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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
WA
5226
Wealthstar Advisors
Plano,
Texas
| USD 230 M | – | – | 0.59% | – | 130 | – | 0.3 |
|
| 5227 |
5227
Spreng Capital Management
Bucyrus,
Ohio
| USD 230 M | +USD 15.1 M | +7% | 2.11% | 72.5% | 78 | 10.26% | 3.7 |
|
| 5228 |
5228
Unique Wealth Strategies
Burr Ridge,
Illinois
| USD 230 M | -USD 7.11 M | -3% | 4.24% | 96.9% | 242 | 39.67% | 0.6 |
|
| 5229 |
5229
TPG Financial Advisors
Portland,
Oregon
| USD 230 M | +USD 7.76 M | +3% | 1.8% | – | 70 | 14.29% | 3.1 |
|
| 5230 |
5230
BWM Planning
The Woodlands,
Texas
| USD 230 M | +USD 4.47 M | +2% | 1.65% | – | 78 | 5.13% | 0.2 |
|
| 5231 |
5231
Pines Wealth Management
Southern Pines,
North Carolina
| USD 230 M | – | – | 1.96% | – | 205 | – | 0 |
|
| 5232 |
5232
14B Capital Management
La Jolla,
California
| USD 230 M | +USD 6.69 M | +3% | 6.19% | – | 10 | 0% | 0.9 |
|
| 5233 |
5233
Peak XV Partners Operations
Trianon,
Mauritius
| USD 230 M | +USD 51.4 M | +29% | 38.9% | – | 4 | 50% | 0.6 |
|
| 5234 |
BAM
5234
Bosun Asset Management
Chicago,
Illinois
| USD 230 M | +USD 19.7 M | +9% | 21% | 278% | 226 | 34.51% | 1 |
|
| 5235 |
5235
Laidlaw Wealth Management
New York City,
New York
| USD 230 M | +USD 27.3 M | +14% | 14.9% | 150% | 205 | 21.95% | 2.6 |
|
| 5236 |
5236
MKT Advisors
Escondido,
California
| USD 230 M | +USD 16.3 M | +8% | 0.84% | 55.5% | 161 | 10.56% | 2.3 |
|
| 5237 |
5237
Ascension Capital Advisors
Houston,
Texas
| USD 229 M | +USD 15.1 M | +7% | 1.68% | 59.3% | 42 | 21.43% | 2.6 |
|
| 5238 |
5238
Freemont Management
Vaud,
Switzerland
| USD 229 M | +USD 25.1 M | +12% | 4.61% | 102% | 88 | 18.18% | 1.8 |
|
| 5239 |
CCM
5239
Consolidated Capital Management
Burbank,
California
| USD 229 M | +USD 209 k | +0.1% | 1.93% | 166% | 36 | 2.78% | 4.1 |
|
| 5240 |
5240
WealthCare Investment Partners
Portsmouth,
Rhode Island
| USD 229 M | +USD 1.1 M | +0.5% | 0.46% | 67.6% | 150 | 9.33% | 2 |
|
| 5241 |
5241
FACT Capital
New York
| USD 229 M | -USD 28.6 M | -11% | 4.95% | 227% | 22 | 27.27% | 1 |
|
| 5242 |
5242
Investment Management Associates
Greenwood Village,
Colorado
| USD 229 M | -USD 26.7 M | -10% | 3.54% | 50.4% | 35 | 22.86% | 2.6 |
|
| 5243 |
IPA
5243
Investment Planning Advisors
Cumming,
Georgia
| USD 229 M | +USD 33 M | +17% | 0.08% | – | 66 | 15.15% | 0.4 |
|
| 5244 |
5244
MMA Asset Management
Conshohocken,
Pennsylvania
| USD 229 M | -USD 146 M | -39% | 0.97% | 61.2% | 151 | 33.11% | 2.1 |
|
| 5245 |
5245
Alta Wealth Advisors
Woburn,
Massachusetts
| USD 229 M | +USD 9.7 M | +4% | 3.61% | 120% | 145 | 17.24% | 2.5 |
|
| 5246 |
5246
Hi-Line Capital Management
Watertown,
South Dakota
| USD 229 M | +USD 24.9 M | +12% | 3.84% | 57.5% | 42 | 40.48% | 2 |
|
| 5247 |
5247
Sustainable Insight Capital Management
New York
| USD 229 M | +USD 7.9 M | +4% | 5.81% | 168% | 93 | 44.09% | 1.7 |
|
| 5248 |
5248
Demars Financial Group
Spokane Valley,
Washington
| USD 228 M | +USD 9.23 M | +4% | 0.75% | 69.1% | 79 | 26.58% | 2.4 |
|
| 5249 |
5249
Solitude Financial Services
Charlottesville,
Virginia
| USD 228 M | -USD 5.82 M | -2% | 1.25% | 62.4% | 37 | 16.22% | 2.6 |
|
| 5250 |
5250
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| USD 228 M | +USD 1.39 M | +0.6% | 0.92% | 62.3% | 67 | 1.49% | 1.6 |
|