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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
Concentrum Wealth Management
San Jose,
California
| USD 257 M | +USD 19.2 M | +8% | 6.76% | 174% | 74 | 6.76% | 2.8 |
|
| 4777 |
4777
MTM Investment Management
Spartanburg,
South Carolina
| USD 257 M | +USD 12.9 M | +5% | 7.16% | 87.7% | 277 | 6.86% | 2.9 |
|
| 4778 |
4778
Global Financial Private Client
Sarasota,
Florida
| USD 257 M | +USD 17.4 M | +7% | 7.36% | 100% | 828 | 20.05% | 2.9 |
|
| 4779 |
4779
Centennial Wealth Advisory
Traverse City,
Michigan
| USD 257 M | +USD 25.7 M | +11% | 5.46% | 63% | 167 | 27.54% | 1.6 |
|
| 4780 |
4780
Segra Capital Management
Palm Beach,
Florida
| USD 256 M | +USD 130 M | +103% | 0.18% | 19% | 10 | 60% | 0.9 |
|
| 4781 |
4781
Miller Equity Capital Advisors
Irving,
Texas
| USD 256 M | +USD 15.8 M | +7% | 7.61% | 23.7% | 56 | 1.79% | 3.8 |
|
| 4782 |
4782
United Community Bank
Greenville,
South Carolina
| USD 256 M | +USD 8.65 M | +3% | 8.56% | 72.7% | 393 | 9.41% | 1.7 |
|
| 4783 |
PH
4783
Pinnacle Holdings
Tulsa,
Oklahoma
| USD 256 M | +USD 10.1 M | +4% | 7.84% | 79.6% | 259 | 18.92% | 4.6 |
|
| 4784 |
4784
Sand Grove Capital Management
London,
United Kingdom
| USD 256 M | -USD 86 M | -25% | 12.4% | 410% | 28 | 75% | 0.4 |
|
| 4785 |
4785
True Wealth Design
Akron,
Ohio
| USD 256 M | -USD 149 M | -37% | 5.16% | 57% | 1,325 | 45.06% | 0.9 |
|
| 4786 |
4786
Selway Asset Management
| USD 256 M | +USD 10.6 M | +4% | 5.9% | 36.5% | 82 | 14.63% | 5.4 |
|
| 4787 |
4787
Red Lighthouse Investment Management
New York
| USD 256 M | +USD 17.1 M | +7% | 6.7% | 63.4% | 106 | 3.77% | 1.5 |
|
| 4788 |
4788
Bell & Brown Wealth Advisors
Newport Beach,
California
| USD 256 M | -USD 19.9 M | -7% | 5.45% | 125% | 73 | 8.22% | 5 |
|
| 4789 |
4789
Investment Management Associates
Greenwood Village,
Colorado
| USD 256 M | -USD 35.5 M | -12% | 7.45% | 50.4% | 40 | 27.5% | 2.2 |
|
| 4790 |
4790
Enzi Wealth
Austin,
Texas
| USD 256 M | +USD 28.5 M | +13% | 6.03% | 77% | 72 | 13.89% | 1.3 |
|
| 4791 |
4791
Summit Rock Advisors
New York
| USD 256 M | -USD 67.8 M | -21% | 5.12% | – | 8 | 37.5% | 0.6 |
|
| 4792 |
AP
4792
Arlington Partners
Birmingham,
Alabama
| USD 256 M | +USD 54.2 M | +27% | 12% | 46.4% | 59 | 3.39% | 2.4 |
|
| 4793 |
MCF
4793
MKA Charitable Fund
San Francisco,
California
| USD 256 M | -USD 5.13 M | -2% | 16.4% | 17.1% | 1 | 0% | 0.8 |
|
| 4794 |
4794
Retirement Capital Strategies
San Jose,
California
| USD 256 M | +USD 6.17 M | +2% | 6.12% | 59% | 84 | 44.05% | 2.3 |
|
| 4795 |
4795
Brand Asset Management Group
Chesterfield,
Missouri
| USD 255 M | +USD 18.7 M | +8% | 7.34% | 70.2% | 92 | 16.3% | 4.4 |
|
| 4796 |
4796
Hixon Zuercher
Findlay,
Ohio
| USD 255 M | +USD 18 M | +8% | 7.38% | 101% | 76 | 15.79% | 2.8 |
|
| 4797 |
4797
Pinnacle Financial Group
Western Springs,
Illinois
| USD 255 M | +USD 21.3 M | +9% | 7.65% | 59.1% | 84 | 19.05% | 1.8 |
|
| 4798 |
RL
4798
Rogco LP
Claremore,
Oklahoma
| USD 255 M | +USD 10 M | +4% | 6.4% | 53.3% | 248 | 6.45% | 0.9 |
|
| 4799 |
4799
SMART Wealth
Omaha,
Nebraska
| USD 255 M | +USD 7.92 M | +3% | 5.44% | 77.7% | 166 | 40.36% | 0.7 |
|
| 4800 |
4800
Westwood Wealth Management
Los Angeles,
California
| USD 255 M | -USD 13.2 M | -5% | 0.93% | 495% | 44 | 9.09% | 1.8 |
|