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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
6276
Prime Buchholz
Portsmouth,
New Hampshire
| USD 182 M | -USD 131 M | -42% | 6.16% | – | 23 | 13.04% | 0.7 |
|
| 6277 |
6277
Gouws Capital LLC
Charlotte,
North Carolina
| USD 182 M | +USD 1.18 M | +0.7% | 7.08% | 114% | 57 | 7.02% | 2.5 |
|
| 6278 |
6278
HMV Wealth Advisors
Shreveport,
Louisiana
| USD 182 M | +USD 29.3 M | +19% | 7.57% | – | 84 | 9.52% | 0.6 |
|
| 6279 |
6279
Decker Retirement Planning
Levi,
Utah
| USD 182 M | +USD 9.19 M | +5% | 20.9% | – | 346 | 49.13% | 0.5 |
|
| 6280 |
6280
OxenFree Capital
Satellite Beach,
Florida
| USD 182 M | +USD 19.4 M | +12% | 5.83% | 56.4% | 49 | 12.24% | 1.4 |
|
| 6281 |
6281
Tenzing Global Management
San Francisco,
California
| USD 182 M | +USD 22.1 M | +14% | 8.35% | 273% | 28 | 46.43% | 0.9 |
|
| 6282 |
6282
Pettee Investors
Rowayton,
Connecticut
| USD 182 M | +USD 14.5 M | +9% | 10.3% | 96.1% | 114 | 9.65% | 6.8 |
|
| 6283 |
6283
General Partner Inc
Pittsburgh,
Pennsylvania
| USD 182 M | +USD 11 M | +6% | 8.76% | 83.1% | 174 | 3.45% | 2.2 |
|
| 6284 |
6284
Coign Capital Advisors
Draper,
Utah
| USD 182 M | +USD 33.9 M | +23% | 4.78% | – | 87 | 16.09% | 0.6 |
|
| 6285 |
6285
Barnes Wealth Management Group
Bakersfield,
California
| USD 182 M | +USD 12.3 M | +7% | 6.56% | – | 179 | 10.61% | 0.6 |
|
| 6286 |
6286
Virtus ETF Advisers
New York
| USD 182 M | +USD 17.7 M | +11% | 18.5% | 177% | 533 | 32.08% | 0.5 |
|
| 6287 |
JWM
6287
Johnson Wealth Management
Grand Forks,
North Dakota
| USD 182 M | – | – | 5.82% | – | 48 | – | 0 |
|
| 6288 |
6288
Covestor
London,
United Kingdom
| USD 181 M | +USD 12 M | +7% | 13.5% | 134% | 2,889 | 7.55% | 3 |
|
| 6289 |
6289
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| USD 181 M | +USD 18.1 M | +11% | 5.03% | 59.6% | 111 | 6.31% | 1.9 |
|
| 6290 |
6290
MWA Asset Management
Lexington,
Massachusetts
| USD 181 M | +USD 17.7 M | +11% | 13.4% | 174% | 131 | 13.74% | 1.6 |
|
| 6291 |
6291
Bradley & Co Private Wealth Management
Miami,
Florida
| USD 181 M | +USD 17.3 M | +11% | 11.1% | – | 208 | 8.17% | 3.1 |
|
| 6292 |
6292
Ring Mountain Capital
Tiburon,
California
| USD 181 M | +USD 16.3 M | +10% | 12.9% | – | 100 | 4% | 0.7 |
|
| 6293 |
VFG
6293
V2 Financial group
Naperville,
Illinois
| USD 181 M | +USD 14.7 M | +9% | 8.53% | 63.3% | 94 | 11.7% | 2.8 |
|
| 6294 |
6294
Concorde Financial
Dallas,
Texas
| USD 180 M | +USD 11.3 M | +7% | 8.33% | 81.3% | 56 | 37.5% | 2.6 |
|
| 6295 |
6295
Sarissa Capital Management
Greenwich,
Connecticut
| USD 180 M | +USD 26 M | +17% | 20.2% | 80% | 8 | 12.5% | 3.8 |
|
| 6296 |
ALAM
6296
Asahi Life Asset Management
Tokyo,
Japan
| USD 180 M | +USD 9.05 M | +5% | 8.92% | 122% | 215 | 56.74% | 2 |
|
| 6297 |
MKW
6297
Mullaney, Keating & Wright
Middletown,
Connecticut
| USD 180 M | +USD 27.4 M | +18% | 11.4% | – | 69 | 14.49% | 1 |
|
| 6298 |
6298
Fort Vancouver Investment Management
Vancouver,
Washington
| USD 180 M | +USD 33.8 M | +23% | 6.31% | – | 55 | 14.55% | 1 |
|
| 6299 |
6299
Prudent Man Investment Management
Louisville,
Colorado
| USD 180 M | -USD 43.5 k | -0% | 5.09% | – | 169 | 0.59% | 0.8 |
|
| 6300 |
6300
Aspen Wealth Strategies
Arvada,
Colorado
| USD 180 M | +USD 14.1 M | +9% | 7.95% | 65.8% | 88 | 9.09% | 1.8 |
|