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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Sutton Wealth Advisors
Tampa,
Florida
| USD 187 M | -USD 75.2 M | -29% | 6.19% | 40.9% | 1,674 | 53.11% | 4.9 |
|
| 4727 |
4727
Armor Advisors
New York
| USD 187 M | -USD 88 M | -32% | 4.73% | 78.5% | 14 | 35.71% | 0.8 |
|
| 4728 |
4728
Blue Zone Wealth Advisors
Los Angeles,
California
| USD 187 M | -USD 234 k | -0.1% | 12% | 91.1% | 90 | 15.56% | 2 |
|
| 4729 |
4729
Affinity Investment Advisors
Newport Beach,
California
| USD 187 M | -USD 30.3 M | -14% | 3.94% | 189% | 205 | 16.1% | 2.5 |
|
| 4730 |
4730
Alpha Square Group S
New York
| USD 187 M | -USD 43.3 M | -19% | 51.4% | 53.8% | 42 | 64.29% | 0.9 |
|
| 4731 |
4731
Fortis Capital Advisors
Prairie Village,
Kansas
| USD 187 M | +USD 18.8 M | +11% | 12.6% | 127% | 783 | 31.67% | 0.2 |
|
| 4732 |
4732
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| USD 187 M | +USD 5.42 M | +3% | 6.12% | 66.8% | 103 | 6.8% | 6 |
|
| 4733 |
4733
Wela Strategies
Atlanta,
Georgia
| USD 187 M | +USD 8.76 M | +5% | 4.08% | 51.3% | 49 | 14.29% | 3.1 |
|
| 4734 |
4734
Wilshire Advisors
Santa Monica,
California
| USD 187 M | +USD 3.64 M | +2% | 5.49% | 118% | 11 | 18.18% | 2.2 |
|
| 4735 |
4735
Unio Capital
Princeton,
New Jersey
| USD 187 M | +USD 6.76 M | +4% | 9% | 97.8% | 44 | 9.09% | 3.4 |
|
| 4736 |
4736
Keystone Financial Services (Colorado)
Loveland,
Colorado
| USD 187 M | +USD 716 k | +0.4% | 7.03% | 66% | 83 | 8.43% | 1 |
|
| 4737 |
4737
Jacobsen Capital Management
Salt Lake City,
Utah
| USD 187 M | -USD 972 k | -0.5% | 7.21% | 97.3% | 82 | 50% | 1.8 |
|
| 4738 |
4738
Abacus FCF Advisors
Orlando,
Florida
| USD 187 M | +USD 33.3 M | +22% | 8.79% | 197% | 155 | 21.29% | 1.4 |
|
| 4739 |
4739
Madrona Financial Services
Everett,
Washington
| USD 186 M | +USD 11.7 M | +7% | 6.75% | 85.1% | 87 | 12.64% | 2.5 |
|
| 4740 |
4740
Joule Financial
Lexington,
Kentucky
| USD 186 M | +USD 35.5 M | +24% | 5.62% | 55.5% | 114 | 24.56% | 0.6 |
|
| 4741 |
4741
Royal Harbor Partners
Houston,
Texas
| USD 186 M | +USD 24.4 M | +15% | 5.53% | 54.6% | 87 | 34.48% | 1.4 |
|
| 4742 |
4742
Alight Capital Management
New York
| USD 186 M | +USD 92.4 M | +98% | 26% | 466% | 63 | 63.49% | 0.5 |
|
| 4743 |
DI
4743
DAGCO Inc
Westlake,
Ohio
| USD 186 M | +USD 15.1 M | +9% | 4.91% | 75% | 85 | 9.41% | 3.4 |
|
| 4744 |
4744
Stiles Financial Services
Edina,
Minnesota
| USD 186 M | +USD 11.3 M | +6% | 10.2% | 144% | 192 | 13.02% | 1 |
|
| 4745 |
4745
Vance Wealth
Santa Clarita,
California
| USD 186 M | +USD 25.8 M | +16% | 7.42% | 66.4% | 78 | 11.54% | 0.9 |
|
| 4746 |
4746
Stonehearth Capital Management
Danvers,
Massachusetts
| USD 186 M | +USD 8.34 M | +5% | 4.04% | 87.5% | 79 | 20.25% | 2.4 |
|
| 4747 |
CPA
4747
Capital Performance Advisors
Walnut Creek,
California
| USD 186 M | +USD 11.9 M | +7% | 5.74% | 77.1% | 55 | 10.91% | 1 |
|
| 4748 |
4748
Old West Investment Management
Los Angeles,
California
| USD 186 M | +USD 26 M | +16% | 5.49% | 242% | 60 | 36.67% | 2.7 |
|
| 4749 |
4749
Santori & Peters Inc
Canonsburg,
Pennsylvania
| USD 186 M | +USD 15.2 M | +9% | 3.18% | 103% | 55 | 20% | 3.2 |
|
| 4750 |
4750
Lowe Wealth Advisors
Columbia,
Maryland
| USD 186 M | +USD 4.79 M | +3% | 5.29% | 63.3% | 367 | 7.08% | 4.5 |
|