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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
5976
InTrack Investment Management
South Burlington,
Vermont
| USD 123 M | -USD 21.7 M | -15% | 6.43% | 99.2% | 129 | 20.93% | 0.9 |
|
| 5977 |
5977
Brown Financial Advisory
Fairhope,
Alabama
| USD 123 M | +USD 8.95 M | +8% | 5.23% | 66.3% | 31 | 16.13% | 1.1 |
|
| 5978 |
MW
5978
Milestone Wealth
Buffalo,
New York
| USD 123 M | -USD 1.82 M | -1% | 5.94% | – | 245 | 0% | 0.3 |
|
| 5979 |
5979
Gouws Capital LLC
Charlotte,
North Carolina
| USD 123 M | -USD 884 k | -0.7% | 3.34% | 114% | 54 | 9.26% | 0.2 |
|
| 5980 |
5980
Resolute Financial
Newburyport,
Massachusetts
| USD 123 M | -USD 10.9 M | -8% | 3.45% | – | 122 | 12.3% | 0.2 |
|
| 5981 |
5981
Paladin Advisory Group
Clive,
Iowa
| USD 123 M | -USD 269 k | -0.2% | 4.89% | 71.9% | 556 | 99.64% | 0 |
|
| 5982 |
5982
MQS Management
New York
| USD 123 M | +USD 60.5 M | +97% | 5.55% | 6.42% | 439 | 82.92% | 0.1 |
|
| 5983 |
5983
Trust Investment Advisors
Indianapolis,
Indiana
| USD 123 M | -USD 4.06 M | -3% | 1.72% | 178% | 96 | 16.67% | 3.3 |
|
| 5984 |
5984
Apricus Wealth
Beaufort,
South Carolina
| USD 123 M | +USD 10.6 M | +9% | 5.83% | 80.6% | 97 | 22.68% | 0.2 |
|
| 5985 |
5985
Orca Investment Management
Roseburg,
Oregon
| USD 123 M | +USD 921 k | +0.8% | 1.41% | 139% | 62 | 8.06% | 4.9 |
|
| 5986 |
5986
Eagle Bay Advisors
New York
| USD 123 M | -USD 34.2 M | -22% | 3.36% | 85% | 1,218 | 76.52% | 0.7 |
|
| 5987 |
5987
Melone Private Wealth
Auburn Hills,
Michigan
| USD 123 M | -USD 10.3 M | -8% | 6.89% | 30.4% | 62 | 6.45% | 0.2 |
|
| 5988 |
5988
Keene & Associates
Fort Worth,
Texas
| USD 123 M | +USD 6.83 M | +6% | 4.03% | 20.3% | 83 | 4.82% | 0.2 |
|
| 5989 |
5989
CMG Global Holdings
Plano,
Texas
| USD 123 M | -USD 32.8 M | -21% | 1.42% | 80.8% | 86 | 6.98% | 1 |
|
| 5990 |
5990
Finer Wealth Management
Salem,
Massachusetts
| USD 122 M | +USD 1.99 M | +2% | 1.63% | 175% | 83 | 10.84% | 0.2 |
|
| 5991 |
5991
Gordian Capital (Singapore)
Singapore
| USD 122 M | -USD 2.98 M | -2% | 7.72% | 321% | 137 | 10.22% | 0.2 |
|
| 5992 |
SC
5992
Stephens Consulting
Flint,
Michigan
| USD 122 M | +USD 1.5 M | +1% | 3.24% | 50.1% | 717 | 26.5% | 0.2 |
|
| 5993 |
5993
Taylor & Morgan Wealth Management
Flint,
Michigan
| USD 122 M | -USD 1.33 M | -1% | 4.86% | 85.9% | 72 | 18.06% | 0.2 |
|
| 5994 |
5994
Cook & Bynum Capital Management
Birmingham,
Alabama
| USD 122 M | +USD 1.34 M | +1% | 2.85% | 46.8% | 5 | 0% | 4.7 |
|
| 5995 |
5995
Northern Capital Management (Washington)
Spokane,
Washington
| USD 122 M | -USD 3.2 M | -3% | 5.36% | 80% | 46 | 13.04% | 1.1 |
|
| 5996 |
5996
Verdad Advisers
Boston,
Massachusetts
| USD 122 M | -USD 25.5 M | -17% | 1.45% | – | 49 | 44.9% | 0.6 |
|
| 5997 |
5997
Altus Wealth Group
Colorado Springs,
Colorado
| USD 122 M | +USD 811 k | +0.7% | 1.5% | 76.7% | 123 | 13.01% | 1.1 |
|
| 5998 |
RFMS
5998
RWQ Financial Management Services
Naples,
Florida
| USD 122 M | -USD 36.8 M | -23% | 6.95% | 446% | 28 | 42.86% | 0.9 |
|
| 5999 |
IF
5999
Integrity Financial
Cheyenne,
Wyoming
| USD 122 M | -USD 13 M | -10% | 3.52% | 66.3% | 230 | 13.91% | 0.2 |
|
| 6000 |
6000
Perkins Capital Management
Wayzata,
Minnesota
| USD 122 M | -USD 26.1 M | -18% | 11.1% | 389% | 113 | 6.19% | 3.5 |
|