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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
6176
WFA Asset Management
Whitefish Bay,
Wisconsin
| USD 177 M | -USD 14.4 M | -8% | 5.04% | 60% | 242 | 16.94% | 2.7 |
|
| 6177 |
6177
Capasso Planning Partners
Charleston,
South Carolina
| USD 177 M | -USD 62.1 M | -26% | 6.53% | 51.6% | 105 | 26.67% | 2 |
|
| 6178 |
6178
Robert Bosch
Gerlingen Schillerhoehe,
Germany
| USD 177 M | +USD 14.5 M | +9% | 14.2% | – | 2 | 50% | 0.3 |
|
| 6179 |
6179
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| USD 177 M | -USD 6.26 M | -3% | 1.43% | 31.7% | 43 | 9.3% | 2.4 |
|
| 6180 |
6180
Enavate Sciences
Menlo Park,
California
| USD 177 M | +USD 43.8 M | +33% | 44.7% | – | 6 | 0% | 0.5 |
|
| 6181 |
6181
Granite FO LLC
Bedford,
New Hampshire
| USD 177 M | +USD 490 k | +0.3% | 4.26% | 112% | 189 | 1.59% | 1.2 |
|
| 6182 |
6182
Lagoda Investment Management
New York
| USD 177 M | +USD 19.5 M | +12% | 20.4% | 250% | 34 | 32.35% | 7.4 |
|
| 6183 |
6183
Birchcreek Wealth Management
Miami Township,
Ohio
| USD 177 M | +USD 18.1 M | +11% | 9.05% | 80.7% | 121 | 9.92% | 2.9 |
|
| 6184 |
6184
Tudor Financial
Dayton,
Ohio
| USD 176 M | +USD 10 M | +6% | 8.02% | – | 144 | 13.19% | 0.7 |
|
| 6185 |
6185
Plan A Wealth
Lincoln,
Nebraska
| USD 176 M | +USD 47.4 M | +37% | 7.59% | – | 163 | 30.06% | 0.3 |
|
| 6186 |
6186
Grant Private Wealth Management
Pleasanton,
California
| USD 176 M | +USD 83.7 M | +90% | 7.34% | – | 151 | 76.16% | 0.3 |
|
| 6187 |
6187
Canerector Inc
Toronto,
Ontario, Canada
| USD 176 M | +USD 47.4 M | +37% | 11.9% | – | 10 | 0% | 0.5 |
|
| 6188 |
6188
Twin Securities
New York
| USD 176 M | -USD 17.3 M | -9% | 3.01% | 506% | 24 | 70.83% | 0.3 |
|
| 6189 |
6189
Bank of Jackson Hole Trust
Jackson,
Wyoming
| USD 176 M | +USD 21.5 M | +14% | 10.6% | – | 483 | 13.87% | 0.5 |
|
| 6190 |
6190
R.W. Roge & Company
Bohemia,
New York
| USD 176 M | -USD 6.48 M | -4% | 9.49% | 68.1% | 57 | 10.53% | 3 |
|
| 6191 |
6191
RHS Financial
San Francisco,
California
| USD 176 M | -USD 2.27 M | -1% | 7.89% | 65.6% | 152 | 30.26% | 2.2 |
|
| 6192 |
PWP
6192
Pursue Wealth Partners
Clayton,
California
| USD 176 M | +USD 11.7 M | +7% | 18.3% | 108% | 129 | 21.71% | 2 |
|
| 6193 |
6193
Equinox Partners Investment Management
Stamford,
Connecticut
| USD 176 M | +USD 1.44 M | +0.8% | 4.39% | 241% | 10 | 20% | 2.5 |
|
| 6194 |
6194
Laurel Wealth Planning
Edina,
Minnesota
| USD 176 M | +USD 25.4 M | +17% | 8.69% | 53.1% | 58 | 6.9% | 3.1 |
|
| 6195 |
6195
Sanofi
Paris,
France
| USD 176 M | +USD 9.8 M | +6% | 2.12% | – | 10 | 10% | 0.5 |
|
| 6196 |
6196
NBZ Investment Advisors
Knoxville,
Tennessee
| USD 176 M | +USD 2.02 M | +1% | 10.9% | – | 67 | 10.45% | 0.4 |
|
| 6197 |
6197
Foundry Financial Group
Laconia,
New Hampshire
| USD 176 M | +USD 13.3 M | +8% | 8.03% | – | 63 | 7.94% | 1.2 |
|
| 6198 |
6198
Rockbridge Capital Management
Alexandria,
Virginia
| USD 176 M | +USD 12.2 M | +7% | 4.63% | – | 27 | 11.11% | 0.4 |
|
| 6199 |
6199
Resolute Wealth Advisor
Findlay,
Ohio
| USD 176 M | – | – | 9.28% | – | 78 | – | 0 |
|
| 6200 |
6200
Main Line Retirement Advisors
Whitefish,
Montana
| USD 176 M | +USD 21.7 M | +14% | 8.36% | 47.6% | 46 | 17.39% | 1.4 |
|