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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
MKD Wealth Coaches
Troy,
Michigan
| USD 118 M | +USD 21.3 M | +22% | 6.23% | – | 53 | 13.21% | 0.8 |
|
| 4777 |
4777
Spinnaker Capital
Boston,
Massachusetts
| USD 117 M | -USD 15.1 M | -11% | 13.7% | 12.4% | 2 | 0% | 2 |
|
| 4778 |
4778
1776 Wealth
Atlanta,
Georgia
| USD 117 M | – | – | 9.03% | 90.4% | 336 | – | 0 |
|
| 4779 |
SC
4779
Steph & Co
Marinette,
Wisconsin
| USD 117 M | – | – | 6.84% | 61.6% | 256 | – | 0 |
|
| 4780 |
4780
Genesee Capital Advisors
Auburn,
New York
| USD 117 M | +USD 9.42 M | +9% | 6.71% | 107% | 74 | 14.86% | 0.7 |
|
| 4781 |
4781
EDMP Inc
Lutz,
Florida
| USD 117 M | +USD 4.82 M | +4% | 8.67% | 78% | 53 | 5.66% | 3.4 |
|
| 4782 |
4782
First Dallas Securities
Dallas,
Texas
| USD 117 M | +USD 4.38 M | +4% | 7.89% | 163% | 93 | 18.28% | 3.3 |
|
| 4783 |
4783
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| USD 117 M | -USD 560 k | -0.5% | 9.6% | 117% | 35 | 20% | 0.8 |
|
| 4784 |
4784
Mad River Investors
Boston,
Massachusetts
| USD 117 M | +USD 14.3 M | +14% | 13.3% | 225% | 24 | 8.33% | 3.6 |
|
| 4785 |
4785
Liquid Strategies
Atlanta,
Georgia
| USD 117 M | – | – | 3.11% | 46.8% | 6 | – | 0 |
|
| 4786 |
4786
Mangham Associates
Charlottesville,
Virginia
| USD 117 M | -USD 17.6 M | -13% | 8.34% | 24.4% | 4 | 25% | 1.6 |
|
| 4787 |
PGF
4787
Pelham Global Financials
London,
United Kingdom
| USD 117 M | +USD 2.21 M | +2% | 3.39% | 24.5% | 8 | 37.5% | 0.8 |
|
| 4788 |
4788
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| USD 117 M | – | – | 7.69% | 63.8% | 83 | – | 0 |
|
| 4789 |
4789
Beacon Financial Advisory
Cleveland,
Ohio
| USD 117 M | – | – | 5.96% | 76.8% | 162 | – | 0 |
|
| 4790 |
4790
Ballew Advisors
Jackson,
Mississippi
| USD 117 M | +USD 7.08 M | +6% | 4.7% | 68% | 99 | 17.17% | 1.6 |
|
| 4791 |
4791
Tandem Capital Management
Woodcliff Lake,
New Jersey
| USD 117 M | – | – | 8.29% | 128% | 75 | – | 0 |
|
| 4792 |
DG
4792
Dumont Global
New York
| USD 116 M | – | – | 6.82% | – | 6 | – | 0 |
|
| 4793 |
CSWG
4793
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| USD 116 M | – | – | 6.35% | 67.3% | 55 | – | 0 |
|
| 4794 |
4794
Inherent Group
New York
| USD 116 M | +USD 8.69 M | +8% | 20.4% | 61.7% | 7 | 0% | 0.7 |
|
| 4795 |
4795
Washington Capital Management
Seattle,
Washington
| USD 116 M | +USD 14.1 M | +14% | 10.1% | 81.8% | 108 | 15.74% | 2.4 |
|
| 4796 |
BRC
4796
Bell Rock Capital
Rehoboth Beach,
Delaware
| USD 116 M | +USD 3.39 M | +3% | 6.96% | – | 393 | 11.45% | 2.2 |
|
| 4797 |
4797
Loveless Wealth Management
Billings,
Montana
| USD 116 M | – | – | 5.91% | – | 116 | – | 0 |
|
| 4798 |
4798
RiverGlades Family Offices
Naples,
Florida
| USD 116 M | +USD 4.04 M | +4% | 5.82% | – | 67 | 11.94% | 0.8 |
|
| 4799 |
4799
Madison Avenue Partners
New York
| USD 116 M | – | – | 18.5% | 284% | 15 | – | 0 |
|
| 4800 |
4800
Koch Industries
Wichita,
Kansas
| USD 116 M | -USD 17.6 M | -13% | 12.7% | 56.9% | 2 | 0% | 3 |
|