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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| USD 206 M | +USD 7.34 M | +4% | 0.7% | 35.4% | 43 | 9.3% | 1.8 |
|
| 5202 |
5202
Creative Capital Management Investments
San Diego,
California
| USD 206 M | +USD 12.3 M | +6% | 0.76% | 50.7% | 269 | 29.37% | 1 |
|
| 5203 |
5203
Wealth Management Partners
Tucson,
Arizona
| USD 206 M | +USD 8.72 M | +4% | 7.87% | 194% | 121 | 14.88% | 2.4 |
|
| 5204 |
5204
Amtrust Financial Services
New York
| USD 206 M | +USD 5.9 M | +3% | 2.51% | 61.9% | 15 | 6.67% | 2.6 |
|
| 5205 |
5205
BCS Wealth Management
Johnson City,
Tennessee
| USD 206 M | -USD 106 M | -34% | 1.89% | 46.7% | 241 | 38.17% | 1.7 |
|
| 5206 |
5206
Investors Asset Management of Georgia
Atlanta,
Georgia
| USD 206 M | -USD 7.17 M | -3% | 0.54% | 118% | 165 | 4.85% | 6.4 |
|
| 5207 |
5207
Mine & Arao Wealth Creation & Management
Campbell,
California
| USD 205 M | +USD 3.32 M | +2% | 6.74% | 92% | 385 | 80.78% | 4.3 |
|
| 5208 |
5208
Raine Capital
New York
| USD 205 M | -USD 30.1 M | -13% | 17.8% | 119% | 5 | 0% | 2.7 |
|
| 5209 |
5209
Sensible Money
Scottsdale,
Arizona
| USD 205 M | +USD 19.1 M | +10% | 0.91% | 69.1% | 86 | 9.3% | 1.3 |
|
| 5210 |
5210
Warner Financial
Bethesda,
Maryland
| USD 205 M | +USD 5.47 M | +3% | 1.37% | 62.1% | 112 | 4.46% | 1.9 |
|
| 5211 |
DRP
5211
Decade Renewable Partners
Houston,
Texas
| USD 205 M | +USD 16.2 M | +9% | 0.23% | – | 46 | 63.04% | 0.4 |
|
| 5212 |
5212
Traveka Wealth
Los Altos,
California
| USD 205 M | -USD 11.5 M | -5% | 2.74% | 78.1% | 137 | 7.3% | 0.5 |
|
| 5213 |
LFP
5213
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| USD 205 M | +USD 7.24 M | +4% | 0.9% | 65.4% | 72 | 11.11% | 0.7 |
|
| 5214 |
5214
Collaborative Wealth Management
Lake Mary,
Florida
| USD 205 M | +USD 5.11 M | +3% | 0.7% | 41.6% | 176 | 5.11% | 2.5 |
|
| 5215 |
5215
Voisard Asset Management Group
Grand Rapids,
Michigan
| USD 205 M | +USD 26.9 M | +15% | 0.87% | 50.5% | 429 | 21.91% | 0.4 |
|
| 5216 |
5216
Bullseye Asset Management
Denver,
Colorado
| USD 204 M | -USD 8.68 M | -4% | 4.24% | 81% | 67 | 11.94% | 3.3 |
|
| 5217 |
5217
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 204 M | -USD 14.4 M | -7% | 0.86% | 98.3% | 135 | 8.15% | 8 |
|
| 5218 |
5218
Guinness Atkinson Asset Management
Pasadena,
California
| USD 204 M | -USD 8.6 M | -4% | 6.2% | 132% | 105 | 5.71% | 5.8 |
|
| 5219 |
5219
Virtus ETF Advisers
New York
| USD 204 M | +USD 15.9 M | +8% | 0.14% | 177% | 488 | 21.72% | 2.2 |
|
| 5220 |
5220
JPL Wealth Management
Highlands Ranch,
Colorado
| USD 204 M | +USD 23 M | +13% | 2.82% | – | 115 | 13.04% | 0.4 |
|
| 5221 |
5221
Maxwell Wealth Strategies
Pleasanton,
California
| USD 204 M | +USD 6.8 M | +3% | 2.64% | – | 105 | 3.81% | 0.4 |
|
| 5222 |
5222
Centennial Bank
Conway,
Arkansas
| USD 204 M | +USD 8.74 M | +4% | 1.39% | 69.9% | 352 | 13.07% | 1.3 |
|
| 5223 |
5223
Ardent Capital Management
Cincinnati,
Ohio
| USD 204 M | +USD 4.84 M | +2% | 3.54% | 87.2% | 46 | 8.7% | 1.5 |
|
| 5224 |
5224
FullCircle Wealth
Dallas,
Texas
| USD 204 M | – | – | 0.68% | – | 167 | – | 0 |
|
| 5225 |
AFC
5225
AFT Forsyth & Company
West Palm Beach,
Florida
| USD 204 M | +USD 28.5 M | +16% | 10.5% | 135% | 140 | 5% | 6.5 |
|