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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
PWM
5351
Prosperity Wealth Management
San Ramon,
California
| USD 155 M | +USD 28.2 M | +22% | 19.3% | 175% | 195 | 52.31% | 0.3 |
|
| 5352 |
MAS
5352
Madden Advisory Services
Jacksonville,
Florida
| USD 155 M | +USD 12 M | +8% | 5.76% | 52.3% | 82 | 2.44% | 5.2 |
|
| 5353 |
KAM
5353
Kinney Asset Management
Chicago,
Illinois
| USD 154 M | +USD 15.6 M | +11% | 7.69% | 10.1% | 5 | 0% | 2.2 |
|
| 5354 |
5354
John W. Brooker & Co
Oakland,
California
| USD 154 M | +USD 3.46 M | +2% | 3.37% | 43.4% | 66 | 4.55% | 2.8 |
|
| 5355 |
5355
Wisconsin Capital Management
Madison,
Wisconsin
| USD 154 M | +USD 7.71 M | +5% | 12.6% | 153% | 48 | 8.33% | 4.1 |
|
| 5356 |
5356
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| USD 154 M | +USD 4.22 M | +3% | 5.15% | 65.5% | 406 | 13.79% | 3.8 |
|
| 5357 |
5357
Custos Family Office
Austin,
Texas
| USD 154 M | +USD 12.4 M | +9% | 5.03% | 57.4% | 50 | 34% | 0.8 |
|
| 5358 |
5358
Summit Place Financial Advisors
Summit,
New Jersey
| USD 154 M | +USD 13.5 M | +10% | 7.73% | 111% | 95 | 8.42% | 2.1 |
|
| 5359 |
5359
Cairn Investment Group
Vancouver,
Washington
| USD 154 M | +USD 10.7 M | +7% | 5.49% | 61.3% | 66 | 4.55% | 2.6 |
|
| 5360 |
SM
5360
Scoggin Management
New York
| USD 154 M | -USD 15.9 M | -9% | 4.64% | 889% | 66 | 62.12% | 0.7 |
|
| 5361 |
5361
AFS Financial Group
Bethesda,
Maryland
| USD 154 M | +USD 4.4 M | +3% | 7.01% | – | 96 | 6.25% | 0.5 |
|
| 5362 |
5362
Forte Asset Management
Bedford,
New York
| USD 154 M | +USD 2.92 M | +2% | 2.75% | 57.7% | 60 | 5% | 0.8 |
|
| 5363 |
5363
Purus Wealth Management
Newport Beach,
California
| USD 154 M | +USD 27.6 M | +22% | 12.9% | 174% | 125 | 16% | 1.7 |
|
| 5364 |
5364
Fluent Financial
Dallas,
Texas
| USD 154 M | +USD 7.64 M | +5% | 4.07% | 46.9% | 83 | 31.33% | 1.3 |
|
| 5365 |
5365
Athyrium Capital Management
New York
| USD 154 M | -USD 125 M | -45% | 0.46% | 25.1% | 8 | 12.5% | 1.4 |
|
| 5366 |
5366
Cordant Inc
Portland,
Oregon
| USD 154 M | -USD 3.18 k | -0% | 2.17% | 47% | 74 | 4.05% | 2.4 |
|
| 5367 |
5367
Warner Financial
Bethesda,
Maryland
| USD 154 M | +USD 9.7 M | +7% | 5.72% | 62.1% | 94 | 2.13% | 1.3 |
|
| 5368 |
5368
Westhampton Capital
Winston-Salem,
North Carolina
| USD 154 M | -USD 1.75 M | -1% | 7.19% | 95.6% | 122 | 14.75% | 3 |
|
| 5369 |
5369
Blue Barn Wealth
Orem,
Utah
| USD 154 M | -USD 7.46 M | -5% | 2.35% | 46.4% | 127 | 8.66% | 1.4 |
|
| 5370 |
DFS
5370
Dixon Fnancial Services
Lafayette,
California
| USD 154 M | +USD 6.57 M | +4% | 4.94% | 76.6% | 26 | 15.38% | 1.4 |
|
| 5371 |
5371
ARQ Wealth Advisors
Scottsdale,
Arizona
| USD 154 M | +USD 17.9 M | +13% | 4.74% | 53.3% | 59 | 16.95% | 2.1 |
|
| 5372 |
5372
Profit Investment Management
North Bethesda,
Maryland
| USD 154 M | +USD 2.48 M | +2% | 5.2% | 101% | 76 | 2.63% | 6.5 |
|
| 5373 |
5373
TKG Advisors
Valparaiso,
Indiana
| USD 154 M | -USD 6.63 M | -4% | 6.17% | 104% | 121 | 46.28% | 0.6 |
|
| 5374 |
5374
CGC Financial Services
Lake Oswego,
Oregon
| USD 154 M | – | – | 1.8% | 46% | 359 | – | 0 |
|
| 5375 |
5375
AllSquare Wealth Management
Albany,
New York
| USD 154 M | -USD 709 k | -0.5% | 3.74% | 62.4% | 574 | 4.36% | 4.4 |
|