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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 |
6501
Wallace Hart
Lexington,
Kentucky
| USD 129 M | +USD 8.87 M | +7% | 6.78% | – | 35 | 42.86% | 0.2 |
|
| 6502 |
6502
Financial Symmetry
Raleigh,
North Carolina
| USD 129 M | +USD 14.3 M | +13% | 1.6% | 68.4% | 42 | 16.67% | 0.4 |
|
| 6503 |
6503
Farrell Financial
Orchard Park,
New York
| USD 128 M | +USD 6.24 M | +5% | 1.89% | 57.8% | 72 | 9.72% | 0.5 |
|
| 6504 |
6504
Paragon Financial Partners
Woodland Hills,
California
| USD 128 M | +USD 6.87 M | +6% | 6.26% | 90.6% | 86 | 8.14% | 2.1 |
|
| 6505 |
6505
Landmark Wealth Management (New York)
Melville,
New York
| USD 128 M | -USD 87.6 M | -41% | 0.99% | 37.9% | 75 | 38.67% | 1.7 |
|
| 6506 |
6506
Secured Retirement Advisors
St Louis Park,
Minnesota
| USD 128 M | +USD 10.3 M | +9% | 2.09% | – | 119 | 11.76% | 0.4 |
|
| 6507 |
6507
Valley Brook Capital Group
Venetia,
Pennsylvania
| USD 128 M | +USD 3.13 M | +3% | 3.19% | 106% | 121 | 9.92% | 2.8 |
|
| 6508 |
6508
Paladin Advisory Group
Clive,
Iowa
| USD 128 M | +USD 1.81 M | +1% | 2.39% | 71.9% | 230 | 3.91% | 1.2 |
|
| 6509 |
6509
Tenon Financial
Metuchen,
New Jersey
| USD 128 M | +USD 9.7 M | +8% | 1.08% | – | 43 | 16.28% | 0.2 |
|
| 6510 |
PBK
6510
Peoples Bank (Kansas)
Pratt,
Kansas
| USD 128 M | +USD 260 k | +0.2% | 1.16% | 74.5% | 276 | 2.9% | 0.7 |
|
| 6511 |
CIG
6511
Cascade Investment Group
Colorado Springs,
Colorado
| USD 128 M | -USD 5.52 M | -4% | 3.48% | 93.2% | 149 | 18.12% | 1.2 |
|
| 6512 |
6512
Bancreek Capital Management
Santa Monica,
California
| USD 128 M | -USD 6.08 M | -5% | 3.82% | 33.6% | 20 | 10% | 1.6 |
|
| 6513 |
6513
Clio Asset Management
Charlottesville,
Virginia
| USD 128 M | -USD 10.3 M | -7% | 6.53% | 60.6% | 12 | 0% | 0.9 |
|
| 6514 |
6514
Wealth Forward LLC
Fargo,
North Dakota
| USD 128 M | +USD 965 k | +0.8% | 0.05% | 48.8% | 32 | 3.13% | 0.5 |
|
| 6515 |
6515
Cottonwood Capital Advisors
Salt Lake City,
Utah
| USD 128 M | +USD 1.86 M | +1% | 1.51% | 79% | 124 | 13.71% | 1.8 |
|
| 6516 |
AI
6516
Arrien Investments
Boise,
Idaho
| USD 128 M | +USD 1.29 M | +1% | 0.81% | 42.7% | 41 | 4.88% | 1 |
|
| 6517 |
6517
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 128 M | -USD 17.4 M | -12% | 0.07% | 0.04% | 22 | 27.27% | 0.6 |
|
| 6518 |
BCM
6518
Beaumont Capital Management
Boston,
Massachusetts
| USD 128 M | -USD 7.99 M | -6% | 0.34% | 45.4% | 54 | 27.78% | 1 |
|
| 6519 |
6519
Walker Financial Services
Bowling Green,
Kentucky
| USD 128 M | +USD 6.19 M | +5% | 0.45% | 18.9% | 28 | 10.71% | 1.5 |
|
| 6520 |
6520
Hein Park Capital Management
New York
| USD 128 M | -USD 14.5 M | -10% | 5.26% | 122% | 3 | 0% | 1.3 |
|
| 6521 |
6521
BayBridge Capital Group
Pleasanton,
California
| USD 128 M | +USD 13.1 M | +11% | 1.56% | 78.5% | 83 | 1.2% | 0.4 |
|
| 6522 |
6522
Tilia Fiduciary Partners
Wilmington,
North Carolina
| USD 128 M | +USD 4.55 M | +4% | 1.56% | 101% | 99 | 4.04% | 2.2 |
|
| 6523 |
6523
Atmos Advisory
Pittsburgh,
Pennsylvania
| USD 128 M | +USD 2.97 M | +2% | 0.38% | 31.9% | 20 | 0% | 2.5 |
|
| 6524 |
6524
WESPAC Advisors
Orinda,
California
| USD 128 M | -USD 44 M | -26% | 5.18% | 112% | 188 | 35.64% | 1 |
|
| 6525 |
6525
Windham Capital Management
Boston,
Massachusetts
| USD 128 M | +USD 683 k | +0.5% | 1.16% | 8.3% | 44 | 0% | 4 |
|