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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
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| USD 147 M | +USD 6.32 M | +4% | 5.22% | 70.9% | 119 | 11.76% | 1.8 |
|
| 6302 |
GAA
6302
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| USD 147 M | +USD 11.1 M | +8% | 6% | 106% | 104 | 13.46% | 0.7 |
|
| 6303 |
6303
Stegner Investment Associates
Louisville,
Kentucky
| USD 147 M | +USD 8.16 M | +6% | 5.6% | 84.8% | 24 | 0% | 3 |
|
| 6304 |
6304
North Ridge Wealth Advisors
Beaverton,
Oregon
| USD 147 M | +USD 15.4 M | +12% | 6.47% | 29.5% | 43 | 6.98% | 1.3 |
|
| 6305 |
6305
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| USD 147 M | +USD 15.7 M | +12% | 4.95% | 44.8% | 186 | 9.14% | 2 |
|
| 6306 |
6306
Vision One Management Partners
Miami,
Florida
| USD 147 M | -USD 63.9 k | -0% | 1.15% | – | 8 | 25% | 0.5 |
|
| 6307 |
HIA
6307
Harvest Investment Advisors
Tallahassee,
Florida
| USD 147 M | +USD 11.4 M | +8% | 7.06% | 78.3% | 56 | 7.14% | 1.5 |
|
| 6308 |
6308
Fort Henry Capital
Wheeling,
West Virginia
| USD 147 M | +USD 8 M | +6% | 6.5% | 39.3% | 16 | 6.25% | 3 |
|
| 6309 |
6309
Chris Bulman
Roseville,
California
| USD 147 M | +USD 676 k | +0.5% | 5.63% | – | 405 | 75.06% | 0.2 |
|
| 6310 |
ASI
6310
Advisory Services & Investments
Bend,
Oregon
| USD 147 M | +USD 2.98 M | +2% | 6.41% | 19.9% | 41 | 14.63% | 1.9 |
|
| 6311 |
6311
Semanteon Capital Management
Newton,
Massachusetts
| USD 147 M | +USD 5.37 M | +4% | 12.6% | – | 324 | 77.16% | 0.1 |
|
| 6312 |
6312
VitalStone Financial
Shavano Park,
Texas
| USD 147 M | +USD 8.83 M | +6% | 3.59% | – | 564 | 25% | 1.1 |
|
| 6313 |
6313
Beacon Financial Strategies
Raleigh,
North Carolina
| USD 147 M | +USD 7.81 M | +6% | 6.13% | 54.2% | 35 | 5.71% | 2.9 |
|
| 6314 |
6314
Byrne Asset Management
Kingston,
New Jersey
| USD 147 M | +USD 6.57 M | +5% | 8.08% | 126% | 584 | 26.54% | 1.2 |
|
| 6315 |
6315
Penney Financial
Houston,
Texas
| USD 147 M | +USD 9.9 M | +7% | 6.11% | 54.8% | 37 | 10.81% | 0.7 |
|
| 6316 |
6316
Epacria Capital Partners
Boulder,
Colorado
| USD 147 M | +USD 10.2 M | +7% | 11.2% | 89.1% | 56 | 8.93% | 1.5 |
|
| 6317 |
6317
Mosley Wealth Management
Anaheim,
California
| USD 147 M | +USD 29.1 M | +25% | 5.57% | – | 121 | 21.49% | 0.6 |
|
| 6318 |
6318
CastleKeep Investment Advisors
Westport,
Connecticut
| USD 147 M | +USD 16.8 M | +13% | 9.47% | – | 98 | 7.14% | 0.6 |
|
| 6319 |
6319
Doheny Asset Management
Los Angeles,
California
| USD 146 M | +USD 6.07 M | +4% | 1.83% | 135% | 77 | 9.09% | 5.9 |
|
| 6320 |
6320
Lakewood Asset Management
Naperville,
Illinois
| USD 146 M | +USD 2.94 M | +2% | 7.95% | 69.3% | 121 | 5.79% | 1.5 |
|
| 6321 |
6321
Greycroft
New York
| USD 146 M | +USD 21.7 M | +17% | 16.8% | 20% | 10 | 20% | 0.9 |
|
| 6322 |
6322
Entrust Global Partners
New York
| USD 146 M | -USD 105 M | -42% | 3.69% | 82.3% | 8 | 25% | 2.1 |
|
| 6323 |
6323
Axos Invest
Las Vegas,
Nevada
| USD 146 M | – | – | 6.06% | – | 24 | – | 0 |
|
| 6324 |
6324
Wolff Wiese Magana
Carslbad,
California
| USD 146 M | +USD 20.4 M | +16% | 7.71% | 149% | 1,029 | 27.6% | 1.9 |
|
| 6325 |
6325
Cape Ann Asset Management
London,
United Kingdom
| USD 146 M | +USD 29.6 M | +25% | 9.6% | 199% | 7 | 28.57% | 2.6 |
|