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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
5951
Transparent Wealth Partners
Little Rock,
Arkansas
| USD 133 M | – | – | 9.15% | – | 28 | – | 0 |
|
| 5952 |
5952
Banco BTG Pactual
Rio De Janeiro,
Brazil
| USD 133 M | -USD 120 M | -47% | 2.28% | 135% | 125 | 76% | 0.6 |
|
| 5953 |
SC
5953
Schiavi & Co
Wilmington,
Delaware
| USD 133 M | +USD 9.9 M | +8% | 1.84% | 41.4% | 15 | 26.67% | 0.6 |
|
| 5954 |
YC
5954
Yunqi Capital
Hong Kong
| USD 133 M | – | – | 4.24% | 71.4% | 6 | – | 0 |
|
| 5955 |
KCM
5955
Key Colony Management
Little Rock,
Arkansas
| USD 133 M | – | – | 4.23% | 113% | 9 | – | 1.1 |
|
| 5956 |
5956
Fortress Wealth Management
Culver City,
California
| USD 133 M | – | – | 5.35% | 52.1% | 56 | – | 0 |
|
| 5957 |
5957
Melone Private Wealth
Auburn Hills,
Michigan
| USD 133 M | – | – | 3.75% | 30.4% | 59 | – | 0 |
|
| 5958 |
MA
5958
McBroom & Associates
Las Vegas,
Nevada
| USD 133 M | – | – | 15.3% | 148% | 30 | – | 0 |
|
| 5959 |
BI
5959
Blooom Inc
Overland Park,
Kansas
| USD 133 M | +USD 12.2 M | +10% | 16.2% | – | 50 | 18% | 0.8 |
|
| 5960 |
5960
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| USD 133 M | +USD 465 k | +0.4% | 8% | 80.2% | 51 | 27.45% | 2.8 |
|
| 5961 |
5961
ETF Store
Overland Park,
Kansas
| USD 133 M | – | – | 5.17% | 61% | 83 | – | 0 |
|
| 5962 |
5962
Cynosure Group
Salt Lake City,
Utah
| USD 133 M | +USD 3.04 M | +2% | 13.5% | 63% | 22 | 0% | 2 |
|
| 5963 |
MAM
5963
Marketfield Asset Management
New York
| USD 133 M | +USD 6.16 M | +5% | 10.7% | 61.5% | 39 | 12.82% | 3.4 |
|
| 5964 |
WF
5964
Williams Financial
North Bennington,
Vermont
| USD 133 M | +USD 17 M | +15% | 2.54% | 33.1% | 37 | 21.62% | 0.7 |
|
| 5965 |
5965
Element Wealth
Ridgeland,
Mississippi
| USD 132 M | +USD 7.06 M | +6% | 6.4% | 59.6% | 192 | 4.69% | 1.4 |
|
| 5966 |
5966
Tanager Wealth Management
Goring On Thames,
United Kingdom
| USD 132 M | – | – | 5.76% | 53.4% | 42 | – | 0 |
|
| 5967 |
5967
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| USD 132 M | -USD 1.5 M | -1% | 9.28% | 68.8% | 376 | 68.09% | 0.9 |
|
| 5968 |
CM
5968
CM Management
Gulf Breeze,
Florida
| USD 132 M | -USD 1.72 M | -1% | 0.55% | 110% | 103 | 27.18% | 0.7 |
|
| 5969 |
5969
Islay Capital Management
Lubbock,
Texas
| USD 132 M | +USD 2.33 M | +2% | 7.39% | 72% | 335 | 28.96% | 1.2 |
|
| 5970 |
CNFG
5970
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| USD 132 M | +USD 14.9 M | +13% | 10% | 52.6% | 77 | 2.6% | 4.6 |
|
| 5971 |
JCA
5971
Jade Capital Advisors
Essex Fells,
New Jersey
| USD 132 M | -USD 39 M | -23% | 3.25% | 28.9% | 98 | 41.84% | 0.6 |
|
| 5972 |
5972
Laurel Wealth Planning
Edina,
Minnesota
| USD 132 M | +USD 8.11 M | +7% | 5.54% | 59.5% | 229 | 10.04% | 0.6 |
|
| 5973 |
5973
Heronetta Management
New York
| USD 132 M | +USD 2.18 M | +2% | 2.5% | 59.7% | 25 | 4% | 5.8 |
|
| 5974 |
5974
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| USD 132 M | – | – | 6.55% | 2.24% | 305 | – | 0 |
|
| 5975 |
5975
Pavadi Capital
New York
| USD 132 M | – | – | 10.3% | – | 22 | – | 0 |
|