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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
Element Wealth
Ridgeland,
Mississippi
| USD 108 M | +USD 7.94 M | +8% | 5.24% | 59.6% | 206 | 11.17% | 2 |
|
| 5652 |
5652
Cherrydale Wealth Management
Hoboken,
New Jersey
| USD 108 M | -USD 721 k | -0.7% | 5.89% | 80.8% | 36 | 19.44% | 0.6 |
|
| 5653 |
5653
William Allan Corp
Fort Collins,
Colorado
| USD 108 M | -USD 4.25 M | -4% | 4.1% | 94.2% | 49 | 6.12% | 0.7 |
|
| 5654 |
5654
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| USD 108 M | -USD 20 M | -16% | 4.36% | 58.5% | 31 | 19.35% | 2.7 |
|
| 5655 |
ECM
5655
EMC Capital Management
Houston,
Texas
| USD 108 M | -USD 8.98 M | -8% | 3.47% | – | 314 | 14.33% | 0.7 |
|
| 5656 |
5656
Peak Planning Group
Centennial,
Colorado
| USD 108 M | -USD 11 M | -9% | 3.9% | 105% | 89 | 25.84% | 1.4 |
|
| 5657 |
MCM
5657
McMillion Capital Management
Greensboro,
North Carolina
| USD 108 M | -USD 12.2 M | -10% | 4.48% | 59.3% | 222 | 4.5% | 2.2 |
|
| 5658 |
MJB
5658
Mark J. Bradley
| USD 108 M | -USD 2.46 M | -2% | 2.12% | – | 46 | 2.17% | 1.7 |
|
| 5659 |
5659
Safeguard Financial
Minocqua,
Wisconsin
| USD 108 M | +USD 24.2 M | +29% | 5.07% | 21.9% | 53 | 26.42% | 0.4 |
|
| 5660 |
5660
Birchcreek Wealth Management
Miami Township,
Ohio
| USD 108 M | -USD 3.52 M | -3% | 4.97% | 80.7% | 124 | 12.9% | 1.4 |
|
| 5661 |
5661
Mudita Advisors
London,
United Kingdom
| USD 108 M | -USD 16.6 M | -13% | 2.05% | 143% | 20 | 10% | 0.7 |
|
| 5662 |
EC
5662
Euclidean Capital
New York
| USD 108 M | -USD 9.9 M | -8% | 3.16% | 79.7% | 10 | 0% | 1.5 |
|
| 5663 |
5663
TAGStone Capital
Charlotte,
North Carolina
| USD 108 M | +USD 2.8 M | +3% | 4% | 58.3% | 75 | 12% | 0.7 |
|
| 5664 |
5664
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| USD 108 M | +USD 598 k | +0.6% | 5.68% | 51.7% | 351 | 6.55% | 0.7 |
|
| 5665 |
5665
Integrity Advisory
Overland Park,
Kansas
| USD 108 M | +USD 5.51 M | +5% | 5.22% | – | 81 | 17.28% | 0.4 |
|
| 5666 |
5666
Summit Place Financial Advisors
Summit,
New Jersey
| USD 108 M | -USD 11.6 M | -10% | 4.01% | 111% | 103 | 15.53% | 1.8 |
|
| 5667 |
5667
Firethorn Wealth Partners
Augusta,
Georgia
| USD 108 M | -USD 15.7 M | -13% | 5.96% | 75.1% | 140 | 17.14% | 1.2 |
|
| 5668 |
5668
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| USD 107 M | -USD 67.5 M | -39% | 9.65% | 21.9% | 2 | 0% | 3.6 |
|
| 5669 |
5669
Savior LLC
Wellesley Hills,
Massachusetts
| USD 107 M | -USD 1.58 M | -1% | 5.49% | 82.8% | 213 | 18.78% | 1.3 |
|
| 5670 |
5670
W Advisors LLC
Germantown,
Tennessee
| USD 107 M | -USD 8.15 M | -7% | 5.79% | 73.8% | 110 | 17.27% | 0.7 |
|
| 5671 |
5671
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| USD 107 M | -USD 8.24 M | -7% | 6.06% | 74.4% | 113 | 7.96% | 1.5 |
|
| 5672 |
5672
Fairbanks Capital Management
Rancho Santa Fe,
California
| USD 107 M | -USD 7.46 M | -7% | 5.55% | 81.3% | 51 | 3.92% | 3.4 |
|
| 5673 |
5673
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| USD 107 M | – | – | 0.03% | 91.9% | 44 | – | 2.8 |
|
| 5674 |
5674
SCP Investment
Orinda,
California
| USD 107 M | -USD 884 k | -0.8% | 4.97% | 32.8% | 39 | 48.72% | 1.1 |
|
| 5675 |
5675
Peterson Wealth Management
Sparks,
Nevada
| USD 107 M | +USD 29.9 M | +39% | 4.97% | 78% | 58 | 22.41% | 1.4 |
|