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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
BSI
5176
Bennett Selby Investments
Falmouth,
Maine
| USD 313 M | +USD 28.2 M | +10% | 11% | 69.8% | 90 | 15.56% | 3.2 |
|
| 5177 |
FCAM
5177
First Citizens Asset Management
Raleigh,
North Carolina
| USD 313 M | +USD 30.8 M | +11% | 10.7% | 44.2% | 30 | 6.67% | 2.7 |
|
| 5178 |
RP
5178
Ravenswood Partners
Mclean,
Virginia
| USD 313 M | +USD 41.9 M | +15% | 38.9% | – | 42 | 30.95% | 0.6 |
|
| 5179 |
WAM
5179
Worth Asset Management
Dallas,
Texas
| USD 313 M | +USD 44.4 M | +17% | 20.2% | 115% | 249 | 41.77% | 1.1 |
|
| 5180 |
WPWM
5180
Windward Private Wealth Management
Overland Park,
Kansas
| USD 313 M | +USD 23.3 M | +8% | 7.66% | 35.5% | 44 | 2.27% | 4.8 |
|
| 5181 |
PF
5181
Prosperitas Financial
Valencia,
California
| USD 312 M | +USD 43.9 M | +16% | 13.4% | 107% | 113 | 26.55% | 1.3 |
|
| 5182 |
MFG
5182
Monte Financial Group
Guilford,
Connecticut
| USD 312 M | +USD 30.6 M | +11% | 7.94% | 57.9% | 109 | 14.68% | 3.8 |
|
| 5183 |
PPC
5183
Pennington Partners & Co
Bethesda,
Maryland
| USD 312 M | +USD 20.1 M | +7% | 14.2% | – | 134 | 17.16% | 0.9 |
|
| 5184 |
BWL
5184
Beacon Wealthcare LLC
Raleigh,
North Carolina
| USD 312 M | +USD 28.5 M | +10% | 9.97% | 47% | 26 | 0% | 3.2 |
|
| 5185 |
MCA
5185
Maryland Capital Advisors
Chester,
Maryland
| USD 312 M | – | – | 7.56% | – | 1,043 | – | 0.9 |
|
| 5186 |
PIP
5186
Peachtree Investment Partners
Indian River Shores,,
Florida
| USD 312 M | +USD 49.5 M | +19% | 18.3% | 92.2% | 152 | 21.05% | 3.5 |
|
| 5187 |
TAM
5187
Townsend Asset Management
Raleigh,
North Carolina
| USD 312 M | +USD 35.1 M | +13% | 16% | 77% | 199 | 8.04% | 4.3 |
|
| 5188 |
WAM
5188
Weinberger Asset Management
Los Angeles,
California
| USD 312 M | +USD 45.1 M | +17% | 14.8% | 80% | 101 | 8.91% | 3 |
|
| 5189 |
AIA
5189
Armor Investment Advisors
Raleigh,
North Carolina
| USD 312 M | +USD 34.2 M | +12% | 14.1% | 56.6% | 163 | 6.75% | 5.3 |
|
| 5190 |
FOA
5190
Five Oceans Advisors
Santa Monica,
California
| USD 311 M | +USD 34.7 M | +13% | 16.3% | 78.8% | 214 | 14.49% | 2.7 |
|
| 5191 |
HIP
5191
Hengistbury Investment Partners
London,
United Kingdom
| USD 311 M | +USD 71 M | +30% | 13.9% | 108% | 4 | 25% | 3.6 |
|
| 5192 |
OAM
5192
Oak Asset Management
Westlake Village,
California
| USD 311 M | +USD 20.6 M | +7% | 12% | 91.8% | 117 | 9.4% | 3.2 |
|
| 5193 |
TF
5193
Tenon Financial
Metuchen,
New Jersey
| USD 311 M | +USD 56.3 M | +22% | 12.7% | – | 64 | 20.31% | 1.4 |
|
| 5194 |
CB
5194
Centennial Bank
Conway,
Arkansas
| USD 311 M | +USD 32.1 M | +12% | 14% | 69.9% | 347 | 8.65% | 2.7 |
|
| 5195 |
LFP
5195
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| USD 311 M | +USD 34.8 M | +13% | 12% | 65.4% | 99 | 21.21% | 1.8 |
|
| 5196 |
IH
5196
IES Holdings
Houston,
Texas
| USD 311 M | +USD 96.6 M | +45% | 25.7% | – | 18 | 33.33% | 0.3 |
|
| 5197 |
CA
5197
Claar Advisors
New York
| USD 310 M | +USD 15.3 M | +5% | 11.3% | 65.5% | 17 | 11.76% | 5 |
|
| 5198 |
AC
5198
Applied Capital
Little Rock,
Arkansas
| USD 310 M | +USD 42.5 M | +16% | 11.5% | 52.6% | 54 | 9.26% | 2.9 |
|
| 5199 |
SI
5199
Stash Investments
New York
| USD 310 M | +USD 52.4 M | +20% | 8.25% | – | 17 | 70.59% | 0.7 |
|
| 5200 |
CHJWM
5200
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 310 M | +USD 10.7 M | +4% | 10.8% | 58.2% | 149 | 8.05% | 6.4 |
|