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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8276 |
BAM
8276
Burkett Asset Management
Victoria,
| USD 107 M | +USD 5.53 M | +5% | 14.1% | – | 66 | 18.18% | 0.4 |
|
| 8277 |
FA
8277
Fullerton Advisors
Danville,
California
| USD 107 M | +USD 10.4 M | +11% | 12.2% | – | 56 | 8.93% | 0.5 |
|
| 8278 |
IWS
8278
Intentional Wealth Strategies
Colorado Springs,
Colorado
| USD 107 M | -USD 727 k | -0.7% | 17.3% | – | 945 | 93.12% | 0.2 |
|
| 8279 |
OPWM
8279
Oregon Pacific Wealth Management
Medford,
Oregon
| USD 107 M | +USD 10.7 M | +11% | 11.5% | – | 122 | 19.67% | 0.9 |
|
| 8280 |
AWA
8280
American Wealth Advisors
Johns Creek,
Georgia
| USD 107 M | +USD 10.6 M | +11% | 12.3% | – | 42 | 2.38% | 0.7 |
|
| 8281 |
ECM
8281
Ebert Capital Management
Eureka,
California
| USD 107 M | +USD 8.65 M | +9% | 12.8% | – | 29 | 13.79% | 0.4 |
|
| 8282 |
CWMS
8282
CFG Wealth Management Services
Indianapolis,
Indiana
| USD 107 M | -USD 3.63 M | -3% | 6.04% | – | 152 | 47.37% | 0.5 |
|
| 8283 |
OE
8283
October Effect
Virginia Beach,
Virginia
| USD 106 M | +USD 19.5 M | +22% | 64.6% | – | 76 | 31.58% | 0.7 |
|
| 8284 |
PGWA
8284
Plus Group Wealth Advisors
Belgium,
Wisconsin
| USD 106 M | +USD 15.4 M | +17% | 12% | – | 48 | 14.58% | 0.4 |
|
| 8285 |
WAG
8285
Wallace Advisory Group
Lafayette,
California
| USD 106 M | +USD 12.7 M | +14% | 9.69% | 50.9% | 146 | 23.97% | 2.1 |
|
| 8286 |
CF
8286
Calder Financial
Downingtown,
Pennsylvania
| USD 106 M | +USD 5.41 M | +5% | 12.2% | – | 45 | 15.56% | 0.4 |
|
| 8287 |
EW
8287
Expressive Wealth
Chicago,
Illinois
| USD 106 M | +USD 984 k | +0.9% | 17.1% | – | 147 | 21.09% | 0.4 |
|
| 8288 |
RRMM
8288
Regatta Research & Money Management
Metairie,
Louisiana
| USD 106 M | – | – | 14.7% | – | 495 | – | 0 |
|
| 8289 |
EPW
8289
Elevated Private Wealth
Brookfield,
Wisconsin
| USD 106 M | – | – | 28.8% | – | 76 | – | 0.5 |
|
| 8290 |
OIS
8290
OneAscent Investment Solutions
Birmingham,
Alabama
| USD 106 M | +USD 5.65 M | +6% | 17.5% | – | 178 | 47.19% | 0.7 |
|
| 8291 |
HA
8291
Hyposwiss Advisors
Geneva,
| USD 106 M | +USD 4.39 M | +4% | 14.4% | – | 114 | 10.53% | 0.5 |
|
| 8292 |
BOTPPF
8292
Board of the Pension Protection Fund
Croydon,
United Kingdom
| USD 105 M | -USD 3.31 M | -3% | 8.1% | – | 201 | 67.66% | 0.5 |
|
| 8293 |
VIM
8293
Villanova Investment Management
Wayne,
Pennsylvania
| USD 105 M | +USD 7.79 M | +8% | 9.8% | – | 59 | 10.17% | 1.5 |
|
| 8294 |
GWL
8294
Generations Wealth LLC
Mason,
Ohio
| USD 105 M | +USD 2.33 M | +2% | 12.1% | – | 37 | 24.32% | 0.4 |
|
| 8295 |
SF
8295
Succession Financial
Mckinney,
Texas
| USD 105 M | – | – | 29% | – | 50 | – | 0 |
|
| 8296 |
CSW
8296
Cogent Strategic Wealth
Chicago,
Illinois
| USD 105 M | +USD 7.59 M | +8% | 13.8% | – | 61 | 13.11% | 0.4 |
|
| 8297 |
2L
8297
22NW LP
Seattle,
Washington
| USD 105 M | -USD 41.2 M | -28% | 27.5% | 138% | 17 | 23.53% | 1.7 |
|
| 8298 |
ICVCFVA
8298
IDG China Venture Capital Fund V Associates
Hong Kong
| USD 105 M | -USD 21.1 M | -17% | 13.6% | 7.34% | 1 | 0% | 4.5 |
|
| 8299 |
IAP
8299
Indie Asset Partners
Carmel,
Indiana
| USD 104 M | +USD 16.7 M | +19% | 12.8% | 119% | 90 | 12.22% | 2.6 |
|
| 8300 |
VA
8300
Verdad Advisers
Boston,
Massachusetts
| USD 104 M | +USD 15.6 M | +18% | 21.1% | – | 276 | 59.06% | 0.3 |
|