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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| USD 237 M | -USD 13.5 M | -5% | 5.04% | 63.5% | 180 | 2.22% | 1.3 |
|
| 3902 |
3902
Hamilton Wealth
Encino,
California
| USD 237 M | -USD 18.9 M | -7% | 4% | 108% | 103 | 46.6% | 1 |
|
| 3903 |
3903
IAM Advisory
Easton,
Pennsylvania
| USD 237 M | -USD 6.74 M | -3% | 4.98% | 74.5% | 86 | 17.44% | 0.7 |
|
| 3904 |
3904
Financial Sense Advisors
San Diego,
California
| USD 237 M | -USD 36.9 M | -13% | 5.95% | 152% | 108 | 25% | 0.9 |
|
| 3905 |
3905
Confluence Wealth Services
Mcmurray,
Pennsylvania
| USD 236 M | +USD 8.76 M | +4% | 4.42% | 64.5% | 283 | 25.8% | 0.6 |
|
| 3906 |
3906
Gries Financial
Cleveland,
Ohio
| USD 236 M | +USD 26.2 M | +12% | 5.5% | 71.3% | 155 | 29.68% | 1 |
|
| 3907 |
3907
LSP Investment Advisors
New York
| USD 236 M | -USD 17.1 M | -7% | 3.28% | 79.5% | 33 | 12.12% | 1 |
|
| 3908 |
ST
3908
SAL Trading
Bala Cynwyd,
Pennsylvania
| USD 236 M | -USD 300 k | -0.1% | 8.78% | 18.9% | 56 | 46.43% | 0.3 |
|
| 3909 |
3909
Semmax Financial Advisors
Winston Salem,
North Carolina
| USD 236 M | -USD 9.02 M | -4% | 6.13% | – | 300 | 6% | 2.7 |
|
| 3910 |
3910
Aflac Inc
Columbus,
Georgia
| USD 236 M | -USD 29.1 M | -11% | 0.89% | 28.8% | 5 | 60% | 0.2 |
|
| 3911 |
3911
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| USD 236 M | +USD 15.5 M | +7% | 2.59% | 116% | 194 | 38.66% | 1.6 |
|
| 3912 |
AC
3912
Athos Capital
Hong Kong
| USD 236 M | -USD 29.4 M | -11% | 1.44% | 110% | 150 | 22.67% | 0.8 |
|
| 3913 |
3913
Frisch Financial Group
Melville,
New York
| USD 236 M | -USD 23 M | -9% | 4.86% | 66.6% | 129 | 11.63% | 2.5 |
|
| 3914 |
3914
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 236 M | -USD 17.1 M | -7% | 6.33% | 92% | 147 | 10.2% | 3.6 |
|
| 3915 |
3915
Claar Advisors
New York
| USD 236 M | -USD 19.8 M | -8% | 5.93% | 65.5% | 37 | 10.81% | 2.4 |
|
| 3916 |
3916
Reliant Wealth Planning
Louisville,
Kentucky
| USD 236 M | -USD 2.74 M | -1% | 4.57% | 39.4% | 15 | 0% | 0.9 |
|
| 3917 |
3917
FCA Corp
Houston,
Texas
| USD 235 M | -USD 18.3 M | -7% | 4.34% | 57.4% | 186 | 16.13% | 4 |
|
| 3918 |
3918
Wambolt & Associates
Littleton,
Colorado
| USD 235 M | -USD 13.3 M | -5% | 5.5% | 62.2% | 243 | 7.41% | 2.6 |
|
| 3919 |
3919
Moerus Capital Management
New York
| USD 235 M | -USD 48.2 M | -17% | 2.02% | 220% | 14 | 7.14% | 3.1 |
|
| 3920 |
CWAG
3920
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| USD 235 M | +USD 3.05 M | +1% | 5.8% | 76.1% | 98 | 8.16% | 2.3 |
|
| 3921 |
3921
DFPG Investments
Sandy,
Utah
| USD 235 M | +USD 5.91 M | +3% | 3.12% | 38.2% | 189 | 24.34% | 2 |
|
| 3922 |
3922
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| USD 235 M | -USD 13.3 M | -5% | 6.78% | 53.6% | 46 | 6.52% | 4.2 |
|
| 3923 |
3923
Wittenberg Investment Management
Carlisle,
Massachusetts
| USD 235 M | -USD 1.5 M | -0.6% | 4.47% | 89.9% | 90 | 12.22% | 3.7 |
|
| 3924 |
3924
Mount Capital
London,
United Kingdom
| USD 235 M | -USD 49.4 M | -17% | 8.45% | 34.4% | 48 | 41.67% | 0.5 |
|
| 3925 |
3925
Canvas Wealth Advisors
Shawnee,
Kansas
| USD 235 M | -USD 13.7 M | -5% | 4.69% | 115% | 143 | 24.48% | 1.1 |
|