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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
SWMG
5276
Signature Wealth Management Group
Atlanta,
Georgia
| USD 258 M | +USD 4.25 M | +2% | 3.86% | – | 119 | 6.72% | 3.6 |
|
| 5277 |
5277
Walker Financial Services
Bowling Green,
Kentucky
| USD 257 M | +USD 37.1 M | +17% | 2.11% | 20.8% | 44 | 20.45% | 1.6 |
|
| 5278 |
5278
Blackhawk Capital Partners
Thiensville,
Wisconsin
| USD 257 M | +USD 40.2 M | +19% | 9.19% | 87.2% | 165 | 30.3% | 1.4 |
|
| 5279 |
WOCP
5279
White Oak Capital Partners
Singapore
| USD 257 M | -USD 37.4 M | -13% | 7.63% | – | 17 | 11.76% | 0.6 |
|
| 5280 |
5280
Ascension Capital Advisors
Houston,
Texas
| USD 257 M | +USD 17.5 M | +7% | 8.22% | 59.3% | 40 | 5% | 3.1 |
|
| 5281 |
EAM
5281
Eukles Asset Management
Cincinnati,
Ohio
| USD 257 M | +USD 12.3 M | +5% | 7.05% | 87.9% | 243 | 4.12% | 4.4 |
|
| 5282 |
5282
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| USD 257 M | +USD 104 M | +68% | 29.5% | 144% | 25 | 60% | 0.7 |
|
| 5283 |
5283
New Wave Wealth Advisors
Springdale,
Arkansas
| USD 257 M | +USD 21.3 M | +9% | 9.01% | – | 188 | 30.32% | 0.7 |
|
| 5284 |
5284
Dean Capital Management
Overland Park,
Kansas
| USD 256 M | +USD 13.1 M | +5% | 8.88% | 89.7% | 133 | 15.79% | 1.5 |
|
| 5285 |
5285
Trueblood Wealth Management
Lima,
Ohio
| USD 256 M | +USD 17.3 M | +7% | 6.96% | 89.9% | 261 | 7.28% | 1.4 |
|
| 5286 |
5286
Financial Connections Group
Corte Madera,
California
| USD 256 M | +USD 13.9 M | +6% | 6.37% | 44.4% | 270 | 16.3% | 1.9 |
|
| 5287 |
LWMI
5287
Landmark Wealth Management (Illinois)
Normal,
Illinois
| USD 256 M | +USD 22.7 M | +10% | 6.44% | 42.4% | 45 | 13.33% | 1.2 |
|
| 5288 |
5288
Luken Investment Analytics
Brentwood,
Tennessee
| USD 256 M | +USD 27.7 M | +12% | 5.89% | 47.6% | 154 | 11.04% | 3.2 |
|
| 5289 |
5289
Trium Capital
London,
United Kingdom
| USD 256 M | -USD 146 M | -36% | 16.2% | 215% | 77 | 59.74% | 0.7 |
|
| 5290 |
BWIA
5290
Bryant Woods Investment Advisors
Getzville,
New York
| USD 256 M | +USD 24.1 M | +10% | 8.18% | 74.4% | 55 | 7.27% | 2.6 |
|
| 5291 |
SI
5291
Saxon Interests
Houston,
Texas
| USD 256 M | +USD 41.9 M | +20% | 7.78% | 81.2% | 217 | 17.97% | 1.4 |
|
| 5292 |
5292
Bluestem Financial Advisors
Champaign,
Illinois
| USD 256 M | +USD 22.3 M | +10% | 5.12% | 42.2% | 29 | 0% | 4.6 |
|
| 5293 |
5293
Fluent Financial
Dallas,
Texas
| USD 255 M | +USD 12.7 M | +5% | 5.46% | 46.9% | 83 | 40.96% | 1.5 |
|
| 5294 |
5294
Ted Buchan & Co
San Diego,
California
| USD 255 M | +USD 3.75 M | +1% | 6% | 65.2% | 98 | 21.43% | 1.8 |
|
| 5295 |
5295
First Financial Corp
Terre Haute,
Indiana
| USD 255 M | +USD 31.2 M | +14% | 6.79% | 95.3% | 322 | 4.04% | 7.8 |
|
| 5296 |
5296
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| USD 255 M | +USD 18.5 M | +8% | 10.4% | 83% | 130 | 10.77% | 6.3 |
|
| 5297 |
PIP
5297
Palisades Investment Partners
Santa Monica,
California
| USD 255 M | +USD 25.9 M | +11% | 12.6% | – | 51 | 27.45% | 0.8 |
|
| 5298 |
5298
TCFG Wealth Management
Laguna Niguel,
California
| USD 254 M | +USD 33.7 M | +15% | 14.9% | – | 293 | 22.18% | 0.8 |
|
| 5299 |
5299
Centennial Bank
Conway,
Arkansas
| USD 254 M | +USD 15.8 M | +7% | 7.5% | 69.9% | 351 | 5.7% | 2.1 |
|
| 5300 |
5300
Peloton Wealth Strategists
Indianapolis,
Indiana
| USD 254 M | +USD 5.01 M | +2% | 4.63% | 51.3% | 96 | 10.42% | 3.8 |
|