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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
RBFC
4351
Roman Butler Fullerton & Co
St Louis,
Missouri
| USD 419 M | +USD 55.5 M | +15% | 17.1% | 121% | 301 | 18.27% | 3.4 |
|
| 4352 |
XWM
4352
Xcel Wealth Management
Holly Hill,
Florida
| USD 419 M | +USD 57.5 M | +16% | 22.1% | 93.7% | 147 | 14.29% | 3.7 |
|
| 4353 |
NTCM
4353
Nut Tree Capital Management
New York
| USD 419 M | +USD 174 M | +71% | 31.5% | 101% | 8 | 50% | 1.5 |
|
| 4354 |
DAS
4354
Daybright Advisory Services
Miami,
Florida
| USD 419 M | +USD 57.6 M | +16% | 20.5% | – | 152 | 17.11% | 0.4 |
|
| 4355 |
KFS
4355
Kurt F. Somerville
| USD 419 M | +USD 39.7 M | +10% | 27.3% | 92.9% | 98 | 8.16% | 6.9 |
|
| 4356 |
TM
4356
Thiel Macro
Los Angeles,
California
| USD 419 M | – | – | 1.85% | – | 8 | – | 0 |
|
| 4357 |
SB
4357
Sunflower Bank
Dallas,
Texas
| USD 418 M | +USD 26 M | +7% | 15.6% | 42.7% | 168 | 13.1% | 3.4 |
|
| 4358 |
NECFA
4358
New England Capital Financial Advisors
Meriden,
Connecticut
| USD 418 M | +USD 53 M | +15% | 8.36% | 55.6% | 447 | 8.5% | 2.6 |
|
| 4359 |
CWM
4359
Centurion Wealth Management
Mclean,
Virginia
| USD 418 M | -USD 25.6 M | -6% | 13.6% | – | 330 | 18.48% | 2 |
|
| 4360 |
TCMG
4360
TSP Capital Management Group
Summit,
New Jersey
| USD 418 M | +USD 8.17 M | +2% | 8.13% | 186% | 43 | 100% | 0.3 |
|
| 4361 |
FFA
4361
Fi3 Financial Advisors
Indianapolis,
Indiana
| USD 418 M | +USD 71.5 M | +21% | 18.6% | 83.1% | 282 | 40.43% | 1.4 |
|
| 4362 |
LWMNY
4362
Landmark Wealth Management (New York)
Melville,
New York
| USD 418 M | +USD 44.4 M | +12% | 11.3% | 37.9% | 152 | 3.29% | 1.6 |
|
| 4363 |
CWM
4363
Concentrum Wealth Management
San Jose,
California
| USD 418 M | +USD 79.2 M | +23% | 35.9% | 174% | 130 | 16.92% | 2.3 |
|
| 4364 |
VA
4364
Vestwell Advisors
New York
| USD 418 M | +USD 52.7 M | +14% | 14.1% | – | 26 | 0% | 0.7 |
|
| 4365 |
RA
4365
Resolute Advisors
San Francisco,
California
| USD 417 M | +USD 176 M | +73% | 27.9% | 36.7% | 107 | 39.25% | 2.4 |
|
| 4366 |
AC
4366
Almitas Capital
Santa Monica,
California
| USD 417 M | -USD 25.2 M | -6% | 1.7% | 86.1% | 150 | 37.33% | 0.7 |
|
| 4367 |
CWA
4367
Consilio Wealth Advisors
Bellevue,
Washington
| USD 417 M | +USD 75 M | +22% | 16.1% | 66.4% | 118 | 21.19% | 1.9 |
|
| 4368 |
SCM
4368
Seascape Capital Management
Portsmouth,
New Hampshire
| USD 417 M | +USD 70 M | +20% | 25.8% | 111% | 100 | 13% | 3.5 |
|
| 4369 |
EWM
4369
EPG Wealth Management
Atlanta,
Georgia
| USD 417 M | +USD 48.6 M | +13% | 20.6% | 96% | 344 | 14.53% | 1.5 |
|
| 4370 |
CIM
4370
CIM Investment Management
Pittsburgh,
Pennsylvania
| USD 417 M | +USD 42.4 M | +11% | 29.2% | 123% | 289 | 17.65% | 4.5 |
|
| 4371 |
MWM
4371
McMill Wealth Management
Norfolk,
Nebraska
| USD 417 M | +USD 40.8 M | +11% | 3.6% | – | 63 | 12.7% | 0.8 |
|
| 4372 |
SCM
4372
Stevens Capital Management
Radnor,
Pennsylvania
| USD 417 M | -USD 233 M | -36% | 43.4% | 108% | 327 | 66.97% | 0.4 |
|
| 4373 |
AP
4373
Anchyra Partners
Atlanta,
Georgia
| USD 416 M | +USD 86.9 M | +26% | 28.1% | – | 373 | 32.44% | 0.3 |
|
| 4374 |
RWM
4374
Revisor Wealth Management
Akron,
Ohio
| USD 416 M | +USD 54.1 M | +15% | 15.2% | 62.8% | 392 | 21.94% | 1.3 |
|
| 4375 |
RSS
4375
Rosenblum Silverman Sutton
San Francisco,
California
| USD 416 M | +USD 33.9 M | +9% | 9.57% | 90.1% | 84 | 14.29% | 6.1 |
|