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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 |
5526
Altus Wealth Group
Colorado Springs,
Colorado
| USD 244 M | -USD 6.13 M | -2% | 2.28% | 76.7% | 152 | 11.84% | 3 |
|
| 5527 |
5527
Burford Brothers
Dallas,
Texas
| USD 244 M | +USD 1.69 M | +0.7% | 0.27% | 97.4% | 188 | 16.49% | 1.7 |
|
| 5528 |
5528
GE Investment Management
Norwalk,
Connecticut
| USD 244 M | -USD 20.8 M | -8% | 7.86% | – | 4 | 0% | 2.1 |
|
| 5529 |
5529
Marathon Wealth Advisors
Boston,
Massachusetts
| USD 244 M | -USD 7.88 M | -3% | 3.28% | – | 74 | 2.7% | 0.2 |
|
| 5530 |
OGF
5530
Orin Green Financial
San Diego,
California
| USD 244 M | -USD 6.2 M | -2% | 2.05% | 59.1% | 80 | 6.25% | 0.9 |
|
| 5531 |
5531
AAF Wealth Management
Westborough,
Massachusetts
| USD 244 M | +USD 6.64 M | +3% | 0.86% | 75.1% | 56 | 14.29% | 2.7 |
|
| 5532 |
5532
Solstein Capital
Menlo Park,
California
| USD 244 M | -USD 5.71 M | -2% | 0.76% | 102% | 520 | 23.46% | 2.8 |
|
| 5533 |
5533
Red Spruce Capital
Berwyn,
Pennsylvania
| USD 244 M | -USD 7.29 M | -3% | 0.99% | 98.4% | 99 | 11.11% | 4.1 |
|
| 5534 |
5534
JW Asset Management
Miami Beach,
Florida
| USD 244 M | -USD 63.7 M | -21% | 14.2% | 251% | 20 | 15% | 1.6 |
|
| 5535 |
SC
5535
Schulhoff & Co
Cincinnati,
Ohio
| USD 243 M | +USD 5.94 M | +3% | 4.7% | 51.8% | 137 | 6.57% | 8.4 |
|
| 5536 |
5536
Hutner Capital Management
Manchester,
Vermont
| USD 243 M | +USD 3.82 M | +2% | 2.97% | 52.2% | 44 | 0% | 7.4 |
|
| 5537 |
YP
5537
YANKCOM Partnership
Yankton,
South Dakota
| USD 243 M | +USD 8.02 M | +3% | 0.05% | – | 411 | 18.98% | 0.9 |
|
| 5538 |
5538
Howard Bailey Securities
Fort Wayne,
Indiana
| USD 243 M | -USD 10.6 M | -4% | 1.95% | – | 156 | 31.41% | 1 |
|
| 5539 |
5539
Quarry Hill Advisors
St Paul,
Minnesota
| USD 243 M | +USD 27.9 M | +13% | 2.7% | 65% | 52 | 5.77% | 2.7 |
|
| 5540 |
5540
Independent Family Office
Albany,
New York
| USD 243 M | +USD 3.5 M | +1% | 0.39% | 68.4% | 93 | 18.28% | 3.4 |
|
| 5541 |
5541
Visualize Group
New York
| USD 243 M | -USD 24.8 M | -9% | 9.53% | – | 16 | 68.75% | 0.3 |
|
| 5542 |
5542
SFG Wealth Management
Towson,
Maryland
| USD 243 M | -USD 11.6 M | -5% | 0.54% | 86.3% | 143 | 39.16% | 1.7 |
|
| 5543 |
LP
5543
LGL Partners
Philadelphia,
Pennsylvania
| USD 243 M | +USD 8.57 M | +4% | 1.6% | 68.9% | 68 | 25% | 4 |
|
| 5544 |
5544
Creekside Partners
Petaluma,
California
| USD 243 M | +USD 6.27 M | +3% | 0.59% | – | 186 | 4.3% | 1.5 |
|
| 5545 |
5545
WealthCollab
Bellevue,
Washington
| USD 243 M | -USD 1.61 M | -0.7% | 4.25% | – | 1,091 | 16.68% | 1.6 |
|
| 5546 |
GPC
5546
Guardian Point Capital
Charlottesville,
Virginia
| USD 243 M | -USD 80.5 M | -25% | 4.82% | 142% | 13 | 23.08% | 2.7 |
|
| 5547 |
5547
Element Wealth
Ridgeland,
Mississippi
| USD 242 M | -USD 320 k | -0.1% | 0.76% | 59.6% | 222 | 15.77% | 3.3 |
|
| 5548 |
5548
Macro Advisors
York,
Pennsylvania
| USD 242 M | – | – | 1.74% | – | 41 | – | 0 |
|
| 5549 |
5549
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| USD 242 M | -USD 44.7 M | -16% | 0.36% | – | 1,622 | 34.09% | 0.7 |
|
| 5550 |
5550
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| USD 242 M | -USD 21.9 M | -8% | 2.11% | 215% | 207 | 20.29% | 1.7 |
|