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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
CWMA
6326
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
| USD 216 M | +USD 72.1 M | +50% | 15.8% | – | 189 | 74.07% | 0.4 |
|
| 6327 |
6327
Capital Wealth Alliance
Scottsdale,
Arizona
| USD 215 M | -USD 5.82 M | -3% | 3.63% | 124% | 105 | 17.14% | 2.5 |
|
| 6328 |
6328
Hardin Capital Partners
Greenville,
South Carolina
| USD 215 M | -USD 153 k | -0.1% | 1.45% | – | 153 | 16.34% | 1.5 |
|
| 6329 |
6329
Wealth Intelligence
Columbus,
Georgia
| USD 215 M | +USD 7.32 M | +4% | 5.92% | – | 59 | 1.69% | 0.4 |
|
| 6330 |
6330
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 215 M | +USD 21.7 M | +11% | 22.3% | 151% | 108 | 23.15% | 2 |
|
| 6331 |
FG
6331
Franchise GP
Grand Cayman,
| USD 215 M | -USD 56.7 M | -21% | 77.7% | – | 49 | 46.94% | 0.3 |
|
| 6332 |
6332
Cornerstone Wealth Partners
Okemos,
Michigan
| USD 215 M | +USD 38.9 M | +22% | 9.76% | – | 21 | 28.57% | 0.4 |
|
| 6333 |
6333
Lipe & Dalton
Syracuse,
New York
| USD 215 M | +USD 24.1 M | +13% | 19% | 101% | 99 | 12.12% | 6.6 |
|
| 6334 |
6334
Cassady Wealth & Retirement Planning
Henderson,
Nevada
| USD 215 M | +USD 21.9 M | +11% | 10.1% | – | 105 | 4.76% | 0.5 |
|
| 6335 |
6335
Destiny Capital
Golden,
Colorado
| USD 215 M | +USD 27.4 M | +15% | 15.2% | – | 60 | 15% | 2.4 |
|
| 6336 |
LMHBHCT
6336
Leona M. & Harry B. Helmsley Charitable Trust
New York
| USD 215 M | -USD 4.03 M | -2% | 14.4% | – | 2 | 0% | 0.4 |
|
| 6337 |
6337
Base Wealth Management
Lakewood Ranch,
Florida
| USD 215 M | +USD 36.3 M | +20% | 11.8% | – | 66 | 9.09% | 1 |
|
| 6338 |
6338
Gouws Capital LLC
Charlotte,
North Carolina
| USD 215 M | +USD 26.1 M | +14% | 20.2% | 114% | 59 | 8.47% | 3.2 |
|
| 6339 |
6339
Kellett Wealth Advisors
Cincinnati,
Ohio
| USD 215 M | +USD 30.3 M | +16% | 12.6% | 76.3% | 98 | 20.41% | 2.1 |
|
| 6340 |
KCM
6340
KRS Capital Management
Bloomfield,
Michigan
| USD 215 M | +USD 51.7 M | +32% | 49.1% | 272% | 129 | 14.73% | 2.8 |
|
| 6341 |
6341
GLR Partners
Columbia,
Maryland
| USD 215 M | +USD 31.5 M | +17% | 15.5% | – | 118 | 20.34% | 0.2 |
|
| 6342 |
6342
Crown Oak Advisors
Piedmont,
California
| USD 215 M | +USD 15.4 M | +8% | 6.67% | 53.3% | 24 | 8.33% | 2.3 |
|
| 6343 |
6343
Peterson Wealth Management
Sparks,
Nevada
| USD 215 M | +USD 42.1 M | +24% | 11.5% | 78% | 202 | 26.24% | 0.8 |
|
| 6344 |
6344
Riverchase Wealth Management
Flower Mound,
Texas
| USD 215 M | +USD 22.7 M | +12% | 8.42% | – | 81 | 12.35% | 1.1 |
|
| 6345 |
6345
Nipun Capital
Foster City,
California
| USD 215 M | +USD 12.4 M | +6% | 5.89% | 30.2% | 10 | 40% | 1.6 |
|
| 6346 |
6346
LifeSteps Financial
Claremont,
California
| USD 215 M | +USD 56.6 M | +36% | 17.5% | 98.4% | 793 | 87.77% | 0.5 |
|
| 6347 |
6347
Sowa Financial Group
Lincoln,
Rhode Island
| USD 215 M | +USD 12.7 M | +6% | 9.53% | 100% | 31 | 9.68% | 3.6 |
|
| 6348 |
6348
Signature Wealth Management Partners
Montvale,
New Jersey
| USD 214 M | +USD 15.1 M | +8% | 16.1% | 97.9% | 128 | 14.06% | 3.3 |
|
| 6349 |
6349
Praesidium Investment Management Company
New York
| USD 214 M | -USD 204 M | -49% | 22.2% | 79% | 12 | 0% | 3.1 |
|
| 6350 |
6350
Vaughan & Co Securities
Ridgewood,
New Jersey
| USD 214 M | +USD 21.8 M | +11% | 15.3% | 70.7% | 63 | 11.11% | 4.3 |
|