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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 |
6201
Sterling Group Wealth Management
Pasadena,
California
| USD 102 M | – | – | 10.9% | 67.7% | 48 | – | 0 |
|
| 6202 |
6202
Darrow Company
Needham,
Massachusetts
| USD 102 M | +USD 6.13 M | +6% | 5.79% | 44.5% | 33 | 21.21% | 0.7 |
|
| 6203 |
6203
Signature Wealth Management Partners
Montvale,
New Jersey
| USD 102 M | +USD 10.7 M | +12% | 10.3% | 97.9% | 105 | 7.62% | 1.7 |
|
| 6204 |
KA
6204
Kooman & Associates
Altoona,
Pennsylvania
| USD 101 M | – | – | 6.03% | 66% | 40 | – | 0 |
|
| 6205 |
AMAL
6205
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| USD 101 M | +USD 4.44 M | +5% | 8.72% | 125% | 17 | 17.65% | 4.2 |
|
| 6206 |
6206
AlphaCentric Advisors
San Juan,
Puerto Rico
| USD 101 M | +USD 3.77 M | +4% | 10.1% | – | 226 | 45.58% | 0.7 |
|
| 6207 |
6207
Kaizen Financial Strategies
Campbell,
California
| USD 101 M | +USD 2.51 M | +3% | 5.52% | 126% | 140 | 30% | 1.3 |
|
| 6208 |
6208
Archvest Wealth Advisors
Concord,
California
| USD 101 M | +USD 3.56 M | +4% | 4.93% | 47.8% | 44 | 13.64% | 0.8 |
|
| 6209 |
6209
Allen Capital Group
Grand Island,
Nebraska
| USD 101 M | -USD 335 M | -77% | 4.93% | 62.8% | 185 | 92.43% | 1.4 |
|
| 6210 |
6210
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| USD 101 M | +USD 13.1 M | +15% | 17.7% | 140% | 29 | 10.34% | 1 |
|
| 6211 |
6211
Applied Capital LLC
Hollywood,
Florida
| USD 101 M | – | – | 13.6% | 78.3% | 79 | – | 0 |
|
| 6212 |
6212
Montz Harcus Wealth Management
New Orleans,
Louisiana
| USD 101 M | +USD 10.1 M | +11% | 8.74% | 84.1% | 56 | 16.07% | 0.9 |
|
| 6213 |
6213
SRN Advisors
Huntingdon Valley,
Pennsylvania
| USD 101 M | -USD 18.8 M | -16% | 4.63% | 146% | 127 | 48.82% | 1.3 |
|
| 6214 |
6214
Lakehouse Capital
Sydney NSW,
Australia
| USD 101 M | +USD 9.5 M | +10% | 3.14% | 87.4% | 14 | 0% | 2 |
|
| 6215 |
6215
STAR Financial Bank
Fort Wayne,
Indiana
| USD 101 M | – | – | 9.78% | 53.4% | 91 | – | 0 |
|
| 6216 |
6216
Financial Alternatives
La Jolla,
California
| USD 101 M | – | – | 7.79% | 50.2% | 78 | – | 0 |
|
| 6217 |
6217
Ridgemont Partners Management
Charlotte,
North Carolina
| USD 101 M | -USD 4.65 M | -4% | 4.41% | 45.6% | 1 | 0% | 1 |
|
| 6218 |
6218
Continuum Wealth Advisors
Saratoga Springs,
New York
| USD 101 M | – | – | 8.2% | 69% | 46 | – | 0 |
|
| 6219 |
6219
CPR Investments
Rochester,
Michigan
| USD 101 M | +USD 22.9 M | +29% | 1.8% | 84% | 49 | 59.18% | 0.4 |
|
| 6220 |
6220
5th Street Advisors
Southport,
Connecticut
| USD 101 M | +USD 5.96 M | +6% | 9.84% | 47.5% | 18 | 16.67% | 0.8 |
|
| 6221 |
6221
Objective Capital Management
Pepper Pike,
Ohio
| USD 101 M | +USD 6.85 M | +7% | 7.92% | – | 96 | 13.54% | 0.9 |
|
| 6222 |
6222
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| USD 101 M | – | – | 6.91% | 59.7% | 57 | – | 0 |
|
| 6223 |
ASA
6223
Armstrong Shaw Associates
New Canaan,
Connecticut
| USD 101 M | +USD 7.33 M | +8% | 10.3% | 51.2% | 44 | 11.36% | 5.8 |
|
| 6224 |
6224
KM Capital Management
Austin,
Texas
| USD 101 M | – | – | 6.98% | 60.8% | 45 | – | 0 |
|
| 6225 |
ASI
6225
Advisory Services & Investments
Bend,
Oregon
| USD 101 M | +USD 5.8 M | +6% | 8.89% | 19.9% | 39 | 23.08% | 1.1 |
|