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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
Cobblestone Asset Management
Richmond,
Virginia
| USD 122 M | – | – | 4.23% | 60.6% | 42 | – | 0 |
|
| 5902 |
5902
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| USD 122 M | -USD 15.6 M | -11% | 3.71% | 119% | 52 | 25% | 1.8 |
|
| 5903 |
5903
TrueWealth Financial Partners
Bellevue,
Washington
| USD 122 M | +USD 701 k | +0.6% | 2.36% | 36.4% | 17 | 11.76% | 1.5 |
|
| 5904 |
5904
Diamant Asset Management
Ridgefield,
Connecticut
| USD 122 M | -USD 9.26 M | -7% | 4.76% | 66.9% | 70 | 8.57% | 4.5 |
|
| 5905 |
5905
Peterson Wealth Management
Sparks,
Nevada
| USD 122 M | -USD 4.73 M | -4% | 3.96% | 78% | 73 | 24.66% | 1.7 |
|
| 5906 |
5906
Lanham O'Dell & Company
Hurricane,
West Virginia
| USD 122 M | +USD 11.1 M | +10% | 1.46% | 81% | 18 | 11.11% | 1.3 |
|
| 5907 |
5907
Ballew Advisors
Jackson,
Mississippi
| USD 121 M | -USD 17 M | -12% | 3.17% | 68% | 113 | 15.93% | 3.4 |
|
| 5908 |
5908
Yoder Wealth Management
Walnut Creek,
California
| USD 121 M | -USD 5.73 M | -5% | 4.66% | 69.3% | 84 | 10.71% | 0.5 |
|
| 5909 |
LAM
5909
LifePro Asset Management
San Diego,
California
| USD 121 M | -USD 8.47 M | -7% | 7.62% | 49% | 133 | 42.86% | 0.9 |
|
| 5910 |
5910
325 Capital
New York
| USD 121 M | -USD 30.5 M | -20% | 12.2% | 226% | 9 | 11.11% | 1.3 |
|
| 5911 |
WAM
5911
Werlinich Asset Management
Stamford,
Connecticut
| USD 121 M | -USD 3.46 M | -3% | 2.98% | 232% | 58 | 5.17% | 2.1 |
|
| 5912 |
TFG
5912
Team Financial Group
Temecula,
California
| USD 121 M | – | – | 1.49% | 42.4% | 207 | – | 0 |
|
| 5913 |
5913
Prosperity Financial Group
San Ramon,
California
| USD 121 M | +USD 7.47 M | +7% | 3.48% | 108% | 142 | 26.76% | 0.5 |
|
| 5914 |
5914
Paragon Private Wealth Management
Lexington,
Kentucky
| USD 121 M | -USD 4.64 M | -4% | 3.83% | 104% | 135 | 11.85% | 1.3 |
|
| 5915 |
5915
Sound Financial Strategies Group
Madison,
Mississippi
| USD 121 M | -USD 15.9 M | -12% | 1.58% | 26.4% | 85 | 29.41% | 0.9 |
|
| 5916 |
5916
TIFF Advisory Services
Radnor,
Pennsylvania
| USD 121 M | -USD 301 M | -71% | 0.76% | 86.3% | 27 | 33.33% | 1.3 |
|
| 5917 |
5917
BHZ Capital Management
San Jose,
California
| USD 121 M | -USD 21.7 M | -15% | 3.92% | 3.24% | 74 | 16.22% | 3.1 |
|
| 5918 |
5918
Byrne Asset Management
Kingston,
New Jersey
| USD 121 M | -USD 32.9 M | -21% | 2.92% | 126% | 655 | 42.9% | 1 |
|
| 5919 |
5919
Stadium Capital Management
New Canaan,
Connecticut
| USD 121 M | +USD 2.42 M | +2% | 7.09% | 10.9% | 14 | 28.57% | 1.2 |
|
| 5920 |
5920
Rainwater Charitable Foundation
Fort Worth,
Texas
| USD 121 M | -USD 16.7 M | -12% | 3.74% | 44% | 4 | 25% | 1.9 |
|
| 5921 |
5921
Epacria Capital Partners
Boulder,
Colorado
| USD 121 M | -USD 1.41 M | -1% | 2.48% | 89.1% | 62 | 6.45% | 0.7 |
|
| 5922 |
5922
Old Well Partners
Charlotte,
North Carolina
| USD 121 M | +USD 9.8 M | +9% | 3.69% | 97.8% | 38 | 21.05% | 1.5 |
|
| 5923 |
AC
5923
AIFG Consultants
Halfmoon,
New York
| USD 121 M | -USD 3.99 M | -3% | 2.73% | 49.8% | 41 | 21.95% | 0.6 |
|
| 5924 |
5924
HighMark Wealth Management
St. Paul,
Minnesota
| USD 121 M | -USD 12.5 M | -9% | 4.21% | 110% | 590 | 8.64% | 2.5 |
|
| 5925 |
5925
FFG Retirement Advisors
Centennial,
Colorado
| USD 121 M | -USD 4.33 M | -3% | 3.72% | 43.4% | 40 | 22.5% | 0.6 |
|