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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Cowen Prime Advisors
New York
| USD 174 M | -USD 1.56 M | -0.9% | 5.96% | 116% | 178 | 2.25% | 5.5 |
|
| 4552 |
4552
First Pacific Financial
Vancouver,
Washington
| USD 174 M | -USD 38.9 M | -18% | 5.48% | 53.6% | 110 | 11.82% | 1.4 |
|
| 4553 |
LAM
4553
LifePro Asset Management
San Diego,
California
| USD 174 M | -USD 19.1 M | -10% | 7.69% | 49% | 136 | 61.03% | 0.9 |
|
| 4554 |
4554
Triatomic Management
Palo Alto,
California
| USD 174 M | +USD 65.1 M | +60% | 10.6% | – | 61 | 45.9% | 0.4 |
|
| 4555 |
4555
Satovsky Asset Management
New York
| USD 174 M | +USD 2.86 M | +2% | 4.71% | 53.6% | 34 | 5.88% | 1.4 |
|
| 4556 |
TL
4556
TowerView LLC
New York
| USD 174 M | -USD 12.9 M | -7% | 2.64% | 17.9% | 35 | 14.29% | 3 |
|
| 4557 |
4557
Copperwynd Financial
Scottsdale,
Arizona
| USD 174 M | +USD 3.73 M | +2% | 2.77% | 90% | 128 | 10.94% | 2.7 |
|
| 4558 |
4558
Radcliff Management
New York
| USD 174 M | +USD 28.3 M | +19% | 22.1% | 47.6% | 2 | 0% | 0.8 |
|
| 4559 |
DLG
4559
Daniel L. Goodwin
| USD 174 M | -USD 8.28 M | -5% | 2.81% | 72.6% | 97 | 15.46% | 4 |
|
| 4560 |
4560
RBA Wealth Management
Newport Beach,
California
| USD 174 M | -USD 6.76 M | -4% | 4.16% | 77.7% | 95 | 12.63% | 1 |
|
| 4561 |
4561
Hall Private Wealth Advisors
Waxhaw,
North Carolina
| USD 174 M | -USD 4.5 M | -3% | 5.84% | – | 45 | 20% | 1.2 |
|
| 4562 |
4562
Global Financial Private Client
Sarasota,
Florida
| USD 174 M | -USD 3.52 M | -2% | 4.21% | 100% | 684 | 8.33% | 2 |
|
| 4563 |
4563
INCA Investments
Miami,
Florida
| USD 173 M | -USD 5.67 M | -3% | 3.79% | 128% | 13 | 23.08% | 2.8 |
|
| 4564 |
4564
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| USD 173 M | -USD 16.9 M | -9% | 9.12% | 21.8% | 110 | 11.82% | 0.7 |
|
| 4565 |
4565
&Partners
Nashville,
Tennessee
| USD 173 M | -USD 273 k | -0.2% | 5.46% | 78.4% | 200 | 12.5% | 1.9 |
|
| 4566 |
4566
JNE Partners
London,
United Kingdom
| USD 173 M | +USD 19.7 M | +13% | 4.46% | 100% | 15 | 20% | 1.2 |
|
| 4567 |
4567
Congress Park Capital
Saratoga Springs,
New York
| USD 173 M | +USD 8.11 M | +5% | 1.45% | 99.9% | 145 | 20% | 2.4 |
|
| 4568 |
4568
Northwest Capital Management
Lake Oswego,
Oregon
| USD 173 M | -USD 18.3 M | -10% | 5.91% | 57% | 98 | 16.33% | 2.5 |
|
| 4569 |
4569
Solidarity Wealth
Lehi,
Utah
| USD 173 M | -USD 13 M | -7% | 5.72% | 85.9% | 124 | 20.97% | 0.4 |
|
| 4570 |
AWA
4570
Aquire Wealth Advisors
South Jordan,
Utah
| USD 172 M | +USD 930 k | +0.5% | 6.34% | 60.2% | 35 | 5.71% | 0.7 |
|
| 4571 |
ZCM
4571
Zenyatta Capital Management
Dover,
Delaware
| USD 172 M | +USD 40.8 M | +31% | 0.44% | – | 59 | 61.02% | 0.3 |
|
| 4572 |
4572
NatWest Group
Edinburgh, Scotland,
United Kingdom
| USD 172 M | -USD 3.98 M | -2% | 4.07% | 207% | 56 | 23.21% | 3.8 |
|
| 4573 |
4573
Interactive Financial Advisors
New Lenox,
Illinois
| USD 172 M | -USD 26.7 M | -13% | 4.9% | 47.6% | 174 | 13.22% | 4.7 |
|
| 4574 |
4574
Exeter Financial
Scottsdale,
Arizona
| USD 172 M | -USD 7.06 M | -4% | 5.06% | 59.1% | 89 | 4.49% | 3.7 |
|
| 4575 |
4575
Bullseye Asset Management
Denver,
Colorado
| USD 172 M | -USD 5.36 M | -3% | 4.15% | 81% | 90 | 6.67% | 2 |
|