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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Quaker Wealth Management
Moorestown,
New Jersey
| USD 344 M | +USD 23.4 M | +7% | 9.33% | – | 1,045 | 13.88% | 0.8 |
|
| 4902 |
4902
Eleva Capital
Paris,
France
| USD 343 M | USD 0 | 0% | 3.51% | – | 24 | 0% | 0.4 |
|
| 4903 |
4903
Capital Planning
Bellevue,
Washington
| USD 343 M | +USD 36 M | +12% | 16% | 81.2% | 91 | 13.19% | 3.3 |
|
| 4904 |
4904
PFW Advisors
Atlanta,
Georgia
| USD 343 M | +USD 25.1 M | +8% | 11.1% | – | 131 | 15.27% | 4.8 |
|
| 4905 |
WA
4905
Wealthstar Advisors
Plano,
Texas
| USD 343 M | +USD 130 M | +61% | 32% | – | 127 | 22.83% | 1.4 |
|
| 4906 |
4906
Nova R Wealth
Overland Park,
Kansas
| USD 343 M | +USD 29.4 M | +9% | 10.6% | 60.7% | 94 | 12.77% | 2.9 |
|
| 4907 |
4907
Orion Investment Company
St. Louis,
Missouri
| USD 343 M | +USD 27.6 M | +9% | 24.2% | – | 73 | 5.48% | 1.7 |
|
| 4908 |
SP
4908
Saranac Partners
London,
| USD 343 M | +USD 109 M | +47% | 12.5% | 69% | 141 | 43.97% | 0.9 |
|
| 4909 |
4909
Solus Alternative Asset Management
Summit,
New Jersey
| USD 342 M | -USD 29.8 M | -8% | 6.74% | 79.3% | 10 | 0% | 3.9 |
|
| 4910 |
4910
Idaho Trust Bank
Boise,
Idaho
| USD 342 M | +USD 34.5 M | +11% | 10.5% | 50.5% | 101 | 6.93% | 1.7 |
|
| 4911 |
4911
BCWM LLC
Overland Park,
Kansas
| USD 342 M | -USD 10.8 M | -3% | 0.18% | – | 60 | 10% | 4.7 |
|
| 4912 |
4912
Jacobsen Capital Management
Salt Lake City,
Utah
| USD 342 M | +USD 45.8 M | +15% | 18.6% | 97.3% | 136 | 16.18% | 2.5 |
|
| 4913 |
4913
Ferguson Shapiro
Decatur,
Georgia
| USD 342 M | +USD 13.5 M | +4% | 9.52% | 42.7% | 111 | 42.34% | 1.3 |
|
| 4914 |
4914
Owl Creek Wealth Partners
Denver,
Colorado
| USD 342 M | +USD 61.1 M | +22% | 15.6% | – | 1,360 | 14.12% | 0.2 |
|
| 4915 |
4915
Western Financial Corp
San Diego,
California
| USD 341 M | +USD 86 M | +34% | 50.1% | 275% | 142 | 17.61% | 1.7 |
|
| 4916 |
EWA
4916
ERTS Wealth Advisors
Marquette,
Michigan
| USD 341 M | +USD 27 M | +9% | 7.88% | 39.3% | 33 | 6.06% | 4.5 |
|
| 4917 |
4917
Verger Capital Management
Winston-Salem,
North Carolina
| USD 341 M | +USD 2.16 M | +0.6% | 6.6% | 58.3% | 13 | 0% | 8.3 |
|
| 4918 |
4918
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| USD 341 M | +USD 15.4 M | +5% | 19% | 66.3% | 96 | 15.63% | 2.7 |
|
| 4919 |
MCG
4919
McCollum Christoferson Group
Amherst,
New York
| USD 341 M | +USD 8.21 M | +2% | 10.4% | 59.4% | 86 | 17.44% | 4 |
|
| 4920 |
4920
Hixon Zuercher
Findlay,
Ohio
| USD 341 M | +USD 19.7 M | +6% | 15.1% | 101% | 90 | 7.78% | 3.5 |
|
| 4921 |
4921
Aikya Investment Management
London,
United Kingdom
| USD 341 M | -USD 4.13 M | -1% | 10.6% | – | 5 | 20% | 1.8 |
|
| 4922 |
4922
Coalescence Partners Investment Management
New York
| USD 341 M | -USD 122 M | -26% | 19% | – | 13 | 15.38% | 1.2 |
|
| 4923 |
4923
Avaii Wealth Management
Appleton,
Wisconsin
| USD 341 M | +USD 54 M | +19% | 23.4% | 100% | 188 | 21.28% | 1.8 |
|
| 4924 |
4924
Act Wealth Management
Plano,
Texas
| USD 340 M | +USD 42.5 M | +14% | 11.8% | 70% | 65 | 6.15% | 2.7 |
|
| 4925 |
4925
Warner Financial
Bethesda,
Maryland
| USD 340 M | +USD 48.5 M | +17% | 14% | 62.1% | 146 | 8.22% | 2.9 |
|