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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Ignite Planners
San Clemente,
California
| USD 149 M | -USD 4.47 M | -3% | 2.66% | 83.8% | 197 | 21.32% | 0.2 |
|
| 5552 |
5552
Wolff Wiese Magana
Carslbad,
California
| USD 149 M | -USD 5.7 M | -4% | 3.09% | 149% | 888 | 10.59% | 1 |
|
| 5553 |
5553
Peterson Wealth Management
Sparks,
Nevada
| USD 149 M | -USD 683 k | -0.5% | 5.63% | 88.9% | 70 | 32.86% | 1.3 |
|
| 5554 |
5554
Summit Place Financial Advisors
Summit,
New Jersey
| USD 149 M | +USD 4.36 M | +3% | 2.98% | 111% | 115 | 20% | 1.3 |
|
| 5555 |
5555
ION Acquisition Corp
Herzliya,
Israel
| USD 149 M | -USD 23.2 M | -13% | 11.1% | – | 5 | 0% | 0.3 |
|
| 5556 |
5556
Chicago Wealth Management
Chicago,
Illinois
| USD 149 M | -USD 174 k | -0.1% | 3.38% | 134% | 49 | 14.29% | 1.2 |
|
| 5557 |
5557
Smart Money Group
Eastland,
Texas
| USD 149 M | -USD 7.64 M | -5% | 3.97% | 58.9% | 71 | 28.17% | 2.2 |
|
| 5558 |
5558
Signify Wealth
Saint Louis,
Missouri
| USD 149 M | -USD 12.1 M | -8% | 4.23% | 36.7% | 34 | 64.71% | 0.6 |
|
| 5559 |
5559
CVS Health
Woonsocket,
Rhode Island
| USD 149 M | +USD 34.6 M | +30% | 9.44% | 50% | 6 | 33.33% | 0.2 |
|
| 5560 |
5560
Old Well Partners
Charlotte,
North Carolina
| USD 149 M | -USD 12.9 M | -8% | 22.2% | 97.8% | 50 | 54% | 0.9 |
|
| 5561 |
5561
Westshore Wealth
Newport Beach,
California
| USD 149 M | +USD 2.95 M | +2% | 2.81% | 58.8% | 101 | 16.83% | 1.2 |
|
| 5562 |
5562
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| USD 149 M | +USD 16.9 M | +13% | 2.41% | 2.24% | 341 | 23.46% | 0.2 |
|
| 5563 |
5563
Benchmark Wealth Management
Old Lyme,
Connecticut
| USD 149 M | -USD 6.04 M | -4% | 4.28% | 42.7% | 49 | 8.16% | 1.9 |
|
| 5564 |
5564
Client First Capital
San Diego,
California
| USD 149 M | +USD 7.85 M | +6% | 4.77% | 54.6% | 31 | 38.71% | 0.2 |
|
| 5565 |
5565
Renasant Bank
Tupelo,
Mississippi
| USD 149 M | +USD 1.61 M | +1% | 3.29% | 72.3% | 221 | 22.17% | 0.9 |
|
| 5566 |
5566
ARQ Wealth Advisors
Scottsdale,
Arizona
| USD 149 M | +USD 7.82 M | +6% | 5.39% | 59.3% | 52 | 15.38% | 1.6 |
|
| 5567 |
5567
RiverTree Advisors
Winter Park,
Florida
| USD 149 M | -USD 7.64 M | -5% | 2.03% | 25.4% | 50 | 60% | 0.5 |
|
| 5568 |
5568
Builders Union
London,
United Kingdom
| USD 149 M | -USD 73.5 M | -33% | 35.2% | – | 15 | 40% | 0.6 |
|
| 5569 |
5569
Sterling Investment Counsel
Buffalo,
New York
| USD 148 M | +USD 807 k | +0.5% | 4.36% | 93.8% | 161 | 21.12% | 0.2 |
|
| 5570 |
5570
Zoom Communications
San Jose,
California
| USD 148 M | -USD 82.7 M | -36% | 31% | 10.7% | 2 | 0% | 0.3 |
|
| 5571 |
CWM
5571
Capital Wealth Management
W. Warwick,
Rhode Island
| USD 148 M | +USD 5.59 M | +4% | 4.96% | 51.3% | 46 | 26.09% | 2.1 |
|
| 5572 |
5572
Green Alpha Advisors
Niwot,
Colorado
| USD 148 M | +USD 153 k | +0.1% | 6.4% | 316% | 138 | 11.59% | 1 |
|
| 5573 |
5573
Carl P. Sherr & Co
Worcester,
Massachusetts
| USD 148 M | -USD 17.1 M | -10% | 6.13% | 78.6% | 128 | 7.81% | 1.6 |
|
| 5574 |
5574
Laurel Wealth Planning
Edina,
Minnesota
| USD 148 M | +USD 16.2 M | +12% | 3.97% | 59.5% | 284 | 28.52% | 0.7 |
|
| 5575 |
5575
Next Capital Management
New York
| USD 148 M | +USD 184 k | +0.1% | 3.01% | 61.3% | 126 | 20.63% | 1.8 |
|