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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Northwest Quadrant Wealth Management
Bend,
Oregon
| USD 406 M | -USD 2.15 M | -0.5% | 0.47% | 45.6% | 66 | 9.09% | 4.9 |
|
| 3502 |
3502
GenWealth Group
Maplewood,
New Jersey
| USD 406 M | +USD 9.27 M | +2% | 2.32% | 73.9% | 68 | 8.82% | 4.5 |
|
| 3503 |
3503
America First Investment Advisors
Omaha,
Nebraska
| USD 406 M | -USD 5.09 M | -1% | 0.91% | 78.2% | 86 | 8.14% | 6.4 |
|
| 3504 |
3504
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 406 M | -USD 9.45 M | -2% | 0.54% | 57.2% | 60 | 11.67% | 5.4 |
|
| 3505 |
AIS
3505
AM Investment Strategies
Chattanooga,
Tennessee
| USD 406 M | +USD 11.6 M | +3% | 6.54% | 121% | 114 | 12.28% | 2.3 |
|
| 3506 |
3506
RB Capital Management
Reno,
Nevada
| USD 406 M | +USD 24.9 M | +7% | 6.35% | 79.4% | 183 | 4.92% | 4.5 |
|
| 3507 |
3507
Bulltick Wealth Management
Miami,
Florida
| USD 406 M | -USD 179 M | -31% | 1.19% | 58.2% | 122 | 37.7% | 1.7 |
|
| 3508 |
CWM
3508
Compass Wealth Management
Guilford,
Connecticut
| USD 405 M | +USD 5.72 M | +1% | 2.12% | 103% | 413 | 9.93% | 1.3 |
|
| 3509 |
3509
Kozak & Associates
Highlands Ranch,
Colorado
| USD 405 M | +USD 33.1 M | +9% | 7.84% | 97.4% | 406 | 9.11% | 2.1 |
|
| 3510 |
3510
Cedar Mountain Advisors
Lake Oswego,
Oregon
| USD 405 M | +USD 7.31 M | +2% | 0.98% | 57.7% | 359 | 7.8% | 3 |
|
| 3511 |
3511
True Wealth Design
Akron,
Ohio
| USD 405 M | +USD 3.41 M | +0.8% | 0.11% | 57% | 834 | 12.11% | 1.3 |
|
| 3512 |
3512
SMI Advisory Services
Columbus,
Indiana
| USD 404 M | +USD 48.2 M | +14% | 1.75% | 80.7% | 74 | 47.3% | 0.7 |
|
| 3513 |
DI
3513
Diligent Investors
Redlands,
California
| USD 404 M | +USD 5.12 M | +1% | 1.69% | 82.2% | 353 | 10.76% | 4 |
|
| 3514 |
3514
Pacific Sage Partners
Edmonds,
Washington
| USD 403 M | +USD 17.2 M | +4% | 2.66% | 58.9% | 104 | 7.69% | 1.2 |
|
| 3515 |
3515
Nicolet Bankshares
Green Bay,
Wisconsin
| USD 403 M | -USD 1.43 M | -0.4% | 3.38% | 75.5% | 219 | 6.39% | 5.4 |
|
| 3516 |
3516
Concord Asset Management (Virginia)
Abingdon,
Virginia
| USD 403 M | +USD 23.2 M | +6% | 2.53% | 64.7% | 137 | 8.03% | 1.2 |
|
| 3517 |
WHGC
3517
Wealth High Governance Capital
Sao Paulo,
Brazil
| USD 403 M | -USD 44.1 M | -10% | 12.2% | 622% | 85 | 80% | 0.1 |
|
| 3518 |
3518
Sierra Summit Advisors
Incline Village,
Nevada
| USD 403 M | +USD 35.6 M | +10% | 5.7% | – | 166 | 27.11% | 0.4 |
|
| 3519 |
3519
Mountain Capital Investment Advisors
Westminster,
Colorado
| USD 403 M | +USD 46.2 M | +13% | 2.08% | 63.3% | 53 | 18.87% | 1.5 |
|
| 3520 |
3520
Knightsbridge Asset Management
Newport Beach,
California
| USD 403 M | +USD 49.3 M | +14% | 2.32% | 150% | 140 | 35% | 2.5 |
|
| 3521 |
3521
Westwind Capital
Las Cruces,
New Mexico
| USD 403 M | +USD 7.97 M | +2% | 2.65% | 87.6% | 41 | 9.76% | 3 |
|
| 3522 |
3522
Coastal Bridge Advisors
Westport,
Connecticut
| USD 403 M | -USD 31.9 M | -7% | 1.96% | 88.1% | 188 | 15.43% | 4.2 |
|
| 3523 |
3523
Abacus FCF Advisors
Orlando,
Florida
| USD 402 M | +USD 2.64 M | +0.7% | 2.19% | 197% | 187 | 41.71% | 1.1 |
|
| 3524 |
3524
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| USD 402 M | +USD 18.9 M | +5% | 1.35% | 13.1% | 113 | 15.04% | 3 |
|
| 3525 |
3525
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| USD 402 M | +USD 26.9 M | +7% | 3.94% | 84.8% | 125 | 20% | 2.7 |
|