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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Gateway Wealth Partners
Appleton,
Wisconsin
| USD 363 M | +USD 32 M | +10% | 5.8% | 58.9% | 294 | 17.69% | 1 |
|
| 3877 |
3877
RR Advisors
Dallas,
Texas
| USD 362 M | -USD 10.6 M | -3% | 1.86% | 115% | 26 | 30.77% | 3.8 |
|
| 3878 |
3878
Evergreen Advisors
Chattanooga,
Tennessee
| USD 362 M | +USD 28.1 M | +8% | 6.13% | – | 17 | 5.88% | 3.5 |
|
| 3879 |
3879
Canvas Wealth Advisors
Shawnee,
Kansas
| USD 362 M | +USD 38.7 M | +12% | 5.55% | 133% | 184 | 21.74% | 1.5 |
|
| 3880 |
CA
3880
Crumly & Associates
Springfield,
Illinois
| USD 362 M | +USD 14.5 M | +4% | 5.56% | 58.1% | 157 | 18.47% | 2 |
|
| 3881 |
3881
Winch Advisory Services
Appleton,
Wisconsin
| USD 362 M | +USD 11.9 M | +3% | 3.83% | 80.8% | 498 | 13.45% | 4.8 |
|
| 3882 |
3882
Monument Capital Management
Alexandria,
Virginia
| USD 362 M | +USD 21.7 M | +6% | 9.96% | 170% | 214 | 26.17% | 2 |
|
| 3883 |
3883
Keystone Wealth Services
Palm Desert,
California
| USD 362 M | +USD 40.2 M | +12% | 4.71% | 80.1% | 262 | 15.27% | 1.7 |
|
| 3884 |
3884
P/E Global LLC
Boston,
Massachusetts
| USD 361 M | -USD 6.72 M | -2% | 5.57% | 49% | 3 | 0% | 1.2 |
|
| 3885 |
EGA
3885
E&G Advisors
Houston,
Texas
| USD 361 M | +USD 21.2 M | +6% | 5.15% | 97.7% | 222 | 9.01% | 2.4 |
|
| 3886 |
3886
Meteora Capital
Boca Raton,
Florida
| USD 361 M | -USD 186 M | -34% | 1.97% | 56.9% | 304 | 47.37% | 0.9 |
|
| 3887 |
3887
Old Port Advisors
Portland,
Maine
| USD 360 M | +USD 25.1 M | +8% | 7.5% | 114% | 241 | 7.88% | 3.9 |
|
| 3888 |
3888
Addison Advisors
Middlebury,
Vermont
| USD 360 M | +USD 50.1 M | +16% | 5.88% | 50.2% | 867 | 14.3% | 2.2 |
|
| 3889 |
3889
Madrona Financial Services
Everett,
Washington
| USD 360 M | +USD 34.3 M | +11% | 4.47% | 85.1% | 115 | 14.78% | 2.5 |
|
| 3890 |
3890
Cornerstone Wealth Advisors
Edina,
Minnesota
| USD 360 M | +USD 25.6 M | +8% | 5.11% | 46.1% | 50 | 4% | 2.7 |
|
| 3891 |
3891
WR Wealth Planners
Columbia,
Missouri
| USD 360 M | +USD 31.7 M | +10% | 6.09% | 22.1% | 1,223 | 13.16% | 0.7 |
|
| 3892 |
3892
ClearAlpha Technologies
Greenwich,
Connecticut
| USD 359 M | +USD 57.3 M | +19% | 6.5% | – | 336 | 70.24% | 0.2 |
|
| 3893 |
3893
Founders Financial Alliance
Raleigh,
North Carolina
| USD 359 M | +USD 22 M | +7% | 6.38% | 84.9% | 600 | 8.67% | 2.6 |
|
| 3894 |
3894
Landaas & Company
Milwaukee,
Wisconsin
| USD 359 M | +USD 31 M | +9% | 5.99% | 68.3% | 92 | 13.04% | 3.4 |
|
| 3895 |
3895
Hourglass Capital
Houston,
Texas
| USD 359 M | +USD 22.7 M | +7% | 8.55% | 94.4% | 108 | 6.48% | 5.5 |
|
| 3896 |
3896
Grey Fox Wealth Advisors
Rockland,
Delaware
| USD 359 M | +USD 74.5 M | +26% | 5.78% | 41.9% | 161 | 36.02% | 1.1 |
|
| 3897 |
3897
Strong Tower Advisory Services
Minneapolis,
Minnesota
| USD 359 M | +USD 54.1 M | +18% | 9.21% | 155% | 107 | 15.89% | 2 |
|
| 3898 |
3898
SimplyRich
Carlsbad,
California
| USD 359 M | +USD 42.7 M | +14% | 6.75% | 98.3% | 229 | 25.76% | 2.8 |
|
| 3899 |
3899
Rothschild Capital Partners
New York
| USD 359 M | +USD 8.54 M | +2% | 4.26% | 90.8% | 49 | 4.08% | 3.6 |
|
| 3900 |
3900
Zeno Equity Partners
London,
United Kingdom
| USD 359 M | -USD 17.3 M | -5% | 4.67% | – | 17 | 23.53% | 0.6 |
|