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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Foguth Wealth Management
Brighton,
Michigan
| USD 227 M | +USD 40.2 M | +22% | 1.94% | – | 162 | 39.51% | 0.2 |
|
| 4952 |
4952
Old West Investment Management
Los Angeles,
California
| USD 227 M | +USD 29 M | +15% | 8.54% | 242% | 63 | 23.81% | 2.6 |
|
| 4953 |
4953
Marks Wealth
Annapolis,
Maryland
| USD 227 M | -USD 38 M | -14% | 4.71% | 169% | 24 | 70.83% | 0.8 |
|
| 4954 |
SST
4954
S Squared Technology
New York
| USD 227 M | +USD 8.8 M | +4% | 4.46% | 223% | 36 | 5.56% | 3 |
|
| 4955 |
4955
Rooted Wealth Advisors
Bourbonnais,
Illinois
| USD 227 M | +USD 23.6 M | +12% | 1.7% | 50.8% | 88 | 9.09% | 1 |
|
| 4956 |
4956
Monte Financial Group
Guilford,
Connecticut
| USD 226 M | -USD 1.76 M | -0.8% | 0.31% | 57.9% | 86 | 8.14% | 3.4 |
|
| 4957 |
4957
Clarus Group
Houston,
Texas
| USD 226 M | +USD 83.6 M | +59% | 3.52% | 67.5% | 125 | 22.4% | 2 |
|
| 4958 |
4958
Purus Wealth Management
Newport Beach,
California
| USD 226 M | +USD 23.9 M | +12% | 10.3% | 174% | 118 | 5.93% | 2.3 |
|
| 4959 |
4959
IMA Advisory Services
Denver,
Colorado
| USD 226 M | +USD 14.9 M | +7% | 3.41% | 74.5% | 77 | 10.39% | 3.4 |
|
| 4960 |
4960
Vigilare Wealth Management
Scottsdale,
Arizona
| USD 226 M | +USD 23.4 M | +12% | 2.74% | 56.9% | 100 | 15% | 2.6 |
|
| 4961 |
4961
Hunting Hill Global Capital
New York
| USD 226 M | +USD 24.6 M | +12% | 5.56% | 132% | 132 | 28.79% | 0.7 |
|
| 4962 |
4962
Kensington Investment Counsel
Long Beach,
California
| USD 226 M | +USD 7.12 M | +3% | 1.5% | 81.9% | 111 | 15.32% | 2.4 |
|
| 4963 |
4963
Letson Investment Management
Atlanta,
Georgia
| USD 226 M | -USD 10.5 M | -4% | 2.81% | – | 96 | 9.38% | 0.5 |
|
| 4964 |
4964
James T. Borello RIA
East Dundee,
Illinois
| USD 226 M | +USD 6.39 M | +3% | 0.98% | 71.2% | 178 | 3.37% | 0.5 |
|
| 4965 |
MS
4965
Madden Securities
Dallas,
Texas
| USD 226 M | +USD 9.22 M | +4% | 3.8% | 92.2% | 109 | 17.43% | 2.4 |
|
| 4966 |
4966
Bridgewealth Advisory Group
Fresno,
California
| USD 226 M | +USD 21.5 M | +10% | 0.82% | 39.1% | 87 | 25.29% | 1 |
|
| 4967 |
4967
Investment Research & Advisory Group
Atlanta,
Georgia
| USD 226 M | +USD 8.36 M | +4% | 4.76% | 105% | 216 | 7.87% | 2.9 |
|
| 4968 |
4968
Robertson Opportunity Capital
Dallas,
Texas
| USD 226 M | +USD 3.4 M | +2% | 0.37% | 93.4% | 26 | 7.69% | 6.7 |
|
| 4969 |
DI
4969
DAGCO Inc
Westlake,
Ohio
| USD 225 M | +USD 5.73 M | +3% | 1.69% | 75% | 232 | 11.21% | 1 |
|
| 4970 |
4970
Compass Advisory Group
Melville,
New York
| USD 225 M | -USD 1.05 M | -0.5% | 1.55% | 49.2% | 79 | 13.92% | 2.4 |
|
| 4971 |
4971
Walnut Level Capital
Denver,
Colorado
| USD 225 M | +USD 54.1 M | +32% | 4.9% | – | 50 | 44% | 0.3 |
|
| 4972 |
4972
Hanover Advisors
Seneca,
South Carolina
| USD 225 M | -USD 13.3 M | -6% | 1.56% | – | 96 | 9.38% | 0.5 |
|
| 4973 |
ODFS
4973
O'Donnell Financial Services
San Rafael,
California
| USD 225 M | +USD 6.59 M | +3% | 1.86% | 61% | 40 | 7.5% | 1.2 |
|
| 4974 |
4974
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 225 M | -USD 32.5 M | -13% | 5.38% | 103% | 471 | 8.92% | 5.4 |
|
| 4975 |
4975
Eclectic Associates
Fullerton,
California
| USD 225 M | +USD 5.79 M | +3% | 0.59% | 53.8% | 93 | 7.53% | 2.4 |
|