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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
Rezny Wealth Management
Fort Myers,
Florida
| USD 464 M | -USD 31.6 M | -6% | 5.12% | 99.6% | 46 | 34.78% | 1.9 |
|
| 3777 |
3777
RWC Asset Advisors
Miami,
Florida
| USD 464 M | -USD 63.5 M | -12% | 16.2% | 267% | 15 | 20% | 2.1 |
|
| 3778 |
3778
Cypress Point Wealth Management
Dallas,
Texas
| USD 464 M | +USD 6.11 M | +1% | 5.48% | 255% | 132 | 38.64% | 1.5 |
|
| 3779 |
DI
3779
DDFG Inc
Thousand Oaks,
California
| USD 464 M | +USD 7.2 M | +2% | 0.21% | 56.3% | 90 | 7.78% | 2.5 |
|
| 3780 |
3780
Curtis Advisory Group
Santa Barbara,
California
| USD 464 M | -USD 12.8 M | -3% | 3.69% | 79.8% | 122 | 8.2% | 3.3 |
|
| 3781 |
3781
DecisionPoint Financial
Mesa,
Arizona
| USD 464 M | +USD 9.4 M | +2% | 0.29% | 48% | 741 | 10.53% | 1.3 |
|
| 3782 |
3782
Wiser Wealth Management
Marietta,
Georgia
| USD 464 M | +USD 14 M | +3% | 2.21% | 53% | 61 | 14.75% | 2.5 |
|
| 3783 |
3783
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 464 M | -USD 81.9 M | -15% | 1.35% | 55.7% | 148 | 10.14% | 8.6 |
|
| 3784 |
FNBOMD
3784
First National Bank of Mount Dora
Mount Dora,
Florida
| USD 463 M | +USD 5.25 M | +1% | 0.22% | 96.2% | 134 | 11.94% | 6.1 |
|
| 3785 |
CWWM
3785
Clear Wave Wealth Management
Red Bank,
New Jersey
| USD 463 M | – | – | 1.3% | – | 176 | – | 0 |
|
| 3786 |
3786
Richard P. Slaughter Associates
Austin,
Texas
| USD 463 M | -USD 14.4 M | -3% | 1.12% | 55.7% | 114 | 17.54% | 2.8 |
|
| 3787 |
3787
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 463 M | +USD 48.8 M | +12% | 0.56% | 43.1% | 349 | 51% | 1.7 |
|
| 3788 |
3788
Coalescence Partners Investment Management
New York
| USD 463 M | +USD 38.1 M | +9% | 10% | – | 16 | 50% | 1 |
|
| 3789 |
3789
Smith & Howard Wealth Management
Atlanta,
Georgia
| USD 462 M | +USD 17.8 M | +4% | 0.62% | 43.8% | 103 | 25.24% | 4.8 |
|
| 3790 |
3790
Sanchez Wealth Management Group
Jacksonville,
Florida
| USD 462 M | -USD 5.25 M | -1% | 2.86% | 61.1% | 53 | 3.77% | 3.8 |
|
| 3791 |
3791
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| USD 462 M | +USD 600 k | +0.1% | 0.97% | 70.7% | 267 | 21.72% | 2 |
|
| 3792 |
3792
NatWest Group
Edinburgh, Scotland,
United Kingdom
| USD 462 M | +USD 32.7 M | +8% | 2.48% | 207% | 46 | 19.57% | 2.4 |
|
| 3793 |
3793
ParaFi Capital
New York
| USD 462 M | +USD 104 M | +29% | 18.9% | – | 26 | 53.85% | 0.4 |
|
| 3794 |
3794
Aristides Capital
Louisville,
Kentucky
| USD 462 M | -USD 103 M | -18% | 0.92% | 126% | 308 | 56.49% | 1.8 |
|
| 3795 |
3795
Castle Rock Wealth Management
Walnut Creek,
California
| USD 462 M | -USD 611 k | -0.1% | 1.58% | 115% | 274 | 9.12% | 3.2 |
|
| 3796 |
3796
Trinity Legacy Partners
Houston,
Texas
| USD 462 M | +USD 25.9 M | +6% | 1.63% | 63.3% | 109 | 13.76% | 3.4 |
|
| 3797 |
3797
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| USD 462 M | +USD 6.26 M | +1% | 4.97% | 149% | 144 | 9.03% | 5.6 |
|
| 3798 |
3798
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| USD 462 M | +USD 67.4 M | +17% | 6.19% | 240% | 106 | 53.77% | 2.1 |
|
| 3799 |
DI
3799
DAGCO Inc
Westlake,
Ohio
| USD 461 M | +USD 28.4 M | +7% | 1.49% | 75% | 391 | 12.53% | 1.5 |
|
| 3800 |
3800
Weaver Capital Management
Suwanee,
Georgia
| USD 461 M | -USD 12.7 M | -3% | 1.94% | 79.4% | 190 | 11.05% | 1.7 |
|