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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
MWM
6201
MTC Wealth Management
Tampa,
Florida
| USD 223 M | +USD 12.4 M | +6% | 7.77% | 30.5% | 14 | 7.14% | 3.8 |
|
| 6202 |
AC
6202
Attessa Capital
Tucson,
Arizona
| USD 223 M | +USD 39.1 M | +21% | 12.8% | – | 53 | 37.74% | 0.8 |
|
| 6203 |
ACMH
6203
Andar Capital Management (HK)
Hong Kong
| USD 223 M | +USD 106 M | +91% | 128% | 983% | 20 | 70% | 0.3 |
|
| 6204 |
CH
6204
Cromwell Holdings
Jackson,
Wyoming
| USD 223 M | +USD 45 M | +25% | 26.1% | – | 1,120 | 8.57% | 1.4 |
|
| 6205 |
SAM
6205
Socorro Asset Management
Dallas,
Texas
| USD 223 M | +USD 1.71 M | +0.8% | 7.29% | 43.8% | 34 | 8.82% | 3.1 |
|
| 6206 |
DF
6206
Downshift Financial
Boulder,
Colorado
| USD 223 M | +USD 29.6 M | +15% | 12.6% | – | 670 | 88.81% | 0.1 |
|
| 6207 |
SIAM
6207
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| USD 223 M | +USD 14.2 M | +7% | 7.53% | 37.8% | 41 | 9.76% | 6.8 |
|
| 6208 |
SFS
6208
Symphony Financial Services
Akron,
Ohio
| USD 223 M | +USD 27.8 M | +14% | 13.2% | – | 110 | 14.55% | 1.4 |
|
| 6209 |
TF
6209
Tudor Financial
Dayton,
Ohio
| USD 222 M | +USD 26.9 M | +14% | 13.4% | – | 156 | 13.46% | 1.3 |
|
| 6210 |
SPWG
6210
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| USD 222 M | +USD 23.7 M | +12% | 10.2% | 67.4% | 106 | 14.15% | 2.5 |
|
| 6211 |
ACM
6211
Ategra Capital Management
Vienna,
Virginia
| USD 222 M | +USD 21.1 M | +10% | 13.2% | 114% | 28 | 17.86% | 2.3 |
|
| 6212 |
MAMF
6212
Mirabaud Asset Management (France)
Paris,
France
| USD 222 M | +USD 26.5 M | +14% | 0% | – | 28 | 0% | 0.1 |
|
| 6213 |
WWM
6213
Whalen Wealth Management
Las Vegas,
Nevada
| USD 222 M | +USD 35.6 M | +19% | 22% | 90.2% | 225 | 36% | 0.7 |
|
| 6214 |
BWM
6214
BankPlus Wealth Management
Jackson,
Mississippi
| USD 222 M | +USD 28.7 M | +15% | 12.4% | – | 129 | 11.63% | 1.1 |
|
| 6215 |
MCM
6215
Mendel Capital Management
Little Rock,
Arkansas
| USD 222 M | +USD 23.3 M | +12% | 15.1% | – | 102 | 7.84% | 3.3 |
|
| 6216 |
CCA
6216
Coign Capital Advisors
Draper,
Utah
| USD 222 M | +USD 31.9 M | +17% | 11.1% | – | 97 | 26.8% | 1.1 |
|
| 6217 |
PWM
6217
PTM Wealth Management
North Wales,
United States
| USD 222 M | +USD 33.4 M | +18% | 16.2% | – | 63 | 11.11% | 1 |
|
| 6218 |
1CP
6218
17 Capital Partners
Pheonix,
Arizona
| USD 222 M | +USD 27.8 M | +14% | 17.5% | – | 184 | 10.87% | 2.2 |
|
| 6219 |
SA
6219
Sylvest Advisors
Dallas,
Texas
| USD 222 M | +USD 33.8 M | +18% | 12.2% | – | 83 | 21.69% | 1.1 |
|
| 6220 |
LCM
6220
Lionhunter Capital Management
New York
| USD 222 M | – | – | 13.5% | – | 109 | – | 0 |
|
| 6221 |
HCA
6221
Hyperion Capital Advisors
New York
| USD 222 M | +USD 14.1 M | +7% | 22.8% | 86.1% | 73 | 15.07% | 3.3 |
|
| 6222 |
ACG
6222
Ampersand Capital Group
Burlingame,
California
| USD 222 M | +USD 38.9 M | +21% | 8.01% | – | 7 | 0% | 1.5 |
|
| 6223 |
FCT
6223
First Community Trust
Dubuque,
Iowa
| USD 221 M | +USD 85.9 M | +63% | 28.3% | 128% | 370 | 12.97% | 3.2 |
|
| 6224 |
MM
6224
Monolith Management
Hong Kong
| USD 221 M | -USD 111 M | -33% | 68.7% | – | 41 | 73.17% | 0.3 |
|
| 6225 |
AFTS
6225
American Financial & Tax Strategies
New York
| USD 221 M | +USD 15.6 M | +8% | 8.8% | 46.9% | 102 | 4.9% | 2.2 |
|