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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
Forum Finance Group
Geneva,
| USD 278 M | +USD 93.5 M | +51% | 14.2% | – | 364 | 17.31% | 0.2 |
|
| 5527 |
5527
Ananym Capital Management
New York
| USD 278 M | +USD 15.8 M | +6% | 20.1% | – | 11 | 36.36% | 0.9 |
|
| 5528 |
5528
Union Square Park Capital Management
New York
| USD 278 M | +USD 102 M | +58% | 28.9% | 75.8% | 83 | 57.83% | 0.7 |
|
| 5529 |
5529
Retirement Planning Company of New England
Warwick,
Rhode Island
| USD 278 M | +USD 32.1 M | +13% | 22% | 125% | 272 | 13.24% | 3.1 |
|
| 5530 |
5530
Vision One Management Partners
Miami,
Florida
| USD 278 M | +USD 45.7 M | +20% | 20.6% | – | 10 | 30% | 1 |
|
| 5531 |
5531
Hanover Advisors
Seneca,
South Carolina
| USD 278 M | +USD 31.6 M | +13% | 12.7% | – | 130 | 15.38% | 1.7 |
|
| 5532 |
5532
Cordant Inc
Portland,
Oregon
| USD 278 M | +USD 31.3 M | +13% | 12% | 47% | 353 | 72.24% | 0.9 |
|
| 5533 |
5533
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| USD 278 M | +USD 40.5 M | +17% | 19.7% | – | 64 | 12.5% | 1.4 |
|
| 5534 |
5534
Onyx Financial Advisors
Idaho Falls,
Idaho
| USD 278 M | +USD 36.7 M | +15% | 11.1% | 57.8% | 18 | 0% | 2.5 |
|
| 5535 |
5535
School Employees Retirement Board of Ohio
Columbus,
Ohio
| USD 278 M | +USD 32.3 M | +13% | 9.02% | – | 7 | 28.57% | 1 |
|
| 5536 |
5536
Prime Buchholz
Portsmouth,
New Hampshire
| USD 277 M | +USD 86.1 M | +45% | 14.8% | – | 41 | 48.78% | 0.7 |
|
| 5537 |
5537
Buska Wealth Management
Wausau,
Wisconsin
| USD 277 M | +USD 28.4 M | +11% | 11.9% | – | 85 | 17.65% | 1.4 |
|
| 5538 |
5538
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| USD 277 M | +USD 26.2 M | +10% | 10.4% | 64.8% | 88 | 6.82% | 4.4 |
|
| 5539 |
5539
Values Added Financial
Washington,
District of Columbia
| USD 277 M | +USD 39.2 M | +17% | 13.6% | 65.9% | 151 | 13.91% | 2 |
|
| 5540 |
5540
Gables Capital Management
Miami,
Florida
| USD 277 M | +USD 40 M | +17% | 23% | 151% | 516 | 10.27% | 4.5 |
|
| 5541 |
5541
Altus Wealth Group
Colorado Springs,
Colorado
| USD 277 M | +USD 32.7 M | +13% | 17.5% | 76.7% | 161 | 14.29% | 3 |
|
| 5542 |
5542
Exane Asset Management
Paris,
France
| USD 277 M | -USD 213 M | -43% | 20.2% | 74.5% | 40 | 50% | 0.6 |
|
| 5543 |
5543
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| USD 277 M | +USD 39.9 M | +17% | 5.95% | 14.4% | 77 | 42.86% | 1.4 |
|
| 5544 |
5544
Tumwater Wealth Management
Boise,
Idaho
| USD 277 M | +USD 27.9 M | +11% | 10.7% | – | 36 | 13.89% | 1.3 |
|
| 5545 |
5545
WD Rutherford
Portland,
Oregon
| USD 276 M | +USD 51.2 M | +23% | 40.3% | 189% | 78 | 12.82% | 3 |
|
| 5546 |
BIA
5546
Bigelow Investment Advisors
Portland,
Maine
| USD 276 M | +USD 26.4 M | +11% | 14.2% | 75.7% | 163 | 9.82% | 5.1 |
|
| 5547 |
5547
Dean Capital Management
Overland Park,
Kansas
| USD 276 M | +USD 34.7 M | +14% | 17.8% | 89.7% | 125 | 21.6% | 1.7 |
|
| 5548 |
5548
Creekside Partners
Petaluma,
California
| USD 276 M | +USD 33.3 M | +14% | 13.3% | – | 197 | 9.14% | 1.7 |
|
| 5549 |
5549
Kilter Group
Rhinebeck,
New York
| USD 276 M | +USD 44 M | +19% | 17.8% | – | 1,743 | 19.45% | 0.7 |
|
| 5550 |
5550
WealthCollab
Bellevue,
Washington
| USD 276 M | +USD 33.2 M | +14% | 10% | – | 1,067 | 17.62% | 1.8 |
|