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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 |
WPA
6426
Wealth Preservation Advisors
Chattanooga,
Tennessee
| USD 162 M | +USD 22.2 M | +16% | 16.5% | – | 646 | 22.29% | 0.2 |
|
| 6427 |
6427
Aufman Associates
Sewickley,
Pennsylvania
| USD 162 M | +USD 16.7 M | +11% | 12.5% | 136% | 65 | 13.85% | 3.1 |
|
| 6428 |
6428
Peoples Bank (Ohio)
Marietta,
Ohio
| USD 162 M | +USD 9.41 M | +6% | 7.91% | 78.9% | 100 | 9% | 5.8 |
|
| 6429 |
6429
Mainsail Asset Management
Birmingham,
Alabama
| USD 162 M | +USD 15.7 M | +11% | 10.8% | 90.4% | 66 | 10.61% | 1.2 |
|
| 6430 |
6430
CNO Financial Group
Carmel,
Indiana
| USD 162 M | +USD 42.2 M | +35% | 0.73% | – | 10 | 10% | 1.5 |
|
| 6431 |
6431
Defined Wealth Management
Beaverton,
Oregon
| USD 162 M | +USD 12.9 M | +9% | 10.2% | 78.1% | 112 | 8.93% | 3.4 |
|
| 6432 |
6432
Kerusso Capital Management
Winston Salem,
North Carolina
| USD 162 M | +USD 4.34 M | +3% | 5.29% | – | 58 | 6.9% | 0.9 |
|
| 6433 |
6433
Fee-Only Financial Planning
Okatie,
South Carolina
| USD 162 M | +USD 15 M | +10% | 10.1% | 72.6% | 43 | 9.3% | 2.2 |
|
| 6434 |
6434
Tranquilli Financial Advisor
Clinton,
New Jersey
| USD 162 M | +USD 3.52 M | +2% | 7.6% | 55.1% | 122 | 18.03% | 2 |
|
| 6435 |
6435
Empirical Capital Management
Hendersonville,
Tennessee
| USD 162 M | +USD 20.7 M | +15% | 22.3% | – | 17 | 35.29% | 2.9 |
|
| 6436 |
6436
Wolff Wiese Magana
Carslbad,
California
| USD 161 M | +USD 14.6 M | +10% | 13.6% | 149% | 1,055 | 12.51% | 2.4 |
|
| 6437 |
6437
QTR Family Wealth
Lake Mary,
Florida
| USD 161 M | +USD 28.8 M | +22% | 13.5% | – | 198 | 24.24% | 0.2 |
|
| 6438 |
6438
Hara Capital
Bellevue,
Washington
| USD 161 M | +USD 13.3 M | +9% | 4.45% | – | 347 | 17.87% | 0.9 |
|
| 6439 |
6439
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| USD 161 M | +USD 37.8 M | +31% | 42.9% | 667% | 12 | 8.33% | 2.6 |
|
| 6440 |
6440
Gridiron Partners
Wexford,
Pennsylvania
| USD 161 M | +USD 4.89 M | +3% | 2.16% | 15.5% | 64 | 4.69% | 1.5 |
|
| 6441 |
6441
Mission Hills Financial Advisory
San Diego,
California
| USD 161 M | +USD 17.1 M | +12% | 2.48% | – | 47 | 34.04% | 0.5 |
|
| 6442 |
6442
Omni 360 Wealth
Plainsboro,
New Jersey
| USD 161 M | +USD 11.8 M | +8% | 7.66% | 59.9% | 118 | 12.71% | 1.3 |
|
| 6443 |
FFC
6443
Frederick Financial Consultants
Frederick,
Maryland
| USD 161 M | +USD 22.4 M | +16% | 10% | – | 105 | 15.24% | 0.4 |
|
| 6444 |
HFS
6444
Hoge Financial Services
Canonsburg,
Pennsylvania
| USD 161 M | +USD 17.8 M | +12% | 8.63% | – | 64 | 12.5% | 1.1 |
|
| 6445 |
6445
Ables Iannone Moore & Associates
Savannah,
Georgia
| USD 161 M | +USD 14 M | +10% | 11.6% | 116% | 58 | 5.17% | 1.4 |
|
| 6446 |
6446
First National Bank of Hutchinson
Hutchinson,
Kansas
| USD 161 M | +USD 9.28 M | +6% | 15.4% | 121% | 94 | 15.96% | 4.6 |
|
| 6447 |
6447
Hudson Canyon Capital Management
New York
| USD 161 M | +USD 18.7 M | +13% | 19.1% | 160% | 57 | 15.79% | 2.9 |
|
| 6448 |
6448
Independence Asset Advisors
Wynnewood,,
Pennsylvania
| USD 161 M | +USD 130 M | +421% | 1.14% | 20.3% | 17 | 23.53% | 0.5 |
|
| 6449 |
6449
Strategic Financial Planning
Plano,
Texas
| USD 161 M | +USD 15.6 M | +11% | 9.14% | 47.5% | 38 | 7.89% | 4.1 |
|
| 6450 |
6450
Broadway Wealth Solutions
San Antonio,
Texas
| USD 161 M | +USD 23.6 M | +17% | 7.93% | – | 99 | 16.16% | 0.4 |
|