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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
Retirement Guys Formula
Maumee,
Ohio
| USD 219 M | -USD 64.9 M | -23% | 1.09% | 75.7% | 180 | 22.78% | 1.8 |
|
| 5952 |
5952
Taylor Securities Services
Harrisburg,
Pennsylvania
| USD 219 M | – | – | 1.86% | – | 54 | – | 0 |
|
| 5953 |
5953
Ravenstone Capital Management
Toronto,
| USD 219 M | +USD 14.9 M | +7% | 5.05% | 63% | 42 | 7.14% | 3 |
|
| 5954 |
5954
Nipun Capital
Foster City,
California
| USD 219 M | +USD 60.8 M | +38% | 1.18% | 30.2% | 13 | 61.54% | 0.9 |
|
| 5955 |
5955
Genoa Capital Gestora de Recursos
Sao Paulo,
| USD 219 M | – | – | 3.16% | – | 17 | – | 0.4 |
|
| 5956 |
5956
MOR Wealth Management
Philadelphia,
Pennsylvania
| USD 219 M | – | – | 2.36% | – | 105 | – | 0 |
|
| 5957 |
5957
PFS Partners
Mine Hill,
New Jersey
| USD 219 M | +USD 8.32 M | +4% | 2.79% | 65.2% | 603 | 8.79% | 2.2 |
|
| 5958 |
5958
Mosley Wealth Management
Anaheim,
California
| USD 219 M | – | – | 1.46% | – | 154 | – | 1.1 |
|
| 5959 |
5959
Step Capital Management
Singapore,
| USD 218 M | – | – | 19.8% | – | 26 | – | 0 |
|
| 5960 |
5960
Finley Financial
Las Vegas,
Nevada
| USD 218 M | +USD 2.15 M | +1% | 2.01% | – | 124 | 13.71% | 1 |
|
| 5961 |
5961
Woodward Diversified Capital
Bakersfield,
California
| USD 218 M | +USD 3.62 M | +2% | 3.41% | 118% | 196 | 13.27% | 2.5 |
|
| 5962 |
5962
Optimist Retirement Group
Bellevue,
Washington
| USD 218 M | -USD 3.01 M | -1% | 5.38% | 92.2% | 126 | 16.67% | 1.4 |
|
| 5963 |
5963
Lynx Capital Group
Beachwood,
Ohio
| USD 218 M | +USD 2.52 M | +1% | 2.13% | 65.6% | 90 | 11.11% | 1.6 |
|
| 5964 |
KCM
5964
Knoll Capital Management
Miami,
Florida
| USD 218 M | +USD 31.4 M | +17% | 16.3% | 258% | 39 | 17.95% | 2.7 |
|
| 5965 |
5965
Byrne Financial Freedom
Franklin,
Massachusetts
| USD 218 M | +USD 17 M | +8% | 5.54% | – | 108 | 17.59% | 0.8 |
|
| 5966 |
5966
Fearnley Asset Management
Oslo,
| USD 218 M | – | – | 0.97% | – | 21 | – | 0 |
|
| 5967 |
5967
Ayrshire Capital Management
Westport,
Connecticut
| USD 218 M | +USD 2.38 M | +1% | 1.89% | 84.8% | 54 | 22.22% | 3.3 |
|
| 5968 |
5968
Financial Planning Navigators
Maple Grove,
Minnesota
| USD 218 M | – | – | 2.62% | – | 47 | – | 0 |
|
| 5969 |
5969
Ridgepath Capital Management
Knoxville,
Tennessee
| USD 218 M | -USD 16.5 M | -7% | 0.2% | 73.5% | 48 | 4.17% | 1.5 |
|
| 5970 |
5970
Endowment Wealth Management
Appleton,
Wisconsin
| USD 218 M | -USD 2.7 M | -1% | 0.07% | 70.7% | 172 | 21.51% | 2.4 |
|
| 5971 |
5971
IRON Financial
Northbrook,
Illinois
| USD 218 M | +USD 8.75 M | +4% | 1.61% | 60.6% | 147 | 15.65% | 3.1 |
|
| 5972 |
5972
Cohen Investment Advisors
Bedford,
New Hampshire
| USD 217 M | +USD 11.5 M | +6% | 5.94% | 90.6% | 78 | 0% | 4.6 |
|
| 5973 |
DCM
5973
Dilation Capital Management
New York
| USD 217 M | +USD 15.7 M | +8% | 2.22% | – | 23 | 26.09% | 0.6 |
|
| 5974 |
RFMS
5974
RWQ Financial Management Services
Naples,
Florida
| USD 217 M | -USD 13 M | -6% | 3.8% | 446% | 26 | 34.62% | 1.7 |
|
| 5975 |
5975
Maripau Wealth Management
Fort Wayne,
Indiana
| USD 217 M | +USD 18.8 M | +9% | 0.78% | 55.6% | 158 | 15.82% | 1.2 |
|