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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
SAMT
4751
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| USD 320 M | -USD 1.29 M | -0.4% | 0.92% | 68.4% | 80 | 8.75% | 4.2 |
|
| 4752 |
4752
Fortress Private Ledger
Raleigh,
North Carolina
| USD 320 M | +USD 16.4 M | +5% | 1.59% | – | 266 | 23.31% | 0.8 |
|
| 4753 |
4753
Quaker Wealth Management
Moorestown,
New Jersey
| USD 320 M | +USD 4.49 M | +1% | 1.6% | – | 1,053 | 15.67% | 0.6 |
|
| 4754 |
4754
Stephens Greth Foundation
Dallas,
Texas
| USD 320 M | +USD 146 M | +84% | 3.12% | – | 4 | 0% | 0.3 |
|
| 4755 |
4755
Hazlett, Burt & Watson
Wheeling,
West Virginia
| USD 320 M | +USD 6.67 M | +2% | 0.6% | 108% | 969 | 8.77% | 2.5 |
|
| 4756 |
4756
Eaton-Cambridge
Phoenix,
Arizona
| USD 320 M | +USD 14.8 M | +5% | 0.4% | – | 56 | 19.64% | 1.3 |
|
| 4757 |
4757
Paragon Private Wealth Management
Lexington,
Kentucky
| USD 320 M | -USD 6.21 M | -2% | 2.27% | 104% | 227 | 7.05% | 2.2 |
|
| 4758 |
4758
Oxler Private Wealth
Rye Brook,
New York
| USD 319 M | -USD 25.9 M | -8% | 6.32% | 119% | 92 | 2.17% | 3.8 |
|
| 4759 |
4759
FSB Premier Wealth Management
Waterloo,
Iowa
| USD 319 M | +USD 4.01 M | +1% | 0.02% | 53.9% | 256 | 9.38% | 2.9 |
|
| 4760 |
4760
Sagewood Asset Management
New York
| USD 319 M | +USD 37.6 M | +13% | 0.32% | – | 381 | 42.26% | 0.2 |
|
| 4761 |
4761
BCR Wealth Strategies
Vestavia,
Alabama
| USD 319 M | +USD 17.5 M | +6% | 0.33% | 45.1% | 39 | 12.82% | 2.3 |
|
| 4762 |
SA
4762
SAM Advisors
Oakhurst,
California
| USD 319 M | +USD 2.97 M | +0.9% | 2.07% | 57.5% | 48 | 10.42% | 2.4 |
|
| 4763 |
4763
Jeppson Wealth Management
Manhattan Beach,
California
| USD 319 M | +USD 3.15 M | +1% | 3.52% | 107% | 245 | 12.24% | 3.5 |
|
| 4764 |
4764
Storen Legacy Partners
Zionsville,
Indiana
| USD 319 M | +USD 223 k | +0.1% | 2.18% | – | 108 | 34.26% | 0.2 |
|
| 4765 |
4765
Acima Private Wealth
Richmond,
Virginia
| USD 319 M | -USD 3.6 M | -1% | 0.39% | 51.1% | 180 | 3.89% | 5.9 |
|
| 4766 |
SFCM
4766
Seven Fleet Capital Management
Mountain View,
California
| USD 318 M | +USD 170 M | +115% | 21.7% | – | 144 | 61.11% | 0.1 |
|
| 4767 |
4767
Hi-Line Capital Management
Watertown,
South Dakota
| USD 318 M | +USD 17.7 M | +6% | 2.37% | 57.5% | 41 | 31.71% | 1.9 |
|
| 4768 |
4768
Equita Financial Network
Fort Washington,
Pennsylvania
| USD 318 M | -USD 13.8 M | -4% | 0.03% | 50.5% | 102 | 21.57% | 1.7 |
|
| 4769 |
4769
PFW Advisors
Atlanta,
Georgia
| USD 318 M | -USD 13.2 M | -4% | 0.23% | – | 131 | 17.56% | 4.9 |
|
| 4770 |
4770
Auour Investments
Woburn,
Massachusetts
| USD 318 M | +USD 3.63 M | +1% | 0.57% | 39.2% | 94 | 8.51% | 2.1 |
|
| 4771 |
4771
Carlson Capital
Dallas,
Texas
| USD 318 M | +USD 35.8 M | +13% | 1.37% | 67.9% | 103 | 62.14% | 0.4 |
|
| 4772 |
4772
Robinswood Financial
Kirkland,
Washington
| USD 318 M | +USD 5.22 M | +2% | 0.13% | 43.2% | 447 | 12.98% | 1.8 |
|
| 4773 |
4773
Ascension Capital Advisors
Houston,
Texas
| USD 318 M | +USD 26.3 M | +9% | 2.65% | 59.3% | 86 | 52.33% | 1.6 |
|
| 4774 |
4774
Wright Investors Service
Shelton,
Connecticut
| USD 318 M | -USD 15.4 M | -5% | 0.26% | 161% | 165 | 21.21% | 4.4 |
|
| 4775 |
4775
Genesis Private Wealth
Ashburn,
Virginia
| USD 318 M | -USD 4.56 M | -1% | 0.24% | – | 198 | 17.17% | 0.8 |
|