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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
CWM
5476
Chicago Wealth Management
Chicago,
Illinois
| USD 282 M | +USD 31.4 M | +13% | 18% | 134% | 70 | 25.71% | 2.2 |
|
| 5477 |
NW
5477
N10 Wealth
Greenwich,
Connecticut
| USD 282 M | – | – | 42.1% | – | 43 | – | 0 |
|
| 5478 |
ICM
5478
Intrepid Capital Management
Jacksonville Beach,
Florida
| USD 282 M | +USD 21.3 M | +8% | 11.4% | 70.2% | 111 | 6.31% | 2.8 |
|
| 5479 |
AC
5479
Athos Capital
Hong Kong
| USD 282 M | -USD 42.5 M | -13% | 5.58% | 110% | 52 | 42.31% | 1 |
|
| 5480 |
MWM
5480
McNaughton Wealth Management
San Diego,
California
| USD 282 M | +USD 39.8 M | +16% | 12.2% | 55.6% | 78 | 14.1% | 3.8 |
|
| 5481 |
SMBT
5481
Southern Michigan Bank & Trust
Coldwater,
Michigan
| USD 281 M | +USD 20.7 M | +8% | 11.3% | – | 443 | 9.03% | 0.2 |
|
| 5482 |
MHWM
5482
Montz Harcus Wealth Management
New Orleans,
Louisiana
| USD 281 M | +USD 33.4 M | +13% | 14.1% | 84.1% | 103 | 12.62% | 2.6 |
|
| 5483 |
MLM
5483
Mount Lucas Management
Newtown,
Pennsylvania
| USD 281 M | +USD 9.9 M | +4% | 19.9% | 109% | 187 | 22.99% | 1.3 |
|
| 5484 |
HFRG
5484
Houlihan Financial Resource Group
Ashburn,
Virginia
| USD 281 M | +USD 24 M | +9% | 10% | 50.6% | 114 | 5.26% | 2.5 |
|
| 5485 |
RIM
5485
Reliant Investment Management
Memphis,
Tennessee
| USD 281 M | +USD 73.1 M | +35% | 19.7% | 129% | 61 | 22.95% | 3.9 |
|
| 5486 |
WA
5486
Win Advisors
Palm Beach Gardens,
Florida
| USD 281 M | +USD 61.9 M | +28% | 56.7% | 226% | 120 | 72.5% | 0.3 |
|
| 5487 |
MWM
5487
Maripau Wealth Management
Fort Wayne,
Indiana
| USD 280 M | +USD 53 M | +23% | 11.9% | 55.6% | 186 | 15.59% | 1.4 |
|
| 5488 |
FF
5488
Fluent Financial
Dallas,
Texas
| USD 280 M | +USD 6.9 M | +3% | 8.91% | 46.9% | 68 | 52.94% | 1.6 |
|
| 5489 |
TS
5489
TradeWell Securities
Fort Wayne,
Indiana
| USD 280 M | +USD 42.9 M | +18% | 18.3% | – | 54 | 11.11% | 1.2 |
|
| 5490 |
ERFOTCOFW
5490
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| USD 280 M | +USD 49.7 M | +22% | 4.2% | 31.5% | 22 | 9.09% | 1.9 |
|
| 5491 |
SC
5491
Sagil Capital
London,
United Kingdom
| USD 280 M | +USD 17.1 M | +7% | 2.75% | 104% | 31 | 58.06% | 0.4 |
|
| 5492 |
SLA
5492
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 280 M | +USD 27.8 M | +11% | 17.6% | 70.9% | 110 | 7.27% | 4.7 |
|
| 5493 |
BAM
5493
Bayshore Asset Management
Coral Gables,
Florida
| USD 280 M | +USD 28.6 M | +11% | 12.1% | 62.3% | 52 | 23.08% | 2.6 |
|
| 5494 |
OCERS
5494
Orange County Employees Retirement System
Santa Ana,
California
| USD 280 M | +USD 40.9 M | +17% | 9.95% | – | 2 | 0% | 0.5 |
|
| 5495 |
KFP
5495
Keener Financial Planning
Keller,
Texas
| USD 280 M | +USD 41.6 M | +17% | 13.7% | – | 63 | 11.11% | 2.1 |
|
| 5496 |
MFC
5496
Mechanics Financial Corp
Mansfield,
Ohio
| USD 280 M | +USD 40.8 M | +17% | 18.1% | 81.6% | 302 | 25.17% | 2.7 |
|
| 5497 |
HWA
5497
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| USD 279 M | +USD 32.5 M | +13% | 12.7% | 55% | 57 | 12.28% | 5 |
|
| 5498 |
IWP
5498
Invenio Wealth Partners
Coral Gables,
Florida
| USD 279 M | +USD 27.3 M | +11% | 12.5% | 52% | 96 | 14.58% | 2 |
|
| 5499 |
RW
5499
REDW Wealth
Albuquerque,
New Mexico
| USD 279 M | +USD 28.4 M | +11% | 12% | 54.1% | 106 | 8.49% | 4.5 |
|
| 5500 |
RC
5500
Roubaix Capital
Denver,
Colorado
| USD 279 M | +USD 64.6 M | +30% | 43.6% | 174% | 71 | 69.01% | 0.4 |
|