¡Ya estamos en !
Descubre más
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 |
WAM
6001
Werlinich Asset Management
Stamford,
Connecticut
| USD 201 M | +USD 18.1 M | +10% | 12% | 232% | 63 | 7.94% | 3.3 |
|
| 6002 |
6002
Avid Wealth Partners
San Antonio,
Texas
| USD 201 M | +USD 26.4 M | +15% | 10.2% | 93.7% | 56 | 8.93% | 1 |
|
| 6003 |
6003
Capital Wealth Alliance
Scottsdale,
Arizona
| USD 201 M | +USD 15.2 M | +8% | 11.4% | 124% | 86 | 25.58% | 2.5 |
|
| 6004 |
6004
Twin Securities
New York
| USD 201 M | +USD 25 M | +14% | 26.3% | 506% | 22 | 72.73% | 0.3 |
|
| 6005 |
6005
Baugh & Associates
Atlanta,
Georgia
| USD 201 M | +USD 9.25 M | +5% | 10.3% | 98.8% | 43 | 6.98% | 5.6 |
|
| 6006 |
BWM
6006
Bullock Wealth Management
Bloomington,
Indiana
| USD 201 M | +USD 12.3 M | +7% | 7.65% | 101% | 663 | 17.35% | 2.7 |
|
| 6007 |
6007
Taylor Frigon Capital Management
Scottsdale,
Arizona
| USD 201 M | +USD 13 M | +7% | 9.65% | 152% | 94 | 9.57% | 4.5 |
|
| 6008 |
6008
Private Wealth Group
Tampa,
Florida
| USD 201 M | +USD 13 M | +7% | 5.78% | 52.9% | 68 | 8.82% | 3 |
|
| 6009 |
6009
Eagle Wealth Strategies
West Deptford,
New Jersey
| USD 201 M | +USD 22.2 M | +12% | 6.89% | 85% | 111 | 8.11% | 1.3 |
|
| 6010 |
FCM
6010
Floyd Capital Management
Texarkana,
Texas
| USD 201 M | +USD 61.2 M | +44% | 7.82% | – | 1 | 0% | 0.8 |
|
| 6011 |
6011
Byrne Financial Freedom
Franklin,
Massachusetts
| USD 201 M | +USD 880 k | +0.4% | 11.3% | – | 110 | 20% | 0.6 |
|
| 6012 |
6012
Cornercap Investment Counsel
Atlanta,
Georgia
| USD 201 M | +USD 8.84 M | +5% | 6.43% | 55.4% | 157 | 8.28% | 2.9 |
|
| 6013 |
6013
Financial Freedom LLC
Cincinnati,
Ohio
| USD 201 M | +USD 15.2 M | +8% | 7.58% | 72% | 367 | 6.54% | 2.4 |
|
| 6014 |
6014
Finer Wealth Management
Salem,
Massachusetts
| USD 201 M | +USD 13.6 M | +7% | 9.37% | 175% | 89 | 6.74% | 2.7 |
|
| 6015 |
6015
Econ Financial Services
Harrisburg,
Pennsylvania
| USD 201 M | +USD 6.4 M | +3% | 2.71% | 16.9% | 108 | 52.78% | 0.8 |
|
| 6016 |
6016
Monashee Investment Management
Boston,
Massachusetts
| USD 201 M | -USD 75.4 M | -27% | 37.8% | 520% | 107 | 89.72% | 0.2 |
|
| 6017 |
6017
American Financial & Tax Strategies
New York
| USD 200 M | +USD 6.83 M | +4% | 5.48% | 46.9% | 94 | 4.26% | 1.7 |
|
| 6018 |
6018
Harrington Investments
Napa,
California
| USD 200 M | +USD 11.3 M | +6% | 9.01% | 109% | 85 | 2.35% | 6 |
|
| 6019 |
6019
Little Harbor Advisors
Marblehead,
Massachusetts
| USD 200 M | +USD 31.6 M | +19% | 6.62% | 59% | 8 | 12.5% | 1.8 |
|
| 6020 |
6020
Innealta Capital
Austin,
Texas
| USD 200 M | +USD 10.5 M | +6% | 7.21% | 69.8% | 125 | 31.2% | 1.7 |
|
| 6021 |
6021
Freemont Management
Vaud,
Switzerland
| USD 200 M | -USD 467 M | -70% | 21.9% | 102% | 114 | 23.68% | 1.7 |
|
| 6022 |
6022
Bank of Jackson Hole Trust
Jackson,
Wyoming
| USD 200 M | +USD 23.6 M | +13% | 8.51% | – | 471 | 9.77% | 0.7 |
|
| 6023 |
6023
Chris Bulman
Roseville,
California
| USD 200 M | +USD 24.3 M | +14% | 7% | – | 152 | 27.63% | 0.8 |
|
| 6024 |
DRD
6024
Dennis R. Delaney
| USD 200 M | +USD 4.92 M | +3% | 6.72% | 84.3% | 50 | 4% | 6.1 |
|
| 6025 |
LPCM
6025
Lynwood Price Capital Management
Austin,
Texas
| USD 200 M | -USD 1.53 M | -0.8% | 0.1% | – | 16 | 18.75% | 0.6 |
|