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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
FDx Advisors
Chicago,
Illinois
| USD 334 M | +USD 6.47 M | +2% | 7.24% | 66.2% | 202 | 21.29% | 5.8 |
|
| 4527 |
4527
Courage Miller Partners
Norfolk,
Virginia
| USD 334 M | +USD 18.1 M | +6% | 4.94% | 43.5% | 87 | 3.45% | 7.9 |
|
| 4528 |
4528
Peregrine Asset Advisers
Portland,
Oregon
| USD 333 M | +USD 12.9 M | +4% | 10.5% | 182% | 192 | 20.31% | 2.4 |
|
| 4529 |
4529
Websterrogers Financial Advisors
Florence,
South Carolina
| USD 333 M | +USD 18.9 M | +6% | 5.36% | 46% | 91 | 5.49% | 2.4 |
|
| 4530 |
4530
Buska Wealth Management
Wausau,
Wisconsin
| USD 333 M | -USD 32.8 M | -9% | 5.88% | – | 77 | 15.58% | 1.1 |
|
| 4531 |
4531
Libra Wealth
Los Gatos,
California
| USD 333 M | +USD 27.2 M | +9% | 6.76% | 58.2% | 69 | 1.45% | 2.4 |
|
| 4532 |
4532
Crown Wealth Group
Charlotte,
North Carolina
| USD 333 M | +USD 66.6 M | +25% | 7.69% | 98.2% | 139 | 23.02% | 1.7 |
|
| 4533 |
4533
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| USD 332 M | +USD 31.8 M | +11% | 4.67% | 46.9% | 191 | 11.52% | 2.8 |
|
| 4534 |
4534
Impact Capital Partners
Greenwood Village,
Colorado
| USD 332 M | +USD 27.2 M | +9% | 8.59% | – | 289 | 16.61% | 0.6 |
|
| 4535 |
4535
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| USD 332 M | +USD 29.8 M | +10% | 7.6% | 81.6% | 128 | 11.72% | 2.6 |
|
| 4536 |
LWMM
4536
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| USD 332 M | +USD 3.39 M | +1% | 10.5% | 105% | 98 | 12.24% | 3.3 |
|
| 4537 |
4537
Glassy Mountain Advisors
Bethesda,
Maryland
| USD 332 M | +USD 21.5 M | +7% | 10.7% | 91.5% | 81 | 27.16% | 1.5 |
|
| 4538 |
4538
NKCFO LLC
Geneva,
Illinois
| USD 332 M | +USD 92.7 M | +39% | 17.5% | 211% | 142 | 67.61% | 0.8 |
|
| 4539 |
4539
Court Place Advisors
Ellicott City,
Maryland
| USD 332 M | +USD 14.2 M | +4% | 7.33% | 92% | 152 | 7.24% | 7.9 |
|
| 4540 |
4540
Advantage Alpha Capital Partners
San Francisco,
California
| USD 332 M | -USD 39.1 M | -11% | 8.8% | 79.2% | 140 | 22.14% | 1.6 |
|
| 4541 |
4541
DoubleLine ETF Adviser
Tampa,
Florida
| USD 332 M | +USD 19.8 M | +6% | 4.66% | 51.6% | 196 | 44.39% | 0.7 |
|
| 4542 |
4542
Tucker Asset Management
Littleton,
Colorado
| USD 332 M | +USD 19 M | +6% | 7.77% | 71.6% | 347 | 25.07% | 2.1 |
|
| 4543 |
4543
AMANSA Capital
Raffles City Tower,
Singapore
| USD 331 M | -USD 54.4 M | -14% | 7.59% | 32% | 2 | 0% | 2.3 |
|
| 4544 |
4544
Metavasi Capital
Larchmont,
New York
| USD 331 M | +USD 86 M | +35% | 30.4% | 840% | 46 | 54.35% | 0.8 |
|
| 4545 |
4545
Kercheville Advisors
San Antonio,
Texas
| USD 331 M | +USD 41.3 M | +14% | 18.5% | 261% | 122 | 27.05% | 2.3 |
|
| 4546 |
4546
Pinnacle Financial Group
Western Springs,
Illinois
| USD 331 M | +USD 32 M | +11% | 6.28% | 59.1% | 112 | 13.39% | 2.1 |
|
| 4547 |
4547
SWMG LLC
Fort Worth,
Texas
| USD 331 M | +USD 33.3 M | +11% | 6.97% | 68.7% | 129 | 20.16% | 1.8 |
|
| 4548 |
4548
Mariner Investment Group
Harrison,
New York
| USD 331 M | +USD 48.9 M | +17% | 19.1% | – | 101 | 52.48% | 0.4 |
|
| 4549 |
4549
Provident Wealth Management
Brentwood,
Tennessee
| USD 331 M | +USD 24.8 M | +8% | 6.7% | 61.1% | 145 | 10.34% | 2.5 |
|
| 4550 |
4550
Endeavour Capital Advisors
Greenwich,
Connecticut
| USD 331 M | +USD 40.1 M | +14% | 8.06% | 105% | 39 | 23.08% | 3.3 |
|