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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
Hardin Capital Partners
Greenville,
South Carolina
| USD 153 M | – | – | 6.22% | – | 114 | – | 0 |
|
| 6027 |
6027
Keener Financial Planning
Keller,
Texas
| USD 153 M | +USD 7.86 M | +5% | 1.21% | – | 190 | 4.74% | 0.5 |
|
| 6028 |
6028
Solstein Capital
Menlo Park,
California
| USD 153 M | +USD 9.01 M | +6% | 5.12% | 91.4% | 322 | 5.59% | 2.6 |
|
| 6029 |
6029
New Millennium Group
Sandy,
Utah
| USD 153 M | +USD 20.7 M | +16% | 12.4% | 176% | 419 | 83.77% | 0.3 |
|
| 6030 |
6030
Lancaster Investment Management
London,
United Kingdom
| USD 153 M | +USD 27.8 M | +22% | 3.68% | 0.78% | 6 | 16.67% | 0.7 |
|
| 6031 |
6031
Black Maple Capital Management
Milwaukee,
Wisconsin
| USD 153 M | -USD 10.3 M | -6% | 3.69% | 35.7% | 134 | 50.75% | 0.7 |
|
| 6032 |
CWMGP
6032
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| USD 153 M | +USD 13.6 M | +10% | 3.37% | 75.9% | 73 | 12.33% | 1.5 |
|
| 6033 |
WBWA
6033
William B. Walkup & Associates
Columbia,
South Carolina
| USD 153 M | – | – | 4.11% | – | 158 | – | 0 |
|
| 6034 |
BWM
6034
Bullock Wealth Management
Bloomington,
Indiana
| USD 153 M | +USD 3.36 M | +2% | 3.93% | 101% | 601 | 10.48% | 1.1 |
|
| 6035 |
TL
6035
TowerView LLC
New York
| USD 153 M | +USD 1.75 M | +1% | 0.38% | 17.9% | 30 | 23.33% | 3.1 |
|
| 6036 |
6036
Arthedge Capital Management
Jericho,
New York
| USD 153 M | -USD 11.4 M | -7% | 1.78% | 80.7% | 12 | 0% | 2.8 |
|
| 6037 |
6037
Kapstone Financial Advisors
Lebanon,
Ohio
| USD 153 M | +USD 5.64 M | +4% | 3.44% | 131% | 113 | 14.16% | 1.2 |
|
| 6038 |
6038
W Advisors LLC
Germantown,
Tennessee
| USD 152 M | +USD 6.64 M | +5% | 3.48% | 73.8% | 115 | 7.83% | 1.9 |
|
| 6039 |
6039
Bullseye Investment Management
Cincinnati,
Ohio
| USD 152 M | -USD 19.7 M | -11% | 1.82% | 36.2% | 79 | 37.97% | 0.6 |
|
| 6040 |
6040
Worth Financial Advisory Group
Charlotte,
North Carolina
| USD 152 M | +USD 8.03 M | +6% | 2.69% | 93.3% | 161 | 22.36% | 1.1 |
|
| 6041 |
6041
Fairbanks Capital Management
Rancho Santa Fe,
California
| USD 152 M | +USD 7.26 M | +5% | 6.09% | 81.3% | 54 | 0% | 4.7 |
|
| 6042 |
6042
Concorde Financial
Dallas,
Texas
| USD 152 M | +USD 42.3 M | +38% | 2.12% | 81.3% | 41 | 12.2% | 1.5 |
|
| 6043 |
RMSCM
6043
R.M. Sincerbeaux Capital Management
New York
| USD 152 M | -USD 5.23 M | -3% | 2.66% | 76.4% | 40 | 7.5% | 8.7 |
|
| 6044 |
6044
BlackDiamond Wealth Management
New York
| USD 152 M | +USD 11.8 M | +8% | 2.82% | 70.8% | 162 | 21.6% | 1.4 |
|
| 6045 |
6045
SummerHaven Investment Management
Stamford,
Connecticut
| USD 152 M | -USD 7.64 M | -5% | 2.36% | 150% | 195 | 1.54% | 1.7 |
|
| 6046 |
6046
Wells Financial Advisors
Framingham,
Massachusetts
| USD 152 M | +USD 5.11 M | +3% | 1.99% | 54% | 83 | 18.07% | 2.2 |
|
| 6047 |
6047
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| USD 152 M | +USD 35.9 M | +31% | 5.25% | – | 13 | 7.69% | 0.2 |
|
| 6048 |
6048
Lauterbach Financial Advisors
El Paso,
Texas
| USD 152 M | -USD 507 k | -0.3% | 0.08% | 76.5% | 68 | 8.82% | 1.9 |
|
| 6049 |
6049
Eliot Finkel Investment Counsel
Beverly Hills,
California
| USD 152 M | -USD 2.93 M | -2% | 2.02% | 88.9% | 30 | 3.33% | 4.9 |
|
| 6050 |
6050
Old North State Wealth Management
Wilmington,
North Carolina
| USD 152 M | -USD 1.34 M | -0.9% | 1.25% | 91.5% | 103 | 17.48% | 1.5 |
|