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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Modus Advisors
Excelsior,
Minnesota
| USD 198 M | -USD 30.5 M | -13% | 13.1% | 89.5% | 101 | 7.92% | 2 |
|
| 4402 |
4402
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 198 M | -USD 24.3 M | -11% | 8.78% | 98.3% | 135 | 4.44% | 6.6 |
|
| 4403 |
4403
Neumann Capital Management
Foster City,
California
| USD 197 M | -USD 38 M | -16% | 14.9% | 89.9% | 87 | 6.9% | 6 |
|
| 4404 |
PCA
4404
Prospect Capital Advisors
Sausalito,
California
| USD 197 M | -USD 17.9 M | -8% | 7.8% | 202% | 31 | 25.81% | 2.4 |
|
| 4405 |
4405
Founders Financial Alliance
Raleigh,
North Carolina
| USD 197 M | -USD 27.8 M | -12% | 14.3% | 84.9% | 550 | 29.09% | 1.3 |
|
| 4406 |
4406
BCGM Wealth Management
Lafayette,
Indiana
| USD 197 M | +USD 13.2 M | +7% | 12% | 54.9% | 112 | 12.5% | 1.2 |
|
| 4407 |
4407
Baker Boyer National Bank
Walla Walla,
Washington
| USD 197 M | -USD 10.6 M | -5% | 13.6% | 44.7% | 85 | 9.41% | 4.2 |
|
| 4408 |
4408
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| USD 197 M | -USD 29.4 M | -13% | 10.9% | 106% | 40 | 7.5% | 2.3 |
|
| 4409 |
SC
4409
Sawyer & Company
Boston,
Massachusetts
| USD 197 M | -USD 25.3 M | -11% | 10.6% | 111% | 180 | 7.22% | 3.3 |
|
| 4410 |
4410
Grand Wealth Management
Grand Rapids,
Michigan
| USD 197 M | -USD 17.2 M | -8% | 10.3% | 54.1% | 62 | 12.9% | 0.5 |
|
| 4411 |
4411
Passive Capital Management
Baltimore,
Maryland
| USD 196 M | +USD 9.8 M | +5% | 10.5% | 37.7% | 52 | 15.38% | 0.4 |
|
| 4412 |
4412
Brand Asset Management Group
Chesterfield,
Missouri
| USD 196 M | -USD 30.1 M | -13% | 15.2% | 70.2% | 85 | 14.12% | 3.4 |
|
| 4413 |
CSWG
4413
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| USD 196 M | -USD 21.8 M | -10% | 13.4% | 67.3% | 104 | 20.19% | 1.4 |
|
| 4414 |
4414
Centerpoint Advisors
Needham,
Massachusetts
| USD 196 M | -USD 22.4 M | -10% | 15.6% | 74.2% | 460 | 15.65% | 2.2 |
|
| 4415 |
4415
Castle Rock Wealth Management
Walnut Creek,
California
| USD 196 M | -USD 21.3 M | -10% | 11.7% | 115% | 255 | 23.14% | 1.5 |
|
| 4416 |
4416
Lumbard & Kellner
Hollis,
New Hampshire
| USD 196 M | -USD 60.2 M | -24% | 8.09% | 137% | 96 | 22.92% | 3.7 |
|
| 4417 |
4417
OneAscent Wealth Management
Birmingham,
Alabama
| USD 196 M | -USD 4.95 M | -2% | 9.14% | 50.6% | 235 | 33.19% | 0.4 |
|
| 4418 |
4418
Prosperity Planning
Kansas City,
Missouri
| USD 196 M | -USD 8.58 M | -4% | 11% | 43.5% | 98 | 14.29% | 1.1 |
|
| 4419 |
4419
Ategra Capital Management
Vienna,
Virginia
| USD 196 M | -USD 32.5 M | -14% | 12.3% | 114% | 107 | 12.15% | 2.2 |
|
| 4420 |
4420
TrueFG
Cedar Park,
Texas
| USD 196 M | -USD 24.6 M | -11% | 13.3% | 54.2% | 37 | 8.11% | 2.2 |
|
| 4421 |
4421
Yorktown Energy Partners VIII
New York
| USD 195 M | -USD 85.4 M | -30% | 0.91% | 15.2% | 3 | 33.33% | 3.6 |
|
| 4422 |
4422
RS Crum Inc
Newport Beach,
California
| USD 195 M | +USD 18.4 M | +10% | 11.1% | 54.2% | 80 | 25% | 0.4 |
|
| 4423 |
4423
Rench Wealth Management
Denton,
Texas
| USD 195 M | -USD 24.7 M | -11% | 10.9% | 106% | 40 | 2.5% | 6.5 |
|
| 4424 |
4424
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| USD 195 M | -USD 40.2 M | -17% | 13.8% | 81.6% | 88 | 30.68% | 1.9 |
|
| 4425 |
4425
Fluent Financial
Dallas,
Texas
| USD 195 M | -USD 48.6 M | -20% | 16.1% | 46.9% | 70 | 11.43% | 1.2 |
|