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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
VEA
5701
Virtus ETF Advisers
New York
| USD 261 M | +USD 45.6 M | +21% | 32.1% | 177% | 585 | 28.38% | 0.8 |
|
| 5702 |
RAM
5702
Revere Asset Management
Dallas,
Texas
| USD 261 M | +USD 65.4 M | +33% | 50.1% | 592% | 49 | 69.39% | 0.6 |
|
| 5703 |
TAM
5703
Tealwood Asset Management
Minneapolis,
Minnesota
| USD 261 M | +USD 40.7 M | +19% | 32.5% | 128% | 128 | 13.28% | 3.8 |
|
| 5704 |
RF
5704
Robbins Farley
Bedford,
New Hampshire
| USD 260 M | +USD 34.5 M | +15% | 17.7% | 98.2% | 157 | 8.92% | 3 |
|
| 5705 |
MM
5705
Marnell Management
Farmington Hills,
Michigan
| USD 260 M | -USD 27.2 M | -9% | 12.4% | – | 79 | 21.52% | 0.4 |
|
| 5706 |
4A
5706
4D Advisors
Redondo Beach,
California
| USD 260 M | +USD 103 M | +65% | 34.1% | – | 52 | 63.46% | 0.4 |
|
| 5707 |
WCM
5707
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 260 M | +USD 9.01 M | +4% | 6.73% | 66.9% | 96 | 9.38% | 8.8 |
|
| 5708 |
QHA
5708
Quarry Hill Advisors
St Paul,
Minnesota
| USD 260 M | +USD 17.2 M | +7% | 11.2% | 62.5% | 53 | 3.77% | 2.8 |
|
| 5709 |
PP
5709
Patron Partners
Houston,
Texas
| USD 260 M | +USD 33.8 M | +15% | 18% | 90.2% | 200 | 11% | 3.4 |
|
| 5710 |
PCG
5710
PFC Capital Group
Los Angeles,
California
| USD 260 M | +USD 33.3 M | +15% | 20.9% | – | 94 | 9.57% | 1.9 |
|
| 5711 |
FC
5711
Family CFO
Los Altos,
California
| USD 260 M | +USD 36.6 M | +16% | 19.4% | 84% | 47 | 12.77% | 2.7 |
|
| 5712 |
I
5712
InvesTrust
Oklahoma City,
Oklahoma
| USD 260 M | +USD 21.8 M | +9% | 14% | – | 95 | 4.21% | 1.4 |
|
| 5713 |
AWM
5713
Altus Wealth Management
Ft Mitchell,
Kentucky
| USD 260 M | +USD 34.8 M | +15% | 14.6% | 73% | 28 | 7.14% | 4.6 |
|
| 5714 |
HWMT
5714
Heritage Wealth Management (Texas)
Houston,
Texas
| USD 260 M | +USD 25.8 M | +11% | 11.9% | 52.3% | 45 | 11.11% | 2.1 |
|
| 5715 |
PWIA
5715
Porter White Investment Advisors
Birmingham,
Alabama
| USD 260 M | +USD 10 M | +4% | 10.8% | 58% | 40 | 0% | 2.6 |
|
| 5716 |
PKC
5716
Palmer Knight Company
Jacksonville,
Florida
| USD 260 M | +USD 54.8 M | +27% | 23.8% | 78.9% | 37 | 16.22% | 3.4 |
|
| 5717 |
MAMHA
5717
MY.Alpha Management HK Advisors
Hong Kong
| USD 260 M | +USD 13.8 M | +6% | 37.8% | 423% | 14 | 57.14% | 1.2 |
|
| 5718 |
CWA
5718
Clarus Wealth Advisors
Peoria,
Arizona
| USD 260 M | +USD 25 M | +11% | 16.5% | 89.7% | 96 | 18.75% | 3 |
|
| 5719 |
WI
5719
WJ Interests
Sugar Land,
Texas
| USD 259 M | -USD 1.04 M | -0.4% | 10.4% | 55.2% | 23 | 17.39% | 2.2 |
|
| 5720 |
DG
5720
Diesslin Group
Fort Worth,
Texas
| USD 259 M | +USD 37.2 M | +17% | 12.4% | – | 63 | 22.22% | 0.4 |
|
| 5721 |
ORG
5721
Optimist Retirement Group
Bellevue,
Washington
| USD 259 M | +USD 32.4 M | +14% | 20.4% | – | 125 | 15.2% | 1.6 |
|
| 5722 |
CI
5722
Cherokee Insurance
Sterling Heights,
Michigan
| USD 259 M | -USD 4.33 M | -2% | 12.1% | – | 129 | 10.08% | 1.3 |
|
| 5723 |
ECA
5723
Elevation Capital Advisory
Bend,
Oregon
| USD 259 M | +USD 24.1 M | +10% | 15.6% | – | 87 | 52.87% | 0.7 |
|
| 5724 |
PWG
5724
Private Wealth Group
Tampa,
Florida
| USD 259 M | +USD 44.5 M | +21% | 11.6% | 48.2% | 79 | 13.92% | 3.3 |
|
| 5725 |
HFO
5725
Heritage Family Offices
Scottsdale,
Arizona
| USD 259 M | +USD 33.4 M | +15% | 15.7% | – | 258 | 33.72% | 1 |
|