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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
MONECO Advisors
Fairfield,
Connecticut
| USD 258 M | -USD 14.6 M | -5% | 13.4% | 70.5% | 273 | 17.58% | 1.9 |
|
| 3802 |
3802
NVWM LLC
Yardley,
Pennsylvania
| USD 257 M | -USD 58.1 M | -18% | 13.7% | 119% | 597 | 24.62% | 2.1 |
|
| 3803 |
3803
Trinity Legacy Partners
Houston,
Texas
| USD 257 M | -USD 38.9 M | -13% | 10% | 63.3% | 109 | 18.35% | 1.7 |
|
| 3804 |
3804
Daniels + Tansey
Wilmington,
Delaware
| USD 257 M | -USD 38.6 M | -13% | 14.3% | 21.1% | 33 | 15.15% | 1.5 |
|
| 3805 |
3805
Firestone Capital Management
Coral Gables,
Florida
| USD 257 M | -USD 48.1 M | -16% | 12.8% | 51.6% | 127 | 14.17% | 2.1 |
|
| 3806 |
3806
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| USD 257 M | -USD 29.6 M | -10% | 12% | 64.1% | 198 | 7.58% | 4.2 |
|
| 3807 |
3807
Triangle Securities Wealth Management
Raleigh,
North Carolina
| USD 257 M | -USD 42 M | -14% | 13.2% | 83.6% | 177 | 6.21% | 5.2 |
|
| 3808 |
CPFP
3808
Clear Perspectives Financial Planning
Cincinnati,
Ohio
| USD 256 M | -USD 7.34 M | -3% | 6.47% | – | 233 | 18.88% | 1.1 |
|
| 3809 |
3809
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| USD 256 M | -USD 35.6 M | -12% | 11.8% | 74% | 76 | 10.53% | 5.2 |
|
| 3810 |
HF
3810
Halpern Financial
Ashburn,
Virginia
| USD 256 M | -USD 14.7 M | -5% | 13.1% | 26.3% | 353 | 47.03% | 1 |
|
| 3811 |
3811
Harvey Capital Management
Palm Beach,
Florida
| USD 256 M | -USD 67.6 M | -21% | 18.9% | 147% | 79 | 8.86% | 3.1 |
|
| 3812 |
3812
High Note Wealth
Deephaven,
Minnesota
| USD 256 M | -USD 27.2 M | -10% | 12.5% | 82.8% | 104 | 20.19% | 1 |
|
| 3813 |
3813
Progressive Investment Management
Lake Oswego,
Oregon
| USD 256 M | -USD 61.3 M | -19% | 19.7% | 139% | 57 | 14.04% | 3.6 |
|
| 3814 |
3814
First Sabrepoint Capital Management
Dallas,
Texas
| USD 256 M | -USD 28.8 M | -10% | 13.7% | 218% | 32 | 40.63% | 1.5 |
|
| 3815 |
3815
Perennial Investment Advisors
Los Angeles,
California
| USD 256 M | -USD 60.3 M | -19% | 17.6% | 84.3% | 232 | 19.83% | 1.6 |
|
| 3816 |
3816
Peddock Capital Advisors
Braintree,
Massachusetts
| USD 256 M | -USD 52.9 M | -17% | 11.7% | 113% | 156 | 7.05% | 4.6 |
|
| 3817 |
3817
Hamilton Wealth
Encino,
California
| USD 256 M | +USD 25.5 M | +11% | 12% | 108% | 90 | 36.67% | 1.2 |
|
| 3818 |
3818
Pinnacle Private Wealth
Andover,
Massachusetts
| USD 256 M | -USD 65.4 M | -20% | 14.8% | – | 318 | 20.75% | 0.4 |
|
| 3819 |
3819
Mattern Wealth Management
Lawrence,
Kansas
| USD 255 M | -USD 49.9 M | -16% | 11.7% | 54% | 166 | 14.46% | 1.8 |
|
| 3820 |
3820
ThornTree Capital Partners
Boston,
Massachusetts
| USD 255 M | -USD 201 M | -44% | 28.5% | 217% | 22 | 36.36% | 1.4 |
|
| 3821 |
3821
Claar Advisors
New York
| USD 255 M | -USD 85.9 M | -25% | 16.5% | 65.5% | 43 | 18.6% | 2 |
|
| 3822 |
3822
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| USD 255 M | -USD 36.4 M | -12% | 12.3% | 75% | 169 | 10.65% | 5 |
|
| 3823 |
3823
White Pine Capital
Bloomington,
Minnesota
| USD 255 M | -USD 67.6 M | -21% | 12.3% | 143% | 229 | 9.17% | 5.4 |
|
| 3824 |
HA
3824
HYA Advisors
Springfield,
Missouri
| USD 255 M | -USD 33.8 M | -12% | 12.8% | – | 158 | 13.92% | 2 |
|
| 3825 |
3825
Source Financial Advisors
New York
| USD 255 M | -USD 84.6 M | -25% | 19.9% | 18.5% | 121 | 18.18% | 1.1 |
|