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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 |
HAM
6501
Hedges Asset Management
Reno,
Nevada
| USD 152 M | +USD 423 k | +0.3% | 0.25% | – | 120 | 10.83% | 2.3 |
|
| 6502 |
6502
Griffith & Werner
Canton,
Georgia
| USD 151 M | – | – | 1.79% | – | 69 | – | 0 |
|
| 6503 |
6503
Robinson Value Management
San Antonio,
Texas
| USD 151 M | -USD 2.58 M | -2% | 4.11% | 79.3% | 81 | 18.52% | 3.2 |
|
| 6504 |
6504
Bridge Generations Wealth Management
South Miami,
Florida
| USD 151 M | – | – | 3.96% | – | 97 | – | 0 |
|
| 6505 |
6505
Caitlin John
Brighton,
Michigan
| USD 151 M | -USD 8.64 M | -5% | 0.33% | – | 890 | 7.3% | 0.9 |
|
| 6506 |
6506
Green Court Capital Management
Hong Kong
| USD 151 M | -USD 123 M | -45% | 12.9% | 33.4% | 3 | 33.33% | 1.3 |
|
| 6507 |
6507
Sterling Investment Counsel
Buffalo,
New York
| USD 151 M | -USD 129 M | -46% | 2.43% | 93.8% | 178 | 30.9% | 2.2 |
|
| 6508 |
6508
Greenhouse Wealth Management
Westport,
Connecticut
| USD 151 M | +USD 2.8 M | +2% | 4.1% | 87.2% | 64 | 14.06% | 3.1 |
|
| 6509 |
6509
Bullseye Investment Management
Cincinnati,
Ohio
| USD 151 M | -USD 20.5 M | -12% | 0.58% | 38.2% | 97 | 57.73% | 0.6 |
|
| 6510 |
6510
Efficient Frontier Advisors
Eastford,
Connecticut
| USD 151 M | -USD 3.29 M | -2% | 1.98% | – | 18 | 5.56% | 0.9 |
|
| 6511 |
6511
Ategra Capital Management
Vienna,
Virginia
| USD 151 M | +USD 10.4 M | +7% | 10.5% | 114% | 25 | 20% | 2.1 |
|
| 6512 |
6512
Costello Asset Management
Feasterville,
Pennsylvania
| USD 151 M | +USD 1.66 M | +1% | 0.67% | 81.5% | 205 | 13.66% | 3.2 |
|
| 6513 |
6513
Sanctuary Wealth Management
Pocatello,
Idaho
| USD 151 M | +USD 11.3 M | +8% | 3.2% | – | 304 | 19.41% | 1.6 |
|
| 6514 |
6514
Lakeside Advisors
Seattle,
Washington
| USD 151 M | -USD 7.96 M | -5% | 2.22% | 83.7% | 65 | 4.62% | 2.6 |
|
| 6515 |
6515
Stegner Investment Associates
Louisville,
Kentucky
| USD 151 M | +USD 3.93 M | +3% | 3.23% | 84.8% | 27 | 11.11% | 2.9 |
|
| 6516 |
6516
Wolff Wiese Magana
Carslbad,
California
| USD 151 M | +USD 4.89 M | +3% | 3.67% | 149% | 1,025 | 10.15% | 2.2 |
|
| 6517 |
SWP
6517
Semus Wealth Partners
Boca Raton,
Florida
| USD 151 M | +USD 8.06 M | +6% | 5.76% | 107% | 126 | 15.08% | 1.6 |
|
| 6518 |
6518
Cadence Wealth Management
Westborough,
Massachusetts
| USD 151 M | +USD 28 M | +23% | 7.8% | 56.4% | 49 | 12.24% | 1.9 |
|
| 6519 |
6519
Defined Wealth Management
Beaverton,
Oregon
| USD 151 M | -USD 3.02 M | -2% | 0.52% | 78.1% | 110 | 4.55% | 3 |
|
| 6520 |
6520
LifeWealth Investments
Winter Garden,
Florida
| USD 151 M | – | – | 0.78% | – | 148 | – | 0 |
|
| 6521 |
6521
Bastion Asset Management
Montreal,
Canada
| USD 151 M | – | – | 9.83% | – | 46 | – | 0 |
|
| 6522 |
6522
Solas Capital Management
Darien,
Connecticut
| USD 151 M | +USD 8.13 M | +6% | 5.92% | 62.5% | 20 | 15% | 1.9 |
|
| 6523 |
6523
Horizon Family Wealth
Chicago,
Illinois
| USD 151 M | +USD 10.4 M | +7% | 1.05% | 68.6% | 91 | 24.18% | 1.7 |
|
| 6524 |
6524
Palouse Capital Management
Spokane,
Washington
| USD 150 M | -USD 7.95 M | -5% | 2.8% | 67.8% | 142 | 16.2% | 2.2 |
|
| 6525 |
6525
MWA Asset Management
Lexington,
Massachusetts
| USD 150 M | -USD 27.8 k | -0% | 3.78% | 174% | 135 | 12.59% | 1.1 |
|