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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7351 |
IAG
7351
Ipsen Advisor Group
Little Rock,
Arkansas
| USD 155 M | +USD 12.6 M | +9% | 9.26% | – | 112 | 11.61% | 2.4 |
|
| 7352 |
MQWP
7352
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| USD 155 M | +USD 14.9 M | +11% | 15.6% | – | 143 | 4.9% | 1.3 |
|
| 7353 |
SWR
7353
Spahn Wealth & Retirement
Scottsdale,
Arizona
| USD 155 M | +USD 76.9 M | +98% | 10.3% | – | 40 | 42.5% | 0.7 |
|
| 7354 |
EEL
7354
Expect Equity LLC
Pikesville,
Maryland
| USD 155 M | +USD 26.8 M | +21% | 22.4% | – | 67 | 10.45% | 1 |
|
| 7355 |
CC
7355
Cultivar Capital
Denton,
Texas
| USD 155 M | -USD 1.19 M | -0.8% | 0.01% | 38.3% | 47 | 17.02% | 1.6 |
|
| 7356 |
VF
7356
Visa Foundation
San Francisco,
California
| USD 155 M | +USD 23.6 M | +18% | 17.9% | 48.5% | 2 | 50% | 2.3 |
|
| 7357 |
RCM
7357
Rockbridge Capital Management
Alexandria,
Virginia
| USD 155 M | +USD 6.24 M | +4% | 2.74% | – | 31 | 12.9% | 1.1 |
|
| 7358 |
SMAM
7358
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| USD 155 M | -USD 9.6 M | -6% | 6.34% | – | 91 | 18.68% | 1.3 |
|
| 7359 |
GIM
7359
Guardian Investment Management
Tiburon,
California
| USD 155 M | +USD 28.3 M | +22% | 18.7% | 89.7% | 60 | 0% | 6.9 |
|
| 7360 |
AWMI
7360
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
| USD 155 M | +USD 27.6 M | +22% | 14% | – | 133 | 27.07% | 0.4 |
|
| 7361 |
BFWM
7361
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| USD 155 M | +USD 8.75 M | +6% | 16.2% | – | 230 | 27.83% | 1 |
|
| 7362 |
WT
7362
WHI Trust
Chicago,
Illinois
| USD 155 M | +USD 22 M | +17% | 8.01% | – | 88 | 32.95% | 0.5 |
|
| 7363 |
DIS
7363
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 155 M | -USD 1.97 M | -1% | 2.58% | 86% | 56 | 8.93% | 5.6 |
|
| 7364 |
TCCP
7364
Tide Cove Capital Partners
San Diego,
California
| USD 155 M | +USD 7.62 M | +5% | 9.77% | – | 13 | 0% | 1.3 |
|
| 7365 |
EW
7365
Entruity Wealth
Bakersfield,
California
| USD 155 M | +USD 7.23 M | +5% | 4.98% | – | 59 | 30.51% | 1 |
|
| 7366 |
API
7366
Asset Planning Inc
Cypress,
California
| USD 154 M | +USD 13.8 M | +10% | 14.7% | – | 341 | 14.37% | 1.2 |
|
| 7367 |
OFI
7367
Outbound Financial Inc
Boulder,
Colorado
| USD 154 M | +USD 21 M | +16% | 8.2% | – | 46 | 8.7% | 0.9 |
|
| 7368 |
BW
7368
Blalock Williams
Alexander City,
Alabama
| USD 154 M | +USD 24.9 M | +19% | 20.1% | – | 165 | 19.39% | 1 |
|
| 7369 |
EF
7369
Entrust Financial
Wayne,
Pennsylvania
| USD 154 M | +USD 11.2 M | +8% | 13.1% | – | 464 | 10.99% | 0.4 |
|
| 7370 |
MWM
7370
M3 Wealth Management
Cincinnati,
Ohio
| USD 154 M | +USD 24.2 M | +19% | 14.1% | – | 36 | 5.56% | 0.5 |
|
| 7371 |
OA
7371
Oasis Advisors
Forest City,
Iowa
| USD 154 M | -USD 355 M | -70% | 13.2% | – | 240 | 90% | 0.2 |
|
| 7372 |
GRIM
7372
Greenhaven Road Investment Management
Greenwich,
Connecticut
| USD 154 M | +USD 8.67 M | +6% | 14% | 70.2% | 21 | 38.1% | 2.4 |
|
| 7373 |
LWM
7373
Lionshead Wealth Management
New York
| USD 154 M | +USD 18.3 M | +13% | 16.3% | – | 121 | 18.18% | 1.1 |
|
| 7374 |
MFG
7374
Mustico Financial Group
Elmira,
New York
| USD 154 M | +USD 10.8 M | +8% | 10.8% | – | 51 | 13.73% | 0.7 |
|
| 7375 |
LCM
7375
LRT Capital Management
Austin,
Texas
| USD 154 M | +USD 46.8 M | +44% | 28.3% | 76.3% | 118 | 69.49% | 0.8 |
|