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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Houlihan Financial Resource Group
Ashburn,
Virginia
| USD 173 M | +USD 9.06 M | +6% | 5.37% | 50.6% | 89 | 13.48% | 2.5 |
|
| 4827 |
4827
Towerpoint Wealth
Sacramento,
California
| USD 173 M | +USD 7.43 M | +4% | 6.34% | 67.7% | 90 | 14.44% | 2.9 |
|
| 4828 |
4828
Newbridge Financial Services Group
Boca Raton,
Florida
| USD 173 M | +USD 3.12 M | +2% | 4.91% | 189% | 1,541 | 12.13% | 1.5 |
|
| 4829 |
4829
Nicollet Investment Management
Minneapolis,
Minnesota
| USD 173 M | -USD 9.7 M | -5% | 4.58% | 104% | 60 | 8.33% | 3.8 |
|
| 4830 |
4830
DG Capital Management
New York
| USD 173 M | -USD 54.1 M | -24% | 7.62% | 76.7% | 64 | 40.63% | 1.6 |
|
| 4831 |
4831
Performa Ltd (US)
Charleston,
South Carolina
| USD 173 M | +USD 23.4 M | +16% | 6.84% | 55.8% | 85 | 20% | 1.3 |
|
| 4832 |
4832
Narus Financial Partners
Salt Lake City,
Utah
| USD 173 M | +USD 15 M | +10% | 7.75% | 85.3% | 124 | 19.35% | 2.8 |
|
| 4833 |
4833
Your Advocates Ltd
Houston,
Texas
| USD 173 M | +USD 6.26 M | +4% | 4.83% | 50% | 230 | 9.57% | 1.6 |
|
| 4834 |
KLCM
4834
KG&L Capital Management
Saint Francisville,
Louisiana
| USD 173 M | -USD 4.09 M | -2% | 11.3% | 91.9% | 143 | 19.58% | 2.3 |
|
| 4835 |
4835
Bennicas & Associates
Portola Valley,
California
| USD 173 M | +USD 16.2 M | +10% | 13.7% | 40.3% | 104 | 10.58% | 6 |
|
| 4836 |
4836
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| USD 173 M | +USD 10.9 M | +7% | 6.39% | 36.2% | 122 | 22.95% | 1.7 |
|
| 4837 |
AC
4837
Athos Capital
Hong Kong
| USD 173 M | -USD 63.1 M | -27% | 5.81% | 110% | 151 | 46.36% | 0.8 |
|
| 4838 |
4838
Scissortail Wealth Management
Tulsa,
Oklahoma
| USD 173 M | -USD 19.9 M | -10% | 12.2% | 65% | 174 | 82.76% | 0.2 |
|
| 4839 |
4839
Burrus Financial Services
Salt Lake City,
Utah
| USD 173 M | +USD 10.2 M | +6% | 5.58% | 31.3% | 10 | 10% | 0.6 |
|
| 4840 |
4840
LRT Capital Management
Austin,
Texas
| USD 173 M | +USD 26 M | +18% | 9.35% | 76.2% | 70 | 27.14% | 0.7 |
|
| 4841 |
GWM
4841
Gray Wealth Management
Bangor,
Maine
| USD 173 M | +USD 15.9 M | +10% | 8.74% | 22.1% | 123 | 17.07% | 2.1 |
|
| 4842 |
4842
RIA Advisory Group
Des Moines,
Iowa
| USD 173 M | – | – | 6.01% | – | 96 | – | 0 |
|
| 4843 |
4843
Kestrel Investment Management
San Mateo,
California
| USD 172 M | +USD 14.7 M | +9% | 15.6% | 89.2% | 42 | 16.67% | 1.6 |
|
| 4844 |
4844
Mad River Investors
Boston,
Massachusetts
| USD 172 M | +USD 35.1 M | +26% | 27.7% | 169% | 27 | 7.41% | 4.1 |
|
| 4845 |
BIA
4845
Bigelow Investment Advisors
Portland,
Maine
| USD 172 M | +USD 4.75 M | +3% | 8.21% | 75.7% | 151 | 12.58% | 3.6 |
|
| 4846 |
4846
Powell Investment Advisors
Miami,
Florida
| USD 172 M | +USD 19.8 M | +13% | 7.15% | 82.4% | 142 | 19.72% | 2 |
|
| 4847 |
4847
Global Wealth Strategies & Associates
Denver,
Colorado
| USD 172 M | – | – | 7.2% | 68.7% | 346 | – | 0 |
|
| 4848 |
4848
WJ Wealth Management
Glendale,
Arizona
| USD 172 M | +USD 12.8 M | +8% | 7.57% | 90.6% | 59 | 22.03% | 1.4 |
|
| 4849 |
4849
NIA Impact Advisors
Berkeley,
California
| USD 172 M | +USD 10 M | +6% | 7.54% | – | 65 | 15.38% | 1.6 |
|
| 4850 |
4850
Chapin Davis
Baltimore,
Maryland
| USD 172 M | – | – | 10.8% | 339% | 203 | – | 0 |
|