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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
6451
Cetera Trust Company
St. Paul,
Minnesota
| USD 154 M | -USD 9.49 M | -6% | 2.11% | – | 402 | 4.23% | 1 |
|
| 6452 |
6452
AlpenGlobal Capital
Tahoe City,
California
| USD 154 M | – | – | 13.1% | – | 28 | – | 0 |
|
| 6453 |
6453
Forthright Family Wealth Advisory
Houston,
Texas
| USD 154 M | -USD 1.81 M | -1% | 1.28% | 60.2% | 66 | 13.64% | 0.8 |
|
| 6454 |
PIM
6454
Pullen Investment Management
Bradenton,
Florida
| USD 154 M | +USD 17 M | +12% | 1.49% | – | 106 | 8.49% | 0.7 |
|
| 6455 |
6455
Kilter Group
Rhinebeck,
New York
| USD 154 M | – | – | 0.89% | – | 45 | – | 0 |
|
| 6456 |
6456
Audent Global Asset Management
West Hollywood,
California
| USD 154 M | +USD 95.1 M | +162% | 4.34% | 112% | 51 | 17.65% | 2.2 |
|
| 6457 |
6457
Benchmark Investment Advisors
Chicago,
Illinois
| USD 154 M | +USD 13.3 M | +10% | 9.9% | – | 98 | 24.49% | 2 |
|
| 6458 |
6458
Clarity Asset Management
Ames,
Iowa
| USD 154 M | +USD 9.7 M | +7% | 0.92% | 51.8% | 228 | 19.74% | 0.8 |
|
| 6459 |
6459
Panoramic Investment Advisors
Denver,
Colorado
| USD 154 M | +USD 8.78 M | +6% | 3.1% | – | 126 | 12.7% | 1.5 |
|
| 6460 |
6460
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| USD 153 M | -USD 181 M | -54% | 0.12% | 40.6% | 128 | 60.16% | 0.9 |
|
| 6461 |
6461
Corrado Advisors
Ramsey,
New Jersey
| USD 153 M | -USD 6.21 M | -4% | 0.88% | 73.1% | 113 | 15.04% | 2.6 |
|
| 6462 |
6462
Lowery Thomas LLC
Pebble Beach,
California
| USD 153 M | +USD 6 M | +4% | 1.97% | 74.7% | 56 | 7.14% | 2 |
|
| 6463 |
6463
Waypoint Wealth Counsel
Atlanta,
Georgia
| USD 153 M | +USD 4.76 M | +3% | 1.7% | 111% | 105 | 5.71% | 1.5 |
|
| 6464 |
6464
Hudson Canyon Capital Management
New York
| USD 153 M | -USD 1.36 M | -0.9% | 3.2% | 182% | 57 | 12.28% | 3 |
|
| 6465 |
DIS
6465
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 153 M | +USD 1.66 M | +1% | 7.14% | 93.8% | 53 | 13.21% | 4.7 |
|
| 6466 |
6466
Cobblestone Asset Management
Richmond,
Virginia
| USD 153 M | -USD 13 M | -8% | 0.67% | 60.6% | 55 | 23.64% | 0.8 |
|
| 6467 |
DIM
6467
DC Investments Management
Mclean,
Virginia
| USD 153 M | +USD 10.3 M | +7% | 0.69% | 56.3% | 96 | 13.54% | 1.5 |
|
| 6468 |
6468
Fortune 45 LLC
Gonzales,
Louisiana
| USD 153 M | +USD 12 M | +8% | 2.86% | 85.2% | 26 | 11.54% | 2.2 |
|
| 6469 |
6469
StoneCrest Wealth Management
Chandler,
Arizona
| USD 153 M | +USD 15.7 M | +11% | 5.91% | 168% | 64 | 7.81% | 0.8 |
|
| 6470 |
OCP
6470
OCO Capital Partners
New York
| USD 153 M | -USD 79.3 M | -34% | 17.9% | 679% | 4 | 25% | 2.9 |
|
| 6471 |
6471
New Republic Capital
Charlotte,
North Carolina
| USD 153 M | -USD 21.1 M | -12% | 4.14% | 91.4% | 260 | 19.23% | 1.4 |
|
| 6472 |
6472
FFG Retirement Advisors
Centennial,
Colorado
| USD 153 M | -USD 493 k | -0.3% | 1.55% | 43.4% | 48 | 12.5% | 1.4 |
|
| 6473 |
6473
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| USD 153 M | +USD 5.89 M | +4% | 0.77% | 51.3% | 202 | 13.86% | 2.1 |
|
| 6474 |
6474
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| USD 153 M | -USD 88.2 M | -37% | 2.9% | 144% | 33 | 78.79% | 0.4 |
|
| 6475 |
6475
Prentiss Smith & Co
Brattleboro,
Vermont
| USD 153 M | -USD 3.36 M | -2% | 0.4% | 67.4% | 71 | 4.23% | 5.9 |
|