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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
FinDec Wealth Services
Stockton,
California
| USD 172 M | +USD 13.8 M | +9% | 5.82% | 47.6% | 42 | 2.38% | 1.5 |
|
| 5877 |
BMMM
5877
Boston Mountain Money Management
Bentonville,
Arkansas
| USD 172 M | +USD 20.7 M | +14% | 7% | – | 66 | 10.61% | 0.5 |
|
| 5878 |
QC
5878
Qalhat Capital
Tortola,
British Virgin Islands
| USD 172 M | -USD 10.3 M | -6% | 5.84% | 90.3% | 3 | 0% | 1.8 |
|
| 5879 |
5879
Darrow Company
Needham,
Massachusetts
| USD 172 M | +USD 18.3 M | +12% | 5.41% | 44.5% | 50 | 10% | 1.5 |
|
| 5880 |
5880
Mader & Shannon Wealth Management
Kansas City,
Missouri
| USD 172 M | +USD 5.63 M | +3% | 8.27% | 53.1% | 15 | 20% | 3.1 |
|
| 5881 |
5881
Riverstone Advisors
New Braunfels,
Texas
| USD 172 M | +USD 9.23 M | +6% | 6.79% | 104% | 52 | 15.38% | 2.7 |
|
| 5882 |
5882
Tower Wealth Partners
Lewisburg,
Pennsylvania
| USD 172 M | +USD 10 M | +6% | 5.13% | 53.7% | 76 | 15.79% | 1.9 |
|
| 5883 |
5883
Capital Wealth Alliance
Scottsdale,
Arizona
| USD 172 M | -USD 3.28 M | -2% | 6.67% | 124% | 105 | 28.57% | 2.6 |
|
| 5884 |
5884
Beaumont Asset Management
Beaumont,
Texas
| USD 172 M | +USD 16.3 M | +10% | 6.13% | 73.1% | 68 | 8.82% | 2.9 |
|
| 5885 |
5885
Howard Wealth Management
Madison,
Connecticut
| USD 172 M | +USD 45 M | +35% | 5.89% | 69.9% | 114 | 20.18% | 2.3 |
|
| 5886 |
5886
Bullseye Investment Management
Cincinnati,
Ohio
| USD 172 M | +USD 19.3 M | +13% | 3.54% | 38.2% | 76 | 27.63% | 0.8 |
|
| 5887 |
5887
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| USD 172 M | +USD 15.9 M | +10% | 6.87% | 68.7% | 242 | 25.62% | 1.3 |
|
| 5888 |
5888
Arrowroot Family Office
Marina Del Rey,
California
| USD 172 M | +USD 15.4 M | +10% | 5.9% | – | 130 | 10.77% | 1.2 |
|
| 5889 |
5889
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 172 M | +USD 9.16 M | +6% | 10.3% | 100% | 161 | 11.18% | 7.4 |
|
| 5890 |
5890
ViaWealth
Leawood,
Kansas
| USD 172 M | +USD 10.4 M | +6% | 5.91% | 77.2% | 159 | 9.43% | 1.5 |
|
| 5891 |
5891
Armstrong Fleming & Moore
Washington,
District of Columbia
| USD 172 M | +USD 15.6 M | +10% | 12.5% | 135% | 101 | 8.91% | 1 |
|
| 5892 |
5892
Legacy Investment Solutions
Meridian,
Idaho
| USD 172 M | – | – | 0.16% | – | 702 | – | 0 |
|
| 5893 |
5893
Legacy Wealth Management (Idaho)
Boise,
Idaho
| USD 172 M | – | – | 0.16% | – | 702 | – | 0 |
|
| 5894 |
5894
Integrity Wealth Solutions
Denver,
Colorado
| USD 171 M | +USD 17.6 M | +11% | 6.84% | – | 94 | 7.45% | 0.7 |
|
| 5895 |
5895
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 171 M | +USD 10.2 M | +6% | 6.22% | 62.6% | 166 | 8.43% | 4.8 |
|
| 5896 |
5896
Financial Guidance Group
Palm Harbor,
Florida
| USD 171 M | +USD 8.56 M | +5% | 5.59% | 58.7% | 69 | 2.9% | 1.7 |
|
| 5897 |
5897
Aletheian Wealth Advisors
Bellevue,
Washington
| USD 171 M | -USD 18.6 M | -10% | 5.73% | – | 90 | 13.33% | 1.9 |
|
| 5898 |
5898
Monolith Management
Hong Kong
| USD 171 M | -USD 45.8 M | -21% | 11.4% | – | 21 | 80.95% | 0.2 |
|
| 5899 |
5899
Montz Harcus Wealth Management
New Orleans,
Louisiana
| USD 171 M | +USD 16.9 M | +11% | 6.15% | 84.1% | 77 | 11.69% | 1.8 |
|
| 5900 |
5900
Resurgent Financial Advisors
Atlanta,
Georgia
| USD 171 M | +USD 10.2 M | +6% | 6.74% | 86.4% | 195 | 16.41% | 1.9 |
|