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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
SERBOO
5526
School Employees Retirement Board of Ohio
Columbus,
Ohio
| USD 278 M | +USD 32.3 M | +13% | 9.02% | – | 7 | 28.57% | 1 |
|
| 5527 |
PB
5527
Prime Buchholz
Portsmouth,
New Hampshire
| USD 277 M | +USD 86.1 M | +45% | 14.8% | – | 41 | 48.78% | 0.7 |
|
| 5528 |
BWM
5528
Buska Wealth Management
Wausau,
Wisconsin
| USD 277 M | +USD 28.4 M | +11% | 11.9% | – | 85 | 17.65% | 1.4 |
|
| 5529 |
HSWM
5529
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| USD 277 M | +USD 26.2 M | +10% | 10.4% | 56.8% | 88 | 6.82% | 4.4 |
|
| 5530 |
VAF
5530
Values Added Financial
Washington,
District of Columbia
| USD 277 M | +USD 39.2 M | +17% | 13.6% | 58.3% | 151 | 13.91% | 2 |
|
| 5531 |
GCM
5531
Gables Capital Management
Miami,
Florida
| USD 277 M | +USD 40.9 M | +17% | 23% | 151% | 516 | 10.27% | 4.5 |
|
| 5532 |
AWG
5532
Altus Wealth Group
Colorado Springs,
Colorado
| USD 277 M | +USD 32.7 M | +13% | 17.5% | 68.6% | 161 | 14.29% | 3 |
|
| 5533 |
EAM
5533
Exane Asset Management
Paris,
France
| USD 277 M | -USD 213 M | -43% | 20.2% | 77.5% | 40 | 50% | 0.6 |
|
| 5534 |
MAWAG
5534
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| USD 277 M | +USD 39.9 M | +17% | 5.95% | 12.3% | 77 | 42.86% | 1.4 |
|
| 5535 |
TWM
5535
Tumwater Wealth Management
Boise,
Idaho
| USD 277 M | +USD 27.9 M | +11% | 10.7% | – | 36 | 13.89% | 1.3 |
|
| 5536 |
WR
5536
WD Rutherford
Portland,
Oregon
| USD 276 M | +USD 51.2 M | +23% | 40.3% | 170% | 78 | 12.82% | 3 |
|
| 5537 |
BIA
5537
Bigelow Investment Advisors
Portland,
Maine
| USD 276 M | +USD 26.4 M | +11% | 14.2% | 75.7% | 163 | 9.82% | 5.1 |
|
| 5538 |
DCM
5538
Dean Capital Management
Overland Park,
Kansas
| USD 276 M | +USD 34.7 M | +14% | 17.8% | 89.7% | 125 | 21.6% | 1.7 |
|
| 5539 |
CP
5539
Creekside Partners
Petaluma,
California
| USD 276 M | +USD 33.3 M | +14% | 13.3% | – | 197 | 9.14% | 1.7 |
|
| 5540 |
KG
5540
Kilter Group
Rhinebeck,
New York
| USD 276 M | +USD 44 M | +19% | 17.8% | – | 1,743 | 19.45% | 0.7 |
|
| 5541 |
W
5541
WealthCollab
Bellevue,
Washington
| USD 276 M | +USD 33.2 M | +14% | 10% | – | 1,067 | 17.62% | 1.8 |
|
| 5542 |
TIA
5542
Tiemann Investment Advisors
Menlo Park,
California
| USD 276 M | +USD 21.1 M | +8% | 15.5% | 77% | 217 | 10.6% | 6.8 |
|
| 5543 |
MAWCM
5543
Mine & Arao Wealth Creation & Management
Campbell,
California
| USD 276 M | +USD 37.6 M | +16% | 17.5% | 92% | 80 | 8.75% | 5.4 |
|
| 5544 |
MAG
5544
MRA Advisory Group
Parsippany,
New Jersey
| USD 276 M | +USD 30.6 M | +12% | 17.1% | 86.8% | 181 | 33.7% | 2.1 |
|
| 5545 |
ICP
5545
Islander Capital Partners
San Francisco,
California
| USD 276 M | -USD 32.2 M | -10% | 19.5% | – | 19 | 42.11% | 0.4 |
|
| 5546 |
WAP
5546
Wealth Analytics Partners
San Diego,
California
| USD 276 M | +USD 29.7 M | +12% | 11.9% | – | 50 | 8% | 0.5 |
|
| 5547 |
GWS
5547
Greykasell Wealth Strategies
Danville,
California
| USD 275 M | +USD 27.4 M | +11% | 18% | – | 570 | 15.79% | 1 |
|
| 5548 |
DWM
5548
Dopkins Wealth Management
Williamsville,
New York
| USD 275 M | +USD 26.3 M | +11% | 11.7% | 64.4% | 95 | 8.42% | 2.2 |
|
| 5549 |
VWA
5549
Valued Wealth Advisors
Holladay,
Utah
| USD 275 M | +USD 28.4 M | +12% | 10.9% | – | 936 | 22.76% | 1.5 |
|
| 5550 |
UWS
5550
Unique Wealth Strategies
Burr Ridge,
Illinois
| USD 275 M | +USD 28.6 M | +12% | 18.7% | 96.9% | 276 | 41.3% | 1.1 |
|