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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
4876
PFG Private Wealth Management
Lutz,
Florida
| USD 112 M | – | – | 4.02% | 52.6% | 47 | – | 0 |
|
| 4877 |
AW
4877
Avion Wealth
The Woodlands,
Texas
| USD 112 M | +USD 7.05 M | +7% | 3.33% | 45.4% | 47 | 8.51% | 0.2 |
|
| 4878 |
4878
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| USD 112 M | +USD 3.04 M | +3% | 5.22% | 87.9% | 116 | 12.07% | 1.5 |
|
| 4879 |
CNBT
4879
Cornerstone National Bank & Trust
Palatine,
Illinois
| USD 112 M | – | – | 4.87% | 38.5% | 55 | – | 0 |
|
| 4880 |
4880
Cribstone Capital Management
Augusta,
Maine
| USD 112 M | -USD 53.8 M | -33% | 5.94% | 22.4% | 587 | 32.88% | 2.7 |
|
| 4881 |
4881
Perkins Capital Management
Wayzata,
Minnesota
| USD 112 M | -USD 4.51 M | -4% | 15.3% | 303% | 122 | 15.57% | 2.7 |
|
| 4882 |
4882
Sculati Wealth Management
Bloomfield Hills,
Michigan
| USD 112 M | – | – | 8.38% | 80.3% | 97 | – | 0 |
|
| 4883 |
4883
Old Mission Investment Co
Traverse City,
Michigan
| USD 111 M | +USD 6.56 M | +6% | 7.72% | 82% | 67 | 11.94% | 0.2 |
|
| 4884 |
4884
PYA Waltman Capital
Knoxville,
Tennessee
| USD 111 M | – | – | 7.4% | 62.4% | 35 | – | 0 |
|
| 4885 |
4885
Tatro Capital
Lexington,
Kentucky
| USD 111 M | – | – | 6.78% | – | 59 | – | 0 |
|
| 4886 |
4886
Elm Ridge Management
Briarcliff Manor,
New York
| USD 111 M | +USD 4.14 M | +4% | 11.1% | 93.6% | 27 | 0% | 2.9 |
|
| 4887 |
4887
S. Muoio & Co
New York
| USD 111 M | +USD 15.9 M | +17% | 16.8% | 327% | 91 | 39.56% | 2.2 |
|
| 4888 |
4888
Seafarer Capital Partners
Larkspur,
California
| USD 111 M | +USD 58.2 M | +110% | 15.5% | 43% | 2 | 0% | 2.1 |
|
| 4889 |
IAS
4889
Investment Advisory Services
The Woodlands,
Texas
| USD 111 M | – | – | 6.49% | 65.4% | 72 | – | 0 |
|
| 4890 |
4890
Pinnacle Family Advisors
Springfield,
Missouri
| USD 111 M | -USD 2.3 M | -2% | 8.79% | 85.8% | 88 | 29.55% | 1.4 |
|
| 4891 |
4891
Castle Rock Wealth Management
Walnut Creek,
California
| USD 111 M | +USD 14.7 M | +15% | 6.63% | 115% | 176 | 15.34% | 0.4 |
|
| 4892 |
4892
Smart Portfolios LLC
Seattle,
Washington
| USD 111 M | -USD 1.85 M | -2% | 3.88% | 41.3% | 53 | 11.32% | 1.6 |
|
| 4893 |
4893
Vaughan & Co Securities
Ridgewood,
New Jersey
| USD 111 M | – | – | 6.96% | 70.7% | 170 | – | 0 |
|
| 4894 |
4894
Fusion Capital
Mt. Pleasant,
South Carolina
| USD 111 M | – | – | 8.34% | 100% | 65 | – | 0 |
|
| 4895 |
4895
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| USD 111 M | +USD 5.32 M | +5% | 5.35% | 44.1% | 20 | 0% | 2.4 |
|
| 4896 |
4896
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 111 M | +USD 8.06 M | +8% | 7.85% | 66.3% | 3 | 0% | 1.3 |
|
| 4897 |
4897
Tranquility Partners
Brentwood,
Tennessee
| USD 111 M | +USD 16.4 M | +17% | 9.58% | 77.3% | 166 | 16.87% | 0.4 |
|
| 4898 |
4898
Demars Financial Group
Spokane Valley,
Washington
| USD 111 M | – | – | 3.09% | 69.1% | 45 | – | 0 |
|
| 4899 |
4899
C.M. Bidwell & Associates
Honolulu,
Hawaii
| USD 111 M | +USD 9.5 M | +9% | 7.97% | 70.6% | 474 | 29.32% | 1.2 |
|
| 4900 |
4900
Prostatis Group
Hanover,
Maryland
| USD 111 M | – | – | 7.38% | 72.9% | 78 | – | 0 |
|