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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
CM
6501
CM Management
Gulf Breeze,
Florida
| USD 83.7 M | -USD 5.84 M | -7% | 3.11% | 110% | 80 | 21.25% | 1.4 |
|
| 6502 |
6502
Ulland Investment Advisors
Minneapolis,
Minnesota
| USD 83.7 M | -USD 7.85 M | -9% | 4.73% | 161% | 234 | 9.4% | 0.9 |
|
| 6503 |
6503
Visa Inc
San Francisco,
California
| USD 83.6 M | -USD 19.5 M | -19% | 11.8% | – | 4 | 25% | 1 |
|
| 6504 |
6504
Stegent Equity Advisors
Houston,
Texas
| USD 83.6 M | +USD 16.9 M | +25% | 7.26% | 96.4% | 79 | 44.3% | 0.6 |
|
| 6505 |
6505
Paragon Wealth Strategies
Jacksonville,
Florida
| USD 83.5 M | -USD 18.3 M | -18% | 1.43% | 59.8% | 282 | 45.04% | 0.3 |
|
| 6506 |
6506
National Wealth Management Group
Cincinnati,
Ohio
| USD 83.4 M | +USD 6.47 M | +8% | 8.99% | 128% | 166 | 46.39% | 0.5 |
|
| 6507 |
RCI
6507
Ridgeback Capital Investments
Miami Beach,
Florida
| USD 83.3 M | – | – | 14.4% | – | 3 | – | 1 |
|
| 6508 |
6508
Ocean Arete
Hong Kong
| USD 83.3 M | +USD 39.9 M | +92% | 28.6% | – | 9 | 55.56% | 0.6 |
|
| 6509 |
6509
Masterton Capital Management
New York
| USD 83.3 M | -USD 26.9 M | -24% | 5.37% | 1.94% | 29 | 55.17% | 0.5 |
|
| 6510 |
6510
Lowery Thomas LLC
Pebble Beach,
California
| USD 83.3 M | -USD 2.21 M | -3% | 5.16% | 74.7% | 46 | 28.26% | 0.8 |
|
| 6511 |
6511
Westwood Wealth Management
Los Angeles,
California
| USD 83.2 M | -USD 28 M | -25% | 2.04% | 425% | 48 | 18.75% | 0.8 |
|
| 6512 |
SAMT
6512
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| USD 83.2 M | -USD 705 k | -0.8% | 11.2% | 68.4% | 60 | 13.33% | 3.6 |
|
| 6513 |
6513
Lynwood Capital Management
Toronto,
Ontario, Canada
| USD 83.1 M | -USD 8.46 M | -9% | 2.2% | – | 169 | 36.09% | 0.6 |
|
| 6514 |
PWM
6514
Pinnacle Wealth Management
Roseville,
California
| USD 83 M | +USD 632 k | +0.8% | 6.29% | 194% | 61 | 44.26% | 0.5 |
|
| 6515 |
6515
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| USD 82.9 M | +USD 6.39 M | +8% | 14% | 63.5% | 18 | 38.89% | 0.8 |
|
| 6516 |
6516
Delphi Management
Brookline,
Massachusetts
| USD 82.7 M | – | – | 14.3% | 111% | 77 | – | 2.5 |
|
| 6517 |
6517
F/M Investments
Washington,
District of Columbia
| USD 82.6 M | +USD 20.9 M | +34% | 5.99% | 101% | 64 | 67.19% | 0.4 |
|
| 6518 |
6518
Summit Investment Advisory Services
Roseville,
Minnesota
| USD 82.6 M | – | – | 8.62% | 68.3% | 51 | – | 0 |
|
| 6519 |
6519
First Affirmative Financial Network
Colorado Springs,
Colorado
| USD 82.6 M | +USD 3.98 M | +5% | 6.55% | – | 164 | 20.73% | 0.9 |
|
| 6520 |
6520
1620 Investment Advisors
Plymouth,
Massachusetts
| USD 82.6 M | +USD 14.8 M | +22% | 9.78% | 68.9% | 137 | 15.33% | 0.8 |
|
| 6521 |
6521
Alpha Financial Partners
Lexington,
Kentucky
| USD 82.5 M | – | – | 6.75% | 61.8% | 81 | – | 0 |
|
| 6522 |
GBA
6522
Garrison Bradford & Associates
New York
| USD 82.4 M | +USD 258 k | +0.3% | 4.86% | 62.2% | 43 | 4.65% | 5.4 |
|
| 6523 |
6523
Twenty Acre Capital
Newtown,
Pennsylvania
| USD 82.4 M | -USD 6.19 M | -7% | 0.43% | 196% | 23 | 8.7% | 0.7 |
|
| 6524 |
6524
Wulff, Hansen & Co
San Rafael,
California
| USD 82.4 M | +USD 2.42 M | +3% | 12.1% | 85.8% | 90 | 17.78% | 0.9 |
|
| 6525 |
SWP
6525
Semus Wealth Partners
Boca Raton,
Florida
| USD 82.3 M | – | – | 3.08% | 107% | 108 | – | 0 |
|