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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
Blue Barn Wealth
Orem,
Utah
| USD 228 M | +USD 15.3 M | +7% | 5.81% | 46.4% | 184 | 21.74% | 2.1 |
|
| 5627 |
5627
WJ Wealth Management
Glendale,
Arizona
| USD 227 M | -USD 89.3 M | -28% | 7.65% | 95.6% | 106 | 41.51% | 2.4 |
|
| 5628 |
5628
Summa Corp
Tomball,
Texas
| USD 227 M | +USD 35 M | +18% | 14.8% | 348% | 82 | 14.63% | 1.1 |
|
| 5629 |
5629
Cascades Capital Asset Management
Greensboro,
North Carolina
| USD 227 M | +USD 32.7 M | +17% | 7.96% | – | 165 | 19.39% | 0.7 |
|
| 5630 |
VCM
5630
Viewpoint Capital Management
Seattle,
Washington
| USD 227 M | +USD 23.3 M | +11% | 11.7% | 127% | 152 | 11.84% | 2.9 |
|
| 5631 |
5631
Spinecap SAS
Paris,
France
| USD 227 M | +USD 35 M | +18% | 18.3% | – | 15 | 33.33% | 0.7 |
|
| 5632 |
5632
HighMark Wealth Management
St. Paul,
Minnesota
| USD 227 M | +USD 22.6 M | +11% | 14% | 110% | 679 | 20.18% | 3 |
|
| 5633 |
5633
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| USD 227 M | +USD 18.6 M | +9% | 9.26% | – | 66 | 21.21% | 0.8 |
|
| 5634 |
SHFP
5634
Second Half Financial Partners
Sebring,
Florida
| USD 227 M | +USD 14.8 M | +7% | 4.6% | 36.8% | 100 | 14% | 1.1 |
|
| 5635 |
5635
Creekside Partners
Petaluma,
California
| USD 227 M | +USD 16.4 M | +8% | 7.84% | – | 175 | 4% | 1.2 |
|
| 5636 |
5636
Monolith Management
Hong Kong
| USD 227 M | -USD 55.9 M | -20% | 19.8% | – | 35 | 80% | 0.3 |
|
| 5637 |
5637
Heritage Wealth Management (Texas)
Houston,
Texas
| USD 227 M | +USD 25.5 M | +13% | 6.09% | 55.9% | 40 | 15% | 1.7 |
|
| 5638 |
5638
Forager Capital Management
Birmingham,
Alabama
| USD 227 M | +USD 22.2 M | +11% | 16.3% | 52.6% | 12 | 16.67% | 2.6 |
|
| 5639 |
5639
S.A. Mason
Holland,
Michigan
| USD 227 M | +USD 19.9 M | +10% | 10.4% | 116% | 370 | 32.97% | 4.5 |
|
| 5640 |
5640
Tull Financial Group
Chesapeake,
Virginia
| USD 226 M | +USD 6.64 M | +3% | 5.93% | – | 35 | 11.43% | 0.8 |
|
| 5641 |
5641
Dravo Bay
Rehoboth Beach,
Delaware
| USD 226 M | +USD 19.7 M | +10% | 5.67% | 45.2% | 48 | 0% | 2.5 |
|
| 5642 |
5642
Haven Private
Orlando,
Florida
| USD 226 M | +USD 883 k | +0.4% | 9.06% | – | 196 | 27.04% | 0.6 |
|
| 5643 |
SV
5643
Stilwell Value
New York
| USD 226 M | +USD 20.8 M | +10% | 5.26% | 87.9% | 33 | 15.15% | 4.8 |
|
| 5644 |
5644
Ballentine Capital Advisors
Greenville,
South Carolina
| USD 226 M | +USD 15.2 M | +7% | 5.66% | 48.8% | 28 | 14.29% | 1.5 |
|
| 5645 |
5645
Postrock Partners
Overland Park,
Oregon
| USD 226 M | +USD 17 M | +8% | 10.2% | – | 87 | 10.34% | 0.7 |
|
| 5646 |
5646
Shore Point Advisors
Brielle,
New Jersey
| USD 226 M | +USD 17.9 M | +9% | 5.24% | 54.6% | 73 | 5.48% | 2.3 |
|
| 5647 |
5647
Atlas Merchant Capital
New York
| USD 226 M | -USD 106 M | -32% | 26.7% | 67.6% | 11 | 36.36% | 1 |
|
| 5648 |
5648
Compass Financial Services
West Des Moines,
Iowa
| USD 226 M | +USD 19.6 M | +9% | 5.33% | – | 359 | 25.91% | 0.5 |
|
| 5649 |
5649
Onyx Financial Advisors
Idaho Falls,
Idaho
| USD 226 M | +USD 15.1 M | +7% | 6.47% | 57.8% | 19 | 10.53% | 1.7 |
|
| 5650 |
5650
Clarus Wealth Advisors
Peoria,
Arizona
| USD 226 M | +USD 9.8 M | +5% | 10.1% | 89.7% | 95 | 17.89% | 2.7 |
|