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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
6151
Nvest Financial
Portsmouth,
New Hampshire
| USD 114 M | +USD 18.2 M | +19% | 6.61% | 92.8% | 70 | 21.43% | 1 |
|
| 6152 |
6152
Old North State Wealth Management
Wilmington,
North Carolina
| USD 114 M | +USD 7.27 M | +7% | 5.09% | 91.5% | 74 | 13.51% | 1.1 |
|
| 6153 |
RFMS
6153
RWQ Financial Management Services
Naples,
Florida
| USD 114 M | +USD 30.6 M | +37% | 18.1% | 446% | 26 | 34.62% | 1 |
|
| 6154 |
6154
NewView Capital Partners I
Burlingame,
California
| USD 114 M | -USD 15.8 M | -12% | 0.55% | 20.8% | 3 | 0% | 1.3 |
|
| 6155 |
6155
United Community Bank
Greenville,
South Carolina
| USD 114 M | +USD 8.14 M | +8% | 6.52% | 66.2% | 241 | 11.62% | 1.3 |
|
| 6156 |
6156
Arena Investors
Purchase,
New York
| USD 114 M | -USD 15.4 M | -12% | 1.34% | – | 94 | 48.94% | 0.7 |
|
| 6157 |
6157
Apricus Wealth
Beaufort,
South Carolina
| USD 114 M | +USD 4.04 M | +4% | 6.5% | 78.8% | 85 | 11.76% | 1.2 |
|
| 6158 |
6158
AWH Capital
Dallas,
Texas
| USD 114 M | +USD 15.6 M | +16% | 13% | 183% | 30 | 20% | 2.4 |
|
| 6159 |
6159
Prosperity Financial Group
San Ramon,
California
| USD 114 M | +USD 14.8 M | +15% | 8.17% | 108% | 137 | 30.66% | 0.3 |
|
| 6160 |
6160
Northern Financial Advisors
Bloomfield Hills,
Michigan
| USD 114 M | +USD 7.3 M | +7% | 7.51% | 109% | 117 | 8.55% | 0.4 |
|
| 6161 |
6161
Islay Capital Management
Lubbock,
Texas
| USD 113 M | +USD 11 M | +11% | 5.93% | 72% | 244 | 16.8% | 2.4 |
|
| 6162 |
6162
Greenhouse Wealth Management
Westport,
Connecticut
| USD 113 M | +USD 7.45 M | +7% | 7.52% | 87.2% | 55 | 5.45% | 2.2 |
|
| 6163 |
6163
Axiom Advisory
San Diego,
California
| USD 113 M | +USD 8.57 M | +8% | 5.78% | 16.4% | 35 | 14.29% | 1.1 |
|
| 6164 |
6164
Empirical Asset Management
Wellesley,
Massachusetts
| USD 113 M | +USD 8.47 M | +8% | 1.11% | 94.5% | 185 | 36.22% | 0.8 |
|
| 6165 |
6165
Strategic Financial Planning
Plano,
Texas
| USD 113 M | +USD 3.51 M | +3% | 2.83% | 47.5% | 32 | 0% | 3 |
|
| 6166 |
6166
Heritage Wealth Management (Texas)
Houston,
Texas
| USD 113 M | +USD 9.1 M | +9% | 4.93% | 52.3% | 26 | 11.54% | 0.5 |
|
| 6167 |
6167
Riverwater Partners
Milwaukee,
Wisconsin
| USD 113 M | +USD 3.99 M | +4% | 4.74% | 110% | 200 | 12.5% | 1 |
|
| 6168 |
6168
Landmark Wealth Management (New York)
Melville,
New York
| USD 113 M | -USD 66.9 M | -37% | 1.05% | 37.9% | 73 | 49.32% | 1.1 |
|
| 6169 |
6169
Flight Deck Capital
San Francisco,
California
| USD 113 M | -USD 17.3 M | -13% | 15% | 379% | 19 | 47.37% | 0.7 |
|
| 6170 |
6170
Dover Advisors
Richmond,
Virginia
| USD 113 M | +USD 8.72 M | +8% | 6.75% | 65% | 112 | 21.43% | 0.4 |
|
| 6171 |
6171
Johnson Midwest Financial
Glidden,
Iowa
| USD 113 M | +USD 43 M | +62% | 7.21% | 58.6% | 396 | 9.6% | 1.7 |
|
| 6172 |
AIM
6172
AHL Investment Management
Winter Park,
Florida
| USD 113 M | +USD 4.03 M | +4% | 2.29% | 57.7% | 65 | 10.77% | 1.2 |
|
| 6173 |
6173
Millington Financial Advisors
Naperville,
Illinois
| USD 112 M | +USD 4.27 M | +4% | 6.75% | 77.5% | 78 | 17.95% | 0.4 |
|
| 6174 |
6174
SRN Advisors
Huntingdon Valley,
Pennsylvania
| USD 112 M | +USD 3.28 M | +3% | 10.2% | 146% | 88 | 2.27% | 1.7 |
|
| 6175 |
6175
Maripau Wealth Management
Fort Wayne,
Indiana
| USD 112 M | +USD 16.2 M | +17% | 4.27% | 55.6% | 107 | 33.64% | 0.9 |
|