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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8026 |
AAM
8026
American Asset Management
Boca Raton,
Florida
| USD 123 M | +USD 7.4 M | +6% | 7.01% | 42.5% | 34 | 11.76% | 2.2 |
|
| 8027 |
SFAM
8027
Sawyer Falduto Asset Management
Elmhurst,
Illinois
| USD 123 M | +USD 14.8 M | +14% | 12.2% | – | 279 | 9.68% | 0.5 |
|
| 8028 |
WA
8028
Walsh & Associates
Sarasota,
Florida
| USD 122 M | +USD 21.6 M | +21% | 14.8% | – | 305 | 25.57% | 0.5 |
|
| 8029 |
CG
8029
Curat Global
Springfield,
New Hampshire
| USD 122 M | +USD 20.9 M | +21% | 26.8% | – | 268 | 7.46% | 1.2 |
|
| 8030 |
HCA
8030
Hardworking Capital Advisors
Palm Desert,
California
| USD 122 M | +USD 15.6 M | +15% | 5.36% | – | 85 | 3.53% | 0.5 |
|
| 8031 |
WPM
8031
Worldly Partners Management
Needham,
Massachusetts
| USD 122 M | +USD 3.95 M | +3% | 8.94% | 19.2% | 3 | 0% | 3.5 |
|
| 8032 |
TFA
8032
TandemGrowth Financial Advisors
Alpharetta,
Georgia
| USD 122 M | +USD 16.2 M | +15% | 10.4% | – | 27 | 18.52% | 0.4 |
|
| 8033 |
BFP
8033
Birchwood Financial Partners
Bloomington,
Minnesota
| USD 122 M | +USD 18.5 M | +18% | 12.9% | – | 358 | 4.47% | 0.5 |
|
| 8034 |
GCP
8034
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
| USD 122 M | +USD 17.7 M | +17% | 24.5% | – | 85 | 11.76% | 0.5 |
|
| 8035 |
HPWM
8035
High Point Wealth Management
Chester,
New Jersey
| USD 122 M | +USD 18.6 M | +18% | 21.1% | – | 262 | 9.16% | 0.5 |
|
| 8036 |
FWM
8036
Forteris Wealth Management
Armonk,
New York
| USD 122 M | +USD 17.8 M | +17% | 17.8% | – | 73 | 12.33% | 0.5 |
|
| 8037 |
WCG
8037
Wall Capital Group
Phoenix,
Arizona
| USD 122 M | +USD 28.5 M | +30% | 11.6% | – | 31 | 29.03% | 2.3 |
|
| 8038 |
WOSD
8038
WFA of San Diego
San Diego,
California
| USD 122 M | -USD 2.5 M | -2% | 11.7% | – | 405 | 77.04% | 4.3 |
|
| 8039 |
CWM
8039
Cooke Wealth Management
Irvine,
California
| USD 122 M | +USD 9.25 M | +8% | 9.41% | – | 39 | 5.13% | 0.5 |
|
| 8040 |
JWM
8040
JHP Wealth Management
Centennial,
Colorado
| USD 122 M | +USD 17.5 M | +17% | 13.2% | – | 43 | 32.56% | 0.4 |
|
| 8041 |
CWM
8041
Coral Wealth Management
Miami,
Florida
| USD 122 M | +USD 32.6 M | +37% | 16.5% | – | 22 | 50% | 0.2 |
|
| 8042 |
FMI
8042
Financial Management Inc
Little Rock,
Arkansas
| USD 122 M | +USD 15.5 M | +15% | 10.9% | – | 46 | 15.22% | 0.4 |
|
| 8043 |
HCM
8043
Hicks Capital Management
Columbus,
Ohio
| USD 122 M | +USD 22 M | +22% | 11.8% | – | 42 | 19.05% | 0.8 |
|
| 8044 |
MSAGDF
8044
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| USD 122 M | -USD 615 k | -0.5% | 3.95% | 34.5% | 32 | 25% | 2.5 |
|
| 8045 |
VCM
8045
Vines Capital Management
Monroe,
Louisiana
| USD 122 M | +USD 21 M | +21% | 24.2% | – | 92 | 18.48% | 0.4 |
|
| 8046 |
CWM
8046
ClientFirst Wealth Management
Little Rock,
Arkansas
| USD 122 M | +USD 3.26 M | +3% | 4.13% | – | 55 | 12.73% | 2.8 |
|
| 8047 |
GWM
8047
Greenline Wealth Management
Boca Raton,
Florida
| USD 122 M | +USD 35 M | +40% | 34.8% | – | 139 | 38.13% | 0.3 |
|
| 8048 |
D
8048
Drystone
Ivy,
Virginia
| USD 122 M | +USD 10.7 M | +10% | 14.7% | – | 18 | 0% | 3.9 |
|
| 8049 |
TPWM
8049
Torrey-Payne Wealth Management
Pasadena,
California
| USD 122 M | +USD 12.6 M | +12% | 10.8% | – | 42 | 11.9% | 0.5 |
|
| 8050 |
IVMX
8050
Institutional Venture Management XV
Menlo Park,
California
| USD 122 M | +USD 46 M | +61% | 63.7% | 116% | 3 | 0% | 3.8 |
|