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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
Davidson Trust Company
Seattle,
Washington
| USD 194 M | -USD 338 k | -0.2% | 0.17% | 77% | 158 | 1.9% | 3.2 |
|
| 5752 |
5752
Crown Oak Advisors
Piedmont,
California
| USD 194 M | +USD 14.2 M | +8% | 1.17% | 53.3% | 26 | 15.38% | 0.8 |
|
| 5753 |
LIC
5753
Laurus Investment Counsel
Toronto,
Canada
| USD 194 M | -USD 64.4 M | -25% | 3.95% | 14.1% | 45 | 8.89% | 3.2 |
|
| 5754 |
I2I
5754
Insight 2811 Inc
Chicago,
Illinois
| USD 194 M | -USD 6.63 M | -3% | 3.02% | 31.3% | 95 | 12.63% | 4.5 |
|
| 5755 |
5755
Triton Wealth Management
Sun City,
Arizona
| USD 194 M | +USD 18.2 M | +10% | 5.16% | – | 96 | 9.38% | 2.8 |
|
| 5756 |
5756
Financial Council
Towson,
Maryland
| USD 194 M | +USD 2.08 M | +1% | 0.6% | 88.6% | 94 | 6.38% | 2 |
|
| 5757 |
5757
Boulder Wealth Advisors
Boulder,
Colorado
| USD 194 M | +USD 10 M | +5% | 1.93% | – | 28 | 7.14% | 1.4 |
|
| 5758 |
5758
Summit Investment Advisory Services
Roseville,
Minnesota
| USD 194 M | +USD 5.41 M | +3% | 0.89% | 74.2% | 73 | 6.85% | 0.5 |
|
| 5759 |
CCC
5759
Chelsea Counsel Company
Los Angeles,
California
| USD 194 M | -USD 9.17 M | -5% | 0.19% | 106% | 205 | 7.32% | 3.4 |
|
| 5760 |
5760
Bellevue Asset Management
Bellevue,
Washington
| USD 194 M | -USD 987 k | -0.5% | 1.17% | 56.7% | 508 | 13.39% | 3.7 |
|
| 5761 |
BC
5761
Bowman & Company
Oshkosh,
Wisconsin
| USD 194 M | +USD 3 M | +2% | 0.73% | 59.7% | 109 | 12.84% | 2 |
|
| 5762 |
5762
Lakeridge Wealth Management
Mentor,
Ohio
| USD 194 M | +USD 11.6 M | +6% | 0.27% | – | 160 | 9.38% | 0.9 |
|
| 5763 |
LA
5763
Lane & Associates
Moorestown,
New Jersey
| USD 194 M | +USD 9.9 M | +5% | 0.27% | – | 126 | 14.29% | 1.4 |
|
| 5764 |
5764
Envision Financial Planning
Memphis,
Tennessee
| USD 194 M | +USD 3.55 M | +2% | 2.52% | 32.1% | 46 | 21.74% | 0.7 |
|
| 5765 |
5765
Shelton Wealth Management
Fort Worth,
Texas
| USD 193 M | +USD 9.23 M | +5% | 2.02% | 89.4% | 167 | 40.12% | 1.2 |
|
| 5766 |
5766
Transcendent Capital Group
Edmond,
Oklahoma
| USD 193 M | -USD 1.59 M | -0.8% | 2.48% | 82.3% | 495 | 16.97% | 0.8 |
|
| 5767 |
5767
Berkeley Inc
Boise,
Idaho
| USD 193 M | -USD 150 M | -44% | 0.62% | 49.4% | 69 | 10.14% | 2.9 |
|
| 5768 |
5768
RHS Financial
San Francisco,
California
| USD 193 M | -USD 5.36 M | -3% | 2.69% | 65.6% | 149 | 19.46% | 2 |
|
| 5769 |
5769
KM Capital Management
Austin,
Texas
| USD 193 M | +USD 6.08 M | +3% | 0.4% | 60.8% | 48 | 14.58% | 1.3 |
|
| 5770 |
5770
EnCap Energy Capital Fund X
Houston,
Texas
| USD 193 M | -USD 37.7 M | -16% | 16.3% | – | 1 | 0% | 0.3 |
|
| 5771 |
5771
Significant Wealth Partners
Cary,
Illinois
| USD 193 M | -USD 14 k | -0% | 3.91% | – | 124 | 67.74% | 0.4 |
|
| 5772 |
5772
FNY Investment Advisers
New York
| USD 193 M | -USD 14.4 M | -7% | 2.41% | 386% | 1,026 | 64.52% | 0.5 |
|
| 5773 |
5773
Blackhawk Capital Partners
Thiensville,
Wisconsin
| USD 193 M | +USD 5.88 M | +3% | 4.9% | 87.2% | 146 | 27.4% | 1.4 |
|
| 5774 |
5774
TradeWell Securities
Fort Wayne,
Indiana
| USD 193 M | – | – | 4.96% | – | 39 | – | 0 |
|
| 5775 |
5775
Ballentine Capital Advisors
Greenville,
South Carolina
| USD 193 M | -USD 6.33 M | -3% | 2.74% | 48.8% | 29 | 0% | 0.9 |
|