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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Wayfinding Financial
Lynnwood,
Washington
| USD 107 M | -USD 6.7 M | -6% | 5.58% | 68.3% | 94 | 27.66% | 0.6 |
|
| 5677 |
5677
Wealth Advisors of Iowa
West Des Moines,
Iowa
| USD 107 M | -USD 77.6 M | -42% | 5.83% | 60.9% | 63 | 25.4% | 1.4 |
|
| 5678 |
AIFAIM
5678
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| USD 107 M | -USD 7.09 M | -6% | 3.14% | 72.8% | 113 | 12.39% | 2.2 |
|
| 5679 |
5679
Walker Financial Services
Bowling Green,
Kentucky
| USD 107 M | +USD 4.31 M | +4% | 5.28% | 18.9% | 25 | 20% | 0.4 |
|
| 5680 |
5680
Woodward Financial Advisors
Chapel Hill,
North Carolina
| USD 107 M | -USD 1.18 M | -1% | 5.03% | 55% | 47 | 8.51% | 0.6 |
|
| 5681 |
5681
Asset Planning Corporation
Knoxville,
Tennessee
| USD 107 M | -USD 8.24 M | -7% | 5.62% | 44.5% | 36 | 11.11% | 1.5 |
|
| 5682 |
5682
Baker Hughes Holdings
Houston,
Texas
| USD 107 M | -USD 51.2 M | -32% | 31.5% | 38.6% | 1 | 0% | 1.8 |
|
| 5683 |
LAI
5683
Legal Advantage Investments
Los Altos Hills,
California
| USD 107 M | +USD 4.14 M | +4% | 4.42% | 116% | 83 | 19.28% | 1.2 |
|
| 5684 |
5684
Northland Capital Management
Virginia,
Minnesota
| USD 107 M | -USD 2.1 M | -2% | 6.96% | 37.5% | 30 | 50% | 0.3 |
|
| 5685 |
5685
Cadence Wealth Management
Westborough,
Massachusetts
| USD 106 M | +USD 10 M | +10% | 8.52% | 56.4% | 38 | 31.58% | 1.2 |
|
| 5686 |
5686
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| USD 106 M | +USD 9.6 M | +10% | 3.72% | 117% | 236 | 88.14% | 0.2 |
|
| 5687 |
5687
PACK Private Wealth
Wayzata,
Minnesota
| USD 106 M | -USD 3.26 M | -3% | 5.78% | 52.8% | 35 | 0% | 0.7 |
|
| 5688 |
5688
Camelot Portfolios
Maumee,
Ohio
| USD 106 M | -USD 60.1 M | -36% | 6.28% | 41.3% | 220 | 29.09% | 3.7 |
|
| 5689 |
5689
Palmer Knight Company
Jacksonville,
Florida
| USD 106 M | +USD 765 k | +0.7% | 2.38% | 78.9% | 29 | 10.34% | 2.9 |
|
| 5690 |
5690
Stevard LLC
Chicago,
Illinois
| USD 106 M | – | – | 10.4% | – | 49 | – | 2 |
|
| 5691 |
5691
H&H Retirement Design & Management
Las Vegas,
Nevada
| USD 106 M | -USD 30.8 M | -22% | 6.42% | 38.4% | 73 | 4.11% | 1.2 |
|
| 5692 |
5692
AFG Fiduciary Services
Hingham,
Massachusetts
| USD 106 M | -USD 8.95 M | -8% | 3.5% | 72.4% | 92 | 23.91% | 0.5 |
|
| 5693 |
5693
SWM Advisors
St. Petersburg,
Florida
| USD 106 M | -USD 3.65 M | -3% | 4.5% | – | 29 | 31.03% | 0.6 |
|
| 5694 |
5694
Aspire Wealth Management
Waltham,
Massachusetts
| USD 106 M | -USD 2.47 M | -2% | 5.3% | 26% | 189 | 13.23% | 0.7 |
|
| 5695 |
5695
CEDRUS
Littleton,
Colorado
| USD 106 M | +USD 3.45 M | +3% | 4.48% | 19.8% | 139 | 14.39% | 0.6 |
|
| 5696 |
5696
Costello Asset Management
Feasterville,
Pennsylvania
| USD 106 M | -USD 9.6 M | -8% | 4.44% | 65.9% | 241 | 10.37% | 2 |
|
| 5697 |
5697
Morris Capital Advisors
Malvern,
Pennsylvania
| USD 106 M | -USD 6.04 M | -5% | 3.01% | 72.9% | 53 | 1.89% | 4.9 |
|
| 5698 |
BWIA
5698
Bryant Woods Investment Advisors
Getzville,
New York
| USD 106 M | +USD 46 k | +0% | 4.96% | 66.3% | 41 | 14.63% | 0.6 |
|
| 5699 |
5699
Michael & Susan Dell Foundation
New York
| USD 106 M | -USD 24.3 M | -19% | 15.6% | 238% | 4 | 0% | 1.6 |
|
| 5700 |
5700
Insight Wealth Partners
Plano,
Texas
| USD 106 M | -USD 27.1 M | -20% | 1.78% | 63.2% | 61 | 8.2% | 1.9 |
|