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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Princeton Capital Management
Red Bank,
New Jersey
| USD 322 M | -USD 26.9 M | -8% | 4.77% | 206% | 116 | 7.76% | 3.7 |
|
| 3727 |
3727
Horizon Wealth Management
La Grange,
Illinois
| USD 322 M | -USD 21.2 M | -6% | 3.98% | 97.2% | 117 | 17.95% | 0.2 |
|
| 3728 |
3728
NKCFO LLC
Geneva,
Illinois
| USD 322 M | +USD 10.4 M | +3% | 7.63% | 211% | 151 | 60.26% | 0.7 |
|
| 3729 |
3729
Moller Wealth Partners
| USD 322 M | +USD 8.2 M | +3% | 1.93% | 44.1% | 53 | 7.55% | 5.3 |
|
| 3730 |
3730
Windsor Capital Management
Phoenix,
Arizona
| USD 321 M | -USD 10.2 M | -3% | 3.94% | 49.1% | 123 | 8.13% | 5.3 |
|
| 3731 |
OH
3731
Oikos Holdings
New York
| USD 321 M | +USD 103 M | +47% | 5.67% | 5.54% | 7 | 14.29% | 0.8 |
|
| 3732 |
ARG
3732
Advisory Resource Group
Tulsa,
Oklahoma
| USD 321 M | +USD 21.6 M | +7% | 1.49% | 72% | 148 | 6.76% | 1.4 |
|
| 3733 |
PAM
3733
Premier Asset Management
Chicago,
Illinois
| USD 321 M | -USD 254 M | -44% | 1.52% | 104% | 136 | 28.68% | 2.9 |
|
| 3734 |
3734
Great Point Wealth Advisors
Boston,
Massachusetts
| USD 321 M | -USD 5.42 M | -2% | 3.64% | – | 66 | 19.7% | 1.9 |
|
| 3735 |
3735
Pinnacle Private Wealth
Andover,
Massachusetts
| USD 321 M | +USD 1.9 M | +0.6% | 4.11% | – | 338 | 26.04% | 0.2 |
|
| 3736 |
3736
Bank of Stockton
Stockton,
California
| USD 321 M | -USD 19.4 M | -6% | 4.73% | 99.2% | 131 | 10.69% | 5 |
|
| 3737 |
3737
Westover Capital Advisors
Wilmington,
Delaware
| USD 321 M | -USD 22.9 M | -7% | 3.32% | 144% | 198 | 21.72% | 2.5 |
|
| 3738 |
3738
Jackson Square Capital
San Francisco,
California
| USD 321 M | -USD 27 M | -8% | 3.71% | 423% | 205 | 21.95% | 1.5 |
|
| 3739 |
3739
West Paces Advisors
Atlanta,
Georgia
| USD 321 M | +USD 143 k | +0% | 4.22% | 57.7% | 646 | 22.45% | 3.2 |
|
| 3740 |
3740
SCHF (GPE)
Wilson,
Wyoming
| USD 321 M | -USD 235 M | -42% | 29.9% | – | 12 | 58.33% | 0.6 |
|
| 3741 |
FA
3741
Financial Advisors
Andover,
Massachusetts
| USD 320 M | -USD 7.77 M | -2% | 5.29% | 71.5% | 91 | 8.79% | 2.3 |
|
| 3742 |
WA
3742
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 320 M | +USD 7.29 M | +2% | 6.32% | 125% | 284 | 9.86% | 4.5 |
|
| 3743 |
3743
Tucker Asset Management
Littleton,
Colorado
| USD 320 M | +USD 10 M | +3% | 4.84% | 71.6% | 622 | 40.03% | 0.7 |
|
| 3744 |
3744
Hourglass Capital
Houston,
Texas
| USD 320 M | +USD 21.4 M | +7% | 5.45% | 94.4% | 108 | 12.04% | 4.6 |
|
| 3745 |
3745
EnerVest
Houston,
Texas
| USD 320 M | -USD 33.6 M | -9% | 25.3% | 20.5% | 1 | 0% | 3.3 |
|
| 3746 |
3746
Cloverfields Capital Group
Minneapolis,
Minnesota
| USD 320 M | -USD 1.12 M | -0.3% | 0.76% | 101% | 75 | 29.33% | 0.8 |
|
| 3747 |
3747
Affinity Capital Advisors
Berkeley,
California
| USD 320 M | -USD 11.4 M | -3% | 5.33% | 72.7% | 128 | 15.63% | 1.9 |
|
| 3748 |
3748
Falcon Wealth Planning
Ontario,
California
| USD 320 M | +USD 13.9 M | +5% | 3.99% | 52.7% | 83 | 14.46% | 1 |
|
| 3749 |
3749
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| USD 319 M | -USD 17.5 M | -5% | 3.46% | 85.6% | 122 | 3.28% | 4.3 |
|
| 3750 |
3750
Bourne Lent Asset Management
Pawling,
New York
| USD 319 M | -USD 54.4 M | -15% | 6.21% | 76.1% | 63 | 4.76% | 4.9 |
|