | – | 4 | 0% | 1.1 |
|
| 4625 |
MKC
4625
M. Kraus & Co
Shelburne,
Vermont
| USD 377 M | +USD 34 M | +10% | 10.1% | 51.8% | 89 | 12.36% | 6.5 |
|