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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
Darden Wealth Group
Ann Arbor,
Michigan
| USD 191 M | +USD 25.5 M | +15% | 15.4% | – | 149 | 21.48% | 1.1 |
|
| 6127 |
6127
Resolute Capital Asset Partners
Denver,
Colorado
| USD 191 M | -USD 219 k | -0.1% | 41.8% | 657% | 70 | 75.71% | 0.3 |
|
| 6128 |
6128
Signature Wealth Management Partners
Montvale,
New Jersey
| USD 191 M | +USD 16.1 M | +9% | 8.62% | 97.9% | 116 | 7.76% | 3.1 |
|
| 6129 |
6129
Brown Financial Advisory
Fairhope,
Alabama
| USD 191 M | +USD 9.8 M | +5% | 6.93% | 66.3% | 56 | 3.57% | 2.1 |
|
| 6130 |
6130
Bullseye Asset Management
Denver,
Colorado
| USD 191 M | -USD 9.6 M | -5% | 1.73% | 81% | 68 | 13.24% | 3.4 |
|
| 6131 |
6131
Loudon Investment Management
West Lebanon,
New Hampshire
| USD 191 M | +USD 10.2 M | +6% | 6.68% | 61.6% | 104 | 14.42% | 5.8 |
|
| 6132 |
6132
Aurora Investment Counsel
Atlanta,
Georgia
| USD 191 M | +USD 1.28 M | +0.7% | 2.86% | 31.7% | 122 | 25.41% | 1.3 |
|
| 6133 |
6133
Cadence Wealth Management
Westborough,
Massachusetts
| USD 191 M | +USD 39.7 M | +26% | 11.4% | 56.4% | 59 | 15.25% | 2.1 |
|
| 6134 |
6134
Evergreen Wealth Management
Williamston,
Michigan
| USD 191 M | +USD 12.5 M | +7% | 4.77% | 62.1% | 56 | 19.64% | 2.1 |
|
| 6135 |
6135
NavPoint Financial
Prior Lake,
Minnesota
| USD 191 M | +USD 25.2 M | +15% | 6.86% | 58.5% | 66 | 10.61% | 1.2 |
|
| 6136 |
6136
Mendel Capital Management
Little Rock,
Arkansas
| USD 191 M | +USD 15.3 M | +9% | 7.15% | – | 96 | 3.13% | 2.8 |
|
| 6137 |
6137
Sage Advisory Services
Austin,
Texas
| USD 191 M | +USD 7.08 M | +4% | 4.4% | 37.8% | 46 | 10.87% | 3.4 |
|
| 6138 |
6138
Smith Thornton Advisors
Huntsville,
Alabama
| USD 191 M | +USD 16.7 M | +10% | 7% | – | 139 | 10.07% | 1.1 |
|
| 6139 |
6139
Northern Financial Advisors
Bloomfield Hills,
Michigan
| USD 191 M | +USD 57.3 M | +43% | 6.56% | 120% | 130 | 22.31% | 2 |
|
| 6140 |
GWM
6140
Global Wealth Management
Kingston,
New Jersey
| USD 190 M | +USD 8.14 M | +4% | 5.22% | – | 35 | 8.57% | 0.8 |
|
| 6141 |
6141
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| USD 190 M | +USD 13.7 M | +8% | 4.44% | 31.7% | 42 | 11.9% | 2.5 |
|
| 6142 |
6142
Foundry Financial Group
Laconia,
New Hampshire
| USD 190 M | +USD 14.7 M | +8% | 5.99% | 57.4% | 66 | 6.06% | 1.3 |
|
| 6143 |
6143
Novak & Powell Financial Services
St. Petersburg,
Florida
| USD 190 M | +USD 46 M | +32% | 7.46% | – | 170 | 18.24% | 1.4 |
|
| 6144 |
6144
Orser Capital Management
Southlake,
Texas
| USD 190 M | +USD 49.8 M | +35% | 8.57% | 128% | 74 | 41.89% | 2.9 |
|
| 6145 |
6145
Blue Door Asset Management
Stamford,
Connecticut
| USD 190 M | -USD 3.12 M | -2% | 5.63% | 127% | 29 | 44.83% | 1 |
|
| 6146 |
6146
Level Wealth Management
Greensboro,
North Carolina
| USD 190 M | +USD 18 M | +10% | 5.46% | – | 64 | 9.38% | 0.6 |
|
| 6147 |
XC
6147
XY Capital
Central,
Hong Kong
| USD 190 M | +USD 44.6 M | +31% | 14.4% | 52.8% | 169 | 83.43% | 0.1 |
|
| 6148 |
6148
W Advisors LLC
Germantown,
Tennessee
| USD 190 M | +USD 15.5 M | +9% | 8.64% | 88.7% | 139 | 10.07% | 2.4 |
|
| 6149 |
6149
Cloud Capital Management
Seattle,
Washington
| USD 190 M | +USD 29.4 M | +18% | 8.22% | – | 1,588 | 95.09% | 0 |
|
| 6150 |
6150
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| USD 190 M | +USD 20.9 M | +12% | 5.87% | 51.3% | 257 | 15.56% | 2.1 |
|