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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6851 |
TA
6851
TPG Advisors
Northfield,
Illinois
| USD 182 M | +USD 21.8 M | +14% | 10.1% | – | 117 | 8.55% | 1.5 |
|
| 6852 |
6852
Prentiss Smith & Co
Brattleboro,
Vermont
| USD 182 M | +USD 10 M | +6% | 13% | 67.4% | 69 | 8.7% | 6.3 |
|
| 6853 |
6853
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| USD 182 M | +USD 32.1 M | +21% | 10.2% | – | 166 | 27.11% | 0.9 |
|
| 6854 |
6854
Shotwell Rutter Baer
Lansing,
Michigan
| USD 182 M | +USD 11.9 M | +7% | 8.2% | 45.5% | 38 | 0% | 2.1 |
|
| 6855 |
6855
Brewster Financial Planning
Brooklyn,
New York
| USD 182 M | +USD 16.8 M | +10% | 9.26% | 44.3% | 30 | 13.33% | 2.6 |
|
| 6856 |
6856
First National Bank of Hutchinson
Hutchinson,
Kansas
| USD 182 M | +USD 25.5 M | +16% | 23.4% | 121% | 98 | 22.45% | 4.3 |
|
| 6857 |
CAM
6857
Crown Advisors Management
Larkspur,
California
| USD 182 M | +USD 31.5 M | +21% | 38.7% | 284% | 45 | 15.56% | 2.4 |
|
| 6858 |
6858
PUREfi Wealth
Boston,
Massachusetts
| USD 182 M | +USD 29.4 M | +19% | 16.1% | – | 222 | 21.62% | 0.9 |
|
| 6859 |
6859
EQ Wealth Advisors
Dallas,
Texas
| USD 182 M | +USD 11 M | +6% | 5.54% | – | 57 | 5.26% | 1.3 |
|
| 6860 |
FCP
6860
Fosse Capital Partners
London,
United Kingdom
| USD 182 M | +USD 46.6 M | +34% | 11.8% | 80% | 3 | 33.33% | 3.7 |
|
| 6861 |
6861
Taylor Financial Group
Roanoke,
Virginia
| USD 182 M | +USD 16.9 M | +10% | 13.8% | – | 105 | 7.62% | 2.2 |
|
| 6862 |
6862
Elevate Capital Advisors
Eagle,
Colorado
| USD 182 M | +USD 27.3 M | +18% | 8.14% | – | 93 | 39.78% | 0.8 |
|
| 6863 |
6863
Lagoda Investment Management
New York
| USD 182 M | +USD 19.7 M | +12% | 27.2% | 250% | 25 | 0% | 6.6 |
|
| 6864 |
6864
Wilkins Miller Wealth Management
Mobile,
Alabama
| USD 182 M | +USD 16.5 M | +10% | 9.49% | – | 96 | 8.33% | 1.3 |
|
| 6865 |
6865
Perspective Wealth Advisors
Loveland,
Colorado
| USD 182 M | +USD 27.6 M | +18% | 13% | – | 76 | 35.53% | 0.3 |
|
| 6866 |
6866
Ames National Corp
Ames,
Iowa
| USD 182 M | +USD 15.1 M | +9% | 10.2% | – | 70 | 5.71% | 1.3 |
|
| 6867 |
6867
Charter Oak Advisors
New York City,
New York
| USD 182 M | +USD 16.8 M | +10% | 12.3% | – | 15 | 20% | 1.1 |
|
| 6868 |
6868
Dean Jacobson Financial Services
Fort Worth,
Texas
| USD 182 M | +USD 19 M | +12% | 11.9% | 59.6% | 22 | 4.55% | 1.4 |
|
| 6869 |
BF
6869
Baring Financial
Bellingham,
Washington
| USD 182 M | +USD 18.2 M | +11% | 13.2% | – | 87 | 18.39% | 1.1 |
|
| 6870 |
6870
Fiduciary Wealth Partners
Boston,
Massachusetts
| USD 182 M | +USD 28.9 M | +19% | 13.3% | – | 70 | 15.71% | 1.6 |
|
| 6871 |
6871
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| USD 182 M | +USD 25.9 M | +17% | 15.5% | – | 143 | 30.77% | 0.8 |
|
| 6872 |
6872
Scalar Gauge Management
Dallas,
Texas
| USD 182 M | +USD 77.9 M | +75% | 66.7% | – | 40 | 67.5% | 0.3 |
|
| 6873 |
6873
Security Benefit Life Insurance Company
Topeka,
Kansas
| USD 182 M | -USD 8.81 M | -5% | 2.74% | 60.6% | 20 | 10% | 3.3 |
|
| 6874 |
6874
Fort Henry Capital
Wheeling,
West Virginia
| USD 182 M | +USD 16.2 M | +10% | 9.57% | 39.3% | 17 | 0% | 4.4 |
|
| 6875 |
6875
Retirement Wealth Solutions
Marshfield,
Wisconsin
| USD 181 M | +USD 22.9 M | +14% | 13% | – | 852 | 8.69% | 0.9 |
|