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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
CA
6276
Carson Advisory
Athens,
Georgia
| USD 218 M | +USD 24.8 M | +13% | 11.6% | 68.6% | 208 | 11.54% | 2.7 |
|
| 6277 |
XWL
6277
XXI Wealth LLC
Chicago,
Illinois
| USD 218 M | +USD 41.2 M | +23% | 34.9% | – | 237 | 16.46% | 0.4 |
|
| 6278 |
LCWM
6278
Legacy Capital Wealth Management
The Woodlands,
Texas
| USD 218 M | +USD 43.8 M | +25% | 23.8% | – | 84 | 27.38% | 0.8 |
|
| 6279 |
TCM
6279
Turas Capital Management
Boston,
Massachusetts
| USD 218 M | -USD 174 M | -44% | 6.1% | – | 86 | 88.37% | 0.1 |
|
| 6280 |
RFM
6280
RPD Fund Management
New York
| USD 218 M | -USD 88.3 M | -29% | 18.5% | – | 6 | 33.33% | 0.8 |
|
| 6281 |
WWM
6281
Wolff Wiese Magana
Carslbad,
California
| USD 217 M | +USD 36.2 M | +20% | 32.5% | 149% | 1,058 | 10.02% | 2.9 |
|
| 6282 |
PP
6282
Pearl Planning
Dexter,
Michigan
| USD 217 M | +USD 30.3 M | +16% | 11.6% | – | 58 | 10.34% | 0.4 |
|
| 6283 |
HIMS
6283
Hager Investment Management Services
New London,
New Hampshire
| USD 217 M | +USD 35.4 M | +19% | 31.3% | – | 372 | 16.67% | 1.1 |
|
| 6284 |
NCM
6284
NEXTBio Capital Management
Menlo Park,
California
| USD 217 M | +USD 2.03 M | +0.9% | 26.2% | – | 27 | 29.63% | 0.4 |
|
| 6285 |
CWM
6285
Carolina Wealth Management
Greenville,
North Carolina
| USD 217 M | – | – | 12.1% | – | 114 | – | 0 |
|
| 6286 |
CA
6286
Corrado Advisors
Ramsey,
New Jersey
| USD 217 M | +USD 25.6 M | +13% | 15.1% | 64% | 127 | 14.96% | 2.7 |
|
| 6287 |
ECM
6287
English Capital Management
Bloomfield Hills,
Michigan
| USD 217 M | +USD 46.4 M | +27% | 23.9% | – | 39 | 15.38% | 1.8 |
|
| 6288 |
DCM
6288
Delta Capital Management
Red Bank,
New Jersey
| USD 217 M | +USD 35.5 M | +20% | 37.8% | 129% | 112 | 10.71% | 5.8 |
|
| 6289 |
EF
6289
Envision Financial
Brookfield,
Wisconsin
| USD 217 M | +USD 31.3 M | +17% | 10.3% | – | 49 | 8.16% | 1.3 |
|
| 6290 |
OFG
6290
OmniStar Financial Group
Wilmington,
North Carolina
| USD 217 M | +USD 24.2 M | +13% | 6.39% | 67.1% | 125 | 19.2% | 1.3 |
|
| 6291 |
EP
6291
Essential Partners
Rancho Santa Fe,
California
| USD 217 M | -USD 80.1 M | -27% | 18.4% | – | 2,990 | 9.33% | 0.8 |
|
| 6292 |
JKA
6292
Jones Kertz & Associates
Blaine,
Minnesota
| USD 217 M | +USD 28.6 M | +15% | 33.2% | – | 68 | 5.88% | 0.5 |
|
| 6293 |
GAA
6293
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| USD 217 M | +USD 45.7 M | +27% | 15% | 106% | 130 | 26.15% | 1.7 |
|
| 6294 |
BAM
6294
Bellevue Asset Management
Bellevue,
Washington
| USD 217 M | +USD 16.9 M | +8% | 13.8% | 56.7% | 591 | 39.76% | 3.1 |
|
| 6295 |
CAM
6295
Chou Associates Management
Toronto,
Ontario, Canada
| USD 217 M | +USD 6.33 M | +3% | 7% | 66.4% | 31 | 3.23% | 3.8 |
|
| 6296 |
FF
6296
Friedenthal Financial
Marlton,
New Jersey
| USD 217 M | +USD 17.1 M | +9% | 9.19% | 111% | 312 | 40.38% | 2 |
|
| 6297 |
SNBOSD
6297
Security National Bank of So Dak
Sioux City,
Iowa
| USD 217 M | +USD 9.09 M | +4% | 11.4% | 67.7% | 292 | 60.96% | 2.4 |
|
| 6298 |
BRPW
6298
Ballast Rock Private Wealth
Charleston,
South Carolina
| USD 217 M | +USD 35.7 M | +20% | 14.2% | – | 195 | 10.77% | 0.4 |
|
| 6299 |
TGM
6299
Tenzing Global Management
San Francisco,
California
| USD 216 M | +USD 95.9 M | +80% | 35.4% | 273% | 23 | 56.52% | 0.6 |
|
| 6300 |
O3W
6300
Omni 360 Wealth
Plainsboro,
New Jersey
| USD 216 M | +USD 22.6 M | +12% | 11.1% | 59.9% | 137 | 10.22% | 1.8 |
|