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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Avalon Capital Management
Port Of Redwood City,
California
| USD 372 M | +USD 28 M | +8% | 13% | 151% | 150 | 31.33% | 1.6 |
|
| 4052 |
AWA
4052
Aquire Wealth Advisors
South Jordan,
Utah
| USD 372 M | +USD 47.2 M | +15% | 9% | 60.2% | 50 | 12% | 2.6 |
|
| 4053 |
TPWM
4053
Twelve Points Wealth Management
Concord,
Massachusetts
| USD 372 M | +USD 2.98 M | +0.8% | 4.95% | 50.7% | 191 | 8.9% | 2.5 |
|
| 4054 |
4054
Advantage Alpha Capital Partners
San Francisco,
California
| USD 371 M | -USD 37.3 M | -9% | 11% | 79.2% | 167 | 41.32% | 1.5 |
|
| 4055 |
4055
L.M. Kohn & Company
Cincinnati,
Ohio
| USD 371 M | -USD 11.8 M | -3% | 10.1% | 97.9% | 310 | 20.97% | 2.1 |
|
| 4056 |
SFA
4056
Spectrum Financial Alliance
Nicholasville,
Kentucky
| USD 371 M | +USD 63.3 M | +21% | 17.2% | 187% | 24 | 20.83% | 2.9 |
|
| 4057 |
4057
Brave Asset Management
Summit,
New Jersey
| USD 371 M | +USD 50.2 M | +16% | 8.64% | 76.3% | 184 | 17.39% | 4.8 |
|
| 4058 |
4058
Mattson Financial Services
Kentwood,
Michigan
| USD 371 M | +USD 38.2 M | +11% | 12.5% | – | 354 | 60.45% | 0.7 |
|
| 4059 |
4059
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| USD 371 M | +USD 56.2 M | +18% | 14.4% | 239% | 387 | 46.51% | 1 |
|
| 4060 |
4060
Prudent Investors Network
Lake Forest,
California
| USD 371 M | +USD 19.6 M | +6% | 5.53% | – | 69 | 24.64% | 2.1 |
|
| 4061 |
4061
SWS Partners
Columbus,
Ohio
| USD 371 M | +USD 65.9 M | +22% | 14.7% | 127% | 121 | 12.4% | 2.7 |
|
| 4062 |
4062
JPL Wealth Management
Highlands Ranch,
Colorado
| USD 371 M | +USD 20 M | +6% | 7.54% | – | 117 | 6.84% | 1.2 |
|
| 4063 |
4063
Atticus Wealth Management
Palm Beach Gardens,
Florida
| USD 370 M | +USD 63.9 M | +21% | 9.37% | 73.9% | 696 | 29.31% | 2.5 |
|
| 4064 |
4064
Advanced Asset Management Advisors
Dublin,
Ohio
| USD 370 M | +USD 6.64 M | +2% | 7.55% | 93.6% | 89 | 7.87% | 4.8 |
|
| 4065 |
4065
RDA Financial Network
Akron,
Iowa
| USD 370 M | +USD 34.8 M | +10% | 11.1% | 93.4% | 268 | 13.81% | 3.5 |
|
| 4066 |
4066
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| USD 370 M | +USD 20.4 M | +6% | 7.19% | 73.9% | 269 | 15.99% | 2.4 |
|
| 4067 |
4067
Astoria Strategic Wealth
Conroe,
Texas
| USD 370 M | +USD 29.9 M | +9% | 6.82% | 42.1% | 35 | 5.71% | 3.7 |
|
| 4068 |
4068
Cache Advisors
San Francisco,
California
| USD 370 M | +USD 109 M | +42% | 29.1% | – | 97 | 19.59% | 0.4 |
|
| 4069 |
4069
Sandler Capital Management
New York
| USD 370 M | -USD 29.9 M | -7% | 24.7% | 325% | 180 | 53.33% | 0.7 |
|
| 4070 |
4070
Scott Capital Advisors
Portland,
Oregon
| USD 369 M | +USD 33.9 M | +10% | 7.45% | 50.9% | 52 | 5.77% | 2.5 |
|
| 4071 |
4071
FCPM III Services
Naarden,
Netherlands
| USD 369 M | -USD 44.6 M | -11% | 10.6% | – | 8 | 12.5% | 1.1 |
|
| 4072 |
4072
VELA Investment Management
New Albany,
Ohio
| USD 369 M | +USD 50 M | +16% | 4.33% | 56.8% | 178 | 23.6% | 1.8 |
|
| 4073 |
4073
Radcliff Management
New York
| USD 369 M | +USD 38.8 M | +12% | 29.9% | 47.6% | 1 | 0% | 3.5 |
|
| 4074 |
4074
Pacific Center for Financial Services
San Ramon,
California
| USD 369 M | -USD 8.45 M | -2% | 7.51% | 60.1% | 476 | 3.36% | 5.2 |
|
| 4075 |
4075
Stevens Capital Management
Radnor,
Pennsylvania
| USD 368 M | -USD 34.8 M | -9% | 17.9% | 108% | 351 | 68.66% | 0.4 |
|