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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 |
5476
Eudaimonia Advisors
Winchester,
Tennessee
| USD 149 M | +USD 715 k | +0.5% | 4.11% | – | 158 | 13.29% | 1.2 |
|
| 5477 |
5477
West Bancorporation
West Des Moines,
Iowa
| USD 149 M | +USD 17.6 M | +13% | 10.5% | 64.4% | 99 | 13.13% | 2.5 |
|
| 5478 |
5478
X-Square Capital
Guaynabo,
Puerto Rico
| USD 149 M | -USD 20.7 M | -12% | 6.83% | 158% | 166 | 21.08% | 2.6 |
|
| 5479 |
5479
Cherry Creek Investment Advisors
Englewood,
Colorado
| USD 149 M | +USD 12.3 M | +9% | 11.6% | 151% | 99 | 10.1% | 1.6 |
|
| 5480 |
DCM
5480
Dudley Capital Management
Middleburg,
Virginia
| USD 149 M | +USD 1.58 M | +1% | 6.85% | 129% | 129 | 13.18% | 0.5 |
|
| 5481 |
GCM
5481
Garland Capital Management
Bellevue,
Washington
| USD 149 M | +USD 1.49 M | +1% | 0.65% | 55.7% | 36 | 5.56% | 5 |
|
| 5482 |
MFG
5482
Monumental Financial Group
Rockville,
Maryland
| USD 149 M | +USD 8.88 M | +6% | 4.64% | 18.2% | 93 | 67.74% | 1.1 |
|
| 5483 |
5483
Moser Wealth Advisors
Bellevue,
Washington
| USD 149 M | – | – | 8.25% | – | 127 | – | 2.8 |
|
| 5484 |
5484
Berkeley Inc
Boise,
Idaho
| USD 148 M | +USD 10.7 M | +8% | 4.22% | 49.4% | 79 | 2.53% | 2 |
|
| 5485 |
5485
Centennial Bank
Conway,
Arkansas
| USD 148 M | -USD 4.87 M | -3% | 5.15% | 69.9% | 327 | 6.73% | 0.5 |
|
| 5486 |
5486
Rooted Wealth Advisors
Bourbonnais,
Illinois
| USD 148 M | +USD 13.5 M | +10% | 4.28% | 50.8% | 104 | 38.46% | 0.3 |
|
| 5487 |
CP
5487
CPV Partners
Stamford,
Connecticut
| USD 148 M | +USD 26.2 M | +21% | 32.8% | 105% | 6 | 0% | 2.5 |
|
| 5488 |
5488
Hatteras Investment Partners
Raleigh,
North Carolina
| USD 148 M | – | – | 66.7% | – | 1 | – | 0 |
|
| 5489 |
MWA
5489
Miller Wealth Advisors
Ridgeway,
Colorado
| USD 148 M | +USD 128 M | +620% | 14.6% | 117% | 79 | 24.05% | 1 |
|
| 5490 |
5490
Gemsstock Ltd
London,
United Kingdom
| USD 148 M | +USD 56.7 M | +62% | 24.7% | 149% | 10 | 60% | 0.8 |
|
| 5491 |
5491
Lexington Partners
New York
| USD 148 M | -USD 7.95 M | -5% | 4.41% | 1.27% | 7 | 28.57% | 1.8 |
|
| 5492 |
5492
Blue Water Life Science Advisors
Larkspur,
California
| USD 148 M | -USD 3.08 M | -2% | 6.71% | 503% | 9 | 33.33% | 1.3 |
|
| 5493 |
5493
Flynn Zito Capital Management
Garden City,
New York
| USD 148 M | +USD 10.4 M | +8% | 5.61% | 97.3% | 78 | 10.26% | 0.8 |
|
| 5494 |
5494
Family Asset Management
Charleston,
South Carolina
| USD 148 M | +USD 11.2 M | +8% | 4.79% | – | 196 | 14.29% | 0.4 |
|
| 5495 |
EWG
5495
Executive Wealth Group
Kirkland,
Washington
| USD 148 M | +USD 6.8 M | +5% | 4.56% | 14.9% | 47 | 4.26% | 4.3 |
|
| 5496 |
5496
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| USD 148 M | +USD 23.7 M | +19% | 1.1% | 35.4% | 35 | 11.43% | 1.1 |
|
| 5497 |
5497
Treasure Coast Financial Planning
Vero Beach,
Florida
| USD 148 M | +USD 4.91 M | +3% | 1.38% | 32.6% | 41 | 21.95% | 1 |
|
| 5498 |
5498
Derbend Asset Management
Peachtree City,
Georgia
| USD 148 M | +USD 14.4 M | +11% | 6.98% | 23.9% | 85 | 15.29% | 1.5 |
|
| 5499 |
5499
FOCUS Wealth Advisors
Houston,
Texas
| USD 148 M | -USD 4.41 M | -3% | 3.62% | 68.7% | 70 | 31.43% | 1.3 |
|
| 5500 |
5500
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| USD 148 M | +USD 20.7 M | +16% | 3.23% | 41.2% | 45 | 6.67% | 1.8 |
|