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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
My Personal CFO LLC
Vancouver,
Washington
| USD 127 M | +USD 10.1 M | +9% | 5.23% | 83.4% | 82 | 8.54% | 1 |
|
| 5902 |
5902
Spreng Capital Management
Bucyrus,
Ohio
| USD 127 M | +USD 11.4 M | +10% | 6.81% | 72.5% | 84 | 5.95% | 3 |
|
| 5903 |
5903
Central Asset Investments & Management Holdings
Hong Kong
| USD 127 M | +USD 33 M | +35% | 18.5% | 3,210% | 72 | 56.94% | 0.7 |
|
| 5904 |
5904
Seelaus Asset Management
Chatham,
New Jersey
| USD 127 M | -USD 5.43 M | -4% | 8.47% | 134% | 214 | 16.36% | 2.5 |
|
| 5905 |
5905
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| USD 127 M | +USD 8.41 M | +7% | 4.24% | 51.7% | 404 | 12.13% | 1.2 |
|
| 5906 |
5906
Lakewood Asset Management
Naperville,
Illinois
| USD 127 M | +USD 6.75 M | +6% | 4.75% | 65.3% | 116 | 4.31% | 0.5 |
|
| 5907 |
5907
Arrow Investment Advisors
Laurel,
Maryland
| USD 127 M | -USD 9.7 M | -7% | 2.82% | 36.3% | 91 | 61.54% | 0.9 |
|
| 5908 |
5908
Privium Fund Management (UK)
London,
United Kingdom
| USD 127 M | +USD 60.6 k | +0% | 7.13% | 37.1% | 81 | 34.57% | 0.5 |
|
| 5909 |
5909
Yoder Wealth Management
Walnut Creek,
California
| USD 127 M | +USD 6.64 M | +6% | 6.08% | 69.3% | 83 | 12.05% | 0.2 |
|
| 5910 |
5910
Jacobs Asset Management
New York
| USD 127 M | -USD 45.4 M | -26% | 4.52% | 114% | 38 | 36.84% | 2.1 |
|
| 5911 |
5911
High Ground Investment Management
London,
United Kingdom
| USD 127 M | +USD 24.1 M | +24% | 0.51% | 25.9% | 7 | 28.57% | 0.4 |
|
| 5912 |
5912
Cassia Capital Partners
Winston Salem,
North Carolina
| USD 127 M | +USD 2.27 M | +2% | 2.01% | 55% | 84 | 41.67% | 1 |
|
| 5913 |
5913
Hudson Canyon Capital Management
New York
| USD 127 M | +USD 7.46 M | +6% | 11.3% | 160% | 59 | 11.86% | 2 |
|
| 5914 |
5914
Crown Wealth Group
Charlotte,
North Carolina
| USD 127 M | +USD 7.33 M | +6% | 9.75% | 98.2% | 75 | 25.33% | 0.8 |
|
| 5915 |
5915
Wealthspan Partners
Davenport,
Iowa
| USD 127 M | +USD 9.7 M | +8% | 6.08% | 65% | 78 | 10.26% | 1.2 |
|
| 5916 |
MA
5916
McBroom & Associates
Las Vegas,
Nevada
| USD 127 M | +USD 14.9 M | +13% | 12.7% | 133% | 37 | 2.7% | 1.2 |
|
| 5917 |
5917
Altus Wealth Management
Ft Mitchell,
Kentucky
| USD 127 M | +USD 5.78 M | +5% | 9% | 73% | 30 | 0% | 2.6 |
|
| 5918 |
5918
Financial Futures
Brielle,
New Jersey
| USD 127 M | +USD 7.84 M | +7% | 2.71% | 48.5% | 51 | 3.92% | 1.1 |
|
| 5919 |
5919
HF Advisory Group
Annapolis,
Maryland
| USD 127 M | +USD 13.9 M | +12% | 6.43% | 73.2% | 142 | 10.56% | 0.5 |
|
| 5920 |
5920
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| USD 126 M | +USD 13.1 M | +12% | 1.62% | 38.5% | 61 | 24.59% | 2.5 |
|
| 5921 |
5921
Porter White Investment Advisors
Birmingham,
Alabama
| USD 126 M | +USD 9.8 M | +8% | 4.16% | 58% | 25 | 16% | 0.4 |
|
| 5922 |
BWM
5922
Bullock Wealth Management
Bloomington,
Indiana
| USD 126 M | +USD 13.5 M | +12% | 7.87% | 101% | 608 | 7.73% | 0.2 |
|
| 5923 |
5923
Chiron Capital Management
Tallahassee,
Florida
| USD 126 M | -USD 17.6 M | -12% | 1.66% | – | 130 | 16.15% | 1.6 |
|
| 5924 |
5924
Peterson Wealth Management
Sparks,
Nevada
| USD 126 M | +USD 21.8 M | +21% | 5.58% | 78% | 75 | 30.67% | 1.5 |
|
| 5925 |
5925
Chapman Investment Management
San Anselmo,
California
| USD 126 M | +USD 4.65 M | +4% | 8.01% | 44% | 39 | 15.38% | 2.1 |
|