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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| USD 111 M | +USD 12.6 M | +13% | 4.34% | 67.4% | 78 | 26.92% | 0.5 |
|
| 5602 |
5602
Westwood Wealth Management
Los Angeles,
California
| USD 111 M | +USD 24.6 M | +28% | 5.52% | 425% | 45 | 15.56% | 0.6 |
|
| 5603 |
5603
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 111 M | -USD 9.12 M | -8% | 6.69% | 83.3% | 83 | 26.51% | 4.6 |
|
| 5604 |
6C
5604
6elm Capital
New York
| USD 111 M | +USD 53.9 M | +94% | 4.79% | – | 15 | 40% | 0.3 |
|
| 5605 |
5605
Sandy Cove Advisors
Hingham,
Massachusetts
| USD 111 M | +USD 1.1 M | +1% | 4.53% | 78% | 80 | 11.25% | 0.7 |
|
| 5606 |
5606
Silphium Asset Management
London,
United Kingdom
| USD 111 M | +USD 45.2 M | +69% | 24% | 118% | 54 | 66.67% | 0.3 |
|
| 5607 |
5607
Walker Asset Management
Verona,
Missouri
| USD 111 M | +USD 154 k | +0.1% | 1.37% | 87.6% | 92 | 9.78% | 0.7 |
|
| 5608 |
5608
Unison Asset Management
North Miami Beach,
Florida
| USD 111 M | +USD 8.71 M | +9% | 3.86% | 81.4% | 34 | 26.47% | 1.3 |
|
| 5609 |
WFA
5609
WMG Financial Advisors
Knoxville,
Tennessee
| USD 111 M | -USD 4.3 M | -4% | 6.11% | 68% | 154 | 16.23% | 0.6 |
|
| 5610 |
SI
5610
Schusterman Interests
Tulsa,
Oklahoma
| USD 111 M | +USD 16.4 M | +17% | 16.6% | 344% | 14 | 28.57% | 0.6 |
|
| 5611 |
5611
WFA of San Diego
San Diego,
California
| USD 111 M | -USD 5.79 M | -5% | 3.94% | – | 438 | 80.59% | 1.7 |
|
| 5612 |
5612
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| USD 111 M | +USD 6.01 M | +6% | 0.36% | 62.7% | 103 | 10.68% | 0.7 |
|
| 5613 |
5613
Buttonwood Financial Advisors
Baltimore,
Maryland
| USD 111 M | +USD 64 k | +0.1% | 4.51% | 73.4% | 73 | 5.48% | 0.6 |
|
| 5614 |
5614
Riverpark Capital Management
New York
| USD 111 M | -USD 9.32 M | -8% | 1.23% | 152% | 34 | 23.53% | 3.7 |
|
| 5615 |
5615
Northeast Financial Group
Tannersville,
Pennsylvania
| USD 111 M | -USD 7.59 M | -6% | 4.81% | 31.6% | 36 | 22.22% | 1.3 |
|
| 5616 |
5616
Piedmont Capital Management (Montana)
Whitefish,
Montana
| USD 111 M | +USD 13.5 M | +14% | 4.69% | 94% | 44 | 22.73% | 1.3 |
|
| 5617 |
LCM
5617
Lynx1 Capital Management
San Juan,
Puerto Rico
| USD 111 M | -USD 6.52 M | -6% | 5.46% | 883% | 12 | 0% | 0.6 |
|
| 5618 |
5618
Refined Wealth Management
Salt Lake City,
Utah
| USD 111 M | -USD 1 M | -0.9% | 2.31% | 99.4% | 25 | 0% | 1 |
|
| 5619 |
5619
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| USD 111 M | +USD 7.89 M | +8% | 5.48% | 107% | 119 | 12.61% | 0.7 |
|
| 5620 |
MFG
5620
MTM Financial Group
Bethlehem,
Pennsylvania
| USD 111 M | -USD 3.47 M | -3% | 3.57% | 36.5% | 50 | 8% | 0.5 |
|
| 5621 |
5621
First Bancorp
Damariscotta,
Maine
| USD 110 M | +USD 4.73 M | +4% | 6.38% | 80.3% | 112 | 11.61% | 1.2 |
|
| 5622 |
BC
5622
Bowman & Company
Oshkosh,
Wisconsin
| USD 110 M | -USD 4.22 M | -4% | 4.69% | 59.7% | 86 | 19.77% | 0.6 |
|
| 5623 |
5623
Lake Hills Wealth Management
Austin,
Texas
| USD 110 M | -USD 25 M | -18% | 0% | 83.7% | 56 | 98.21% | 0 |
|
| 5624 |
5624
Masterton Capital Management
New York
| USD 110 M | +USD 27 M | +32% | 5.04% | 1.94% | 25 | 44% | 0.5 |
|
| 5625 |
5625
Khrom Capital Management
Miami Beach,
Florida
| USD 110 M | +USD 9.6 M | +10% | 13% | 35.6% | 16 | 31.25% | 0.8 |
|