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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
Cherrydale Wealth Management
Hoboken,
New Jersey
| USD 132 M | +USD 11.2 M | +9% | 8.55% | 80.8% | 39 | 12.82% | 0.9 |
|
| 5677 |
5677
Argus Investors Counsel
New York
| USD 132 M | +USD 7.36 M | +6% | 7.33% | 132% | 98 | 13.27% | 4.9 |
|
| 5678 |
5678
Syntax Advisors
New York
| USD 132 M | +USD 11.9 M | +10% | 3.72% | – | 240 | 14.58% | 1 |
|
| 5679 |
5679
Shore Point Advisors
Brielle,
New Jersey
| USD 132 M | +USD 10.3 M | +8% | 2.29% | 54.6% | 53 | 20.75% | 0.8 |
|
| 5680 |
5680
C.M. Bidwell & Associates
Honolulu,
Hawaii
| USD 132 M | +USD 5.13 M | +4% | 6.16% | 70.6% | 580 | 27.93% | 2 |
|
| 5681 |
EL
5681
EQ LLC
Bellevue,
Washington
| USD 132 M | +USD 6.74 M | +5% | 6.19% | 72.9% | 54 | 25.93% | 1.7 |
|
| 5682 |
5682
Lokken Investment Group
Lewes,
Delaware
| USD 132 M | +USD 4.99 M | +4% | 3.7% | 65.3% | 142 | 23.94% | 1.5 |
|
| 5683 |
5683
Worth Asset Management
Dallas,
Texas
| USD 132 M | -USD 11.8 M | -8% | 3.06% | 115% | 552 | 27.17% | 0.7 |
|
| 5684 |
5684
Barnett & Company
Chattanooga,
Tennessee
| USD 132 M | +USD 725 k | +0.6% | 0.91% | 65.9% | 93 | 27.96% | 3.7 |
|
| 5685 |
5685
RHS Financial
San Francisco,
California
| USD 132 M | +USD 5.83 M | +5% | 4.84% | 65.6% | 95 | 7.37% | 2.2 |
|
| 5686 |
5686
Wayfinding Financial
Lynnwood,
Washington
| USD 132 M | +USD 6.82 M | +5% | 7.89% | 68.3% | 135 | 58.52% | 0.6 |
|
| 5687 |
5687
TFB Advisors
Overland Park,
Kansas
| USD 132 M | +USD 12.1 M | +10% | 6.01% | 85% | 146 | 21.92% | 0.2 |
|
| 5688 |
5688
Financial Guidance Group
Palm Harbor,
Florida
| USD 131 M | +USD 8.64 M | +7% | 5.19% | 58.7% | 52 | 5.77% | 0.8 |
|
| 5689 |
5689
Wallace Advisory Group
Lafayette,
California
| USD 131 M | +USD 4.77 M | +4% | 5.2% | 50.9% | 192 | 27.08% | 0.2 |
|
| 5690 |
5690
Warther Private Wealth
Akron,
Ohio
| USD 131 M | -USD 2.22 M | -2% | 9.06% | 94.1% | 83 | 27.71% | 1.4 |
|
| 5691 |
5691
McGinn Penninger Investment Management
Alexandria,
Virginia
| USD 131 M | -USD 7.67 M | -6% | 7.75% | 51.9% | 27 | 3.7% | 2 |
|
| 5692 |
5692
West Bancorporation
West Des Moines,
Iowa
| USD 131 M | -USD 3.42 M | -3% | 0.4% | 72.5% | 100 | 21% | 2.5 |
|
| 5693 |
ORC
5693
O'Rourke & Company
Boston,
Massachusetts
| USD 131 M | +USD 5.24 M | +4% | 6.49% | 71.9% | 134 | 3.73% | 1.1 |
|
| 5694 |
5694
ETF Store
Overland Park,
Kansas
| USD 131 M | +USD 1.35 M | +1% | 4.81% | 61% | 93 | 2.15% | 1.1 |
|
| 5695 |
JKSF
5695
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| USD 131 M | +USD 23.1 M | +21% | 16.6% | 30.8% | 4 | 0% | 1.1 |
|
| 5696 |
5696
Roubaix Capital
Denver,
Colorado
| USD 131 M | +USD 7.61 M | +6% | 21.1% | 174% | 63 | 60.32% | 0.5 |
|
| 5697 |
5697
Family CFO
Los Altos,
California
| USD 131 M | +USD 19.7 M | +18% | 4.78% | 89.6% | 59 | 8.47% | 1.2 |
|
| 5698 |
5698
Melone Private Wealth
Auburn Hills,
Michigan
| USD 131 M | +USD 13 M | +11% | 2.57% | 30.4% | 55 | 9.09% | 1.2 |
|
| 5699 |
5699
Macellum Advisors
New York
| USD 131 M | -USD 8.45 M | -6% | 6.95% | – | 6 | 33.33% | 0.6 |
|
| 5700 |
5700
Client First Capital
San Diego,
California
| USD 131 M | +USD 3.09 M | +2% | 3.5% | 54.6% | 27 | 37.04% | 0.9 |
|