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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
First Bancorp
Damariscotta,
Maine
| USD 121 M | +USD 4.45 M | +4% | 4.83% | 73.8% | 112 | 3.57% | 1.8 |
|
| 6027 |
6027
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| USD 121 M | -USD 8.02 M | -6% | 1.53% | 0.74% | 7 | 0% | 3.8 |
|
| 6028 |
6028
Gouws Capital LLC
Charlotte,
North Carolina
| USD 121 M | +USD 9.29 M | +8% | 8.64% | 114% | 47 | 4.26% | 1.3 |
|
| 6029 |
6029
Walker Asset Management
Verona,
Missouri
| USD 121 M | +USD 5.76 M | +5% | 7.93% | 87.6% | 100 | 7% | 1.2 |
|
| 6030 |
6030
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| USD 121 M | -USD 3.61 M | -3% | 5.31% | 62.3% | 53 | 9.43% | 1.7 |
|
| 6031 |
ASI
6031
Advisory Services & Investments
Bend,
Oregon
| USD 121 M | +USD 10.9 M | +10% | 4.72% | 19.9% | 40 | 15% | 1.2 |
|
| 6032 |
6032
HTG Investment Advisors
New Canaan,
Connecticut
| USD 121 M | +USD 11.4 M | +10% | 5.1% | 57.4% | 54 | 11.11% | 0.5 |
|
| 6033 |
6033
David J. Yvars Group
University Park,
Florida
| USD 121 M | +USD 10.4 M | +9% | 12.3% | 143% | 89 | 20.22% | 1.7 |
|
| 6034 |
6034
Basepoint Wealth
Cedar Rapids,
Iowa
| USD 121 M | +USD 1.14 M | +0.9% | 0.6% | 113% | 96 | 4.17% | 1.3 |
|
| 6035 |
6035
TrueWealth Financial Partners
Bellevue,
Washington
| USD 121 M | +USD 4.95 M | +4% | 2.25% | 36.4% | 17 | 11.76% | 1.2 |
|
| 6036 |
6036
McClarren Financial Advisors
State College,
Pennsylvania
| USD 121 M | +USD 10.9 M | +10% | 6.51% | 63% | 491 | 25.87% | 0.8 |
|
| 6037 |
6037
Montz Harcus Wealth Management
New Orleans,
Louisiana
| USD 121 M | +USD 12.6 M | +12% | 7.97% | 84.1% | 60 | 13.33% | 1.2 |
|
| 6038 |
6038
Yorktown Energy Partners X
New York
| USD 121 M | +USD 16.8 M | +16% | 9.78% | 95.9% | 5 | 20% | 2.1 |
|
| 6039 |
6039
Flagship Private Wealth
Woburn,
Massachusetts
| USD 121 M | +USD 8.88 M | +8% | 6.16% | 62.7% | 76 | 5.26% | 2.1 |
|
| 6040 |
6040
Kapstone Financial Advisors
Lebanon,
Ohio
| USD 121 M | +USD 9.9 M | +9% | 7.92% | 131% | 105 | 15.24% | 0.4 |
|
| 6041 |
6041
Von Berge Wealth Management Group
San Diego,
California
| USD 121 M | +USD 8.84 M | +8% | 6.63% | 60.5% | 66 | 10.61% | 1.3 |
|
| 6042 |
6042
Charter Research & Investment Group
Southport,
Connecticut
| USD 121 M | +USD 6.37 M | +6% | 6.27% | 82.3% | 79 | 6.33% | 6.1 |
|
| 6043 |
6043
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| USD 120 M | -USD 246 M | -67% | 4.26% | 70.4% | 255 | 86.67% | 1.1 |
|
| 6044 |
6044
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| USD 120 M | -USD 25 M | -17% | 17.2% | 81.3% | 1 | 0% | 2 |
|
| 6045 |
6045
Andrews Lucia Wealth Management
Danville,
California
| USD 120 M | +USD 7.37 M | +7% | 4.59% | 59.7% | 26 | 7.69% | 1.1 |
|
| 6046 |
6046
Plotkin Financial Advisors
Chevy Chase,
Maryland
| USD 120 M | +USD 12.7 M | +12% | 10.5% | 95.3% | 82 | 13.41% | 2.1 |
|
| 6047 |
6047
Richelieu Gestion
Paris,
France
| USD 120 M | +USD 9.4 M | +8% | 4.05% | – | 79 | 18.99% | 0.9 |
|
| 6048 |
6048
Sagil Capital
London,
United Kingdom
| USD 120 M | -USD 3.97 M | -3% | 14.2% | 104% | 27 | 48.15% | 0.6 |
|
| 6049 |
6049
General Partner Inc
Pittsburgh,
Pennsylvania
| USD 120 M | +USD 6.23 M | +5% | 9.49% | 83.1% | 127 | 0.79% | 0.4 |
|
| 6050 |
6050
Solstein Capital
Menlo Park,
California
| USD 120 M | +USD 5.04 M | +4% | 5.88% | 91.4% | 308 | 12.66% | 1.8 |
|