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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
Peak Retirement Planning
Columbus,
Ohio
| USD 180 M | +USD 32.3 M | +22% | 0.31% | – | 111 | 18.92% | 0.2 |
|
| 5877 |
MWA
5877
Miller Wealth Advisors
Ridgeway,
Colorado
| USD 180 M | -USD 16 M | -8% | 6.97% | 147% | 101 | 11.88% | 2 |
|
| 5878 |
5878
Peninsula Asset Management
Bradenton,
Florida
| USD 180 M | -USD 8.12 M | -4% | 0.8% | 44.1% | 46 | 8.7% | 8.1 |
|
| 5879 |
5879
Pacific Point Advisors
Rancho Santa Fe,
California
| USD 180 M | +USD 15.6 M | +9% | 1.85% | – | 130 | 20.77% | 0.2 |
|
| 5880 |
AV
5880
Aspiring Ventures
Cincinnati,
Ohio
| USD 180 M | +USD 21.2 M | +13% | 16.3% | – | 60 | 26.67% | 0.2 |
|
| 5881 |
GWA
5881
GGM Wealth Advisors
Baltimore,
Maryland
| USD 180 M | -USD 11.5 M | -6% | 0.63% | 25.9% | 151 | 19.21% | 1.9 |
|
| 5882 |
5882
Old North State Wealth Management
Wilmington,
North Carolina
| USD 180 M | +USD 1.71 M | +1% | 1.15% | 91.5% | 118 | 11.02% | 1.9 |
|
| 5883 |
5883
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| USD 180 M | -USD 19.5 M | -10% | 4.19% | 65% | 32 | 12.5% | 3.3 |
|
| 5884 |
5884
Lindenwold Advisors
Reading,
Pennsylvania
| USD 180 M | -USD 7.7 M | -4% | 0.79% | 75% | 122 | 20.49% | 2.3 |
|
| 5885 |
AIC
5885
Anthracite Investment Company
Fort Worth,
Texas
| USD 180 M | -USD 106 M | -37% | 3.71% | – | 102 | 49.02% | 0.8 |
|
| 5886 |
PK
5886
Pflug Koory
Omaha,
Nebraska
| USD 180 M | -USD 18 M | -9% | 1.07% | – | 397 | 1.26% | 6.2 |
|
| 5887 |
5887
Sequent Asset Management
Houston,
Texas
| USD 180 M | -USD 23.6 M | -12% | 1.86% | 51.3% | 89 | 10.11% | 3.1 |
|
| 5888 |
5888
Guinness Atkinson Asset Management
Pasadena,
California
| USD 180 M | -USD 16.6 M | -8% | 2.52% | 148% | 86 | 2.33% | 6.7 |
|
| 5889 |
5889
Finley Financial
Las Vegas,
Nevada
| USD 179 M | -USD 12.7 M | -7% | 3.89% | – | 123 | 2.44% | 0.2 |
|
| 5890 |
5890
Howard Wealth Management
Madison,
Connecticut
| USD 179 M | -USD 5.41 M | -3% | 2.22% | 69.9% | 121 | 9.09% | 2.6 |
|
| 5891 |
5891
Horizon Financial Services
Winston Salem,
North Carolina
| USD 179 M | +USD 1.59 M | +0.9% | 0.56% | 42.6% | 357 | 46.78% | 0.9 |
|
| 5892 |
5892
Delap Wealth Advisory
Lake Oswego,
Oregon
| USD 179 M | +USD 12 M | +7% | 0.36% | 73% | 84 | 17.86% | 1.4 |
|
| 5893 |
5893
Darrow Company
Needham,
Massachusetts
| USD 179 M | +USD 6.87 M | +4% | 1.3% | 44.5% | 50 | 4% | 1.9 |
|
| 5894 |
5894
Fortress Private Ledger
Raleigh,
North Carolina
| USD 179 M | +USD 15.6 M | +10% | 0.35% | – | 188 | 29.26% | 0.2 |
|
| 5895 |
5895
Battery Global Advisors
Boston,
Massachusetts
| USD 179 M | -USD 7.82 M | -4% | 4.57% | – | 143 | 9.79% | 0.6 |
|
| 5896 |
5896
Legacy Bridge
West Des Moines,
Iowa
| USD 179 M | -USD 12.6 M | -7% | 4.51% | 236% | 337 | 16.32% | 3.8 |
|
| 5897 |
5897
Resolute Wealth Strategies
Jackson,
Mississippi
| USD 179 M | -USD 15.3 M | -8% | 2.9% | 105% | 106 | 16.98% | 1.5 |
|
| 5898 |
5898
Black Maple Capital Management
Milwaukee,
Wisconsin
| USD 179 M | -USD 11.2 M | -6% | 5.01% | 35.7% | 118 | 46.61% | 0.8 |
|
| 5899 |
5899
Atlantic Investment Management
New York
| USD 179 M | -USD 28 M | -14% | 11.6% | 28.8% | 12 | 41.67% | 0.8 |
|
| 5900 |
5900
Tandem Capital Management
Woodcliff Lake,
New Jersey
| USD 179 M | -USD 7.84 M | -4% | 0.54% | 128% | 117 | 7.69% | 3.1 |
|