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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
North Ridge Wealth Advisors
Beaverton,
Oregon
| USD 150 M | +USD 5.22 M | +4% | 0.34% | 29.5% | 207 | 27.05% | 0.6 |
|
| 6427 |
6427
Monolith Management
Hong Kong
| USD 150 M | -USD 47.4 M | -24% | 24.9% | – | 31 | 74.19% | 0.2 |
|
| 6428 |
6428
Columbia River Financial Group
Vancouver,
Washington
| USD 150 M | +USD 4.07 M | +3% | 0.38% | – | 124 | 57.26% | 0.1 |
|
| 6429 |
6429
Echo45 Advisors
Walnut Creek,
California
| USD 149 M | -USD 2.82 M | -2% | 0.06% | 53.6% | 54 | 7.41% | 2.2 |
|
| 6430 |
6430
Udine Wealth Management
Boca Raton,
Florida
| USD 149 M | -USD 6.2 M | -4% | 3.15% | 141% | 36 | 36.11% | 1.5 |
|
| 6431 |
WMS
6431
Wealth Management Strategies
Pittsburgh,
Pennsylvania
| USD 149 M | +USD 18.7 M | +14% | 1.98% | – | 38 | 10.53% | 0.2 |
|
| 6432 |
6432
RiverTree Advisors
Winter Park,
Florida
| USD 149 M | -USD 2.81 M | -2% | 1.66% | 25.4% | 59 | 28.81% | 1 |
|
| 6433 |
6433
Beaconlight Capital
New York
| USD 149 M | -USD 120 M | -45% | 13.5% | 282% | 34 | 44.12% | 1.8 |
|
| 6434 |
6434
Omni 360 Wealth
Plainsboro,
New Jersey
| USD 149 M | -USD 1.08 M | -0.7% | 1.11% | 59.9% | 114 | 7.89% | 1.1 |
|
| 6435 |
KSCM
6435
Kamunting Street Capital Management
Miami Beach,
Florida
| USD 149 M | +USD 33.6 M | +29% | 7.22% | 7.47% | 20 | 50% | 1.3 |
|
| 6436 |
6436
Sard Wealth Management Group
Atlanta,
Georgia
| USD 149 M | +USD 309 k | +0.2% | 1.83% | 51.3% | 48 | 4.17% | 1.1 |
|
| 6437 |
6437
Ballew Advisors
Jackson,
Mississippi
| USD 149 M | -USD 7.61 M | -5% | 1.95% | 68% | 116 | 17.24% | 3.7 |
|
| 6438 |
6438
22NW LP
Seattle,
Washington
| USD 149 M | -USD 9.44 M | -6% | 13.8% | 138% | 22 | 36.36% | 2.1 |
|
| 6439 |
6439
Atmos Advisory
Pittsburgh,
Pennsylvania
| USD 149 M | +USD 5.01 M | +3% | 0.01% | 31.9% | 32 | 37.5% | 3.2 |
|
| 6440 |
6440
Ames National Corp
Ames,
Iowa
| USD 149 M | +USD 488 k | +0.3% | 1.16% | – | 68 | 8.82% | 0.3 |
|
| 6441 |
6441
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| USD 149 M | +USD 1.19 M | +0.8% | 0.19% | 55.4% | 63 | 0% | 1.1 |
|
| 6442 |
6442
Andrews Lucia Wealth Management
Danville,
California
| USD 149 M | -USD 868 k | -0.6% | 2.08% | 64% | 27 | 3.7% | 2.6 |
|
| 6443 |
6443
Defined Wealth Management
Beaverton,
Oregon
| USD 149 M | -USD 2.2 M | -1% | 0.87% | 78.1% | 110 | 5.45% | 3.1 |
|
| 6444 |
6444
Catalys Pacific
Tokyo,
Japan
| USD 149 M | +USD 32.8 M | +28% | 26.5% | 189% | 2 | 0% | 1.3 |
|
| 6445 |
SPI
6445
Sutton Place Investors
Katonah,
New York
| USD 149 M | -USD 24 M | -14% | 0.72% | 84% | 139 | 30.94% | 1.7 |
|
| 6446 |
6446
Farrow Financial
Randolph,
Vermont
| USD 149 M | -USD 5.35 M | -3% | 2.58% | 79.9% | 53 | 11.32% | 1.1 |
|
| 6447 |
6447
Peterson Wealth Management
Sparks,
Nevada
| USD 149 M | -USD 19.5 M | -12% | 5.92% | 88.9% | 52 | 7.69% | 2.4 |
|
| 6448 |
6448
Carson Advisory
Athens,
Georgia
| USD 148 M | +USD 4.68 M | +3% | 0.59% | 70.9% | 173 | 14.45% | 2.2 |
|
| 6449 |
6449
Pantera Capital Partners
San Francisco,
California
| USD 148 M | -USD 177 M | -54% | 13.9% | – | 2 | 0% | 0.3 |
|
| 6450 |
MKW
6450
Mullaney, Keating & Wright
Middletown,
Connecticut
| USD 148 M | +USD 278 k | +0.2% | 4.31% | – | 61 | 4.92% | 0.7 |
|