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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Left Brain Wealth Management
Naperville,
Illinois
| USD 289 M | -USD 29.6 M | -9% | 2.88% | 376% | 112 | 37.5% | 1.5 |
|
| 5102 |
5102
Range Financial Group
Tigard,
Oregon
| USD 289 M | +USD 11.8 M | +4% | 6.14% | 195% | 229 | 28.38% | 1.6 |
|
| 5103 |
WPA
5103
WIT Partners Advisory
Singapore
| USD 289 M | +USD 19.5 M | +7% | 6.56% | 22.7% | 18 | 38.89% | 0.3 |
|
| 5104 |
5104
Malaga Cove Capital
Pv Estates,
California
| USD 289 M | +USD 13.3 M | +5% | 3.26% | 97.3% | 198 | 19.19% | 2.6 |
|
| 5105 |
5105
Seldon Capital
San Francisco,
California
| USD 289 M | +USD 4.3 M | +2% | 15.2% | 604% | 72 | 12.5% | 2.4 |
|
| 5106 |
5106
Providence First Trust
Scottsdale,
Arizona
| USD 289 M | +USD 393 k | +0.1% | 3.49% | 68.4% | 188 | 51.06% | 2 |
|
| 5107 |
5107
Windward Private Wealth Management
Overland Park,
Kansas
| USD 289 M | -USD 1.1 M | -0.4% | 1.32% | 35.5% | 45 | 4.44% | 4.2 |
|
| 5108 |
TSM
5108
Two Star Manager
Miami Beach,
Florida
| USD 289 M | +USD 10 M | +4% | 4.44% | – | 13 | 15.38% | 1.3 |
|
| 5109 |
5109
National Wealth Management Group
Cincinnati,
Ohio
| USD 289 M | +USD 23.1 M | +9% | 3.63% | 128% | 292 | 38.36% | 1.2 |
|
| 5110 |
KC
5110
KHIS Custodian
Dallas,
Texas
| USD 288 M | – | – | 1.34% | – | 1 | – | 0 |
|
| 5111 |
5111
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| USD 288 M | +USD 15.6 M | +6% | 2% | 72.1% | 82 | 7.32% | 2.4 |
|
| 5112 |
5112
Hillman Company
Pittsburgh,
Pennsylvania
| USD 288 M | -USD 35.5 M | -11% | 0.38% | 118% | 18 | 27.78% | 2 |
|
| 5113 |
5113
New Perspectives Inc
Ridgeland,
Mississippi
| USD 288 M | +USD 65 M | +29% | 2.13% | – | 43 | 9.3% | 2.5 |
|
| 5114 |
5114
Warner Financial
Bethesda,
Maryland
| USD 288 M | +USD 20.3 M | +8% | 2.66% | 69.2% | 136 | 11.76% | 2.7 |
|
| 5115 |
5115
NWK Group
San Francisco,
California
| USD 288 M | -USD 6.1 M | -2% | 5.84% | 268% | 75 | 18.67% | 3.5 |
|
| 5116 |
5116
Range Rock Capital
Wellesley,
Massachusetts
| USD 288 M | – | – | 6.36% | – | 26 | – | 0 |
|
| 5117 |
5117
Rede Wealth
Charlottesville,
Virginia
| USD 288 M | +USD 160 M | +126% | 0.84% | 84.4% | 188 | 84.04% | 1.1 |
|
| 5118 |
5118
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| USD 288 M | -USD 23 M | -7% | 3.05% | 69.5% | 176 | 10.23% | 1.5 |
|
| 5119 |
5119
SmartHarvest Portfolios
Poulsbo,
Washington
| USD 288 M | – | – | 5.45% | – | 366 | – | 0 |
|
| 5120 |
5120
Torrey Growth & Income Advisors
Del Mar,
California
| USD 288 M | -USD 52.2 M | -15% | 1.39% | – | 137 | 27.74% | 0.2 |
|
| 5121 |
WMA
5121
Wealth Management Associates
Cherry Hill,
New Jersey
| USD 288 M | +USD 5.73 M | +2% | 2.97% | 111% | 247 | 11.74% | 3.6 |
|
| 5122 |
5122
Alliance Private Wealth
North Reading,
Massachusetts
| USD 287 M | – | – | 3.21% | – | 81 | – | 0 |
|
| 5123 |
5123
Holowesko Partners
Nassau,
Bahamas
| USD 287 M | +USD 17 M | +6% | 0.26% | 51.1% | 30 | 20% | 3.6 |
|
| 5124 |
5124
AYAL Capital Advisors
Toronto,
Ontario, Canada
| USD 287 M | +USD 32.9 M | +13% | 1.95% | – | 58 | 55.17% | 0.5 |
|
| 5125 |
5125
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| USD 287 M | +USD 236 M | +468% | 2.53% | – | 1,387 | 62.22% | 0.5 |
|