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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Brewster Financial Planning
Brooklyn,
New York
| USD 104 M | -USD 5.98 M | -5% | 5.94% | 44.3% | 13 | 0% | 0.3 |
|
| 6302 |
6302
Spark Investment Management
New York
| USD 104 M | -USD 35.3 M | -25% | 16.8% | 459% | 30 | 13.33% | 1.2 |
|
| 6303 |
6303
Crew Capital Management
Cincinnati,
Ohio
| USD 104 M | -USD 14.4 M | -12% | 4.35% | 104% | 120 | 13.33% | 0.8 |
|
| 6304 |
6304
Dentgroup
Baton Rouge,
Louisiana
| USD 104 M | -USD 2.25 M | -2% | 2.82% | 53.6% | 91 | 17.58% | 0.2 |
|
| 6305 |
6305
Spectrum Wealth Advisory Group
Granite Bay,
California
| USD 104 M | -USD 8.59 M | -8% | 6.12% | 67.9% | 50 | 10% | 1.9 |
|
| 6306 |
6306
National Wealth Management Group
Cincinnati,
Ohio
| USD 104 M | -USD 3.1 M | -3% | 0.33% | 128% | 139 | 32.37% | 0.2 |
|
| 6307 |
6307
Eagle Bluffs Wealth Management
Columbia,
Missouri
| USD 104 M | +USD 7.87 M | +8% | 8.2% | 95.5% | 69 | 18.84% | 0.2 |
|
| 6308 |
SC
6308
Settian Capital
New York
| USD 104 M | -USD 12 M | -10% | 0.95% | 62.5% | 40 | 42.5% | 0.2 |
|
| 6309 |
6309
Pillar Wealth Advisors
West Chester,
Pennsylvania
| USD 104 M | -USD 1.51 M | -1% | 4.4% | 21.9% | 58 | 5.17% | 0.3 |
|
| 6310 |
6310
Del-Sette Capital Management
Schenectady,
New York
| USD 103 M | -USD 627 k | -0.6% | 1.73% | 112% | 36 | 44.44% | 0.2 |
|
| 6311 |
6311
Channing Global Advisors
Miami,
Florida
| USD 103 M | -USD 2.05 M | -2% | 1.91% | 131% | 43 | 11.63% | 0.2 |
|
| 6312 |
6312
Trevian Wealth Management
Weston,
Massachusetts
| USD 103 M | -USD 953 k | -0.9% | 6.05% | 94.1% | 45 | 20% | 0.2 |
|
| 6313 |
6313
TVL Management Corporation
Menlo Park,
California
| USD 103 M | -USD 57 M | -36% | 28.6% | – | 3 | 33.33% | 0.3 |
|
| 6314 |
JC
6314
JCSD Capital
Walnut Creek,
California
| USD 103 M | -USD 1.6 M | -2% | 3.8% | – | 79 | 17.72% | 1.3 |
|
| 6315 |
6315
Florin Court Capital
London,
United Kingdom
| USD 103 M | -USD 55.8 M | -35% | 2.19% | 108% | 36 | 38.89% | 0.8 |
|
| 6316 |
6316
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| USD 103 M | -USD 7.17 M | -6% | 4.18% | 70.9% | 99 | 10.1% | 0.2 |
|
| 6317 |
6317
RK Asset Management
Grosse Pointe Farms,
Michigan
| USD 103 M | -USD 10.2 M | -9% | 4.4% | 47.6% | 22 | 9.09% | 3.2 |
|
| 6318 |
6318
Mount Vernon Associates
Baltimore,
Maryland
| USD 103 M | -USD 12.4 M | -11% | 6.93% | 136% | 56 | 7.14% | 6.1 |
|
| 6319 |
6319
Arrow Capital Management
New York
| USD 103 M | -USD 57.9 M | -36% | 12.9% | – | 10 | 30% | 3.2 |
|
| 6320 |
GBA
6320
Garrison Bradford & Associates
New York
| USD 103 M | -USD 8.56 M | -8% | 1.85% | 63.5% | 58 | 10.34% | 4.1 |
|
| 6321 |
6321
River Oaks Capital
Wayzata,
Minnesota
| USD 103 M | -USD 5.15 M | -5% | 2.64% | – | 56 | 7.14% | 2.8 |
|
| 6322 |
6322
Simplicity Wealth
Summit,
New Jersey
| USD 103 M | -USD 82.6 M | -45% | 5.18% | 82.2% | 72 | 25% | 0.2 |
|
| 6323 |
6323
GuideStone Capital Management
Dallas,
Texas
| USD 103 M | -USD 1.74 M | -2% | 1.67% | 49.2% | 1 | 0% | 2.3 |
|
| 6324 |
6324
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| USD 103 M | +USD 22.4 M | +28% | 7.29% | 72.3% | 185 | 9.19% | 1.1 |
|
| 6325 |
IFS
6325
Intelligent Financial Strategies
Excelsior,
Minnesota
| USD 103 M | -USD 8.59 M | -8% | 2.8% | 63.5% | 117 | 10.26% | 0.2 |
|