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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
Hippocratic Financial Advisors
Westlake Village,
California
| USD 187 M | +USD 19.3 M | +11% | 6.8% | – | 24 | 16.67% | 0.4 |
|
| 6027 |
6027
Leslie Global Wealth
Itasca,
Illinois
| USD 187 M | -USD 18.3 M | -9% | 10.5% | – | 80 | 15% | 0.8 |
|
| 6028 |
6028
Finer Wealth Management
Salem,
Massachusetts
| USD 187 M | +USD 20.2 M | +12% | 14.6% | 175% | 93 | 15.05% | 2.5 |
|
| 6029 |
6029
Global Trust Asset Management
West Palm Beach,
Florida
| USD 187 M | +USD 22.9 M | +14% | 12.6% | 178% | 505 | 12.67% | 4 |
|
| 6030 |
6030
Perry Creek Capital
New York
| USD 187 M | +USD 12.1 M | +7% | 0.97% | 51.2% | 11 | 18.18% | 3.7 |
|
| 6031 |
6031
Sovereign's Capital Management
Atlanta,
Georgia
| USD 187 M | +USD 18.8 M | +11% | 4.98% | – | 82 | 8.54% | 0.5 |
|
| 6032 |
6032
Threadgill Financial
Spring,
Texas
| USD 187 M | +USD 292 k | +0.2% | 2.07% | 49.3% | 52 | 25% | 1.6 |
|
| 6033 |
CWMG
6033
Compass Wealth Management (Georgia)
Atlanta,
Georgia
| USD 187 M | – | – | 7% | – | 59 | – | 0 |
|
| 6034 |
KCM
6034
Kempner Capital Management
Galveston,
Texas
| USD 187 M | +USD 9.03 M | +5% | 3.84% | 60.9% | 51 | 11.76% | 4.5 |
|
| 6035 |
6035
GSI Capital Advisors
Newport Beach,
California
| USD 187 M | -USD 4.04 M | -2% | 2.22% | 39.7% | 35 | 25.71% | 2 |
|
| 6036 |
6036
Financial Futures
Brielle,
New Jersey
| USD 187 M | +USD 10.4 M | +6% | 6.37% | 48.5% | 69 | 21.74% | 1.9 |
|
| 6037 |
6037
Birchbrook
Bangor,
Maine
| USD 187 M | +USD 8.65 M | +5% | 5.96% | 49.1% | 282 | 7.09% | 1.3 |
|
| 6038 |
6038
Strategic Investment Management
Arlington,
Virginia
| USD 187 M | -USD 62.4 M | -25% | 6.74% | 53.4% | 21 | 42.86% | 5.6 |
|
| 6039 |
6039
Resolute Wealth Strategies
Jackson,
Mississippi
| USD 187 M | +USD 7.48 M | +4% | 7.49% | 105% | 105 | 8.57% | 1.7 |
|
| 6040 |
6040
Western Financial Corp
San Diego,
California
| USD 187 M | +USD 14.5 M | +8% | 16.4% | 275% | 139 | 25.18% | 1.6 |
|
| 6041 |
6041
Pennington Partners & Co
Bethesda,
Maryland
| USD 186 M | +USD 12 M | +7% | 9.36% | – | 90 | 18.89% | 0.4 |
|
| 6042 |
6042
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| USD 186 M | +USD 13.9 M | +8% | 7.08% | 51.7% | 378 | 8.47% | 2.5 |
|
| 6043 |
6043
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 186 M | -USD 14.7 M | -7% | 4.06% | 98.3% | 127 | 7.09% | 8.8 |
|
| 6044 |
6044
Cambridge Capital Management
O'fallon,
Illinois
| USD 186 M | +USD 28.3 M | +18% | 7.07% | 55.9% | 41 | 12.2% | 1.3 |
|
| 6045 |
6045
Beaumont Asset Management
Beaumont,
Texas
| USD 186 M | +USD 20.7 M | +13% | 10.5% | 73.1% | 76 | 23.68% | 2.9 |
|
| 6046 |
6046
Horizon Advisory Services
West Henrietta,
New York
| USD 186 M | +USD 9.43 M | +5% | 4.79% | – | 47 | 4.26% | 0.8 |
|
| 6047 |
WMS
6047
Wealth Management Strategies
Pittsburgh,
Pennsylvania
| USD 186 M | +USD 36.6 M | +24% | 8% | – | 39 | 7.69% | 0.4 |
|
| 6048 |
6048
Capital Wealth Alliance
Scottsdale,
Arizona
| USD 186 M | +USD 18.7 M | +11% | 9.3% | 124% | 78 | 14.1% | 2.7 |
|
| 6049 |
6049
4D Advisors
Redondo Beach,
California
| USD 186 M | +USD 57.3 M | +45% | 25.6% | – | 47 | 59.57% | 0.2 |
|
| 6050 |
6050
Gray Private Wealth
Canton,
Massachusetts
| USD 186 M | +USD 19.8 M | +12% | 9.34% | – | 47 | 17.02% | 1 |
|