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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
Pinnacle Wealth Management Group
Plymouth,
Michigan
| USD 113 M | -USD 6.04 M | -5% | 4.62% | 64.3% | 120 | 15.83% | 1 |
|
| 5552 |
5552
Precision Wealth Strategies
Saint Louis,
Missouri
| USD 113 M | -USD 13.7 M | -11% | 5.63% | 106% | 158 | 26.58% | 1 |
|
| 5553 |
5553
Renasant Bank
Tupelo,
Mississippi
| USD 113 M | -USD 9.16 M | -7% | 5.14% | 65% | 192 | 19.79% | 1.3 |
|
| 5554 |
5554
Olympus Peak Asset Management
Greenwich,
Connecticut
| USD 113 M | -USD 113 M | -50% | 9.7% | – | 5 | 20% | 0.6 |
|
| 5555 |
5555
Masso Torrence Wealth Management
Marlton,
New Jersey
| USD 113 M | -USD 451 k | -0.4% | 4.23% | 130% | 87 | 11.49% | 0.6 |
|
| 5556 |
5556
WealthSpring Partners
Long Beach,
California
| USD 113 M | – | – | 5.06% | – | 74 | – | 0 |
|
| 5557 |
5557
Barnett & Company
Chattanooga,
Tennessee
| USD 113 M | -USD 11.8 M | -9% | 2.94% | 65.9% | 92 | 20.65% | 3.9 |
|
| 5558 |
FIM
5558
FWL Investment Management
Dallas,
Texas
| USD 113 M | -USD 24.7 M | -18% | 0.08% | 165% | 74 | 59.46% | 0.7 |
|
| 5559 |
5559
Jackson Hill Advisors
Houston,
Texas
| USD 113 M | -USD 1.65 M | -1% | 3.62% | 61.2% | 12 | 25% | 0.5 |
|
| 5560 |
5560
Spreng Capital Management
Bucyrus,
Ohio
| USD 113 M | -USD 21.2 M | -16% | 5.69% | 72.5% | 93 | 10.75% | 2.4 |
|
| 5561 |
5561
Carl Stuart Investment Advisor
Austin,
Texas
| USD 113 M | -USD 2.12 M | -2% | 5.56% | 84.4% | 26 | 11.54% | 0.7 |
|
| 5562 |
5562
IDG Technology Venture Investment IV
Hong Kong
| USD 113 M | +USD 30.3 M | +37% | 36.9% | 420% | 3 | 0% | 0.8 |
|
| 5563 |
5563
Pacific Wealth Management
San Diego,
California
| USD 113 M | +USD 21.9 M | +24% | 6.43% | 72.8% | 19 | 26.32% | 0.9 |
|
| 5564 |
5564
Coombe, Bender & Co
Ellenville,
New York
| USD 113 M | -USD 5.54 M | -5% | 7.12% | – | 80 | 6.25% | 0.2 |
|
| 5565 |
5565
Stone House Capital Management
Bay Harbor Islands,
Florida
| USD 113 M | -USD 6.64 M | -6% | 7.02% | 151% | 2 | 0% | 0.6 |
|
| 5566 |
5566
Prentiss Smith & Co
Brattleboro,
Vermont
| USD 112 M | -USD 17.1 M | -13% | 5.13% | 63.9% | 69 | 11.59% | 5.5 |
|
| 5567 |
5567
Briaud Financial Planning
College Station,
Texas
| USD 112 M | -USD 40 M | -26% | 7.4% | 113% | 31 | 22.58% | 1.3 |
|
| 5568 |
5568
RHS Financial
San Francisco,
California
| USD 112 M | -USD 9.21 M | -8% | 7.58% | 65.6% | 86 | 13.95% | 2.1 |
|
| 5569 |
5569
Horizon Financial Services
Winston Salem,
North Carolina
| USD 112 M | -USD 17.3 M | -13% | 4.93% | 39.5% | 61 | 14.75% | 1.2 |
|
| 5570 |
5570
Argus Investors Counsel
New York
| USD 112 M | -USD 23.1 M | -17% | 4.37% | 132% | 92 | 5.43% | 4.9 |
|
| 5571 |
5571
Roubaix Capital
Denver,
Colorado
| USD 112 M | -USD 3.91 M | -3% | 0.57% | 174% | 57 | 61.4% | 0.5 |
|
| 5572 |
5572
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 112 M | -USD 4.93 M | -4% | 5.3% | 61% | 93 | 5.38% | 4.8 |
|
| 5573 |
5573
Maytus Capital Management
New York
| USD 112 M | -USD 252 M | -69% | 5.38% | 442% | 60 | 70% | 0.6 |
|
| 5574 |
5574
Shelton Wealth Management
Fort Worth,
Texas
| USD 112 M | -USD 5.39 M | -5% | 4.28% | 89.4% | 64 | 7.81% | 0.7 |
|
| 5575 |
5575
Ardent Capital Management
Cincinnati,
Ohio
| USD 112 M | +USD 31 M | +38% | 4.57% | 87.2% | 23 | 47.83% | 0.6 |
|