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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
NewGen Asset Management
Toronto,
Ontario, Canada
| USD 201 M | -USD 29.3 M | -13% | 10.8% | 402% | 41 | 58.54% | 0.5 |
|
| 5452 |
LWMI
5452
Landmark Wealth Management (Illinois)
Normal,
Illinois
| USD 201 M | +USD 19.1 M | +11% | 6.4% | 42.4% | 42 | 2.38% | 0.3 |
|
| 5453 |
5453
Red Tortoise LLC
Atlanta,
Georgia
| USD 201 M | +USD 15.2 M | +8% | 6.97% | 43.7% | 577 | 2.77% | 1.5 |
|
| 5454 |
5454
Taylor Frigon Capital Management
Scottsdale,
Arizona
| USD 201 M | -USD 9.41 M | -4% | 9.23% | 152% | 94 | 13.83% | 4.3 |
|
| 5455 |
5455
Physician Wealth Solutions
North Las Vegas,
Nevada
| USD 201 M | +USD 60.4 M | +43% | 5.93% | 43.6% | 41 | 0% | 0.7 |
|
| 5456 |
5456
FOCUS Wealth Advisors
Houston,
Texas
| USD 201 M | +USD 5.68 M | +3% | 6.03% | 68.7% | 60 | 1.67% | 2.2 |
|
| 5457 |
5457
Powers Advisory Group
Highland,
Illinois
| USD 200 M | +USD 17.1 M | +9% | 6.72% | 49.8% | 101 | 7.92% | 2.2 |
|
| 5458 |
5458
Agate Pass Investment Management
Bainbridge Island,
Washington
| USD 200 M | +USD 12.4 M | +7% | 7.74% | 76% | 96 | 4.17% | 2.3 |
|
| 5459 |
5459
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| USD 200 M | +USD 14.6 M | +8% | 6.65% | 58.7% | 48 | 4.17% | 4.5 |
|
| 5460 |
5460
Ridgewood Investments
Springfield,
New Jersey
| USD 200 M | +USD 406 k | +0.2% | 7.78% | – | 823 | 15.07% | 1.1 |
|
| 5461 |
5461
1492 Capital Management
Milwaukee,
Wisconsin
| USD 200 M | +USD 23.3 M | +13% | 21.9% | 332% | 113 | 26.55% | 1.6 |
|
| 5462 |
5462
Sitrin Capital Management
Century City,
California
| USD 200 M | +USD 12 M | +6% | 5.88% | 139% | 44 | 6.82% | 3.5 |
|
| 5463 |
5463
Fortress Wealth Management
Culver City,
California
| USD 200 M | +USD 4.68 M | +2% | 5.61% | 52.1% | 72 | 6.94% | 1.8 |
|
| 5464 |
5464
Choice Wealth Advisors
Waterville,
Maine
| USD 200 M | +USD 11.6 M | +6% | 5.65% | 60.3% | 31 | 9.68% | 1.7 |
|
| 5465 |
5465
Private Wealth Group
Tampa,
Florida
| USD 200 M | +USD 9.6 M | +5% | 6.42% | 52.9% | 67 | 17.91% | 3 |
|
| 5466 |
5466
Members Advisory Group
Williamsville,
New York
| USD 200 M | +USD 16.8 M | +9% | 5.7% | 70.6% | 36 | 19.44% | 1.3 |
|
| 5467 |
5467
Magnolia Capital Advisors
Jackson,
Mississippi
| USD 200 M | +USD 21.3 M | +12% | 6.73% | 78.7% | 153 | 29.41% | 0.8 |
|
| 5468 |
5468
Bridger Management
New York
| USD 200 M | +USD 5.58 M | +3% | 8.3% | 103% | 34 | 32.35% | 1.6 |
|
| 5469 |
5469
Lodestone Wealth Management
Spokane,
Washington
| USD 200 M | +USD 10.1 M | +5% | 5.75% | 87.1% | 157 | 12.1% | 1.4 |
|
| 5470 |
ORC
5470
O'Rourke & Company
Boston,
Massachusetts
| USD 200 M | +USD 22.2 M | +12% | 8.48% | 71.9% | 152 | 9.21% | 2 |
|
| 5471 |
EL
5471
EQ LLC
Bellevue,
Washington
| USD 200 M | +USD 32.8 M | +20% | 5.96% | 72.9% | 64 | 25% | 2.1 |
|
| 5472 |
5472
Signet Investment Advisory Group
Providence,
Rhode Island
| USD 200 M | +USD 13.3 M | +7% | 8.04% | 68.2% | 72 | 8.33% | 4.4 |
|
| 5473 |
5473
Trellis Wealth Advisors
San Luis Obispo,
California
| USD 200 M | +USD 17.6 M | +10% | 5.89% | 62.2% | 31 | 6.45% | 1.3 |
|
| 5474 |
5474
GSI Capital Advisors
Newport Beach,
California
| USD 200 M | +USD 30.3 M | +18% | 15.7% | 39.7% | 35 | 34.29% | 1.7 |
|
| 5475 |
5475
Porter White Investment Advisors
Birmingham,
Alabama
| USD 200 M | +USD 13 M | +7% | 6.67% | 58% | 33 | 3.03% | 1.4 |
|