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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Twin Peaks Wealth Advisors
Burlingame,
California
| USD 220 M | -USD 17.3 M | -7% | 3.53% | – | 154 | 18.18% | 1 |
|
| 5252 |
5252
Realta Investment Advisors
Wilmington,
Delaware
| USD 219 M | -USD 24.6 M | -10% | 4.44% | 151% | 375 | 24.27% | 2.7 |
|
| 5253 |
5253
Miller Value Partners
Sarasota,
Florida
| USD 219 M | -USD 14.7 M | -6% | 6.41% | 133% | 37 | 18.92% | 2.3 |
|
| 5254 |
5254
Denver Wealth Management
Denver,
Colorado
| USD 219 M | -USD 2.8 M | -1% | 3.43% | 64.4% | 90 | 12.22% | 2.3 |
|
| 5255 |
5255
Boothe Investment Group
Dover,
Delaware
| USD 219 M | -USD 11 M | -5% | 2.28% | 75.6% | 41 | 26.83% | 2.2 |
|
| 5256 |
5256
Reliant Wealth Planning
Louisville,
Kentucky
| USD 219 M | +USD 6 M | +3% | 1.73% | 39.4% | 29 | 3.45% | 1.4 |
|
| 5257 |
5257
Hein Park Capital Management
New York
| USD 219 M | +USD 88.9 M | +68% | 5.43% | 122% | 6 | 66.67% | 0.4 |
|
| 5258 |
5258
Pacifica Partners
Surrey,
Canada
| USD 219 M | -USD 12.4 M | -5% | 0.82% | 127% | 527 | 11.57% | 3.2 |
|
| 5259 |
5259
Family Wealth Partners
Matthews,
North Carolina
| USD 219 M | +USD 8.71 M | +4% | 0.42% | 58.5% | 51 | 15.69% | 1 |
|
| 5260 |
5260
Stonebridge Financial Planning Group
Orlando,
Florida
| USD 219 M | -USD 4.84 M | -2% | 3.37% | 72.4% | 168 | 9.52% | 3 |
|
| 5261 |
5261
Trinity Wealth Management
Berwyn,
Pennsylvania
| USD 219 M | -USD 1.96 M | -0.9% | 1.37% | 56.7% | 59 | 15.25% | 2.7 |
|
| 5262 |
5262
Once Capital Management
New York
| USD 219 M | -USD 251 M | -53% | 10.5% | 627% | 19 | 15.79% | 2.3 |
|
| 5263 |
5263
Ascension Capital Advisors
Houston,
Texas
| USD 219 M | -USD 10.5 M | -5% | 2.73% | 59.3% | 41 | 19.51% | 2.9 |
|
| 5264 |
JPLA
5264
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| USD 219 M | -USD 6.11 M | -3% | 3.16% | 84% | 154 | 14.29% | 3.6 |
|
| 5265 |
5265
Tieton Capital Management
Yakima,
Washington
| USD 219 M | -USD 30 M | -12% | 6.4% | 172% | 41 | 19.51% | 5.4 |
|
| 5266 |
5266
Teza Capital Management
Chicago,
Illinois
| USD 219 M | -USD 442 M | -67% | 1.14% | 133% | 623 | 60.35% | 0.5 |
|
| 5267 |
5267
Hanwha Asset Management
Seoul,
South Korea
| USD 219 M | -USD 9.09 M | -4% | 4.03% | – | 1 | 0% | 2.3 |
|
| 5268 |
5268
Oxford Asset Management
Oxford,
United Kingdom
| USD 219 M | -USD 6.3 M | -3% | 0.25% | – | 763 | 81.78% | 0.1 |
|
| 5269 |
5269
NWK Group
San Francisco,
California
| USD 219 M | -USD 40.2 M | -16% | 2.95% | 268% | 80 | 28.75% | 3.2 |
|
| 5270 |
5270
INCA Investments
Miami,
Florida
| USD 219 M | -USD 24 M | -10% | 2.85% | 120% | 10 | 0% | 5 |
|
| 5271 |
5271
EntryPoint Capital
New York
| USD 218 M | -USD 19.5 M | -8% | 8.17% | – | 1,001 | 65.53% | 0.3 |
|
| 5272 |
WA
5272
Wealthstar Advisors
Plano,
Texas
| USD 218 M | -USD 11.8 M | -5% | 1.15% | – | 154 | 28.57% | 0.5 |
|
| 5273 |
5273
Iams Wealth Management
Omaha,
Nebraska
| USD 218 M | -USD 382 k | -0.2% | 1.7% | 57.7% | 177 | 19.21% | 1 |
|
| 5274 |
5274
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 218 M | -USD 7.7 M | -3% | 2.97% | 98.6% | 150 | 9.33% | 4.9 |
|
| 5275 |
5275
SimpliFi Inc
San Diego,
California
| USD 218 M | -USD 768 k | -0.4% | 0.45% | 27.9% | 43 | 9.3% | 3 |
|