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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
Windle Wealth
Oklahoma City,
Oklahoma
| USD 224 M | +USD 19 M | +9% | 8.97% | 73% | 33 | 0% | 2.4 |
|
| 5677 |
5677
Transcendent Capital Group
Edmond,
Oklahoma
| USD 223 M | +USD 28.9 M | +15% | 7.43% | 82.3% | 126 | 28.57% | 1.1 |
|
| 5678 |
5678
New Perspectives Inc
Ridgeland,
Mississippi
| USD 223 M | +USD 21.2 M | +10% | 6.97% | – | 41 | 14.63% | 2.3 |
|
| 5679 |
5679
Penney Financial
Houston,
Texas
| USD 223 M | +USD 26.6 M | +14% | 5.32% | 54.8% | 51 | 21.57% | 1.1 |
|
| 5680 |
5680
Edge Financial Advisors
Wheaton,
Illinois
| USD 223 M | +USD 33.4 M | +18% | 7.45% | – | 141 | 15.6% | 0.8 |
|
| 5681 |
5681
Ariadne Wealth Management
Santa Barbara,
California
| USD 223 M | +USD 14 M | +7% | 10.1% | – | 261 | 18.01% | 0.8 |
|
| 5682 |
5682
Financial Guidance Group
Palm Harbor,
Florida
| USD 223 M | +USD 17.2 M | +8% | 6.3% | 58.7% | 87 | 5.75% | 2.2 |
|
| 5683 |
5683
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| USD 223 M | +USD 15.1 M | +7% | 7.68% | 83.9% | 110 | 8.18% | 2.8 |
|
| 5684 |
5684
Financial Symmetry
Raleigh,
North Carolina
| USD 223 M | +USD 29.4 M | +15% | 7.25% | 68.4% | 54 | 11.11% | 1.3 |
|
| 5685 |
5685
Silver Heights Capital Management
Toronto,
Ontario, Canada
| USD 223 M | -USD 39.2 M | -15% | 21.6% | 39.8% | 4 | 0% | 7.9 |
|
| 5686 |
5686
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| USD 223 M | +USD 27.4 M | +14% | 9.66% | 74.4% | 155 | 7.74% | 3.1 |
|
| 5687 |
5687
One Wealth Capital Management
Scottsdale,
Arizona
| USD 223 M | +USD 9.9 M | +5% | 7.04% | – | 129 | 20.16% | 0.6 |
|
| 5688 |
5688
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| USD 223 M | +USD 23.4 M | +12% | 5.76% | 44.1% | 47 | 19.15% | 3.8 |
|
| 5689 |
DCM
5689
Dudley Capital Management
Middleburg,
Virginia
| USD 223 M | +USD 22.3 M | +11% | 11.4% | 129% | 142 | 14.79% | 2 |
|
| 5690 |
PC
5690
Panoramic Capital
Larkspur,
California
| USD 223 M | +USD 90.4 M | +68% | 29.6% | – | 54 | 44.44% | 0.3 |
|
| 5691 |
5691
Lodestone Wealth Management
Spokane,
Washington
| USD 222 M | +USD 17.1 M | +8% | 8.96% | 87.1% | 177 | 7.34% | 1.9 |
|
| 5692 |
5692
Worth Asset Management
Dallas,
Texas
| USD 222 M | +USD 19.7 M | +10% | 7.79% | 115% | 204 | 43.63% | 1 |
|
| 5693 |
5693
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| USD 222 M | +USD 13.5 M | +6% | 8.08% | 85.6% | 148 | 6.76% | 5.1 |
|
| 5694 |
5694
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
| USD 222 M | -USD 35.1 M | -14% | 6% | – | 228 | 89.91% | 0.1 |
|
| 5695 |
5695
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| USD 222 M | +USD 9.7 M | +5% | 7.69% | 58.7% | 54 | 11.11% | 4.7 |
|
| 5696 |
5696
Evolution Advisers
Richmond,
Virginia
| USD 222 M | +USD 18.4 M | +9% | 5.08% | 40.8% | 162 | 5.56% | 3 |
|
| 5697 |
5697
Omega Fund Management
Boston,
Massachusetts
| USD 222 M | +USD 67.9 M | +44% | 48.9% | 106% | 14 | 21.43% | 2.3 |
|
| 5698 |
5698
Investment Research Partners
Lemont,
Pennsylvania
| USD 222 M | – | – | 7.65% | – | 224 | – | 0 |
|
| 5699 |
SCM
5699
Sage Capital Management
Stockton,
New Jersey
| USD 222 M | +USD 14.5 M | +7% | 6.79% | 94.3% | 164 | 8.54% | 1.5 |
|
| 5700 |
5700
Matisse Capital
Portland,
Oregon
| USD 222 M | +USD 10.6 M | +5% | 8.39% | 73.3% | 183 | 18.58% | 2.3 |
|