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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
PCM
5426
Pavaki Capital Management
Pueblo,
Colorado
| USD 287 M | +USD 51.4 M | +22% | 11.9% | – | 177 | 19.77% | 0.4 |
|
| 5427 |
RSC
5427
Red Spruce Capital
Berwyn,
Pennsylvania
| USD 287 M | +USD 43.2 M | +18% | 24.6% | 98.4% | 99 | 10.1% | 4.1 |
|
| 5428 |
MC
5428
Metavasi Capital
Larchmont,
New York
| USD 287 M | +USD 10.4 M | +4% | 55.5% | 840% | 33 | 60.61% | 0.6 |
|
| 5429 |
SRWM
5429
Shira Ridge Wealth Management
Larkspur,
California
| USD 287 M | +USD 33.9 M | +13% | 14.9% | 72.8% | 89 | 17.98% | 2.4 |
|
| 5430 |
ORC
5430
O'Rourke & Company
Boston,
Massachusetts
| USD 287 M | +USD 33.9 M | +13% | 12.7% | 71.9% | 180 | 6.67% | 3 |
|
| 5431 |
AWMT
5431
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| USD 286 M | +USD 28.7 M | +11% | 14.9% | 62.3% | 101 | 10.89% | 1.8 |
|
| 5432 |
TWM
5432
Trueblood Wealth Management
Lima,
Ohio
| USD 286 M | +USD 30.8 M | +12% | 15.5% | – | 272 | 9.93% | 2 |
|
| 5433 |
BFA
5433
Brown Financial Advisors
Milford,
Ohio
| USD 286 M | +USD 22.3 M | +8% | 12.2% | – | 234 | 20.09% | 1 |
|
| 5434 |
SMTF
5434
Sphera Management Technology Funds
Tel Aviv,
Israel
| USD 286 M | +USD 109 M | +61% | 46% | – | 94 | 50% | 0.5 |
|
| 5435 |
GCP
5435
Garda Capital Partners
Wayzata,
Minnesota
| USD 286 M | -USD 98.6 M | -26% | 13.9% | 9.15% | 23 | 82.61% | 0.1 |
|
| 5436 |
LIA
5436
Luken Investment Analytics
Brentwood,
Tennessee
| USD 286 M | +USD 24.8 M | +10% | 14.1% | 47.6% | 172 | 8.72% | 3.3 |
|
| 5437 |
PF
5437
Penney Financial
Houston,
Texas
| USD 286 M | +USD 25.4 M | +10% | 9.09% | – | 55 | 16.36% | 1.6 |
|
| 5438 |
PHAM
5438
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| USD 286 M | +USD 29.2 M | +11% | 13.7% | 66.8% | 114 | 10.53% | 6.9 |
|
| 5439 |
IIA
5439
ICW Investment Advisors
Scottsdale,
Arizona
| USD 286 M | +USD 9.04 M | +3% | 7.58% | 50.1% | 153 | 9.8% | 5 |
|
| 5440 |
BFA
5440
Bluestem Financial Advisors
Champaign,
Illinois
| USD 286 M | +USD 26.6 M | +10% | 9.97% | 39.5% | 35 | 8.57% | 4.6 |
|
| 5441 |
AFC
5441
Adaptive Financial Consulting
Beachwood,
Ohio
| USD 285 M | +USD 24.4 M | +9% | 8.69% | 33.4% | 20 | 10% | 5 |
|
| 5442 |
LAM
5442
Lewis Asset Management
Lafayette,
California
| USD 285 M | +USD 40.9 M | +17% | 20.1% | 142% | 228 | 16.67% | 1.4 |
|
| 5443 |
ALC
5443
Alexander Labrunerie & Co
Columbia,
Missouri
| USD 285 M | +USD 17.9 M | +7% | 17.2% | – | 136 | 18.38% | 1.6 |
|
| 5444 |
SSWM
5444
Strait & Sound Wealth Management
San Francisco,
California
| USD 285 M | +USD 16.6 M | +6% | 11.8% | 74% | 188 | 15.96% | 2.1 |
|
| 5445 |
HIA
5445
HFM Investment Advisors
Glassboro,
New Jersey
| USD 285 M | +USD 25.1 M | +10% | 10% | – | 1,330 | 12.26% | 1.1 |
|
| 5446 |
LAI
5446
Legal Advantage Investments
Los Altos Hills,
California
| USD 285 M | +USD 91.6 M | +47% | 9.19% | 116% | 89 | 24.72% | 3.1 |
|
| 5447 |
MFG
5447
Midwest Financial Group
Overland Park,
Kansas
| USD 285 M | +USD 50.6 M | +22% | 31.9% | 103% | 142 | 15.49% | 2.1 |
|
| 5448 |
CWA
5448
Choice Wealth Advisors
Waterville,
Maine
| USD 285 M | +USD 30.2 M | +12% | 10.5% | 60.3% | 36 | 5.56% | 2.5 |
|
| 5449 |
MWM
5449
MBE Wealth Management
Tomah,
Wisconsin
| USD 284 M | +USD 43.7 M | +18% | 13% | 60.9% | 173 | 20.23% | 2.4 |
|
| 5450 |
FG
5450
Formula Growth
Montreal,
Quebec, Canada
| USD 284 M | +USD 62.7 M | +28% | 39.6% | 118% | 169 | 33.14% | 2.8 |
|