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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
TIAM2
6801
Tru Independence Asset Management 2
Portland,
Oregon
| USD 185 M | +USD 22.1 M | +14% | 10.4% | – | 103 | 26.21% | 2 |
|
| 6802 |
HWP
6802
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| USD 185 M | -USD 154 M | -45% | 7.2% | 34.4% | 131 | 44.27% | 1.4 |
|
| 6803 |
IRM
6803
Income Research & Management
Boston,
Massachusetts
| USD 184 M | +USD 15.9 M | +9% | 0.1% | 0.7% | 31 | 19.35% | 1.4 |
|
| 6804 |
DWM
6804
Daner Wealth Management
Alpharetta,
Georgia
| USD 184 M | +USD 14.3 M | +8% | 13.2% | – | 96 | 8.33% | 1.1 |
|
| 6805 |
DQRIM
6805
Dale Q Rice Investment Management
Vancouver,
Washington
| USD 184 M | +USD 52.5 M | +40% | 56.1% | – | 75 | 18.67% | 1.3 |
|
| 6806 |
ZRP
6806
Zynergy Retirement Planning
Red Bank,
New Jersey
| USD 184 M | +USD 19.1 M | +12% | 10% | – | 26 | 0% | 1.9 |
|
| 6807 |
SLG
6807
Sanchez Levi Garrett
| USD 184 M | +USD 24.8 M | +16% | 12.9% | – | 76 | 5.26% | 0.2 |
|
| 6808 |
SMC
6808
Sun Mountain Capital
Tortola,
| USD 184 M | +USD 71 M | +63% | 14.8% | – | 2 | 50% | 0.3 |
|
| 6809 |
TC
6809
Tacita Capital
Toronto,
Ontario, Canada
| USD 184 M | +USD 15.3 M | +9% | 10.8% | 72.3% | 247 | 17% | 3.8 |
|
| 6810 |
EIM
6810
Ervin Investment Management
Seattle,
Washington
| USD 184 M | +USD 13.3 M | +8% | 10.8% | 84.3% | 50 | 12% | 3.1 |
|
| 6811 |
CA
6811
Commerce Advisors
Memphis,
Tennessee
| USD 184 M | +USD 65.1 M | +55% | 11.3% | – | 137 | 18.25% | 0.2 |
|
| 6812 |
SWA
6812
Sterling Wealth Advisors
Plantation,
Florida
| USD 184 M | +USD 8.63 M | +5% | 9.8% | – | 20 | 0% | 1.4 |
|
| 6813 |
TC
6813
Triavera Capital
Larkspur,
California
| USD 184 M | +USD 16.5 M | +10% | 10.8% | – | 17 | 17.65% | 1.3 |
|
| 6814 |
BW
6814
BXM Wealth
Englewood,
Colorado
| USD 184 M | +USD 53.9 M | +41% | 22.2% | – | 171 | 28.07% | 0.9 |
|
| 6815 |
LCA
6815
Legend Capital Advisors
New York
| USD 184 M | +USD 23.8 M | +15% | 39% | – | 160 | 61.88% | 0.5 |
|
| 6816 |
NLA
6816
Northern Lights Advisors
Seattle,
Washington
| USD 184 M | +USD 36.2 M | +24% | 11.6% | – | 73 | 23.29% | 0.4 |
|
| 6817 |
MFG
6817
Menard Financial Group
Houston,
Texas
| USD 184 M | +USD 40.6 M | +28% | 28.3% | 141% | 95 | 29.47% | 2.4 |
|
| 6818 |
KIM
6818
Kestrel Investment Management
San Mateo,
California
| USD 184 M | +USD 16.2 M | +10% | 14% | 89.2% | 42 | 11.9% | 1.9 |
|
| 6819 |
RPGNY
6819
Retirement Planning Group (New York)
Malta,
New York
| USD 184 M | +USD 28.4 M | +18% | 15.6% | – | 111 | 18.02% | 1 |
|
| 6820 |
LWM
6820
LeConte Wealth Management
Maryville,
Tennessee
| USD 184 M | +USD 28.8 M | +19% | 20% | – | 188 | 23.94% | 0.7 |
|
| 6821 |
HG
6821
Herbst Group
Westport,
Connecticut
| USD 183 M | +USD 21.5 M | +13% | 23% | 139% | 73 | 30.14% | 1.7 |
|
| 6822 |
MCA
6822
Millennium Capital Advisors
Little Rock,
Arkansas
| USD 183 M | +USD 21 M | +13% | 16.6% | 134% | 148 | 17.57% | 2.8 |
|
| 6823 |
AWF
6823
Alpha Wealth Funds
Park City,
Utah
| USD 183 M | +USD 34.2 M | +23% | 4.86% | – | 78 | 66.67% | 0.5 |
|
| 6824 |
BWM
6824
BCO Wealth Management
Carlsbad,
New Mexico
| USD 183 M | +USD 16.9 M | +10% | 8.43% | – | 46 | 10.87% | 1.2 |
|
| 6825 |
MCA
6825
McGuire Capital Advisors
Bethany,
Oklahoma
| USD 183 M | +USD 27.1 M | +17% | 31% | – | 994 | 21.03% | 0.4 |
|