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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Mattern Wealth Management
Lawrence,
Kansas
| USD 297 M | -USD 16.3 M | -5% | 0.42% | 54% | 173 | 9.25% | 1.3 |
|
| 3777 |
3777
Moisand Fitzgerald Tamayo
Orlando,
Florida
| USD 297 M | +USD 22 M | +8% | 1.18% | 51.1% | 431 | 11.83% | 2.6 |
|
| 3778 |
3778
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| USD 297 M | +USD 11.8 M | +4% | 0.35% | 130% | 87 | 18.39% | 1.1 |
|
| 3779 |
3779
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| USD 297 M | -USD 2.4 M | -0.8% | 6.07% | 70.9% | 24 | 8.33% | 4.9 |
|
| 3780 |
3780
Investors Research Corp
Atlanta,
Georgia
| USD 296 M | +USD 7.21 M | +2% | 1.81% | 62.1% | 1,070 | 6.45% | 2.2 |
|
| 3781 |
3781
Element Pointe Advisors
Miami,
Florida
| USD 296 M | -USD 34.6 M | -10% | 0.93% | 75.1% | 127 | 22.05% | 1.3 |
|
| 3782 |
3782
Poehling Capital Management
Madison,
Wisconsin
| USD 296 M | -USD 17.8 M | -6% | 2.54% | 83% | 155 | 17.42% | 1.9 |
|
| 3783 |
3783
Bard Associates
Chicago,
Illinois
| USD 296 M | -USD 9.46 M | -3% | 3.55% | 241% | 184 | 9.78% | 4.2 |
|
| 3784 |
3784
Tenzing Global Management
San Francisco,
California
| USD 296 M | -USD 82.6 M | -22% | 4.09% | 273% | 17 | 58.82% | 1.1 |
|
| 3785 |
FA
3785
Financial Advisors
Andover,
Massachusetts
| USD 296 M | +USD 10.5 M | +4% | 1.01% | 71.5% | 89 | 3.37% | 1.9 |
|
| 3786 |
3786
CRA Financial Services
Northfield,
New Jersey
| USD 296 M | +USD 7.95 M | +3% | 0.49% | 91.9% | 207 | 9.66% | 1.8 |
|
| 3787 |
WA
3787
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 295 M | -USD 16.2 M | -5% | 1.49% | 125% | 274 | 7.3% | 4.4 |
|
| 3788 |
3788
MJP Associates
Farmington,
Connecticut
| USD 295 M | -USD 3.45 M | -1% | 0.33% | 60.9% | 151 | 14.57% | 0.6 |
|
| 3789 |
PBF
3789
Petix & Botte Financial
La Mesa,
California
| USD 295 M | +USD 152 M | +106% | 0.3% | 47.5% | 117 | 37.61% | 1 |
|
| 3790 |
3790
Peak Financial Management
Wellesley,
Massachusetts
| USD 295 M | +USD 697 k | +0.2% | 0.71% | 58.2% | 76 | 13.16% | 3 |
|
| 3791 |
PWM
3791
Praetorian Wealth Management
Carmel,
California
| USD 295 M | -USD 4.32 M | -1% | 0.88% | 60.4% | 64 | 4.69% | 1.1 |
|
| 3792 |
3792
Rezny Wealth Management
Fort Myers,
Florida
| USD 295 M | +USD 8.56 M | +3% | 0.04% | 99.6% | 21 | 19.05% | 2 |
|
| 3793 |
3793
Rowlandmiller & Partners
Atlanta,
Georgia
| USD 295 M | -USD 112 M | -27% | 1.22% | 84% | 192 | 27.08% | 4.6 |
|
| 3794 |
3794
59 North Capital Management
Houston,
Texas
| USD 295 M | +USD 26.9 M | +10% | 2.08% | 81.4% | 11 | 9.09% | 0.6 |
|
| 3795 |
FSA
3795
Financial Services Advisory
Rockville,
Maryland
| USD 295 M | +USD 60.7 M | +26% | 0.16% | 82.5% | 60 | 50% | 0.5 |
|
| 3796 |
3796
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 295 M | +USD 4.7 M | +2% | 0.3% | 92% | 155 | 10.97% | 2.6 |
|
| 3797 |
3797
Triangle Securities Wealth Management
Raleigh,
North Carolina
| USD 295 M | -USD 1.11 M | -0.4% | 0.15% | 83.6% | 178 | 3.93% | 4.7 |
|
| 3798 |
3798
Canal Insurance Company
Greenville,
South Carolina
| USD 294 M | +USD 10.3 M | +4% | 2.36% | 114% | 83 | 15.66% | 3.7 |
|
| 3799 |
3799
Founders Fund V Management
San Francisco,
California
| USD 294 M | +USD 1.2 M | +0.4% | 32.3% | 860% | 5 | 20% | 0.5 |
|
| 3800 |
3800
Monument Capital Management
Alexandria,
Virginia
| USD 294 M | +USD 5.27 M | +2% | 0% | 170% | 154 | 15.58% | 1.3 |
|