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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
YWM
4851
Yukon Wealth Management
Overland Park,
Kansas
| USD 349 M | +USD 182 M | +109% | 13.3% | – | 135 | 43.7% | 0.7 |
|
| 4852 |
AFO
4852
Arrowroot Family Office
Marina Del Rey,
California
| USD 349 M | +USD 46.8 M | +15% | 11.1% | – | 182 | 18.68% | 1.9 |
|
| 4853 |
DWM
4853
Denver Wealth Management
Denver,
Colorado
| USD 349 M | +USD 58.6 M | +20% | 16.3% | 64.4% | 117 | 21.37% | 2.5 |
|
| 4854 |
PS
4854
Planned Solutions
Folsom,
California
| USD 349 M | +USD 43.4 M | +14% | 14.8% | 60.8% | 164 | 20.73% | 2.7 |
|
| 4855 |
RF
4855
Robinswood Financial
Kirkland,
Washington
| USD 349 M | +USD 31.1 M | +10% | 7.84% | 38.8% | 457 | 12.25% | 2 |
|
| 4856 |
UWM
4856
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| USD 349 M | +USD 47.8 M | +16% | 12.7% | 55% | 150 | 12.67% | 3.1 |
|
| 4857 |
RCA
4857
Riverview Capital Advisers
Boston,
Massachusetts
| USD 349 M | +USD 49.1 M | +16% | 28.2% | 84.8% | 95 | 16.84% | 2.6 |
|
| 4858 |
AI
4858
Auour Investments
Woburn,
Massachusetts
| USD 349 M | +USD 30.8 M | +10% | 7.66% | 35.5% | 98 | 10.2% | 2.2 |
|
| 4859 |
FFL
4859
Future Fund LLC
Chicago,
Illinois
| USD 349 M | +USD 64.4 M | +23% | 20.1% | 93.1% | 137 | 21.17% | 1.1 |
|
| 4860 |
TIM
4860
Timelo Investment Management
Aurora,
Ontario, Canada
| USD 349 M | +USD 222 M | +175% | 2.9% | 104% | 65 | 46.15% | 0.4 |
|
| 4861 |
PWM
4861
Parkshore Wealth Management
Granite Bay,
California
| USD 348 M | +USD 49 M | +16% | 10.7% | – | 72 | 4.17% | 1.3 |
|
| 4862 |
PIC
4862
PCJ Investment Counsel
Toronto,
Ontario, Canada
| USD 348 M | -USD 4.17 M | -1% | 4.56% | 164% | 68 | 22.06% | 3.3 |
|
| 4863 |
TCM
4863
Tieton Capital Management
Yakima,
Washington
| USD 348 M | +USD 49.2 M | +16% | 18.5% | 172% | 38 | 10.53% | 5.4 |
|
| 4864 |
PWM
4864
Pines Wealth Management
Southern Pines,
North Carolina
| USD 348 M | +USD 38.8 M | +13% | 17.9% | – | 232 | 12.5% | 1.3 |
|
| 4865 |
FUBT
4865
First United Bank & Trust
Oakland,
Maryland
| USD 348 M | +USD 39.7 M | +13% | 14.1% | 69.2% | 425 | 8.24% | 3.9 |
|
| 4866 |
DC
4866
Dorval Corp
Maple Grove,
Minnesota
| USD 347 M | +USD 25.2 M | +8% | 5.69% | – | 49 | 8.16% | 1.7 |
|
| 4867 |
HCM
4867
Highview Capital Management
Buffalo Grove,
Illinois
| USD 347 M | +USD 72.3 M | +26% | 24.7% | 123% | 133 | 35.34% | 2.1 |
|
| 4868 |
SAMT
4868
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| USD 347 M | +USD 27.1 M | +8% | 11.3% | 68.4% | 84 | 14.29% | 4.2 |
|
| 4869 |
CAM
4869
CPA Asset Management
West Palm Beach,
Florida
| USD 347 M | +USD 49.1 M | +16% | 8.73% | 48.8% | 102 | 7.84% | 2.4 |
|
| 4870 |
ACM
4870
Argyle Capital Management
Center Valley,
Pennsylvania
| USD 347 M | +USD 39.5 M | +13% | 23.1% | 95.8% | 141 | 4.96% | 9.2 |
|
| 4871 |
IAS
4871
Investment Advisory Services
The Woodlands,
Texas
| USD 347 M | +USD 32.7 M | +10% | 12.1% | 65.4% | 146 | 15.07% | 3.8 |
|
| 4872 |
DFA
4872
DHJJ Financial Advisors
Naperville,
Illinois
| USD 347 M | +USD 45.2 M | +15% | 13.3% | 56.7% | 1,117 | 6.36% | 2.5 |
|
| 4873 |
KCFA
4873
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| USD 347 M | +USD 52.5 M | +18% | 20.8% | 95.1% | 244 | 16.39% | 2.5 |
|
| 4874 |
KI
4874
Keewaydin Investments
Southampton,
New York
| USD 347 M | +USD 29.6 M | +9% | 12.2% | – | 18 | 11.11% | 0.4 |
|
| 4875 |
BFW
4875
Brady Family Wealth
Saint Louis,
Missouri
| USD 346 M | +USD 25.8 M | +8% | 11.1% | 61.8% | 119 | 12.61% | 2.8 |
|