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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
LCM
5576
Lunt Capital Management
Holladay,
Utah
| USD 273 M | +USD 12.2 M | +5% | 8.13% | 42% | 102 | 16.67% | 2.1 |
|
| 5577 |
LIM
5577
Letson Investment Management
Atlanta,
Georgia
| USD 273 M | +USD 12.3 M | +5% | 10.3% | – | 108 | 10.19% | 2 |
|
| 5578 |
AGC
5578
Alden Global Capital
Brandon,
Florida
| USD 273 M | +USD 95.5 M | +54% | 23% | 99.8% | 19 | 26.32% | 1 |
|
| 5579 |
RWM
5579
RBA Wealth Management
Newport Beach,
California
| USD 273 M | -USD 5.15 M | -2% | 16.7% | 77.7% | 98 | 24.49% | 3.2 |
|
| 5580 |
BB
5580
Burford Brothers
Dallas,
Texas
| USD 272 M | +USD 28.6 M | +12% | 11.5% | – | 187 | 10.7% | 1.8 |
|
| 5581 |
LWM
5581
Lakeridge Wealth Management
Mentor,
Ohio
| USD 272 M | +USD 39.9 M | +17% | 12.3% | – | 192 | 14.06% | 1.7 |
|
| 5582 |
MPPW
5582
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| USD 272 M | +USD 25.9 M | +11% | 13.8% | 82.3% | 150 | 4% | 4.7 |
|
| 5583 |
FF
5583
Foronjy Financial
Santa Barbara,
California
| USD 272 M | +USD 31.6 M | +13% | 10.5% | – | 117 | 24.79% | 0.8 |
|
| 5584 |
EA
5584
Evolution Advisers
Richmond,
Virginia
| USD 272 M | +USD 34.8 M | +15% | 9.26% | 40.8% | 946 | 83.51% | 0.6 |
|
| 5585 |
MCP
5585
Martin Capital Partners
Eugene,
Oregon
| USD 272 M | +USD 2.87 M | +1% | 5.86% | 42.3% | 75 | 13.33% | 4.3 |
|
| 5586 |
FWM
5586
FMB Wealth Management
Westlake Village,
California
| USD 272 M | +USD 30.1 M | +12% | 12.8% | 71.1% | 76 | 6.58% | 2.5 |
|
| 5587 |
EB
5587
Emprise Bank
Wichita,
Kansas
| USD 271 M | +USD 22.4 M | +9% | 9.24% | – | 113 | 9.73% | 1.8 |
|
| 5588 |
MLA
5588
MB, Levis & Associates
Center Valley,
Pennsylvania
| USD 271 M | +USD 31.7 M | +13% | 8.01% | 43.1% | 266 | 16.54% | 2.7 |
|
| 5589 |
LRIC
5589
Long Road Investment Counsel
Kalamazoo,
Michigan
| USD 271 M | +USD 16.3 M | +6% | 9.07% | 53.8% | 81 | 4.94% | 8.4 |
|
| 5590 |
ML
5590
MTCO Ltd
Nassau,
| USD 271 M | +USD 2.01 M | +0.7% | 4.83% | – | 4 | 50% | 0.4 |
|
| 5591 |
BWM
5591
Bernard Wealth Management
Royal Oak,
Michigan
| USD 271 M | +USD 36.9 M | +16% | 21.2% | – | 378 | 18.52% | 1.2 |
|
| 5592 |
APIM
5592
Agate Pass Investment Management
Bainbridge Island,
Washington
| USD 271 M | +USD 15.8 M | +6% | 13.7% | 68% | 113 | 10.62% | 3.3 |
|
| 5593 |
ESC
5593
Eurizon SLJ Capital
London,
| USD 271 M | +USD 60.9 M | +29% | 26.9% | – | 179 | 10.61% | 0.4 |
|
| 5594 |
AWM
5594
AAF Wealth Management
Westborough,
Massachusetts
| USD 271 M | +USD 27.3 M | +11% | 12.7% | 65.8% | 61 | 18.03% | 2.8 |
|
| 5595 |
OGF
5595
Orin Green Financial
San Diego,
California
| USD 271 M | +USD 27.3 M | +11% | 13.3% | 53.3% | 84 | 8.33% | 1.1 |
|
| 5596 |
MCM
5596
M1 Capital Management
Bloomfield Hills,
Michigan
| USD 271 M | +USD 53.8 M | +25% | 16.1% | – | 122 | 16.39% | 1.1 |
|
| 5597 |
AAG
5597
Avalon Advisory Group
Wexford,
Pennsylvania
| USD 271 M | +USD 22.9 M | +9% | 9.68% | 41.4% | 14 | 14.29% | 4 |
|
| 5598 |
IWS
5598
Integrity Wealth Solutions
Denver,
Colorado
| USD 271 M | +USD 16.1 M | +6% | 10.9% | – | 139 | 13.67% | 1.8 |
|
| 5599 |
KC
5599
Kaleidoscope Capital
Boston,
Massachusetts
| USD 271 M | +USD 10.9 M | +4% | 8.51% | – | 16 | 6.25% | 2.3 |
|
| 5600 |
PWS
5600
Peloton Wealth Strategists
Indianapolis,
Indiana
| USD 271 M | +USD 23.3 M | +9% | 11.2% | 51.3% | 94 | 11.7% | 3.5 |
|