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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
JLP Asset Management
New York
| USD 125 M | -USD 19.3 M | -13% | 9.86% | 16.1% | 33 | 24.24% | 1 |
|
| 4527 |
EWG
4527
Executive Wealth Group
Kirkland,
Washington
| USD 125 M | +USD 20.6 M | +20% | 22.7% | 14.9% | 44 | 15.91% | 1.9 |
|
| 4528 |
4528
Brookmont Capital Management
Dallas,
Texas
| USD 125 M | +USD 785 k | +0.6% | 22.5% | 32.2% | 62 | 25.81% | 5.4 |
|
| 4529 |
4529
Garrett Wealth Advisory Group
Weatherford,
Texas
| USD 125 M | +USD 19.1 M | +18% | 16.5% | 74.6% | 50 | 22% | 1.1 |
|
| 4530 |
4530
TL Private Wealth
Southlake,
Texas
| USD 125 M | +USD 14.8 M | +13% | 16.7% | 50.6% | 43 | 9.3% | 0.5 |
|
| 4531 |
MI
4531
Moneywise Inc
Forest,
Virginia
| USD 125 M | +USD 11.2 M | +10% | 16.1% | 58% | 45 | 17.78% | 2.2 |
|
| 4532 |
4532
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| USD 125 M | +USD 16.5 M | +15% | 13.3% | 45.1% | 26 | 11.54% | 4.8 |
|
| 4533 |
LFWA
4533
LBJ Family Wealth Advisors
Austin,
Texas
| USD 125 M | +USD 21.2 M | +21% | 20.2% | 64.9% | 19 | 5.26% | 4.9 |
|
| 4534 |
4534
Stewart Asset Management
New York
| USD 124 M | +USD 31.4 M | +34% | 30.9% | 42.5% | 34 | 17.65% | 0.5 |
|
| 4535 |
4535
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| USD 124 M | +USD 52.1 M | +72% | 39.7% | 961% | 55 | 47.27% | 0.4 |
|
| 4536 |
4536
WT Wealth Management
Scottsdale,
Arizona
| USD 124 M | +USD 29.3 M | +31% | 18.5% | 72% | 87 | 26.44% | 0.5 |
|
| 4537 |
4537
Atlas Private Wealth Management
Albany,
New York
| USD 124 M | +USD 15.8 M | +15% | 17.4% | 19.8% | 509 | 10.41% | 0.5 |
|
| 4538 |
4538
Symmetry Peak Management
Radnor,
Pennsylvania
| USD 124 M | +USD 79.7 M | +180% | 53.1% | 320% | 88 | 93.18% | 0.2 |
|
| 4539 |
PA
4539
PSI Advisors
Tampa,
Florida
| USD 124 M | +USD 15.3 M | +14% | 21.7% | 58.2% | 123 | 21.95% | 0.4 |
|
| 4540 |
4540
SYM Financial Corp
Winona Lake,
Indiana
| USD 124 M | +USD 24.5 M | +25% | 30.4% | 64.3% | 76 | 26.32% | 1.6 |
|
| 4541 |
4541
One Advisory Partners
Overland Park,
Kansas
| USD 124 M | – | – | 14% | 58.3% | 24 | – | 0 |
|
| 4542 |
4542
Townsend Asset Management
Raleigh,
North Carolina
| USD 124 M | +USD 26.4 M | +27% | 21.2% | 77% | 188 | 12.23% | 0.4 |
|
| 4543 |
4543
Leisure Capital Management
Costa Mesa,
California
| USD 124 M | +USD 20.1 M | +19% | 19.9% | 98% | 125 | 11.2% | 2.9 |
|
| 4544 |
PA
4544
Paragon Advisors
College Station,
Texas
| USD 124 M | +USD 48.7 M | +65% | 31.7% | 109% | 100 | 49% | 0.3 |
|
| 4545 |
4545
Centerpoint Advisors
Needham,
Massachusetts
| USD 124 M | +USD 23.1 M | +23% | 22.2% | 74.2% | 311 | 28.3% | 1.7 |
|
| 4546 |
4546
American Trust Investment Advisors
Lebanon,
New Hampshire
| USD 124 M | +USD 24.4 M | +25% | 23.6% | 91% | 68 | 20.59% | 2.4 |
|
| 4547 |
4547
Aurora Investment Managers
Naples,
Florida
| USD 123 M | +USD 33.2 M | +37% | 24.6% | 74.4% | 46 | 26.09% | 0.4 |
|
| 4548 |
4548
Central Asset Investments & Management Holdings
Hong Kong
| USD 123 M | +USD 57.6 M | +87% | 20.5% | 3,210% | 32 | 59.38% | 0.3 |
|
| 4549 |
4549
GSI Capital Advisors
Newport Beach,
California
| USD 123 M | +USD 11.8 M | +11% | 12.1% | 39.7% | 34 | 41.18% | 1 |
|
| 4550 |
4550
Elmwood Wealth Management
Berkeley,
California
| USD 123 M | +USD 18.7 M | +18% | 15.2% | 42.1% | 387 | 50.13% | 0.6 |
|