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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Boulder Wealth Advisors
Boulder,
Colorado
| USD 171 M | +USD 9.9 M | +6% | 3.7% | – | 24 | 4.17% | 1 |
|
| 5727 |
5727
Cairn Investment Group
Vancouver,
Washington
| USD 171 M | -USD 2.84 M | -2% | 1.07% | 61.3% | 67 | 5.97% | 3.2 |
|
| 5728 |
5728
Leslie Global Wealth
Itasca,
Illinois
| USD 171 M | – | – | 1.97% | – | 52 | – | 0 |
|
| 5729 |
5729
Triton Wealth Management
Sun City,
Arizona
| USD 171 M | +USD 26.7 M | +18% | 4.68% | – | 87 | 16.09% | 2.6 |
|
| 5730 |
5730
Glass Wealth Management
San Antonio,
Texas
| USD 171 M | +USD 7.13 M | +4% | 5.99% | – | 63 | 11.11% | 0.2 |
|
| 5731 |
5731
Grandview Asset Management
Harrisburg,
Pennsylvania
| USD 171 M | -USD 49.4 M | -22% | 15.9% | 200% | 109 | 44.95% | 2.9 |
|
| 5732 |
5732
Radcliff Management
New York
| USD 171 M | -USD 60.8 M | -26% | 3.95% | 47.6% | 2 | 50% | 2.5 |
|
| 5733 |
AFT
5733
Alpha Family Trust
Los Angeles,
California
| USD 171 M | +USD 5.29 M | +3% | 6.41% | 198% | 162 | 11.73% | 1.2 |
|
| 5734 |
5734
Woodward Diversified Capital
Bakersfield,
California
| USD 171 M | +USD 9.5 M | +6% | 4.39% | 118% | 170 | 17.65% | 2.1 |
|
| 5735 |
GA
5735
Greytown Advisors
Miami,
Florida
| USD 170 M | -USD 7.22 M | -4% | 1.25% | 14.1% | 78 | 10.26% | 4.3 |
|
| 5736 |
5736
Aurora Investment Counsel
Atlanta,
Georgia
| USD 170 M | -USD 4.2 M | -2% | 3.65% | 31.7% | 118 | 18.64% | 1.4 |
|
| 5737 |
5737
Patron Partners
Houston,
Texas
| USD 170 M | +USD 5.86 M | +4% | 3.62% | 90.2% | 181 | 9.94% | 2.5 |
|
| 5738 |
5738
Working Capital Advisors (UK)
London,
United Kingdom
| USD 170 M | +USD 47.2 M | +38% | 36.6% | 24.8% | 3 | 0% | 2 |
|
| 5739 |
5739
Loudon Investment Management
West Lebanon,
New Hampshire
| USD 170 M | -USD 4.11 M | -2% | 1.08% | 61.6% | 100 | 6% | 5.5 |
|
| 5740 |
5740
Pine Harbor Wealth Management
Silver Spring,
Maryland
| USD 170 M | +USD 11 M | +7% | 3.19% | – | 101 | 8.91% | 0.5 |
|
| 5741 |
5741
New Insight Wealth Advisors
San Ramon,
California
| USD 170 M | +USD 9.7 M | +6% | 3.12% | – | 90 | 14.44% | 0.4 |
|
| 5742 |
5742
Mainsail Financial Group
Bellevue,
Washington
| USD 170 M | +USD 24.7 M | +17% | 1.48% | 61.9% | 54 | 3.7% | 1.3 |
|
| 5743 |
5743
Hanwha Asset Management
Seoul,
South Korea
| USD 170 M | +USD 19.6 M | +13% | 13.1% | – | 1 | 0% | 1.5 |
|
| 5744 |
BWA
5744
BlueChip Wealth Advisors
Milton,
Georgia
| USD 170 M | +USD 14.7 M | +9% | 0.78% | – | 145 | 21.38% | 0.4 |
|
| 5745 |
5745
Coombe, Bender & Co
Ellenville,
New York
| USD 170 M | +USD 5.25 M | +3% | 1.62% | – | 82 | 17.07% | 1.6 |
|
| 5746 |
5746
Fairway Wealth
Independence,
Ohio
| USD 170 M | +USD 22.2 M | +15% | 0.3% | – | 365 | 78.36% | 0.1 |
|
| 5747 |
5747
Legacy Bridge
West Des Moines,
Iowa
| USD 170 M | -USD 1.29 M | -0.8% | 3.63% | 225% | 326 | 15.03% | 3.8 |
|
| 5748 |
5748
McCarthy Asset Management
Redwood Shores,
California
| USD 170 M | +USD 7.18 M | +4% | 1.98% | – | 40 | 5% | 2.6 |
|
| 5749 |
5749
RCS Financial Planning
Annapolis,
Maryland
| USD 170 M | +USD 7.1 M | +4% | 1.12% | 48.2% | 71 | 5.63% | 1.1 |
|
| 5750 |
LA
5750
Lane & Associates
Moorestown,
New Jersey
| USD 170 M | +USD 10.7 M | +7% | 1.74% | – | 118 | 9.32% | 1.2 |
|