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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 |
LA
5901
Lane & Associates
Moorestown,
New Jersey
| USD 159 M | +USD 21.4 M | +16% | 7.78% | – | 115 | 13.04% | 1 |
|
| 5902 |
5902
Luminvest Wealth Management
Scottsdale,
Arizona
| USD 159 M | +USD 6.33 M | +4% | 4.95% | 47.7% | 23 | 8.7% | 0.2 |
|
| 5903 |
5903
Squire Investment Management Company
Orem,
Utah
| USD 159 M | +USD 35.9 M | +29% | 6.05% | 62.4% | 54 | 9.26% | 0.2 |
|
| 5904 |
5904
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| USD 159 M | +USD 7.32 M | +5% | 7.15% | 74.4% | 140 | 12.86% | 2.2 |
|
| 5905 |
5905
Eagle Bay Advisors
New York
| USD 159 M | +USD 424 k | +0.3% | 6.31% | 85% | 1,038 | 25.14% | 1.5 |
|
| 5906 |
5906
Aviso Wealth Management
Bellevue,
Washington
| USD 159 M | +USD 20.6 M | +15% | 14.1% | 153% | 161 | 16.77% | 0.2 |
|
| 5907 |
5907
Acorn Creek Capital
Fort Collins,
Colorado
| USD 159 M | -USD 65.6 M | -29% | 7.72% | 66.6% | 83 | 20.48% | 0.2 |
|
| 5908 |
5908
Penobscot Wealth Management
Portland,
Maine
| USD 158 M | +USD 10.1 M | +7% | 6.54% | 56.7% | 83 | 24.1% | 1.6 |
|
| 5909 |
5909
Roubaix Capital
Denver,
Colorado
| USD 158 M | +USD 15.4 M | +11% | 12% | 174% | 63 | 55.56% | 0.6 |
|
| 5910 |
5910
SeaTown Holdings
Singapore
| USD 158 M | -USD 978 M | -86% | 13.3% | 220% | 46 | 69.57% | 2.1 |
|
| 5911 |
5911
Fortune Financial Advisors
Overland Park,
Kansas
| USD 158 M | +USD 14.7 M | +10% | 8.33% | 76.8% | 140 | 16.43% | 0.6 |
|
| 5912 |
5912
Yorktown Energy Partners XI
New York
| USD 158 M | +USD 9.7 M | +7% | 6.5% | 105% | 4 | 0% | 3 |
|
| 5913 |
5913
Hassell Wealth Management
Houma,
Louisiana
| USD 158 M | +USD 8.74 M | +6% | 6.32% | 49.7% | 24 | 25% | 0.9 |
|
| 5914 |
5914
Cresta Advisors
Laredo,
Texas
| USD 158 M | +USD 7.7 M | +5% | 7.86% | 66.8% | 53 | 20.75% | 1.1 |
|
| 5915 |
5915
New Republic Capital
Charlotte,
North Carolina
| USD 158 M | +USD 17 M | +12% | 9.44% | 91.4% | 242 | 15.7% | 1 |
|
| 5916 |
5916
Teca Partners
Austin,
Texas
| USD 157 M | +USD 16.8 M | +12% | 18.5% | 66% | 17 | 29.41% | 1.3 |
|
| 5917 |
5917
Covestor
London,
United Kingdom
| USD 157 M | +USD 11.2 M | +8% | 9.17% | 134% | 2,927 | 7.96% | 1.8 |
|
| 5918 |
RMSCM
5918
R.M. Sincerbeaux Capital Management
New York
| USD 157 M | +USD 16.1 M | +11% | 9.74% | 76.4% | 41 | 2.44% | 8.5 |
|
| 5919 |
LFWA
5919
LBJ Family Wealth Advisors
Austin,
Texas
| USD 157 M | +USD 12.8 M | +9% | 7.02% | 64.9% | 23 | 0% | 7.2 |
|
| 5920 |
VCM
5920
Viewpoint Capital Management
Seattle,
Washington
| USD 157 M | +USD 14.3 M | +10% | 13.5% | 127% | 134 | 2.24% | 1.9 |
|
| 5921 |
5921
Vantage Consulting Group
Virginia Beach,
Virginia
| USD 157 M | +USD 8.45 M | +6% | 12.7% | 261% | 225 | 13.33% | 2.3 |
|
| 5922 |
5922
Standard General
New York
| USD 157 M | +USD 682 k | +0.4% | 1.35% | 259% | 3 | 0% | 5.6 |
|
| 5923 |
5923
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 157 M | +USD 1.03 M | +0.7% | 8.76% | 75.1% | 18 | 16.67% | 2.9 |
|
| 5924 |
WPEP
5924
Walnut Private Equity Partners
Omaha,
Nebraska
| USD 157 M | +USD 12.3 M | +9% | 7.68% | 48% | 16 | 0% | 6.5 |
|
| 5925 |
5925
Summerhill Capital Management
Toronto,
Ontario, Canada
| USD 157 M | – | – | 11.5% | – | 23 | – | 0 |
|