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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
PAM
6501
Pacific Asset Management
Gig Harbor,
Washington
| USD 204 M | +USD 24.7 M | +14% | 9.99% | – | 78 | 12.82% | 1.1 |
|
| 6502 |
LIM
6502
Loudon Investment Management
West Lebanon,
New Hampshire
| USD 204 M | +USD 17.9 M | +10% | 12.1% | 61.6% | 98 | 6.12% | 6 |
|
| 6503 |
AA
6503
AF Advisors
Sacramento,
California
| USD 204 M | +USD 22.7 M | +13% | 12% | 76.5% | 30 | 13.33% | 2.7 |
|
| 6504 |
GWMI
6504
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| USD 204 M | +USD 20.3 M | +11% | 12.4% | 103% | 67 | 10.45% | 3.2 |
|
| 6505 |
BIM
6505
Bullseye Investment Management
Cincinnati,
Ohio
| USD 203 M | +USD 17.7 M | +10% | 10.9% | 36.2% | 346 | 14.74% | 0.8 |
|
| 6506 |
LHA
6506
Little Harbor Advisors
Marblehead,
Massachusetts
| USD 203 M | +USD 35 M | +21% | 15.2% | 59% | 6 | 33.33% | 2 |
|
| 6507 |
FBC
6507
Fairfield, Bush & Co
Darien,
Connecticut
| USD 203 M | +USD 23.3 M | +13% | 18.6% | 112% | 130 | 11.54% | 6.2 |
|
| 6508 |
OAM
6508
Oxford Asset Management
Oxford,
United Kingdom
| USD 203 M | -USD 44.5 M | -18% | 13.2% | – | 694 | 81.41% | 0.2 |
|
| 6509 |
CNWM
6509
Clay Northam Wealth Management
Huntington Beach,
California
| USD 203 M | +USD 25.2 M | +14% | 24% | 125% | 113 | 14.16% | 2.7 |
|
| 6510 |
SAS
6510
Sage Advisory Services
Austin,
Texas
| USD 203 M | +USD 20.7 M | +11% | 9.46% | 33.9% | 49 | 20.41% | 3.4 |
|
| 6511 |
PI
6511
Pettee Investors
Rowayton,
Connecticut
| USD 203 M | +USD 9.02 M | +5% | 24.8% | 96.1% | 119 | 6.72% | 6.9 |
|
| 6512 |
WCM
6512
Washburn Capital Management
Vero Beach,
Florida
| USD 203 M | +USD 31 M | +18% | 27.9% | 117% | 61 | 16.39% | 3.1 |
|
| 6513 |
AF
6513
AtlasMark Financial
Austin,
Texas
| USD 203 M | +USD 48.3 M | +31% | 17.6% | – | 51 | 13.73% | 4.3 |
|
| 6514 |
RIAS
6514
Rachor Investment Advisory Services
Linden,
Michigan
| USD 203 M | +USD 12.8 M | +7% | 6.92% | – | 469 | 57.78% | 0.4 |
|
| 6515 |
TPC
6515
Twin Peaks Capital
Hong Kong,
| USD 203 M | +USD 58.8 M | +41% | 59% | – | 26 | 61.54% | 0.2 |
|
| 6516 |
BLWM
6516
Bucket List Wealth Management
The Villages,
Florida
| USD 203 M | +USD 36.9 M | +22% | 13.4% | – | 64 | 12.5% | 0.4 |
|
| 6517 |
FA
6517
Financial Alternatives
La Jolla,
California
| USD 203 M | +USD 17.4 M | +9% | 9.26% | 50.2% | 85 | 8.24% | 2.9 |
|
| 6518 |
FPW
6518
Flywheel Private Wealth
Los Altos,
California
| USD 203 M | +USD 27.4 M | +16% | 13.9% | – | 110 | 6.36% | 1.1 |
|
| 6519 |
TMWM
6519
Taylor & Morgan Wealth Management
Flint,
Michigan
| USD 203 M | +USD 27.6 M | +16% | 14.6% | 85.9% | 91 | 15.38% | 2.7 |
|
| 6520 |
SFA
6520
Salus Financial Advisors
Colorado Springs,
Colorado
| USD 203 M | +USD 31.4 M | +18% | 11.4% | – | 39 | 12.82% | 1.2 |
|
| 6521 |
ECP
6521
Elwood Capital Partners
New York
| USD 203 M | +USD 5.65 M | +3% | 29.9% | – | 40 | 37.5% | 0.7 |
|
| 6522 |
VFG
6522
Valley Financial Group
Ambler,
Pennsylvania
| USD 203 M | +USD 17.5 M | +9% | 8.89% | – | 67 | 13.43% | 1.9 |
|
| 6523 |
ATIA
6523
American Trust Investment Advisors
Lebanon,
New Hampshire
| USD 203 M | +USD 21.6 M | +12% | 14% | 91% | 85 | 15.29% | 4.5 |
|
| 6524 |
TWP
6524
Tower Wealth Partners
Lewisburg,
Pennsylvania
| USD 203 M | +USD 21.6 M | +12% | 11.2% | 53.7% | 105 | 20.95% | 2.2 |
|
| 6525 |
MRCM
6525
Mill Road Capital Management
Greenwich,
Connecticut
| USD 203 M | +USD 11.7 M | +6% | 28.3% | 85.1% | 23 | 4.35% | 3.3 |
|