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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
Transcendent Capital Group
Edmond,
Oklahoma
| USD 257 M | +USD 37.7 M | +17% | 16.5% | 82.3% | 138 | 26.09% | 1.5 |
|
| 5752 |
5752
Untitled Investments
New York
| USD 257 M | -USD 11.6 M | -4% | 22.3% | 79.6% | 19 | 21.05% | 1.6 |
|
| 5753 |
NERM
5753
New England Research & Management
Chicago,
Illinois
| USD 257 M | +USD 20.3 M | +9% | 13.5% | 65% | 167 | 34.13% | 4.5 |
|
| 5754 |
5754
Guardian Financial Partners
Orange,
California
| USD 257 M | +USD 20.1 M | +8% | 11.9% | 50.2% | 74 | 16.22% | 2.1 |
|
| 5755 |
5755
HMV Wealth Advisors
Shreveport,
Louisiana
| USD 257 M | +USD 44 M | +21% | 11.8% | – | 89 | 8.99% | 1.2 |
|
| 5756 |
5756
Leslie Global Wealth
Itasca,
Illinois
| USD 257 M | +USD 67 M | +35% | 13.9% | – | 92 | 21.74% | 1.3 |
|
| 5757 |
5757
626 Financial
Portage,
Michigan
| USD 257 M | +USD 32.4 M | +14% | 13.4% | 71.3% | 133 | 13.53% | 3.3 |
|
| 5758 |
5758
Miller Capital Partners
Troy,
Michigan
| USD 257 M | +USD 48.6 M | +23% | 34.4% | – | 266 | 4.51% | 0.5 |
|
| 5759 |
5759
Birchcreek Wealth Management
Miami Township,
Ohio
| USD 257 M | +USD 49 M | +24% | 23.7% | 80.7% | 138 | 15.94% | 3.2 |
|
| 5760 |
5760
Daily Journal Corp
Los Angeles,
California
| USD 257 M | +USD 16 M | +7% | 7.97% | 109% | 4 | 0% | 10.7 |
|
| 5761 |
5761
CNB Bank
Clearfield,
Pennsylvania
| USD 257 M | +USD 18.9 M | +8% | 14% | 91.6% | 534 | 5.24% | 4.7 |
|
| 5762 |
5762
NBZ Investment Advisors
Knoxville,
Tennessee
| USD 256 M | +USD 27.4 M | +12% | 12.3% | – | 87 | 17.24% | 1 |
|
| 5763 |
5763
IVC Wealth Advisors
Silverdale,
Pennsylvania
| USD 256 M | +USD 26.1 M | +11% | 15.9% | 81.9% | 185 | 10.81% | 3.3 |
|
| 5764 |
5764
Davidson Trust Company
Seattle,
Washington
| USD 256 M | +USD 24.4 M | +11% | 11.8% | 77% | 193 | 10.36% | 3.5 |
|
| 5765 |
5765
Kiker Wealth Management
Jasper,
Georgia
| USD 256 M | +USD 46.8 M | +22% | 1.88% | – | 189 | 44.97% | 0.2 |
|
| 5766 |
5766
My Personal CFO LLC
Vancouver,
Washington
| USD 256 M | +USD 27.8 M | +12% | 16.9% | 83.4% | 92 | 5.43% | 1.4 |
|
| 5767 |
SCM
5767
Sage Capital Management
Stockton,
New Jersey
| USD 256 M | +USD 43.3 M | +20% | 22.1% | 94.3% | 178 | 14.61% | 2 |
|
| 5768 |
5768
Byrne Financial Freedom
Franklin,
Massachusetts
| USD 256 M | +USD 47.2 M | +23% | 37.2% | – | 124 | 20.97% | 1 |
|
| 5769 |
5769
Meritas Wealth Management
Larkspur,
California
| USD 256 M | +USD 34.9 M | +16% | 10.8% | 69.4% | 67 | 16.42% | 2.5 |
|
| 5770 |
5770
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| USD 256 M | +USD 43.2 M | +20% | 10.5% | – | 112 | 11.61% | 1.5 |
|
| 5771 |
5771
Punch Card Management
Winter Park,
Florida
| USD 256 M | -USD 14.7 M | -5% | 10.5% | 41% | 5 | 0% | 3.6 |
|
| 5772 |
WMS
5772
Wealth Management Strategies
Pittsburgh,
Pennsylvania
| USD 256 M | +USD 34.9 M | +16% | 10.9% | – | 46 | 15.22% | 1.2 |
|
| 5773 |
5773
Yoder Wealth Management
Walnut Creek,
California
| USD 256 M | +USD 36.5 M | +17% | 15.3% | 69.3% | 133 | 9.77% | 2.3 |
|
| 5774 |
5774
Causey Wealth LLC
Greenwood Village,
Colorado
| USD 256 M | +USD 20.3 M | +9% | 9.13% | – | 87 | 11.49% | 1.1 |
|
| 5775 |
5775
1248 Management
Kansas City,
Missouri
| USD 256 M | +USD 40.1 M | +19% | 20.8% | – | 162 | 17.9% | 1 |
|