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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
Wynnefield Capital
New York
| USD 170 M | +USD 11.5 M | +7% | 16.8% | 52.1% | 16 | 0% | 5.2 |
|
| 6302 |
6302
Covestor
London,
United Kingdom
| USD 170 M | +USD 19.6 M | +13% | 11.7% | 136% | 2,879 | 6.6% | 2.8 |
|
| 6303 |
6303
KMT Wealth Management
El Segundo,
California
| USD 169 M | +USD 23.5 M | +16% | 10.6% | – | 17 | 11.76% | 0.4 |
|
| 6304 |
6304
Barnes Wealth Management Group
Bakersfield,
California
| USD 169 M | +USD 13.5 M | +9% | 7% | – | 176 | 14.2% | 0.4 |
|
| 6305 |
6305
Rainwater Charitable Foundation
Fort Worth,
Texas
| USD 169 M | +USD 16.2 M | +11% | 6.35% | 44% | 4 | 0% | 3.3 |
|
| 6306 |
6306
Tower Wealth Partners
Lewisburg,
Pennsylvania
| USD 169 M | -USD 17.9 M | -10% | 7.2% | 53.7% | 92 | 23.91% | 2 |
|
| 6307 |
6307
ViaWealth
Leawood,
Kansas
| USD 169 M | +USD 7.16 M | +4% | 9.75% | 77.2% | 155 | 7.74% | 2.1 |
|
| 6308 |
6308
Concorde Financial
Dallas,
Texas
| USD 169 M | -USD 12.3 M | -7% | 0.45% | 81.3% | 56 | 41.07% | 1.6 |
|
| 6309 |
6309
Watchtower Advisors
Old Greenwich,
Connecticut
| USD 169 M | +USD 31.2 M | +23% | 19.1% | 384% | 22 | 50% | 0.8 |
|
| 6310 |
6310
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| USD 169 M | +USD 13.1 M | +8% | 8.14% | 57.3% | 75 | 4% | 3.5 |
|
| 6311 |
6311
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| USD 169 M | +USD 21.7 M | +15% | 6.79% | 44.8% | 263 | 34.22% | 1.8 |
|
| 6312 |
6312
Warburton Capital Management
Tulsa,
Oklahoma
| USD 169 M | +USD 30.6 M | +22% | 11% | – | 61 | 21.31% | 0.3 |
|
| 6313 |
6313
Peterson Wealth Management
Sparks,
Nevada
| USD 169 M | +USD 20.1 M | +14% | 16.5% | 78% | 59 | 47.46% | 2.2 |
|
| 6314 |
6314
LRT Capital Management
Austin,
Texas
| USD 169 M | +USD 22.7 M | +16% | 7.58% | 76.2% | 84 | 13.1% | 1.2 |
|
| 6315 |
6315
Plustick Management
Charlottesville,
Virginia
| USD 169 M | +USD 31.4 M | +23% | 42.7% | 1,667% | 21 | 19.05% | 1.3 |
|
| 6316 |
6316
Little Harbor Advisors
Marblehead,
Massachusetts
| USD 169 M | +USD 6.38 M | +4% | 9.36% | 59% | 9 | 44.44% | 1.8 |
|
| 6317 |
6317
Ballew Advisors
Jackson,
Mississippi
| USD 168 M | +USD 19.3 M | +13% | 8.13% | 68% | 118 | 13.56% | 3.7 |
|
| 6318 |
6318
Menard Financial Group
Houston,
Texas
| USD 168 M | +USD 16.1 M | +11% | 19.3% | 141% | 107 | 22.43% | 2.1 |
|
| 6319 |
6319
Wildcat Capital Management
New York
| USD 168 M | -USD 19.1 M | -10% | 5.28% | 126% | 8 | 25% | 3.4 |
|
| 6320 |
6320
Prentiss Smith & Co
Brattleboro,
Vermont
| USD 168 M | +USD 13.8 M | +9% | 8.27% | 63.9% | 70 | 7.14% | 6.2 |
|
| 6321 |
6321
Nutshell Asset Management
Sevenoaks,
United Kingdom
| USD 168 M | -USD 23.8 M | -12% | 8.72% | – | 33 | 51.52% | 0.3 |
|
| 6322 |
WFG
6322
Wormser Freres Gestion
Paris,
France
| USD 168 M | +USD 4.64 M | +3% | 11.5% | 67.4% | 53 | 16.98% | 1.2 |
|
| 6323 |
6323
Lantern Wealth Advisors
Melville,
New York
| USD 168 M | – | – | 8.08% | – | 148 | – | 1.1 |
|
| 6324 |
6324
KilterHowling LLC
Boulder,
Colorado
| USD 168 M | +USD 13.2 M | +9% | 7.87% | 51.3% | 46 | 4.35% | 2.7 |
|
| 6325 |
6325
Secured Retirement Advisors
St Louis Park,
Minnesota
| USD 168 M | +USD 12.7 M | +8% | 10.9% | – | 128 | 19.53% | 0.7 |
|