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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
5151
Autumn Glory Partners
Dallas,
Texas
| USD 164 M | +USD 27.2 M | +20% | 2.57% | 76% | 168 | 28.57% | 0.9 |
|
| 5152 |
5152
Tandem Wealth Advisors
Phoenix,
Arizona
| USD 164 M | -USD 1.65 M | -1% | 3.71% | 43.1% | 61 | 21.31% | 0.6 |
|
| 5153 |
5153
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| USD 164 M | +USD 16.4 M | +11% | 1.79% | 61.6% | 60 | 6.67% | 1.4 |
|
| 5154 |
NFAM
5154
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| USD 164 M | -USD 122 M | -43% | 2.65% | 104% | 100 | 86% | 0.2 |
|
| 5155 |
5155
Crestmont Private Wealth
Houston,
Texas
| USD 163 M | -USD 7.11 M | -4% | 3.35% | 54.8% | 51 | 13.73% | 1 |
|
| 5156 |
5156
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 163 M | -USD 13.9 M | -8% | 3.98% | 98.6% | 130 | 4.62% | 4.6 |
|
| 5157 |
5157
Grand Wealth Management
Grand Rapids,
Michigan
| USD 163 M | -USD 4.88 M | -3% | 3.28% | 54.1% | 79 | 20.25% | 1.2 |
|
| 5158 |
5158
Alta Wealth Advisors
Woburn,
Massachusetts
| USD 163 M | -USD 7.07 M | -4% | 3.91% | 120% | 138 | 10.87% | 2.1 |
|
| 5159 |
5159
Slagle Financial
Edwardsville,
Illinois
| USD 163 M | +USD 2.46 M | +2% | 3.01% | 77.9% | 128 | 14.84% | 0.2 |
|
| 5160 |
5160
Provence Wealth Management Group
Irvine,
California
| USD 163 M | -USD 7.19 M | -4% | 2.67% | – | 482 | 70.95% | 0.3 |
|
| 5161 |
5161
Hutner Capital Management
Manchester,
Vermont
| USD 163 M | -USD 8 M | -5% | 3.59% | 52.2% | 46 | 6.52% | 5.5 |
|
| 5162 |
5162
Applied Capital
Little Rock,
Arkansas
| USD 163 M | +USD 1.85 M | +1% | 3.65% | 52.6% | 38 | 10.53% | 1.5 |
|
| 5163 |
5163
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| USD 163 M | -USD 8.81 M | -5% | 3.29% | 107% | 185 | 12.97% | 1.2 |
|
| 5164 |
5164
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
| USD 163 M | -USD 2.78 M | -2% | 3.38% | – | 69 | 4.35% | 1.5 |
|
| 5165 |
5165
NWK Group
San Francisco,
California
| USD 163 M | -USD 7.72 M | -5% | 1.36% | 268% | 73 | 28.77% | 2.5 |
|
| 5166 |
5166
MBA Advisors
Hermitage,
Pennsylvania
| USD 163 M | -USD 4.37 M | -3% | 2.95% | 66.1% | 126 | 14.29% | 2 |
|
| 5167 |
CNBT
5167
Cornerstone National Bank & Trust
Palatine,
Illinois
| USD 163 M | -USD 10.2 M | -6% | 3.2% | 38.5% | 58 | 6.9% | 3.3 |
|
| 5168 |
5168
Northeast Financial Group
Tannersville,
Pennsylvania
| USD 163 M | +USD 6.73 M | +4% | 3.86% | 31.6% | 66 | 9.09% | 1.4 |
|
| 5169 |
IWN
5169
Independent Wealth Network
Urbandale,
Iowa
| USD 163 M | -USD 3.76 M | -2% | 1.81% | 78.2% | 214 | 9.35% | 1.5 |
|
| 5170 |
5170
Equita Financial Network
Fort Washington,
Pennsylvania
| USD 163 M | – | – | 3.23% | 50.5% | 57 | – | 0 |
|
| 5171 |
QC
5171
Qalhat Capital
Tortola,
British Virgin Islands
| USD 162 M | -USD 5.69 M | -3% | 3.44% | 90.3% | 8 | 0% | 1.6 |
|
| 5172 |
OIM
5172
Opus Investment Management
Worcester,
Massachusetts
| USD 162 M | -USD 116 M | -42% | 3.6% | 52.8% | 73 | 43.84% | 7 |
|
| 5173 |
5173
Activest Wealth Management
Aventure,
Florida
| USD 162 M | +USD 17.9 M | +12% | 3.63% | 117% | 459 | 62.09% | 0.6 |
|
| 5174 |
5174
Rooted Wealth Advisors
Bourbonnais,
Illinois
| USD 162 M | +USD 14.1 M | +9% | 3.68% | 50.8% | 88 | 22.73% | 0.6 |
|
| 5175 |
5175
Mezzasalma Advisors
Tinton Falls,
New Jersey
| USD 162 M | -USD 2.71 M | -2% | 1.02% | 203% | 88 | 9.09% | 2.2 |
|