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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Beaton Management Company
Haverhill,
Massachusetts
| USD 225 M | -USD 2.41 M | -1% | 1.73% | 95.9% | 151 | 4.64% | 5.9 |
|
| 5802 |
PHM
5802
Prospect Hill Management
Short Hills,
New Jersey
| USD 224 M | -USD 23.1 M | -9% | 9.17% | 85.1% | 14 | 7.14% | 4.3 |
|
| 5803 |
FA
5803
FAI Advisors
Farmington Hills,
Michigan
| USD 224 M | -USD 2.19 M | -1% | 0.71% | – | 181 | 17.13% | 1.1 |
|
| 5804 |
EAM
5804
Eukles Asset Management
Cincinnati,
Ohio
| USD 224 M | -USD 32.9 M | -13% | 1.26% | 87.9% | 254 | 15.75% | 4.5 |
|
| 5805 |
5805
626 Financial
Portage,
Michigan
| USD 224 M | -USD 8.18 M | -4% | 2.24% | 81.1% | 129 | 12.4% | 3.3 |
|
| 5806 |
5806
Tandem Wealth Advisors
Phoenix,
Arizona
| USD 224 M | +USD 1.26 M | +0.6% | 0.21% | 43.1% | 49 | 8.16% | 2.4 |
|
| 5807 |
5807
93 Financial Group
Woburn,
Massachusetts
| USD 224 M | -USD 5.37 M | -2% | 1.42% | – | 9 | 0% | 0.3 |
|
| 5808 |
CP
5808
CPV Partners
Stamford,
Connecticut
| USD 224 M | -USD 8.6 M | -4% | 0.02% | 105% | 4 | 0% | 5.1 |
|
| 5809 |
MCF
5809
MKA Charitable Fund
San Francisco,
California
| USD 224 M | -USD 27.7 M | -11% | 6.96% | 17.1% | 1 | 0% | 2.3 |
|
| 5810 |
5810
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| USD 224 M | +USD 13 M | +6% | 1.6% | 61.3% | 79 | 17.72% | 1.7 |
|
| 5811 |
5811
Tull Financial Group
Chesapeake,
Virginia
| USD 224 M | -USD 9.5 M | -4% | 2.17% | – | 32 | 3.13% | 1.3 |
|
| 5812 |
LLWM
5812
Life Line Wealth Management
Beverly Hills,
California
| USD 224 M | -USD 115 M | -34% | 0.93% | – | 39 | 12.82% | 1.6 |
|
| 5813 |
5813
Aspect Management
Palo Alto,
California
| USD 224 M | -USD 76.9 M | -26% | 25.6% | – | 1 | 0% | 0.3 |
|
| 5814 |
5814
Regency Capital Management
Honolulu,
Hawaii
| USD 224 M | -USD 16.9 M | -7% | 4.08% | 92.1% | 77 | 41.56% | 1.6 |
|
| 5815 |
5815
Cura Wealth Advisors
Chicago,
Illinois
| USD 223 M | -USD 40.4 M | -15% | 7.3% | – | 154 | 26.62% | 0.9 |
|
| 5816 |
5816
Catherine Avery Investment Management
Longboat Key,
Florida
| USD 223 M | +USD 56.5 M | +34% | 5.18% | – | 159 | 32.08% | 1.2 |
|
| 5817 |
5817
Family CFO
Los Altos,
California
| USD 223 M | -USD 338 k | -0.2% | 1.49% | 89.6% | 92 | 60.87% | 2.8 |
|
| 5818 |
5818
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| USD 223 M | +USD 244 k | +0.1% | 0.06% | 38.1% | 32 | 31.25% | 3 |
|
| 5819 |
5819
Azarias Capital Management
Berwyn,
Pennsylvania
| USD 223 M | -USD 5.28 M | -2% | 5.28% | 58.2% | 28 | 25% | 2.3 |
|
| 5820 |
5820
Advantage Trust Company
Salina,
Kansas
| USD 223 M | +USD 1.12 M | +0.5% | 1.42% | 77.6% | 125 | 4% | 2 |
|
| 5821 |
5821
EntreWealth
Austin,
Texas
| USD 223 M | +USD 1.2 M | +0.5% | 0.4% | – | 109 | 16.51% | 0.8 |
|
| 5822 |
5822
Elite Financial
Lewiston,
Idaho
| USD 223 M | +USD 3.2 M | +1% | 0.1% | – | 54 | 0% | 1.2 |
|
| 5823 |
5823
Vista Investment Partners II
Richmond,
Indiana
| USD 223 M | -USD 9.31 M | -4% | 0.24% | – | 177 | 26.55% | 0.9 |
|
| 5824 |
5824
Mainsail Asset Management
Birmingham,
Alabama
| USD 223 M | -USD 10.7 M | -5% | 2.63% | 90.4% | 125 | 25.6% | 1.1 |
|
| 5825 |
DFS
5825
Dixon Fnancial Services
Lafayette,
California
| USD 223 M | -USD 2.82 M | -1% | 1.27% | 76.6% | 47 | 8.51% | 2.4 |
|