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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Ryan Investment Management
Basalt,
Colorado
| USD 180 M | +USD 23.4 M | +15% | 6.46% | – | 53 | 66.04% | 0.2 |
|
| 6302 |
RWIA
6302
Roger Wittlin Investment Advisory
San Francisco,
California
| USD 180 M | +USD 495 k | +0.3% | 6.76% | 61.3% | 44 | 9.09% | 2.3 |
|
| 6303 |
6303
Brookmont Capital Management
Dallas,
Texas
| USD 180 M | +USD 5.44 M | +3% | 5.52% | 32.2% | 58 | 10.34% | 7.2 |
|
| 6304 |
6304
West Bancorporation
West Des Moines,
Iowa
| USD 180 M | +USD 21.6 M | +14% | 7.12% | 72.5% | 116 | 21.55% | 3 |
|
| 6305 |
6305
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| USD 180 M | +USD 23.7 M | +15% | 11.4% | 72.3% | 93 | 11.83% | 2.1 |
|
| 6306 |
WFG
6306
Wormser Freres Gestion
Paris,
France
| USD 180 M | +USD 11.8 M | +7% | 2.98% | 67.4% | 50 | 6% | 1.4 |
|
| 6307 |
6307
Kingsman Wealth Management
Pensacola,
Florida
| USD 180 M | +USD 19.2 M | +12% | 11.2% | – | 77 | 28.57% | 0.4 |
|
| 6308 |
6308
KilterHowling LLC
Boulder,
Colorado
| USD 180 M | +USD 11.7 M | +7% | 5.9% | 51.3% | 47 | 4.26% | 2.9 |
|
| 6309 |
6309
Davidson Kahn Capital Management
Sherman Oaks,
California
| USD 179 M | +USD 23.5 M | +15% | 9.31% | – | 60 | 3.33% | 0.7 |
|
| 6310 |
6310
Armor Advisors
New York
| USD 179 M | -USD 11.4 M | -6% | 21.6% | 78.5% | 19 | 21.05% | 1.9 |
|
| 6311 |
6311
Jim Saulnier & Associates
Fort Collins,
Colorado
| USD 179 M | +USD 32.8 M | +22% | 3.82% | – | 136 | 17.65% | 0.7 |
|
| 6312 |
6312
Treasure Coast Financial Planning
Vero Beach,
Florida
| USD 179 M | +USD 7.67 M | +4% | 4% | 32.6% | 45 | 8.89% | 2.3 |
|
| 6313 |
6313
Visionary Horizons
Knoxville,
Tennessee
| USD 179 M | +USD 21.2 M | +13% | 7.45% | 69.2% | 123 | 30.08% | 1 |
|
| 6314 |
6314
Ballew Advisors
Jackson,
Mississippi
| USD 179 M | +USD 10.7 M | +6% | 9.37% | 68% | 127 | 15.75% | 3.6 |
|
| 6315 |
SFC
6315
Sprinkle Financial Consultants
Littleton,
Colorado
| USD 179 M | +USD 15.5 M | +9% | 6.39% | 64.1% | 86 | 6.98% | 1.4 |
|
| 6316 |
6316
Secured Retirement Advisors
St Louis Park,
Minnesota
| USD 179 M | +USD 11.3 M | +7% | 10.1% | – | 125 | 10.4% | 0.9 |
|
| 6317 |
6317
Yardley Wealth Management
Yardley,
Pennsylvania
| USD 179 M | -USD 3.86 M | -2% | 5.75% | – | 41 | 12.2% | 1 |
|
| 6318 |
6318
Washburn Capital Management
Vero Beach,
Florida
| USD 179 M | +USD 8.41 M | +5% | 8.92% | 123% | 58 | 13.79% | 2.5 |
|
| 6319 |
6319
Salvus Wealth Management
Red Bank,
New Jersey
| USD 179 M | +USD 7.66 M | +4% | 8.58% | 108% | 137 | 10.95% | 2.8 |
|
| 6320 |
6320
Cetera Trust Company
St. Paul,
Minnesota
| USD 179 M | +USD 11.1 M | +7% | 9.39% | – | 366 | 5.46% | 1.6 |
|
| 6321 |
6321
Washington University
St Louis,
Missouri
| USD 179 M | +USD 57.1 M | +47% | 19.1% | 44% | 5 | 60% | 2.5 |
|
| 6322 |
6322
Renaissance Capital
Stamford,
Connecticut
| USD 178 M | +USD 35 M | +24% | 9.59% | 392% | 33 | 21.21% | 1.1 |
|
| 6323 |
6323
Omni 360 Wealth
Plainsboro,
New Jersey
| USD 178 M | +USD 17.3 M | +11% | 6.72% | 59.9% | 122 | 7.38% | 1.4 |
|
| 6324 |
6324
Walker Asset Management
Verona,
Missouri
| USD 178 M | +USD 5.07 M | +3% | 5.18% | 87.6% | 152 | 15.79% | 2.4 |
|
| 6325 |
6325
William Allan Corp
Fort Collins,
Colorado
| USD 178 M | +USD 6.7 M | +4% | 5.47% | 94.2% | 51 | 5.88% | 2.8 |
|