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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 |
BWM
5901
Bullock Wealth Management
Bloomington,
Indiana
| USD 179 M | +USD 7.47 M | +4% | 1.46% | 101% | 634 | 14.2% | 2.6 |
|
| 5902 |
AIA
5902
Arcadia Investment Advisors
Eagle,
Idaho
| USD 179 M | -USD 4.69 M | -3% | 2.37% | 56.4% | 80 | 0% | 4.9 |
|
| 5903 |
5903
Causey Wealth LLC
Greenwood Village,
Colorado
| USD 179 M | +USD 7.24 M | +4% | 1.42% | – | 72 | 16.67% | 0.2 |
|
| 5904 |
CA
5904
Continental Advisors
Park City,
Utah
| USD 179 M | -USD 38.5 M | -18% | 1.46% | 73.6% | 42 | 4.76% | 6.4 |
|
| 5905 |
5905
Lipe & Dalton
Syracuse,
New York
| USD 179 M | -USD 9.8 M | -5% | 1.4% | 101% | 97 | 11.34% | 6.3 |
|
| 5906 |
5906
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| USD 179 M | +USD 1.7 M | +1% | 1.39% | 66.8% | 137 | 5.84% | 6 |
|
| 5907 |
5907
Guerra Advisors
Miami,
Florida
| USD 179 M | -USD 1.68 M | -0.9% | 3.65% | – | 68 | 20.59% | 0.2 |
|
| 5908 |
5908
GEM Asset Management
Plymouth,
Michigan
| USD 179 M | -USD 777 k | -0.4% | 2.47% | 62.9% | 100 | 14% | 1.7 |
|
| 5909 |
5909
Vawter Financial
Columbus,
Ohio
| USD 178 M | +USD 12 M | +7% | 1.19% | 48% | 107 | 13.08% | 1.6 |
|
| 5910 |
5910
Traveka Wealth
Los Altos,
California
| USD 178 M | -USD 2.95 M | -2% | 0.72% | 78.1% | 157 | 15.92% | 0.9 |
|
| 5911 |
5911
IRON Financial
Northbrook,
Illinois
| USD 178 M | +USD 387 k | +0.2% | 1.03% | 60.6% | 135 | 39.26% | 3.1 |
|
| 5912 |
5912
University of Massachusetts Foundation
Newton,
Massachusetts
| USD 178 M | -USD 7.6 M | -4% | 1.24% | 53.6% | 4 | 0% | 4.9 |
|
| 5913 |
5913
RHS Financial
San Francisco,
California
| USD 178 M | -USD 15 M | -8% | 1.45% | 65.6% | 148 | 23.65% | 2.2 |
|
| 5914 |
5914
Optivise Advisory Services
Franklin,
Tennessee
| USD 178 M | -USD 7.36 M | -4% | 1.79% | – | 211 | 24.17% | 0.6 |
|
| 5915 |
5915
Johnson & White Wealth Management
York,
Pennsylvania
| USD 178 M | +USD 12.9 M | +8% | 0.93% | 85.1% | 102 | 7.84% | 1 |
|
| 5916 |
5916
Birchbrook
Bangor,
Maine
| USD 178 M | +USD 2.06 M | +1% | 0.9% | 49.1% | 305 | 17.05% | 1.1 |
|
| 5917 |
5917
Aletheian Wealth Advisors
Bellevue,
Washington
| USD 178 M | +USD 8.76 M | +5% | 0.69% | – | 97 | 22.68% | 2 |
|
| 5918 |
5918
Transcendent Capital Group
Edmond,
Oklahoma
| USD 178 M | -USD 15.5 M | -8% | 3.03% | 82.3% | 448 | 81.7% | 1.1 |
|
| 5919 |
5919
Napatree Capital
Westerly,
Rhode Island
| USD 178 M | +USD 7.5 M | +4% | 0.78% | – | 202 | 13.86% | 0.8 |
|
| 5920 |
5920
Solas Capital Management
Darien,
Connecticut
| USD 178 M | +USD 27.2 M | +18% | 4.06% | 62.5% | 22 | 18.18% | 1.9 |
|
| 5921 |
5921
Wealth Quarterback
Toms River,
New Jersey
| USD 178 M | -USD 35.3 M | -17% | 1.04% | 109% | 135 | 20% | 2.7 |
|
| 5922 |
KCM
5922
Kempner Capital Management
Galveston,
Texas
| USD 178 M | -USD 4.5 M | -2% | 0.18% | 60.9% | 52 | 11.54% | 4.2 |
|
| 5923 |
5923
Napa Wealth Management
Napa,
California
| USD 178 M | -USD 53.6 M | -23% | 0.74% | – | 222 | 51.8% | 0.5 |
|
| 5924 |
5924
Yoder Wealth Management
Walnut Creek,
California
| USD 178 M | -USD 3.36 M | -2% | 3.25% | 69.3% | 112 | 5.36% | 1.6 |
|
| 5925 |
5925
Resolute Capital Asset Partners
Denver,
Colorado
| USD 178 M | -USD 8.23 M | -4% | 4.46% | 657% | 56 | 69.64% | 0.5 |
|