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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
5701
Zeno Research
New York
| USD 106 M | +USD 14.4 M | +16% | 9.9% | 25.2% | 35 | 71.43% | 0.2 |
|
| 5702 |
5702
GoalFusion Wealth Management
Austin,
Texas
| USD 106 M | -USD 979 k | -0.9% | 5.32% | 47.6% | 18 | 0% | 0.6 |
|
| 5703 |
MFG
5703
Monumental Financial Group
Rockville,
Maryland
| USD 106 M | -USD 3.23 M | -3% | 4.41% | 18.2% | 38 | 18.42% | 1.1 |
|
| 5704 |
5704
Denver Wealth Management
Denver,
Colorado
| USD 106 M | +USD 9.8 M | +10% | 4.26% | 64.4% | 60 | 26.67% | 1 |
|
| 5705 |
5705
Vert Asset Management
Sausalito,
California
| USD 106 M | -USD 2.52 M | -2% | 11.8% | 43.1% | 41 | 0% | 0.8 |
|
| 5706 |
5706
Resolute Financial
Newburyport,
Massachusetts
| USD 105 M | -USD 9.7 M | -8% | 4.89% | – | 121 | 17.36% | 0.6 |
|
| 5707 |
5707
Wall Capital Group
Phoenix,
Arizona
| USD 105 M | -USD 38.8 M | -27% | 5.66% | – | 19 | 26.32% | 3.1 |
|
| 5708 |
FAG
5708
Fortitude Advisory Group
Gig Harbor,
Washington
| USD 105 M | -USD 4.02 M | -4% | 4.87% | 142% | 217 | 13.36% | 0.7 |
|
| 5709 |
5709
Tower Wealth Partners
Lewisburg,
Pennsylvania
| USD 105 M | +USD 30.1 M | +40% | 4.18% | 53.7% | 52 | 23.08% | 1.2 |
|
| 5710 |
5710
Ridgemont Partners Management
Charlotte,
North Carolina
| USD 105 M | -USD 2.24 M | -2% | 2.08% | 45.6% | 1 | 0% | 0.8 |
|
| 5711 |
5711
Atmos Advisory
Pittsburgh,
Pennsylvania
| USD 105 M | -USD 4.86 M | -4% | 5.88% | 31.9% | 21 | 0% | 0.8 |
|
| 5712 |
5712
Spring Capital Management
Amarillo,
Texas
| USD 105 M | -USD 7.62 M | -7% | 3.67% | 73.6% | 31 | 19.35% | 0.7 |
|
| 5713 |
5713
Drive Wealth Management
Lehi,
Utah
| USD 105 M | -USD 4.29 M | -4% | 2.71% | 94.4% | 192 | 28.65% | 0.6 |
|
| 5714 |
KC
5714
Kenfarb & Co
Ashland,
Kentucky
| USD 105 M | -USD 21.2 M | -17% | 5.38% | – | 240 | 32.92% | 0.5 |
|
| 5715 |
5715
EMFO LLC
Weston,
Florida
| USD 105 M | +USD 6.59 M | +7% | 5.35% | 25.8% | 345 | 9.57% | 1.1 |
|
| 5716 |
5716
Salvus Wealth Management
Red Bank,
New Jersey
| USD 105 M | -USD 6.64 M | -6% | 5.49% | 108% | 101 | 5.94% | 1.5 |
|
| 5717 |
5717
Cottonwood Capital Advisors
Salt Lake City,
Utah
| USD 105 M | -USD 5.58 M | -5% | 4.2% | 79% | 96 | 13.54% | 0.7 |
|
| 5718 |
5718
Beacon Financial Strategies
Raleigh,
North Carolina
| USD 105 M | -USD 2.5 M | -2% | 4.82% | 54.2% | 34 | 2.94% | 1.1 |
|
| 5719 |
5719
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| USD 105 M | -USD 4.5 M | -4% | 6.08% | 61.6% | 48 | 12.5% | 0.6 |
|
| 5720 |
5720
Schubert & Co
Mckinney,
Texas
| USD 105 M | -USD 2.42 M | -2% | 1.25% | 47.3% | 1,676 | 7.16% | 0.7 |
|
| 5721 |
5721
Castleview Partners
Dallas,
Texas
| USD 105 M | -USD 21.1 M | -17% | 3.73% | 61.3% | 844 | 34.24% | 1.2 |
|
| 5722 |
5722
Yorktown Energy Partners X
New York
| USD 105 M | -USD 27.6 M | -21% | 12.5% | 95.9% | 3 | 0% | 2.5 |
|
| 5723 |
5723
Washburn Capital Management
Vero Beach,
Florida
| USD 105 M | -USD 11.5 M | -10% | 4.75% | 123% | 55 | 16.36% | 1.7 |
|
| 5724 |
5724
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| USD 105 M | -USD 9.6 M | -8% | 5.31% | 96.8% | 346 | 1.16% | 1.3 |
|
| 5725 |
5725
Financial Futures
Brielle,
New Jersey
| USD 105 M | +USD 3.23 M | +3% | 4.47% | 48.5% | 50 | 16% | 0.6 |
|