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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
Wealth Management Solutions
Exton,
Pennsylvania
| USD 178 M | -USD 14.8 M | -8% | 11.9% | – | 114 | 18.42% | 0.5 |
|
| 4627 |
CWM
4627
CCG Wealth Management
San Diego,
California
| USD 178 M | -USD 26.5 M | -13% | 14.3% | 82.6% | 126 | 15.08% | 1.7 |
|
| 4628 |
4628
Pecaut & Co
Sioux City,
Iowa
| USD 177 M | -USD 27.9 M | -14% | 14.2% | 67.6% | 110 | 17.27% | 2.5 |
|
| 4629 |
4629
Bullseye Asset Management
Denver,
Colorado
| USD 177 M | -USD 40 M | -18% | 16.8% | 81% | 98 | 16.33% | 1.8 |
|
| 4630 |
4630
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| USD 177 M | -USD 26 M | -13% | 13% | 130% | 125 | 12% | 2.5 |
|
| 4631 |
FP
4631
Financial Perspectives
Minneapolis,
Minnesota
| USD 177 M | -USD 36.9 M | -17% | 15.4% | 87.8% | 701 | 2.71% | 1.9 |
|
| 4632 |
SIM
4632
SW Investment Management
Telluride,
Colorado
| USD 177 M | -USD 108 M | -38% | 29.3% | 143% | 9 | 22.22% | 1.4 |
|
| 4633 |
4633
Maso Capital Partners
Hong Kong
| USD 177 M | -USD 68.7 M | -28% | 3.56% | 8.67% | 77 | 48.05% | 0.6 |
|
| 4634 |
4634
Global Financial Private Client
Sarasota,
Florida
| USD 177 M | -USD 29.6 M | -14% | 13% | 100% | 674 | 5.64% | 1.9 |
|
| 4635 |
4635
Cadent Capital Advisors
Tulsa,
Oklahoma
| USD 177 M | -USD 42.7 M | -19% | 5.87% | 106% | 148 | 31.76% | 1.1 |
|
| 4636 |
4636
Drake & Associates
Waukesha,
Wisconsin
| USD 177 M | – | – | 11.4% | 47.9% | 65 | – | 0 |
|
| 4637 |
GA
4637
Greytown Advisors
Miami,
Florida
| USD 176 M | -USD 30.6 M | -15% | 13.5% | 14.1% | 114 | 11.4% | 2.9 |
|
| 4638 |
4638
Cowbird Capital
New York
| USD 176 M | -USD 89.5 M | -34% | 8.88% | 21.3% | 12 | 41.67% | 1.4 |
|
| 4639 |
4639
Chicago Capital Management
Chicago,
Illinois
| USD 176 M | +USD 888 k | +0.5% | 25.1% | 270% | 48 | 72.92% | 0.1 |
|
| 4640 |
4640
NatWest Group
Edinburgh, Scotland,
United Kingdom
| USD 176 M | -USD 31.1 M | -15% | 15.3% | 207% | 51 | 3.92% | 4.5 |
|
| 4641 |
4641
SCF Partners
Houston,
Texas
| USD 176 M | -USD 58.6 M | -25% | 21% | 2.1% | 4 | 0% | 5.4 |
|
| 4642 |
4642
Kinnevik AB
Stockholm,
Sweden
| USD 176 M | -USD 303 M | -63% | 60.3% | 51.4% | 2 | 0% | 0.5 |
|
| 4643 |
4643
Lake Point Wealth Management
Rockwall,
Texas
| USD 176 M | -USD 40.1 M | -19% | 11.8% | – | 537 | 21.6% | 2.1 |
|
| 4644 |
4644
Taylor Wealth Management Partners
Boston,
Massachusetts
| USD 176 M | -USD 71.1 M | -29% | 14.1% | 62% | 66 | 16.67% | 2.7 |
|
| 4645 |
SGH
4645
Sivik Global Healthcare
Greenwich,
Connecticut
| USD 176 M | -USD 66.3 M | -27% | 8.09% | 83.8% | 51 | 29.41% | 1.6 |
|
| 4646 |
4646
Elmwood Wealth Management
Berkeley,
California
| USD 176 M | -USD 19.2 M | -10% | 8.09% | 42.1% | 118 | 10.17% | 2.9 |
|
| 4647 |
SP
4647
StackLine Partners
New York
| USD 176 M | -USD 73.4 M | -29% | 20.8% | 12.7% | 13 | 23.08% | 2 |
|
| 4648 |
4648
Beacon Financial Advisory
Cleveland,
Ohio
| USD 176 M | -USD 33.5 M | -16% | 12.1% | 76.8% | 249 | 16.87% | 1.8 |
|
| 4649 |
4649
Raleigh Capital Management
Cary,
North Carolina
| USD 176 M | -USD 8.75 M | -5% | 8.58% | 71.8% | 684 | 13.3% | 0.3 |
|
| 4650 |
4650
Iron Horse Wealth Management
Johston,
Iowa
| USD 176 M | -USD 6.53 M | -4% | 11.4% | 29.1% | 336 | 33.63% | 0.9 |
|