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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 |
6276
Strait & Sound Wealth Management
San Francisco,
California
| USD 101 M | +USD 8.98 M | +10% | 15.8% | 74% | 114 | 4.39% | 0.2 |
|
| 6277 |
6277
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| USD 101 M | – | – | 12.8% | – | 77 | – | 2.7 |
|
| 6278 |
6278
Little Harbor Advisors
Marblehead,
Massachusetts
| USD 100 M | -USD 22.5 M | -18% | 6.23% | 59% | 4 | 50% | 0.7 |
|
| 6279 |
KA
6279
Kearns & Associates
Palos Verdes Estates,
California
| USD 100 M | +USD 5.48 M | +6% | 6.88% | 78.7% | 42 | 2.38% | 0.6 |
|
| 6280 |
6280
Nalls Sherbakoff Group
Knoxville,
Tennessee
| USD 100 M | – | – | 4.86% | – | 517 | – | 2.2 |
|
| 6281 |
6281
Vanguard Capital Wealth Advisors
Denver,
Colorado
| USD 100 M | +USD 14 M | +16% | 15% | 234% | 134 | 19.4% | 2.5 |
|
| 6282 |
6282
Pillar Wealth Advisors
West Chester,
Pennsylvania
| USD 100 M | -USD 3.37 M | -3% | 5.44% | 21.9% | 69 | 15.94% | 1 |
|
| 6283 |
6283
Richwood Investment Advisors
Cincinnati,
Ohio
| USD 100 M | +USD 856 k | +0.9% | 2.64% | 71.9% | 107 | 5.61% | 1.2 |
|
| 6284 |
6284
Advanced Portfolio Management
New York
| USD 100 M | – | – | 2.28% | 19.8% | 70 | – | 0 |
|
| 6285 |
6285
Buttonwood Financial Group
Kansas City,
Missouri
| USD 100 M | -USD 9.8 M | -9% | 7.36% | 77.9% | 35 | 54.29% | 0.5 |
|
| 6286 |
6286
Growth Interface Management
Orlando,
Florida
| USD 100 M | +USD 16.4 M | +20% | 13.8% | 12% | 10 | 30% | 1.1 |
|
| 6287 |
6287
Mendota Financial Group
Madison,
Wisconsin
| USD 100 M | +USD 21.7 M | +28% | 7.47% | 50.1% | 367 | 31.61% | 0.2 |
|
| 6288 |
6288
Melfa Wealth Management
Westborough,
Massachusetts
| USD 100 M | +USD 4.35 M | +5% | 2.81% | 49.9% | 142 | 7.04% | 0.2 |
|
| 6289 |
6289
Hofer & Associates
Thousand Oaks,
California
| USD 100 M | -USD 343 k | -0.3% | 4.68% | 61.7% | 52 | 0% | 1.1 |
|
| 6290 |
6290
North Ridge Wealth Advisors
Beaverton,
Oregon
| USD 100 M | – | – | 5.81% | 29.5% | 40 | – | 0 |
|
| 6291 |
6291
Waycross Investment Management
Bellingham,
Washington
| USD 100 M | +USD 900 k | +0.9% | 3.92% | 49.6% | 54 | 5.56% | 0.2 |
|
| 6292 |
6292
EDMP Inc
Lutz,
Florida
| USD 100 M | -USD 1.71 M | -2% | 0.31% | 78% | 63 | 14.29% | 3.9 |
|
| 6293 |
6293
Seldon Capital
San Francisco,
California
| USD 100 M | -USD 15.8 M | -14% | 11.1% | 604% | 262 | 83.59% | 1.1 |
|
| 6294 |
6294
MY Wealth Management
Germantown,
Maryland
| USD 100 M | +USD 34.2 M | +52% | 6.83% | 41.2% | 28 | 21.43% | 0.9 |
|
| 6295 |
6295
Brewster Financial Planning
Brooklyn,
New York
| USD 100 M | +USD 5.32 M | +6% | 5.21% | 44.3% | 13 | 0% | 1.2 |
|
| 6296 |
6296
Moon Capital Management
New York
| USD 100 M | -USD 46.9 M | -32% | 8.48% | 76.3% | 18 | 27.78% | 2.3 |
|
| 6297 |
6297
SFI Advisors
Montclair,
New Jersey
| USD 100 M | +USD 7.56 M | +8% | 7.6% | 95.9% | 94 | 30.85% | 0.9 |
|
| 6298 |
6298
Beam Wealth Advisors
Covington,
Louisiana
| USD 100 M | +USD 3.69 M | +4% | 3.85% | 69.2% | 103 | 5.83% | 2.1 |
|
| 6299 |
6299
Core Wealth Partners
Santa Rosa,
California
| USD 100 M | +USD 10.7 M | +12% | 6.1% | 75.7% | 145 | 55.17% | 0.2 |
|
| 6300 |
6300
Sustainable Insight Capital Management
New York
| USD 100 M | +USD 10.8 M | +12% | 12.1% | 168% | 123 | 47.97% | 1.6 |
|