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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Peavine Capital
Reno,
Nevada
| USD 409 M | +USD 15 M | +4% | 4.7% | 30.8% | 10 | 10% | 5.1 |
|
| 3627 |
3627
Martin Investment Management
Palm Beach Gardens,
Florida
| USD 408 M | +USD 18.7 M | +5% | 4.35% | 44% | 50 | 6% | 4.8 |
|
| 3628 |
3628
Silver Rock Financial
Los Angeles,
California
| USD 408 M | +USD 383 M | +1,526% | 12.5% | 2.58% | 48 | 27.08% | 1.5 |
|
| 3629 |
3629
West Paces Advisors
Atlanta,
Georgia
| USD 408 M | +USD 24.8 M | +6% | 6.73% | 57.7% | 586 | 9.56% | 4.9 |
|
| 3630 |
BCA
3630
Bray Capital Advisors
Naples,
Florida
| USD 408 M | +USD 9.7 M | +2% | 4.52% | 36.6% | 261 | 3.45% | 6.2 |
|
| 3631 |
3631
Rather & Kittrell
Knoxville,
Tennessee
| USD 408 M | +USD 44.8 M | +12% | 6% | 41.1% | 88 | 11.36% | 1.8 |
|
| 3632 |
3632
Waterfront Wealth
Overland Park,
Kansas
| USD 408 M | +USD 39.4 M | +11% | 8.63% | 71.8% | 265 | 12.08% | 2.6 |
|
| 3633 |
3633
REAP Financial Group
Austin,
Texas
| USD 408 M | +USD 36.3 M | +10% | 4.83% | – | 608 | 14.31% | 0.6 |
|
| 3634 |
3634
Farmers & Merchants Trust Company
Long Beach,
California
| USD 408 M | +USD 22.4 M | +6% | 6.34% | 79.8% | 200 | 8% | 3.7 |
|
| 3635 |
3635
Shulman DeMeo Asset Management
Lake Success,
New York
| USD 407 M | +USD 24.5 M | +6% | 6.15% | 79.3% | 136 | 8.09% | 2.5 |
|
| 3636 |
3636
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| USD 407 M | +USD 15.6 M | +4% | 6.38% | 66.3% | 58 | 0% | 3 |
|
| 3637 |
3637
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 407 M | +USD 44.1 M | +12% | 6.52% | 41.6% | 301 | 51.16% | 2.4 |
|
| 3638 |
3638
Logan Stone Capital
Chicago,
Illinois
| USD 407 M | +USD 19.7 M | +5% | 8.29% | 43.9% | 176 | 38.07% | 1 |
|
| 3639 |
3639
Burt Wealth Advisors
North Bethesda,
Maryland
| USD 406 M | +USD 27 M | +7% | 7.68% | 57.3% | 120 | 9.17% | 5.1 |
|
| 3640 |
3640
Capricorn Investment Group
Palo Alto,
California
| USD 406 M | +USD 15.1 M | +4% | 5.67% | 95.9% | 8 | 0% | 2.6 |
|
| 3641 |
3641
Prosight Management
Dallas,
Texas
| USD 406 M | +USD 71.8 M | +21% | 1.17% | 39.5% | 62 | 53.23% | 0.7 |
|
| 3642 |
3642
Oak Hill Wealth Advisors
Lansdowne,
Virginia
| USD 406 M | +USD 75.9 M | +23% | 0% | 48% | 229 | 100% | 0 |
|
| 3643 |
3643
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| USD 405 M | +USD 56.5 M | +16% | 12.3% | 71.1% | 246 | 11.79% | 2 |
|
| 3644 |
3644
Garrett Wealth Advisory Group
Weatherford,
Texas
| USD 405 M | +USD 132 M | +48% | 5.09% | 74.6% | 100 | 17% | 2.1 |
|
| 3645 |
3645
Maia Wealth
Denver,
Colorado
| USD 405 M | +USD 72.5 M | +22% | 5.13% | – | 297 | 32.32% | 0.5 |
|
| 3646 |
3646
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| USD 404 M | +USD 51.6 M | +15% | 7.8% | 63.7% | 108 | 28.7% | 2.2 |
|
| 3647 |
3647
ALM First Financial Advisors
Dallas,
Texas
| USD 404 M | +USD 56.1 M | +16% | 4.6% | 50.5% | 23 | 4.35% | 1.4 |
|
| 3648 |
3648
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| USD 404 M | -USD 32 M | -7% | 6.02% | 87.9% | 271 | 17.34% | 3.1 |
|
| 3649 |
3649
Coastal Bridge Advisors
Westport,
Connecticut
| USD 403 M | +USD 968 k | +0.2% | 3.23% | 88.1% | 183 | 13.66% | 4.2 |
|
| 3650 |
3650
Waller Financial Planning Group
Columbus,
Ohio
| USD 403 M | +USD 31.1 M | +8% | 7.09% | 47.5% | 74 | 13.51% | 3.6 |
|