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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Wisconsin Capital Management
Madison,
Wisconsin
| USD 151 M | -USD 2.97 M | -2% | 0.25% | 153% | 49 | 14.29% | 4.4 |
|
| 5352 |
5352
Cordant Inc
Portland,
Oregon
| USD 151 M | -USD 2.76 M | -2% | 2.64% | 47% | 86 | 16.28% | 2.2 |
|
| 5353 |
5353
Visa Foundation
San Francisco,
California
| USD 151 M | -USD 9.23 M | -6% | 3.99% | 58.1% | 1 | 0% | 1.8 |
|
| 5354 |
5354
Warren Street Wealth Advisors
Newport Beach,
California
| USD 151 M | -USD 398 k | -0.3% | 2.31% | 75.7% | 85 | 16.47% | 1.2 |
|
| 5355 |
5355
Westwood Wealth Management
Los Angeles,
California
| USD 151 M | +USD 9.22 M | +6% | 3.54% | 495% | 47 | 19.15% | 1.5 |
|
| 5356 |
LCM
5356
Lynx1 Capital Management
San Juan,
Puerto Rico
| USD 151 M | -USD 1.44 M | -0.9% | 4.55% | 883% | 25 | 56% | 0.7 |
|
| 5357 |
5357
Aurora Investment Counsel
Atlanta,
Georgia
| USD 151 M | -USD 4.59 M | -3% | 3.22% | 31.7% | 128 | 20.31% | 1.3 |
|
| 5358 |
5358
Range Financial Group
Tigard,
Oregon
| USD 151 M | -USD 6.24 M | -4% | 0.2% | 195% | 180 | 27.22% | 1.4 |
|
| 5359 |
PHM
5359
Prospect Hill Management
Short Hills,
New Jersey
| USD 151 M | -USD 14.1 M | -9% | 8.18% | 85.1% | 16 | 12.5% | 2.3 |
|
| 5360 |
5360
Greenstone Partners & Co
Larkspur,
California
| USD 151 M | +USD 4.88 M | +3% | 15.7% | 527% | 10 | 10% | 2.1 |
|
| 5361 |
5361
HMS Capital Management
Nashville,
Tennessee
| USD 151 M | -USD 13.6 M | -8% | 3.63% | 140% | 114 | 11.4% | 2.3 |
|
| 5362 |
AIA
5362
Arcadia Investment Advisors
Eagle,
Idaho
| USD 151 M | -USD 1.54 M | -1% | 3.21% | 56.4% | 91 | 15.38% | 3.9 |
|
| 5363 |
PCR
5363
Potrero Capital Research
San Francisco,
California
| USD 151 M | -USD 10.1 M | -6% | 7.06% | 226% | 32 | 43.75% | 0.9 |
|
| 5364 |
5364
Cairn Investment Group
Vancouver,
Washington
| USD 151 M | -USD 3.55 M | -2% | 1.57% | 61.3% | 65 | 7.69% | 2.9 |
|
| 5365 |
5365
Next Level Private
Harrison,
New York
| USD 151 M | -USD 3.86 M | -2% | 2.96% | 95.9% | 105 | 4.76% | 0.8 |
|
| 5366 |
5366
Lumbard & Kellner
Hollis,
New Hampshire
| USD 151 M | -USD 28.6 M | -16% | 1.65% | 137% | 79 | 36.71% | 4.1 |
|
| 5367 |
5367
Geneva Partners
Lake Geneva,
Wisconsin
| USD 151 M | -USD 2.57 M | -2% | 0.78% | 417% | 82 | 35.37% | 2.1 |
|
| 5368 |
5368
Warner Financial
Bethesda,
Maryland
| USD 151 M | -USD 3.38 M | -2% | 4.03% | 62.1% | 94 | 2.13% | 1.5 |
|
| 5369 |
5369
Holistic Financial Partners
Indianapolis,
Indiana
| USD 151 M | +USD 6.72 M | +5% | 0.48% | 95.7% | 116 | 13.79% | 2.9 |
|
| 5370 |
5370
Column Group
San Francisco,
California
| USD 151 M | -USD 107 M | -42% | 23% | 95.1% | 7 | 0% | 2.4 |
|
| 5371 |
5371
Warther Private Wealth
Akron,
Ohio
| USD 151 M | +USD 3.36 M | +2% | 2.2% | 94.1% | 73 | 30.14% | 1.5 |
|
| 5372 |
APS
5372
American Planning Services
Sun City Center,
Florida
| USD 150 M | -USD 2.15 M | -1% | 1.65% | 23.8% | 33 | 9.09% | 1.1 |
|
| 5373 |
5373
Morris Financial Concepts
Mount Pleasant,
South Carolina
| USD 150 M | -USD 4.26 M | -3% | 3.39% | 56.5% | 154 | 1.3% | 1.4 |
|
| 5374 |
5374
Signet Investment Advisory Group
Providence,
Rhode Island
| USD 150 M | -USD 1.03 M | -0.7% | 2.62% | 68.2% | 66 | 6.06% | 4 |
|
| 5375 |
5375
McNaughton Wealth Management
San Diego,
California
| USD 150 M | -USD 5.85 M | -4% | 3.59% | 55.6% | 56 | 5.36% | 3 |
|