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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
Silver Oak Advisory Group
Portland,
Oregon
| USD 254 M | +USD 21.8 M | +9% | 7.02% | 27% | 87 | 9.2% | 2.8 |
|
| 5802 |
5802
First Bancorp
Damariscotta,
Maine
| USD 253 M | +USD 52.2 M | +26% | 15.3% | 80.3% | 531 | 75.14% | 1 |
|
| 5803 |
5803
WJ Wealth Management
Glendale,
Arizona
| USD 253 M | +USD 39.9 M | +19% | 18.3% | 95.6% | 88 | 29.55% | 2.3 |
|
| 5804 |
5804
Optima Capital
Beaverton,
Oregon
| USD 253 M | +USD 38 M | +18% | 12.1% | – | 179 | 18.99% | 1.1 |
|
| 5805 |
5805
Dogwood Wealth Management
Lenexa,
Kansas
| USD 253 M | +USD 23.1 M | +10% | 10.6% | – | 939 | 17.78% | 1.1 |
|
| 5806 |
5806
93 Financial Group
Woburn,
Massachusetts
| USD 253 M | +USD 29.1 M | +13% | 16.6% | – | 9 | 0% | 0.5 |
|
| 5807 |
5807
DCM Advisors
New York
| USD 253 M | +USD 33.5 M | +15% | 14.7% | 99.3% | 39 | 5.13% | 4.3 |
|
| 5808 |
ECM
5808
EMC Capital Management
Houston,
Texas
| USD 253 M | – | – | 20.5% | – | 53 | – | 2.6 |
|
| 5809 |
5809
Hiley Hunt Wealth Management
Omaha,
Nebraska
| USD 253 M | +USD 26.3 M | +12% | 8.91% | 48.4% | 49 | 4.08% | 2 |
|
| 5810 |
5810
SimpliFi Inc
San Diego,
California
| USD 253 M | +USD 14.9 M | +6% | 6.14% | 27.9% | 45 | 4.44% | 3.2 |
|
| 5811 |
5811
Granite Harbor Advisors
Houston,
Texas
| USD 253 M | +USD 23.8 M | +10% | 11.1% | 61.5% | 137 | 10.95% | 2.1 |
|
| 5812 |
5812
Cane Capital Partners
Saint Francisville,
Louisiana
| USD 253 M | +USD 23.6 M | +10% | 29.6% | – | 168 | 42.86% | 0.3 |
|
| 5813 |
5813
Brentview Investment Management
Northfield,
Illinois
| USD 253 M | +USD 21.5 M | +9% | 11.8% | – | 64 | 4.69% | 1.2 |
|
| 5814 |
5814
Central Asset Investments & Management Holdings
Hong Kong
| USD 253 M | +USD 145 M | +135% | 166% | 3,210% | 32 | 65.63% | 0.8 |
|
| 5815 |
5815
Empire Financial Management Company
New York
| USD 253 M | -USD 190 M | -43% | 9.99% | 78.3% | 224 | 43.75% | 2.2 |
|
| 5816 |
5816
Eos Management LP
New York
| USD 252 M | +USD 19.6 M | +8% | 13.4% | 149% | 44 | 27.27% | 3.4 |
|
| 5817 |
5817
Darden Wealth Group
Ann Arbor,
Michigan
| USD 252 M | +USD 56.1 M | +29% | 45.3% | – | 169 | 19.53% | 1.5 |
|
| 5818 |
5818
Hutner Capital Management
Manchester,
Vermont
| USD 252 M | +USD 8.72 M | +4% | 3.73% | 52.2% | 45 | 6.67% | 7.6 |
|
| 5819 |
5819
Christensen King & Associates Investment Services
Richland,
Washington
| USD 252 M | +USD 18.6 M | +8% | 12.3% | 57.9% | 111 | 8.11% | 2.1 |
|
| 5820 |
5820
Kintayl Capital
New York
| USD 252 M | +USD 59.7 M | +31% | 8.79% | – | 82 | 59.76% | 0.3 |
|
| 5821 |
5821
Unifi Asset Management
New York
| USD 251 M | -USD 80.3 M | -24% | 11.9% | – | 95 | 43.16% | 0.4 |
|
| 5822 |
5822
Regency Capital Management
Honolulu,
Hawaii
| USD 251 M | +USD 27.9 M | +12% | 12.8% | 92.1% | 72 | 27.78% | 1.7 |
|
| 5823 |
5823
Norris Financial Group
Greenville,
South Carolina
| USD 251 M | -USD 55.1 M | -18% | 15.7% | 142% | 109 | 35.78% | 1.7 |
|
| 5824 |
5824
Tandem Wealth Advisors
Phoenix,
Arizona
| USD 251 M | +USD 27 M | +12% | 11.1% | 43.1% | 48 | 2.08% | 2.6 |
|
| 5825 |
5825
Heritage Wealth Architects
Mendota Heights,
Minnesota
| USD 251 M | +USD 11.8 M | +5% | 11.2% | – | 74 | 4.05% | 0.9 |
|