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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7176 |
7176
Kennon-Green & Company
New Albany,
Ohio
| USD 125 M | +USD 2.48 M | +2% | 4.31% | 58.4% | 42 | 2.38% | 2.4 |
|
| 7177 |
7177
SageOak Financial
Tulsa,
Oklahoma
| USD 125 M | +USD 12.2 M | +11% | 6.24% | – | 35 | 17.14% | 0.4 |
|
| 7178 |
7178
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| USD 125 M | +USD 4.24 M | +4% | 6.82% | – | 133 | 9.02% | 0.5 |
|
| 7179 |
7179
Alterna Wealth Management
Houston,
Texas
| USD 125 M | -USD 6.93 M | -5% | 6.95% | 48% | 126 | 30.16% | 2.3 |
|
| 7180 |
AAM
7180
Ackerman Asset Management
Rockville,
Maryland
| USD 125 M | +USD 14.3 M | +13% | 10.7% | – | 24 | 0% | 0.3 |
|
| 7181 |
7181
Multicoin Capital Management
Austin,
Texas
| USD 125 M | +USD 29 M | +30% | 30.2% | – | 2 | 0% | 1 |
|
| 7182 |
7182
Forefront Wealth Management
Malvern,
Pennsylvania
| USD 125 M | +USD 16.7 M | +15% | 11.6% | – | 63 | 25.4% | 1.5 |
|
| 7183 |
7183
Schrum Private Wealth Management
St. Augustine,
Florida
| USD 125 M | +USD 11 M | +10% | 9.97% | 60.9% | 129 | 6.98% | 2.5 |
|
| 7184 |
7184
Apex Wealth Management
Bedford,
New Hampshire
| USD 125 M | +USD 13.5 M | +12% | 8.46% | – | 63 | 34.92% | 0.4 |
|
| 7185 |
7185
Flywheel Private Wealth
Los Altos,
California
| USD 125 M | +USD 14.9 M | +14% | 10.5% | – | 88 | 10.23% | 0.5 |
|
| 7186 |
7186
Prossimo Advisors
San Luis Obispo,
California
| USD 125 M | -USD 8.44 M | -6% | 10.2% | 78.4% | 144 | 18.75% | 1.3 |
|
| 7187 |
7187
SCP Investment
Orinda,
California
| USD 125 M | +USD 7.29 M | +6% | 15.7% | 32.8% | 58 | 46.55% | 1.6 |
|
| 7188 |
HAM
7188
Hedges Asset Management
Reno,
Nevada
| USD 124 M | -USD 27.8 M | -18% | 9.03% | – | 112 | 13.39% | 2.7 |
|
| 7189 |
7189
M.E. Allison & Co
San Antonio,
Texas
| USD 124 M | +USD 23.3 M | +23% | 10.6% | – | 175 | 14.29% | 0.4 |
|
| 7190 |
7190
WinCap Financial
Boston,
Massachusetts
| USD 124 M | +USD 19 M | +18% | 10.7% | – | 91 | 23.08% | 0.4 |
|
| 7191 |
7191
Cooksen Wealth
The Woodlands,
Texas
| USD 124 M | +USD 25.9 M | +26% | 9.27% | 70.7% | 106 | 26.42% | 0.8 |
|
| 7192 |
HM
7192
HCEP Management
Hong Kong
| USD 124 M | -USD 48.2 M | -28% | 13.2% | 182% | 13 | 30.77% | 0.5 |
|
| 7193 |
7193
XXEC Inc
Tulsa,
Oklahoma
| USD 124 M | +USD 8.99 M | +8% | 7.85% | 19.3% | 21 | 9.52% | 2.7 |
|
| 7194 |
7194
Jacksonville Wealth Management
Jacksonville,
Florida
| USD 124 M | +USD 22.8 M | +22% | 17% | – | 68 | 16.18% | 0.4 |
|
| 7195 |
7195
Andrew Hill Investment Advisors
Naples,
Florida
| USD 124 M | +USD 21 M | +20% | 19.5% | 269% | 60 | 41.67% | 1.1 |
|
| 7196 |
7196
Fortune Financial Advisors
Overland Park,
Kansas
| USD 124 M | +USD 8.31 M | +7% | 6.75% | 76.8% | 100 | 10% | 1.7 |
|
| 7197 |
7197
Pacific Asset Management
Gig Harbor,
Washington
| USD 124 M | +USD 12.7 M | +11% | 8.74% | – | 59 | 16.95% | 0.4 |
|
| 7198 |
7198
Cannon Advisors
Charlotte,
North Carolina
| USD 124 M | +USD 15.6 M | +14% | 13.7% | – | 73 | 23.29% | 0.6 |
|
| 7199 |
7199
Comprehensive Wealth Management
Lynnwood,
Washington
| USD 124 M | -USD 19.6 M | -14% | 5.12% | 36.9% | 46 | 43.48% | 1.3 |
|
| 7200 |
B
7200
BennBridge
Edinburgh,
United Kingdom
| USD 124 M | +USD 1.13 M | +0.9% | 12.3% | – | 6 | 0% | 0.5 |
|