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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
LJCM
4701
Lee Johnson Capital Management
Fort Worth,
Texas
| USD 291 M | +USD 102 M | +54% | 18.6% | 118% | 77 | 57.14% | 0.6 |
|
| 4702 |
4702
Endeavour Capital Advisors
Greenwich,
Connecticut
| USD 291 M | +USD 21.1 M | +8% | 4.98% | 105% | 39 | 25.64% | 3.2 |
|
| 4703 |
4703
RJA Asset Management
Stamford,
Connecticut
| USD 290 M | -USD 33.7 M | -10% | 3.01% | 80.2% | 4 | 0% | 2.7 |
|
| 4704 |
4704
Cabot-Wellington
Boston,
Massachusetts
| USD 290 M | +USD 18.9 M | +7% | 10.5% | 65% | 5 | 0% | 4.8 |
|
| 4705 |
4705
BWM Planning
The Woodlands,
Texas
| USD 290 M | +USD 53.9 M | +23% | 6.66% | – | 85 | 14.12% | 0.7 |
|
| 4706 |
4706
Moseley Investment Management
Bradenton,
Florida
| USD 290 M | +USD 34.5 M | +13% | 12.4% | 96.6% | 166 | 10.84% | 3.7 |
|
| 4707 |
4707
Pinion Investment Advisors
Wichita,
Kansas
| USD 290 M | -USD 164 M | -36% | 9.4% | 75.4% | 171 | 16.96% | 3.1 |
|
| 4708 |
EWA
4708
ERTS Wealth Advisors
Marquette,
Michigan
| USD 290 M | -USD 225 M | -44% | 6.82% | 39.3% | 85 | 69.41% | 3.9 |
|
| 4709 |
4709
Baker Boyer National Bank
Walla Walla,
Washington
| USD 290 M | +USD 18.9 M | +7% | 6.31% | 44.7% | 79 | 8.86% | 5.4 |
|
| 4710 |
AA
4710
AF Advisors
Sacramento,
California
| USD 290 M | -USD 239 M | -45% | 0.12% | 76.5% | 30 | 33.33% | 2.3 |
|
| 4711 |
4711
Hudson Value Partners
Palm Beach,
Florida
| USD 290 M | +USD 23.7 M | +9% | 10.7% | 124% | 115 | 18.26% | 2.5 |
|
| 4712 |
4712
Kercheville Advisors
San Antonio,
Texas
| USD 290 M | +USD 44.4 M | +18% | 16.8% | 261% | 113 | 28.32% | 2.2 |
|
| 4713 |
4713
Stiles Financial Services
Edina,
Minnesota
| USD 290 M | +USD 29 M | +11% | 12% | 133% | 180 | 8.33% | 2.6 |
|
| 4714 |
4714
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
| USD 289 M | +USD 27.4 M | +10% | 8.02% | – | 155 | 11.61% | 0.5 |
|
| 4715 |
4715
Hoxton Planning & Management
Shepherdstown,
West Virginia
| USD 289 M | +USD 27.2 M | +10% | 9.84% | 77.8% | 223 | 17.04% | 1.6 |
|
| 4716 |
4716
NIA Impact Advisors
Berkeley,
California
| USD 289 M | +USD 20 M | +7% | 15.9% | – | 105 | 13.33% | 1.9 |
|
| 4717 |
4717
Rooted Wealth Advisors
Bourbonnais,
Illinois
| USD 289 M | +USD 57.2 M | +25% | 7.72% | 50.8% | 109 | 18.35% | 1.5 |
|
| 4718 |
4718
Jeppson Wealth Management
Manhattan Beach,
California
| USD 289 M | +USD 15.9 M | +6% | 8.86% | 107% | 221 | 11.31% | 3.2 |
|
| 4719 |
SA
4719
SAM Advisors
Oakhurst,
California
| USD 289 M | +USD 22.2 M | +8% | 9.68% | 57.5% | 45 | 17.78% | 2 |
|
| 4720 |
SFMG
4720
Sage Financial Management Group
Mclean,
Virginia
| USD 289 M | +USD 13.6 M | +5% | 7.44% | 47.3% | 57 | 5.26% | 1 |
|
| 4721 |
4721
Darwin Wealth Management
Tampa,
Florida
| USD 289 M | -USD 8.55 M | -3% | 9.85% | 56.8% | 681 | 17.62% | 1.1 |
|
| 4722 |
4722
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| USD 289 M | +USD 44.6 M | +18% | 8.76% | 61.6% | 85 | 8.24% | 2.4 |
|
| 4723 |
WPA
4723
WIT Partners Advisory
Singapore
| USD 289 M | -USD 14 M | -5% | 4.63% | 22.7% | 1 | 0% | 1.5 |
|
| 4724 |
4724
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| USD 289 M | +USD 52.4 M | +22% | 11.6% | 85% | 1,354 | 47.19% | 0.8 |
|
| 4725 |
4725
Iridian Asset Management
Westport,
Connecticut
| USD 289 M | -USD 30.1 M | -9% | 5.91% | 88.4% | 46 | 10.87% | 4 |
|