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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 |
5576
Boyd Wealth Management
Sacramento,
California
| USD 181 M | +USD 6.11 M | +3% | 1.85% | 56.8% | 47 | 17.02% | 1.8 |
|
| 5577 |
5577
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| USD 181 M | +USD 12.1 M | +7% | 5.32% | 83% | 161 | 16.15% | 1.3 |
|
| 5578 |
5578
Bellevue Asset Management
Bellevue,
Washington
| USD 181 M | +USD 4.94 M | +3% | 4.32% | 56.7% | 479 | 8.14% | 3.6 |
|
| 5579 |
5579
Pinnacle Family Advisors
Springfield,
Missouri
| USD 181 M | -USD 6.7 M | -4% | 4.12% | 85.8% | 130 | 39.23% | 2 |
|
| 5580 |
5580
Three Seasons Wealth
Salt Lake City,
Utah
| USD 181 M | +USD 37.9 M | +27% | 5.71% | 156% | 97 | 27.84% | 0.5 |
|
| 5581 |
5581
AJ Advisors
Nashville,
Tennessee
| USD 181 M | -USD 462 k | -0.3% | 1.65% | 59.8% | 49 | 34.69% | 1.2 |
|
| 5582 |
5582
Quad-Cities Investment Group
Davenport,
Iowa
| USD 181 M | +USD 9.5 M | +6% | 2.85% | 67.3% | 185 | 8.11% | 3.5 |
|
| 5583 |
DCM
5583
Dudley Capital Management
Middleburg,
Virginia
| USD 181 M | +USD 9.39 M | +5% | 5.82% | 129% | 123 | 8.13% | 1.3 |
|
| 5584 |
5584
Creekside Partners
Petaluma,
California
| USD 181 M | – | – | 0.83% | – | 162 | – | 0 |
|
| 5585 |
5585
Avaii Wealth Management
Appleton,
Wisconsin
| USD 180 M | +USD 10 M | +6% | 2.25% | 100% | 152 | 17.11% | 1.4 |
|
| 5586 |
GECH
5586
Garnet Equity Capital Holdings
New York
| USD 180 M | -USD 273 M | -60% | 3.36% | 302% | 36 | 44.44% | 0.9 |
|
| 5587 |
5587
Mendon Capital Advisors
Key Largo,
Florida
| USD 180 M | -USD 6.24 M | -3% | 0.91% | – | 55 | 21.82% | 2.9 |
|
| 5588 |
5588
Masso Torrence Wealth Management
Marlton,
New Jersey
| USD 180 M | +USD 11.7 M | +7% | 7.41% | 130% | 100 | 13% | 1.5 |
|
| 5589 |
MA
5589
Menlo Advisors
Menlo Park,
California
| USD 180 M | +USD 5.54 M | +3% | 2.89% | 108% | 35 | 25.71% | 5.2 |
|
| 5590 |
HWMA
5590
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| USD 180 M | -USD 16.2 M | -8% | 0.31% | – | 188 | 16.49% | 2.5 |
|
| 5591 |
5591
Heritage Family Offices
Scottsdale,
Arizona
| USD 180 M | – | – | 0.31% | – | 168 | – | 0 |
|
| 5592 |
5592
Silver Oak Advisory Group
Portland,
Oregon
| USD 180 M | +USD 1.9 M | +1% | 0.21% | 27% | 67 | 8.96% | 2 |
|
| 5593 |
5593
Tieton Capital Management
Yakima,
Washington
| USD 180 M | -USD 10.7 M | -6% | 5.76% | 172% | 40 | 7.5% | 4.4 |
|
| 5594 |
5594
Dravo Bay
Rehoboth Beach,
Delaware
| USD 180 M | +USD 12 M | +7% | 0.71% | 45.2% | 49 | 2.04% | 2 |
|
| 5595 |
5595
Ecofi Investissements
Nanterre,
France
| USD 180 M | – | – | 1.87% | – | 41 | – | 0 |
|
| 5596 |
5596
Bond Capital Management
San Francisco,
California
| USD 180 M | -USD 7.46 M | -4% | 0.14% | 47.5% | 5 | 0% | 2.3 |
|
| 5597 |
5597
Chronos Wealth Management
Clearwater,
Florida
| USD 180 M | +USD 8.85 M | +5% | 5.78% | 92.3% | 41 | 7.32% | 3.3 |
|
| 5598 |
5598
D. Scott Neal
Lexington,
Kentucky
| USD 180 M | +USD 26.7 M | +17% | 2.34% | 105% | 65 | 9.23% | 3.2 |
|
| 5599 |
5599
Blue Barn Wealth
Orem,
Utah
| USD 180 M | +USD 258 k | +0.1% | 0.15% | 46.4% | 149 | 16.78% | 1.7 |
|
| 5600 |
5600
Shira Ridge Wealth Management
Larkspur,
California
| USD 179 M | +USD 4.74 M | +3% | 3.14% | 72.8% | 77 | 7.79% | 1.2 |
|