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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7801 |
7801
Cook & Bynum Capital Management
Birmingham,
Alabama
| USD 135 M | +USD 10.3 M | +8% | 10.1% | 46.8% | 6 | 0% | 7.7 |
|
| 7802 |
7802
Tenet Wealth Partners
Champaign,
Illinois
| USD 134 M | – | – | 11.1% | – | 101 | – | 0 |
|
| 7803 |
7803
Athena Wealth Management
Reno,
Nevada
| USD 134 M | +USD 12.2 M | +10% | 8.93% | – | 126 | 33.33% | 0.4 |
|
| 7804 |
7804
Talisman Wealth Advisors
Mountainside,
New Jersey
| USD 134 M | +USD 10.3 M | +8% | 13% | 70.8% | 151 | 60.26% | 1.6 |
|
| 7805 |
7805
PeakShares LLC
Tampa,
Florida
| USD 134 M | +USD 25.4 M | +23% | 34.2% | – | 133 | 21.05% | 0.4 |
|
| 7806 |
7806
Real Talk Capital
Franklin,
Tennessee
| USD 134 M | +USD 28.3 M | +27% | 16.4% | – | 105 | 13.33% | 1.1 |
|
| 7807 |
7807
Hingham Institution for Savings
Hingham,
Massachusetts
| USD 134 M | +USD 21.1 M | +19% | 14.4% | – | 16 | 12.5% | 0.4 |
|
| 7808 |
7808
Boreal Capital Management
Miami,
Florida
| USD 134 M | +USD 11.3 M | +9% | 18.4% | – | 523 | 15.87% | 0.8 |
|
| 7809 |
7809
Kraematon Investment Advisors
Braintree,
Massachusetts
| USD 134 M | +USD 11.4 M | +9% | 15.2% | 89.8% | 107 | 11.21% | 2.6 |
|
| 7810 |
7810
Vista Cima Wealth Management
Surprise,
Arizona
| USD 134 M | +USD 33 M | +33% | 18.9% | – | 52 | 13.46% | 1.2 |
|
| 7811 |
7811
LWM Advisors
El Dorado Hills,
California
| USD 134 M | +USD 18.8 M | +16% | 14.1% | – | 37 | 24.32% | 1.1 |
|
| 7812 |
7812
Arnold Financial Planning
Hiawatha,
Iowa
| USD 134 M | +USD 27.1 M | +25% | 9.94% | – | 42 | 40.48% | 0.3 |
|
| 7813 |
7813
Waystone Advisors
Redmond,
Washington
| USD 134 M | +USD 22.2 M | +20% | 14.9% | – | 120 | 24.17% | 0.4 |
|
| 7814 |
7814
Asempa Wealth Advisors
Baton Rouge,
Louisiana
| USD 134 M | +USD 19.3 M | +17% | 14.5% | – | 125 | 12.8% | 0.4 |
|
| 7815 |
7815
Freestate Advisors
Overland Park,
Kansas
| USD 134 M | +USD 8.8 M | +7% | 6.43% | – | 44 | 9.09% | 1.7 |
|
| 7816 |
7816
PrairieView Wealth Partners
Orland Park,
Illinois
| USD 134 M | +USD 11.9 M | +10% | 9.42% | – | 31 | 9.68% | 1.7 |
|
| 7817 |
7817
Integrated Wealthcare
Durham,
North Carolina
| USD 134 M | +USD 14.3 M | +12% | 12.1% | – | 29 | 3.45% | 0.5 |
|
| 7818 |
7818
Lexington Partners
New York
| USD 134 M | -USD 233 M | -63% | 37.1% | 1.27% | 3 | 33.33% | 2.8 |
|
| 7819 |
7819
Elevation Wealth Management
Eden Prairie,
Minnesota
| USD 134 M | +USD 24.8 M | +23% | 21.4% | – | 153 | 15.03% | 0.4 |
|
| 7820 |
7820
Paller Financial Services
Centennial,
Colorado
| USD 134 M | +USD 12.9 M | +11% | 16.7% | – | 49 | 22.45% | 0.4 |
|
| 7821 |
BI
7821
BluePrint Investing
San Francisco,
California
| USD 134 M | +USD 8.15 M | +6% | 7.25% | – | 26 | 0% | 0.5 |
|
| 7822 |
7822
McAlvany Wealth Management
Durango,
Colorado
| USD 134 M | -USD 14.8 M | -10% | 15.8% | – | 49 | 18.37% | 0.4 |
|
| 7823 |
7823
Eagle Bay Advisors
New York
| USD 134 M | +USD 20.3 M | +18% | 15.9% | 85% | 151 | 22.52% | 2.6 |
|
| 7824 |
7824
DWR Wealth Management
San Jose,
California
| USD 134 M | +USD 18.7 M | +16% | 12% | – | 56 | 8.93% | 0.4 |
|
| 7825 |
7825
Cannae Holdings
Las Vegas,
Nevada
| USD 134 M | +USD 109 M | +444% | 4.46% | 88.6% | 3 | 66.67% | 2.4 |
|