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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
NWK Group
San Francisco,
California
| USD 171 M | +USD 16.8 M | +11% | 18.2% | 268% | 75 | 21.33% | 2.3 |
|
| 5127 |
5127
Crestmont Private Wealth
Houston,
Texas
| USD 171 M | +USD 17.6 M | +12% | 4.72% | 54.8% | 52 | 13.46% | 0.8 |
|
| 5128 |
5128
Otter Creek Advisors
Palm Beach Gardens,
Florida
| USD 171 M | +USD 31 M | +22% | 5.5% | 173% | 53 | 50.94% | 0.8 |
|
| 5129 |
5129
Fortis Capital Advisors
Prairie Village,
Kansas
| USD 171 M | -USD 16.4 M | -9% | 11.9% | 127% | 660 | 85% | 0.5 |
|
| 5130 |
5130
Corepath Wealth Partners
Scottsdale,
Arizona
| USD 170 M | +USD 11.1 M | +7% | 3.21% | 62.1% | 43 | 9.3% | 2.1 |
|
| 5131 |
5131
Alta Wealth Advisors
Woburn,
Massachusetts
| USD 170 M | +USD 11.8 M | +7% | 8.77% | 120% | 142 | 10.56% | 1.9 |
|
| 5132 |
5132
Provence Wealth Management Group
Irvine,
California
| USD 170 M | +USD 20.1 M | +13% | 11.5% | – | 160 | 24.38% | 0.6 |
|
| 5133 |
5133
New England Professional Planning Group
Westerly,
Rhode Island
| USD 170 M | +USD 4.77 M | +3% | 4.85% | 59% | 40 | 5% | 4.4 |
|
| 5134 |
5134
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| USD 170 M | +USD 34.5 M | +25% | 5.17% | 62.6% | 72 | 11.11% | 0.5 |
|
| 5135 |
5135
Ruedi Wealth Management
Champaign,
Illinois
| USD 170 M | +USD 14.5 M | +9% | 4.34% | 44.9% | 266 | 18.05% | 0.5 |
|
| 5136 |
5136
CNB Bank
Clearfield,
Pennsylvania
| USD 170 M | +USD 5.7 M | +3% | 6.59% | 91.6% | 494 | 13.16% | 3.6 |
|
| 5137 |
5137
Heritage Wealth Partners
Dublin,
Ohio
| USD 170 M | +USD 43.5 M | +34% | 2.23% | – | 69 | 43.48% | 0.1 |
|
| 5138 |
5138
Peninsula Asset Management
Bradenton,
Florida
| USD 170 M | +USD 10.1 M | +6% | 7.64% | 44.1% | 42 | 2.38% | 7.5 |
|
| 5139 |
5139
Tradewinds LLC
Raleigh,
North Carolina
| USD 170 M | +USD 4.7 M | +3% | 7.38% | – | 128 | 25% | 0.3 |
|
| 5140 |
5140
Center Lake Capital Management
West Palm Beach,
Florida
| USD 169 M | +USD 14.8 M | +10% | 21.4% | 98.3% | 12 | 41.67% | 1.1 |
|
| 5141 |
5141
PFG Private Wealth Management
Lutz,
Florida
| USD 169 M | +USD 12.1 M | +8% | 3.65% | 52.6% | 297 | 8.42% | 1.6 |
|
| 5142 |
5142
First City Capital Management
Savannah,
Georgia
| USD 169 M | -USD 1.61 M | -0.9% | 5.16% | 76.5% | 180 | 11.67% | 5.4 |
|
| 5143 |
5143
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| USD 169 M | +USD 640 k | +0.4% | 4.72% | 58.7% | 48 | 2.08% | 3.6 |
|
| 5144 |
5144
Tikehau Investment Management
Paris,
France
| USD 169 M | -USD 24.1 M | -12% | 6% | 102% | 17 | 11.76% | 2.1 |
|
| 5145 |
5145
Planned Solutions
Folsom,
California
| USD 169 M | +USD 11.4 M | +7% | 5.39% | 68.3% | 82 | 7.32% | 1.9 |
|
| 5146 |
5146
Wick Capital Partners
Wayne,
Pennsylvania
| USD 169 M | -USD 5.42 M | -3% | 6.26% | 60% | 70 | 35.71% | 1 |
|
| 5147 |
5147
Varde Management
Minneapolis,
Minnesota
| USD 169 M | +USD 31.2 M | +23% | 1.55% | 149% | 9 | 44.44% | 1.2 |
|
| 5148 |
5148
Virtus ETF Advisers
New York
| USD 169 M | -USD 13 M | -7% | 5.59% | 177% | 495 | 23.23% | 2.1 |
|
| 5149 |
FFG
5149
Fortem Financial Group
Palm Desert,
California
| USD 169 M | +USD 15.2 M | +10% | 8.95% | 183% | 174 | 25.86% | 1.8 |
|
| 5150 |
5150
WFA Asset Management
Whitefish Bay,
Wisconsin
| USD 169 M | +USD 5.75 M | +4% | 2.83% | 60% | 264 | 16.67% | 1.2 |
|