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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
Phoenix Asset Management Partners
London,
| USD 178 M | -USD 9.9 M | -5% | 0.73% | 139% | 13 | 15.38% | 1.5 |
|
| 5627 |
5627
Etesian Wealth Advisors
West Linn,
Oregon
| USD 178 M | +USD 3.61 M | +2% | 2.17% | 54.8% | 118 | 7.63% | 1.3 |
|
| 5628 |
ASM
5628
AI-Squared Management
Hong Kong
| USD 178 M | +USD 44.7 M | +34% | 7.47% | – | 32 | 65.63% | 0.2 |
|
| 5629 |
5629
Element Wealth
Ridgeland,
Mississippi
| USD 178 M | +USD 6.81 M | +4% | 1.13% | 59.6% | 295 | 10.17% | 2.4 |
|
| 5630 |
ORC
5630
O'Rourke & Company
Boston,
Massachusetts
| USD 178 M | +USD 5.42 M | +3% | 3.63% | 71.9% | 146 | 5.48% | 1.9 |
|
| 5631 |
5631
Delphi Financial Group
Wilmington,
Delaware
| USD 178 M | +USD 23 M | +15% | 3.2% | 66.3% | 24 | 8.33% | 2 |
|
| 5632 |
5632
Wayfinding Financial
Lynnwood,
Washington
| USD 178 M | +USD 6.71 M | +4% | 4.51% | 68.3% | 131 | 9.16% | 1.4 |
|
| 5633 |
5633
Birchcreek Wealth Management
Miami Township,
Ohio
| USD 178 M | -USD 12.6 M | -7% | 2.78% | 80.7% | 176 | 25.57% | 2 |
|
| 5634 |
5634
Arosa Capital Management
Miami Beach,
Florida
| USD 177 M | +USD 7.89 M | +5% | 0.31% | 536% | 47 | 55.32% | 0.5 |
|
| 5635 |
CWM
5635
CCG Wealth Management
San Diego,
California
| USD 177 M | +USD 11.3 M | +7% | 4.25% | 82.6% | 77 | 15.58% | 2.8 |
|
| 5636 |
5636
Trueblood Wealth Management
Lima,
Ohio
| USD 177 M | +USD 2.57 M | +1% | 1.8% | 89.9% | 229 | 6.99% | 0.5 |
|
| 5637 |
5637
WFA Asset Management
Whitefish Bay,
Wisconsin
| USD 177 M | -USD 14.2 M | -7% | 0.96% | 60% | 243 | 16.87% | 1.9 |
|
| 5638 |
5638
Painted Porch Advisors
Santa Barbara,
California
| USD 177 M | +USD 13.4 M | +8% | 0.32% | – | 403 | 83.87% | 0.1 |
|
| 5639 |
5639
Paragon Private Wealth Management
Lexington,
Kentucky
| USD 177 M | +USD 8.9 M | +5% | 1.93% | 104% | 162 | 14.81% | 1.6 |
|
| 5640 |
5640
Camelot Portfolios
Maumee,
Ohio
| USD 177 M | +USD 74.7 M | +73% | 0.96% | 41.3% | 601 | 76.54% | 1 |
|
| 5641 |
5641
Firethorn Wealth Partners
Augusta,
Georgia
| USD 177 M | +USD 7.21 M | +4% | 2.62% | 75.1% | 155 | 12.9% | 1.9 |
|
| 5642 |
5642
Crown Oak Advisors
Piedmont,
California
| USD 177 M | -USD 4.68 M | -3% | 1.48% | 53.3% | 22 | 0% | 0.5 |
|
| 5643 |
5643
1492 Capital Management
Milwaukee,
Wisconsin
| USD 177 M | -USD 2.71 M | -2% | 5.55% | 332% | 112 | 31.25% | 1.5 |
|
| 5644 |
5644
UNC Management Company
Chapel Hill,
North Carolina
| USD 177 M | +USD 54.6 M | +45% | 2.87% | 92% | 3 | 66.67% | 0.1 |
|
| 5645 |
5645
Wealth Quarterback
Toms River,
New Jersey
| USD 176 M | -USD 2.6 M | -1% | 2.9% | 109% | 134 | 18.66% | 2.6 |
|
| 5646 |
5646
Shelton Wealth Management
Fort Worth,
Texas
| USD 176 M | +USD 17.3 M | +11% | 2.01% | 89.4% | 156 | 39.74% | 1 |
|
| 5647 |
5647
TAGStone Capital
Charlotte,
North Carolina
| USD 176 M | +USD 5.59 M | +3% | 1.4% | 58.3% | 92 | 11.96% | 1.9 |
|
| 5648 |
5648
Fortitude Family Office
Scottsdale,
Arizona
| USD 176 M | +USD 27.7 M | +19% | 4.88% | 81.1% | 1,081 | 21.55% | 0.4 |
|
| 5649 |
5649
Squire Investment Management Company
Orem,
Utah
| USD 176 M | +USD 17.6 M | +11% | 0.68% | – | 55 | 3.64% | 0.5 |
|
| 5650 |
5650
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| USD 176 M | +USD 37.4 M | +27% | 4.3% | 81.5% | 15 | 66.67% | 0.8 |
|