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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Team Hewins
Redwood City,
California
| USD 231 M | -USD 205 M | -47% | 10.3% | 60.5% | 50 | 84% | 0.3 |
|
| 4677 |
4677
GoodHaven Capital Management
Millburn,
New Jersey
| USD 231 M | +USD 39.9 M | +21% | 15% | 80.7% | 28 | 10.71% | 4.1 |
|
| 4678 |
4678
Vance Wealth
Santa Clarita,
California
| USD 230 M | +USD 16.7 M | +8% | 10.5% | 66.4% | 85 | 8.24% | 1.4 |
|
| 4679 |
4679
Nvidia Corp
Santa Clara,
California
| USD 230 M | – | – | 34.9% | – | 5 | – | 0 |
|
| 4680 |
4680
Performa Ltd (US)
Charleston,
South Carolina
| USD 230 M | +USD 19.9 M | +9% | 10.9% | 59.6% | 77 | 33.77% | 2.3 |
|
| 4681 |
4681
Savoir Faire Capital Management
Norwalk,
Connecticut
| USD 230 M | +USD 50 M | +28% | 7.43% | 0.01% | 51 | 7.84% | 0.2 |
|
| 4682 |
4682
Grey Fox Wealth Advisors
Rockland,
Delaware
| USD 230 M | +USD 30.7 M | +15% | 8.58% | 45.3% | 112 | 14.29% | 0.8 |
|
| 4683 |
4683
Allred Capital Management
Dallas,
Texas
| USD 230 M | +USD 29.3 M | +15% | 8.25% | 73.5% | 169 | 11.83% | 3.6 |
|
| 4684 |
4684
WJ Wealth Management
Glendale,
Arizona
| USD 230 M | +USD 24.2 M | +12% | 9.39% | 95.6% | 72 | 12.5% | 1.5 |
|
| 4685 |
LA
4685
LFL Advisers
Evanston,
Illinois
| USD 230 M | +USD 25.4 M | +12% | 13.4% | 83% | 11 | 0% | 5.5 |
|
| 4686 |
4686
Highland Financial Advisors
Wayne,
New Jersey
| USD 230 M | +USD 36.9 M | +19% | 10.4% | 70% | 57 | 28.07% | 1 |
|
| 4687 |
4687
Retireful LLC
Haslett,
Michigan
| USD 230 M | +USD 20.2 M | +10% | 13.2% | 437% | 129 | 75.97% | 0.1 |
|
| 4688 |
4688
Adamsbrown Wealth Consultants
Wichita,
Kansas
| USD 230 M | +USD 26.7 M | +13% | 8.41% | 60.6% | 86 | 8.14% | 1.5 |
|
| 4689 |
CI
4689
CPMG Inc
Dallas,
Texas
| USD 230 M | +USD 46.7 M | +26% | 26.4% | 878% | 3 | 0% | 1.9 |
|
| 4690 |
4690
Smart Money Group
Eastland,
Texas
| USD 230 M | +USD 19.1 M | +9% | 7.92% | 58.9% | 85 | 17.65% | 2 |
|
| 4691 |
4691
Psagot Value Holdings
Tel Aviv,
Israel
| USD 229 M | +USD 33 M | +17% | 14% | 45.9% | 631 | 24.88% | 1.8 |
|
| 4692 |
LFGO
4692
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| USD 229 M | +USD 26.6 M | +13% | 9.64% | 64.2% | 74 | 13.51% | 0.8 |
|
| 4693 |
4693
Colton Groome Financial Advisors
Asheville,
North Carolina
| USD 229 M | +USD 29.5 M | +15% | 9.83% | 65.8% | 136 | 30.88% | 1.6 |
|
| 4694 |
4694
RBA Wealth Management
Newport Beach,
California
| USD 229 M | +USD 21.3 M | +10% | 10.6% | 91% | 91 | 6.59% | 1.9 |
|
| 4695 |
RL
4695
Rogco LP
Claremore,
Oklahoma
| USD 229 M | +USD 26.2 M | +13% | 8.67% | 53.3% | 275 | 12.36% | 0.2 |
|
| 4696 |
4696
Aquamarine Zurich
Zurich,
Switzerland
| USD 229 M | +USD 25.9 M | +13% | 13.8% | 74.8% | 12 | 0% | 1.3 |
|
| 4697 |
4697
Iron Horse Wealth Management
Johston,
Iowa
| USD 229 M | +USD 25 M | +12% | 8.45% | 29.1% | 526 | 10.46% | 1.1 |
|
| 4698 |
4698
Fiduciary Family Office
Boca Raton,
Florida
| USD 229 M | – | – | 12.2% | 97.3% | 215 | – | 0 |
|
| 4699 |
4699
Morton Brown Family Wealth
Allentown,
Pennsylvania
| USD 228 M | +USD 32.6 M | +17% | 9.34% | 54.5% | 292 | 40.41% | 1 |
|
| 4700 |
4700
Argent Advisors
Monroe,
Louisiana
| USD 228 M | +USD 9.45 M | +4% | 9.28% | 63.1% | 140 | 9.29% | 2.8 |
|