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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7701 |
PC
7701
Purewater Capital
Fort Worth,
Texas
| USD 139 M | +USD 34.1 M | +33% | 31.7% | – | 75 | 34.67% | 0.2 |
|
| 7702 |
GI
7702
GS Investments
Minneapolis,
Minnesota
| USD 138 M | -USD 36.2 M | -21% | 19.2% | 94.1% | 139 | 7.91% | 4.3 |
|
| 7703 |
SWM
7703
Sandro Wealth Management
Fairfield,
New Jersey
| USD 138 M | +USD 13.5 M | +11% | 17.4% | – | 108 | 12.96% | 0.4 |
|
| 7704 |
FFG
7704
First Financial Group
Raleigh,
North Carolina
| USD 138 M | +USD 15.9 M | +13% | 9.48% | – | 85 | 10.59% | 1.2 |
|
| 7705 |
EWP
7705
E-Wealth Partners
Minnetonka,
Minnesota
| USD 138 M | +USD 14.5 M | +12% | 13.8% | – | 62 | 14.52% | 0.4 |
|
| 7706 |
HCM
7706
Hillman Capital Management
Bethesda,
Maryland
| USD 138 M | -USD 5.85 M | -4% | 4.93% | 20.2% | 58 | 10.34% | 3.4 |
|
| 7707 |
PA
7707
Prosperity Advisers
Fort Washington,
Pennsylvania
| USD 138 M | +USD 17.8 M | +15% | 13.5% | – | 45 | 15.56% | 0.4 |
|
| 7708 |
WA
7708
Wilmar Advisors
Juno Beach,
Florida
| USD 138 M | +USD 22.4 M | +19% | 29.9% | – | 28 | 21.43% | 1.2 |
|
| 7709 |
AA
7709
ArborFi Advisors
Ann Arbor,
Michigan
| USD 138 M | +USD 15.4 M | +13% | 11.7% | – | 48 | 12.5% | 1.2 |
|
| 7710 |
ACM
7710
Appalachian Capital Management
St Clairsville,
Ohio
| USD 138 M | +USD 12.9 M | +10% | 11.5% | – | 45 | 4.44% | 0.5 |
|
| 7711 |
BC
7711
Broadwater Capital
Boston,
Massachusetts
| USD 138 M | +USD 4.04 M | +3% | 14.6% | – | 218 | 7.8% | 2.4 |
|
| 7712 |
CFG
7712
Cassilly Financial Group
Severna Park,
Maryland
| USD 138 M | +USD 22.6 M | +20% | 10% | – | 79 | 24.05% | 0.4 |
|
| 7713 |
OIM
7713
Orca Investment Management
Roseburg,
Oregon
| USD 138 M | +USD 20.2 M | +17% | 25.2% | 122% | 61 | 8.2% | 7.9 |
|
| 7714 |
ARA
7714
Approach Retirement Advisors
Vestavia,
Alabama
| USD 138 M | +USD 17.5 M | +15% | 9.42% | – | 86 | 12.79% | 0.5 |
|
| 7715 |
WAG
7715
Windsor Advisory Group
Columbus,
Ohio
| USD 138 M | +USD 18 M | +15% | 9.26% | 48.2% | 112 | 40.18% | 1.4 |
|
| 7716 |
LFS
7716
Littlejohn Financial Services
Roseburg,
Oregon
| USD 138 M | +USD 4.5 M | +3% | 10.2% | – | 86 | 46.51% | 0.8 |
|
| 7717 |
SM
7717
Soapstone Management
Bethesda,
Maryland
| USD 138 M | -USD 2.9 M | -2% | 3.84% | 30.3% | 16 | 43.75% | 1.8 |
|
| 7718 |
MPM
7718
Mountaineer Partners Management
New York
| USD 137 M | -USD 63.8 M | -32% | 16.3% | 158% | 17 | 41.18% | 1.6 |
|
| 7719 |
RA
7719
Rubicon Advisors
Redding,
California
| USD 137 M | +USD 22.4 M | +20% | 15.6% | – | 95 | 30.53% | 0.4 |
|
| 7720 |
PGWM
7720
Pitti Group Wealth Management
Victor,
New York
| USD 137 M | +USD 14.1 M | +11% | 9.9% | 65.3% | 85 | 5.88% | 2.8 |
|
| 7721 |
GF
7721
GTS Financial
Bloomington,
Minnesota
| USD 137 M | +USD 11 M | +9% | 8.61% | – | 48 | 25% | 0.2 |
|
| 7722 |
MA
7722
Marquette Associates
Chicago,
Illinois
| USD 137 M | +USD 45.3 M | +49% | 9.67% | – | 43 | 53.49% | 1 |
|
| 7723 |
WF
7723
WealthPoint Financial
Cramerton,
North Carolina
| USD 137 M | +USD 17.7 M | +15% | 11% | – | 132 | 12.88% | 0.4 |
|
| 7724 |
FJWM
7724
Ferguson Johnson Wealth Management
Rockville,
Maryland
| USD 137 M | +USD 13.9 M | +11% | 6.9% | – | 38 | 10.53% | 0.4 |
|
| 7725 |
FF
7725
Farnam Financial
Phoenix,
Arizona
| USD 137 M | +USD 15.6 M | +13% | 18.7% | – | 58 | 24.14% | 1.3 |
|