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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
BSWA
6426
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| USD 95.3 M | -USD 2.76 M | -3% | 7.03% | – | 106 | 74.53% | 0.1 |
|
| 6427 |
6427
Synergy Financial Group
San Ramon,
California
| USD 95.2 M | -USD 16.2 M | -15% | 15.7% | 133% | 106 | 9.43% | 0.2 |
|
| 6428 |
BAM
6428
Bosun Asset Management
Chicago,
Illinois
| USD 95.2 M | -USD 14.9 M | -14% | 4.96% | 278% | 80 | 13.75% | 0.2 |
|
| 6429 |
6429
Endowment Wealth Management
Appleton,
Wisconsin
| USD 95.1 M | -USD 3.79 M | -4% | 7.04% | 66.3% | 134 | 17.16% | 0.2 |
|
| 6430 |
6430
Magnolia Wealth Management
Dothan,
Alabama
| USD 95.1 M | -USD 2.64 M | -3% | 3.84% | 48.7% | 15 | 40% | 0.2 |
|
| 6431 |
6431
Precept Management
Dallas,
Texas
| USD 94.9 M | -USD 159 M | -63% | 7.83% | 110% | 82 | 76.83% | 0.5 |
|
| 6432 |
6432
Kids Capital Management
Los Angeles,
California
| USD 94.9 M | -USD 22.3 M | -19% | 13.9% | – | 12 | 16.67% | 0.2 |
|
| 6433 |
6433
Cook Wealth
Raleigh,
North Carolina
| USD 94.8 M | -USD 2.71 M | -3% | 4.19% | 7.36% | 44 | 15.91% | 0.2 |
|
| 6434 |
DLDF
6434
Dan L. Duncan Foundation
Houston,
Texas
| USD 94.7 M | -USD 3.19 M | -3% | 5.63% | 11.8% | 4 | 0% | 0.9 |
|
| 6435 |
AAM
6435
Artha Asset Management
Hoboken,
New Jersey
| USD 94.5 M | +USD 12.6 M | +15% | 8.86% | – | 37 | 67.57% | 0.1 |
|
| 6436 |
6436
ACT Capital Management
Wayne,
Pennsylvania
| USD 94.5 M | -USD 43.8 M | -32% | 12.6% | – | 99 | 20.2% | 0.6 |
|
| 6437 |
6437
5th Street Advisors
Southport,
Connecticut
| USD 94.5 M | -USD 11 M | -10% | 2.91% | 47.5% | 20 | 40% | 0.2 |
|
| 6438 |
6438
Intrinsic Value Partners
Phoenix,
Arizona
| USD 94.4 M | +USD 585 k | +0.6% | 1.14% | 126% | 49 | 6.12% | 0.2 |
|
| 6439 |
6439
McAlister Sweet & Associates
Houston,
Texas
| USD 94.1 M | -USD 20.5 M | -18% | 2.21% | 83.6% | 41 | 34.15% | 0.2 |
|
| 6440 |
6440
Redmont Wealth Advisors
Chicago,
Illinois
| USD 93.9 M | +USD 472 k | +0.5% | 3.11% | 46.1% | 131 | 25.95% | 0.2 |
|
| 6441 |
6441
First Farmers & Merchants Bank Trust
Columbia,
Tennessee
| USD 93.9 M | -USD 6.74 M | -7% | 1.97% | – | 107 | 12.15% | 0.2 |
|
| 6442 |
6442
Claris Advisors
St. Louis,
Missouri
| USD 93.8 M | -USD 706 k | -0.7% | 3.37% | 65.7% | 52 | 11.54% | 0.2 |
|
| 6443 |
APS
6443
American Planning Services
Sun City Center,
Florida
| USD 93.6 M | -USD 19.4 M | -17% | 4% | 23.8% | 29 | 17.24% | 0.2 |
|
| 6444 |
6444
Pin Oak Investment Advisors
Houston,
Texas
| USD 93.6 M | -USD 5.25 M | -5% | 8.89% | 62.7% | 451 | 12.2% | 2.6 |
|
| 6445 |
6445
Enhancing Capital
Harrisburg,
Pennsylvania
| USD 93.6 M | +USD 1.48 M | +2% | 0.31% | – | 77 | 5.19% | 0.2 |
|
| 6446 |
6446
Sender Company & Partners
New York
| USD 93.5 M | -USD 102 M | -52% | 12.7% | 69.8% | 125 | 84% | 0.1 |
|
| 6447 |
6447
USA Financial Formulas
Ada,
Michigan
| USD 93.5 M | -USD 23.1 M | -20% | 12.8% | 104% | 526 | 46.58% | 1.1 |
|
| 6448 |
6448
Convergence Financial
Columbia,
Missouri
| USD 93.2 M | -USD 2.98 M | -3% | 4.95% | 62.3% | 26 | 26.92% | 0.2 |
|
| 6449 |
CMANY
6449
Capital Management Associates (New York)
New York
| USD 93.2 M | -USD 9 M | -9% | 0.61% | 205% | 96 | 45.83% | 1.9 |
|
| 6450 |
6450
Lynwood Capital Management
Toronto,
Ontario, Canada
| USD 93.2 M | -USD 11.3 M | -11% | 5.14% | – | 211 | 81.04% | 0.1 |
|