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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
6026
Linse Capital Management PR
San Juan,
Puerto Rico
| USD 89.9 M | -USD 14.7 M | -14% | 7.82% | – | 1 | 0% | 0.8 |
|
| 6027 |
6027
Whitefort Capital Management
New York
| USD 89.9 M | +USD 9.8 M | +12% | 3.6% | 243% | 28 | 10.71% | 0.6 |
|
| 6028 |
6028
Beam Wealth Advisors
Covington,
Louisiana
| USD 89.8 M | -USD 239 k | -0.3% | 4.94% | 59.7% | 106 | 7.55% | 1.8 |
|
| 6029 |
6029
Richmond Brothers
Jackson,
Michigan
| USD 89.8 M | -USD 7.93 M | -8% | 4.75% | 77.2% | 24 | 8.33% | 0.7 |
|
| 6030 |
6030
Mariner Investment Group
Harrison,
New York
| USD 89.7 M | -USD 5.06 M | -5% | 3.01% | – | 205 | 17.07% | 0.7 |
|
| 6031 |
6031
Consilium Wealth Advisory
Richardson,
Texas
| USD 89.7 M | -USD 3.18 M | -3% | 4.71% | 126% | 76 | 18.42% | 0.7 |
|
| 6032 |
CM
6032
CM Management
Gulf Breeze,
Florida
| USD 89.6 M | -USD 4.37 M | -5% | 2.07% | 110% | 74 | 10.81% | 1.3 |
|
| 6033 |
MW
6033
Milestone Wealth
Buffalo,
New York
| USD 89.5 M | -USD 5.42 M | -6% | 4.81% | – | 234 | 2.99% | 0.7 |
|
| 6034 |
6034
Laraway Financial Advisors
Saint Cloud,
Minnesota
| USD 89.5 M | -USD 4.44 M | -5% | 4.41% | 92.3% | 107 | 5.61% | 0.7 |
|
| 6035 |
6035
Perkins Capital Management
Wayzata,
Minnesota
| USD 89.4 M | -USD 7.24 M | -7% | 0.18% | 303% | 112 | 13.39% | 3.9 |
|
| 6036 |
6036
Concorde Asset Management
Ann Arbor,
Michigan
| USD 89.3 M | +USD 23 M | +35% | 5.46% | – | 148 | 33.78% | 1.7 |
|
| 6037 |
CSI
6037
Cross Staff Investments
Pittsford,
New York
| USD 89.3 M | -USD 1.4 M | -2% | 0.2% | 80.3% | 115 | 10.43% | 0.7 |
|
| 6038 |
6038
Dopkins Wealth Management
Williamsville,
New York
| USD 89.2 M | -USD 3.34 M | -4% | 5.59% | 64.4% | 43 | 18.6% | 0.6 |
|
| 6039 |
6039
Euclidean Technologies Management
Seattle,
Washington
| USD 89.2 M | -USD 7.67 M | -8% | 6.3% | 124% | 78 | 20.51% | 1.6 |
|
| 6040 |
6040
ADE LLC
Baltimore,
Maryland
| USD 89.2 M | -USD 4.89 M | -5% | 5.62% | 59.8% | 65 | 6.15% | 1.7 |
|
| 6041 |
6041
Atlantic Private Wealth
Chapel Hill,
North Carolina
| USD 89.2 M | -USD 8.21 M | -8% | 4.1% | 55.7% | 43 | 16.28% | 0.6 |
|
| 6042 |
6042
Alamar Capital Management
Santa Barbara,
California
| USD 89 M | +USD 394 k | +0.4% | 2.33% | – | 69 | 11.59% | 1.3 |
|
| 6043 |
CMS
6043
Capital Market Strategies
Palm Beach Gardens,
Florida
| USD 88.9 M | -USD 6.33 M | -7% | 4.3% | 120% | 144 | 11.11% | 0.7 |
|
| 6044 |
6044
Paragon Financial Partners
Woodland Hills,
California
| USD 88.9 M | -USD 8.44 M | -9% | 4.85% | 90.6% | 82 | 10.98% | 0.7 |
|
| 6045 |
6045
LifeSteps Financial
Claremont,
California
| USD 88.7 M | -USD 7.2 M | -8% | 4.82% | 98.4% | 78 | 11.54% | 2.3 |
|
| 6046 |
6046
Clayton Partners
Berkeley,
California
| USD 88.7 M | -USD 4.02 M | -4% | 3.89% | 109% | 37 | 32.43% | 1.1 |
|
| 6047 |
6047
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| USD 88.7 M | -USD 3.35 M | -4% | 6.72% | 64.9% | 28 | 28.57% | 0.6 |
|
| 6048 |
MA
6048
McBroom & Associates
Las Vegas,
Nevada
| USD 88.7 M | -USD 3.25 M | -4% | 2.28% | 148% | 36 | 22.22% | 0.6 |
|
| 6049 |
6049
Johnson & White Wealth Management
York,
Pennsylvania
| USD 88.6 M | – | – | 7.75% | 76.5% | 76 | – | 0 |
|
| 6050 |
6050
Affinia Financial Group
Burlington,
Massachusetts
| USD 88.6 M | -USD 30.2 M | -25% | 4.98% | 37.5% | 32 | 15.63% | 2 |
|