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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
6001
Ulland Investment Advisors
Minneapolis,
Minnesota
| USD 97.7 M | -USD 35.7 M | -27% | 17.3% | 161% | 281 | 14.23% | 0.4 |
|
| 6002 |
6002
Signature Wealth Management Partners
Montvale,
New Jersey
| USD 97.6 M | -USD 19.7 M | -17% | 13.9% | 97.9% | 116 | 10.34% | 1.3 |
|
| 6003 |
6003
Palantir Technologies
Aventura,
Florida
| USD 97.6 M | -USD 148 M | -60% | 49.3% | – | 20 | 5% | 0.4 |
|
| 6004 |
6004
Defined Wealth Management
Beaverton,
Oregon
| USD 97.6 M | -USD 16.2 M | -14% | 13.3% | 78.1% | 95 | 8.42% | 1.4 |
|
| 6005 |
6005
Unconventional Investor
Portsmouth,
New Hampshire
| USD 97.5 M | -USD 11.3 M | -10% | 15.5% | 62.7% | 35 | 11.43% | 0.5 |
|
| 6006 |
6006
TI-Trust
Quincy,
Illinois
| USD 97.5 M | -USD 12.6 M | -11% | 9.53% | 88.8% | 113 | 9.73% | 2.1 |
|
| 6007 |
6007
Caprin Asset Management
Henrico,
Virginia
| USD 97.4 M | -USD 19.3 M | -17% | 2.34% | 7.87% | 17 | 0% | 4.9 |
|
| 6008 |
6008
Retirement Guys Formula
Maumee,
Ohio
| USD 97.4 M | -USD 51.9 M | -35% | 11% | 70.2% | 139 | 14.39% | 0.4 |
|
| 6009 |
6009
Atlantic Private Wealth
Chapel Hill,
North Carolina
| USD 97.4 M | -USD 8.42 M | -8% | 14.5% | 55.7% | 42 | 11.9% | 0.5 |
|
| 6010 |
6010
Piedmont Capital Management (Montana)
Whitefish,
Montana
| USD 97.3 M | -USD 35.8 M | -27% | 8.5% | 94% | 41 | 4.88% | 1.2 |
|
| 6011 |
6011
Paragon Financial Partners
Woodland Hills,
California
| USD 97.3 M | -USD 17.4 M | -15% | 13.8% | 90.6% | 85 | 7.06% | 0.5 |
|
| 6012 |
6012
Cook Wealth
Raleigh,
North Carolina
| USD 97.3 M | +USD 2.55 M | +3% | 13.6% | 7.36% | 49 | 18.37% | 0.4 |
|
| 6013 |
6013
Blue Door Asset Management
Stamford,
Connecticut
| USD 97.2 M | -USD 75.8 M | -44% | 24.1% | 127% | 33 | 60.61% | 0.3 |
|
| 6014 |
6014
ION Acquisition Corp
Herzliya,
Israel
| USD 97.1 M | -USD 51.8 M | -35% | 18% | – | 5 | 0% | 0.5 |
|
| 6015 |
6015
Capitol Family Office
Beaverton,
Oregon
| USD 97.1 M | -USD 27.1 M | -22% | 10.1% | 72% | 23 | 26.09% | 0.4 |
|
| 6016 |
6016
Investments & Financial Planning LLC
Lexington,
Kentucky
| USD 97.1 M | -USD 17.3 M | -15% | 15.4% | 63.6% | 36 | 13.89% | 0.4 |
|
| 6017 |
6017
Valley Brook Capital Group
Venetia,
Pennsylvania
| USD 97 M | -USD 18.9 M | -16% | 10.9% | 106% | 118 | 12.71% | 1.5 |
|
| 6018 |
6018
Euclidean Technologies Management
Seattle,
Washington
| USD 96.8 M | -USD 11.4 M | -11% | 7.25% | 124% | 87 | 20.69% | 1.4 |
|
| 6019 |
6019
Convergence Financial
Columbia,
Missouri
| USD 96.8 M | +USD 3.59 M | +4% | 16% | 62.3% | 25 | 28% | 0.4 |
|
| 6020 |
6020
Newport Capital Group
Red Bank,
New Jersey
| USD 96.8 M | -USD 36.6 M | -27% | 10.9% | – | 60 | 26.67% | 1.4 |
|
| 6021 |
6021
Wealthspan Partners
Davenport,
Iowa
| USD 96.8 M | -USD 13.5 M | -12% | 15.2% | 65% | 71 | 14.08% | 0.5 |
|
| 6022 |
6022
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| USD 96.8 M | -USD 60.6 M | -39% | 15.7% | 117% | 51 | 62.75% | 0.9 |
|
| 6023 |
6023
BCR Wealth Strategies
Vestavia,
Alabama
| USD 96.8 M | -USD 7.78 M | -7% | 12.9% | 42.2% | 125 | 15.2% | 0.5 |
|
| 6024 |
6024
Hiddenite Capital Partners
New York
| USD 96.7 M | -USD 13.1 M | -12% | 8.29% | 523% | 65 | 69.23% | 0.2 |
|
| 6025 |
6025
Widmann Financial Services
Bowie,
Maryland
| USD 96.6 M | -USD 16.2 M | -14% | 10.4% | 75.2% | 91 | 15.38% | 0.5 |
|