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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
Ridgecrest Wealth Partners
Mill Valley,
California
| USD 181 M | -USD 3.21 M | -2% | 1.93% | 103% | 109 | 17.43% | 3.6 |
|
| 6502 |
6502
Trust Company of Kansas
Wichita,
Kansas
| USD 181 M | -USD 36.1 M | -17% | 0.39% | 100% | 57 | 5.26% | 3.4 |
|
| 6503 |
6503
American Trust Investment Advisors
Lebanon,
New Hampshire
| USD 181 M | -USD 6 M | -3% | 2.06% | 91% | 83 | 15.66% | 4.5 |
|
| 6504 |
6504
Tower Wealth Partners
Lewisburg,
Pennsylvania
| USD 181 M | -USD 967 k | -0.5% | 0.38% | 53.7% | 99 | 24.24% | 2.4 |
|
| 6505 |
6505
Valor Management
Chicago,
Illinois
| USD 181 M | +USD 126 M | +228% | 16.4% | 14.5% | 5 | 40% | 1.4 |
|
| 6506 |
6506
Klein Pavlis & Peasley Financial
Irvine,
California
| USD 181 M | +USD 11.2 M | +7% | 6.35% | 97.4% | 99 | 13.13% | 1.1 |
|
| 6507 |
AA
6507
AF Advisors
Sacramento,
California
| USD 181 M | -USD 82.3 M | -31% | 27% | 14.8% | 31 | 22.58% | 2.8 |
|
| 6508 |
6508
MB Generational Wealth
Spokane,
Washington
| USD 181 M | -USD 8.07 M | -4% | 0.26% | – | 68 | 4.41% | 1.6 |
|
| 6509 |
6509
My Portfolio Guide
Seal Beach,
California
| USD 181 M | – | – | 2.43% | – | 166 | – | 0 |
|
| 6510 |
6510
Ballast Rock Private Wealth
Charleston,
South Carolina
| USD 181 M | +USD 20.8 M | +13% | 0.76% | – | 189 | 15.87% | 0.2 |
|
| 6511 |
6511
Frazier Financial Advisors
Columbus,
Ohio
| USD 181 M | +USD 11.7 M | +7% | 3.28% | – | 885 | 33.11% | 1.3 |
|
| 6512 |
6512
Hamrick Investment Counsel
Seattle,
Washington
| USD 180 M | +USD 46 M | +34% | 1.57% | – | 364 | 50.82% | 0.1 |
|
| 6513 |
6513
Aurora Investment Counsel
Atlanta,
Georgia
| USD 180 M | -USD 9.9 M | -5% | 7.74% | 31.7% | 124 | 29.03% | 1.2 |
|
| 6514 |
6514
Alchemi Wealth
Essex,
Connecticut
| USD 180 M | -USD 2.71 M | -1% | 1.8% | – | 161 | 10.56% | 0.2 |
|
| 6515 |
6515
Monument Group Wealth Advisors
Concord,
Massachusetts
| USD 180 M | -USD 3.25 M | -2% | 0.75% | 68.6% | 54 | 25.93% | 1.8 |
|
| 6516 |
KCM
6516
Knoll Capital Management
Miami,
Florida
| USD 180 M | -USD 37.8 M | -17% | 0.86% | 258% | 41 | 29.27% | 2.2 |
|
| 6517 |
6517
Fairfield, Bush & Co
Darien,
Connecticut
| USD 180 M | -USD 9.43 M | -5% | 0.88% | 112% | 124 | 11.29% | 6.4 |
|
| 6518 |
6518
Coastwise Capital Group
La Jolla,
California
| USD 180 M | -USD 20.1 M | -10% | 0.71% | 88.8% | 236 | 50% | 2.7 |
|
| 6519 |
6519
Amiral Gestion
Paris,
France
| USD 180 M | -USD 92 M | -34% | 12.9% | – | 28 | 46.43% | 0.9 |
|
| 6520 |
6520
Three Cord True Wealth Management
Beaver,
Pennsylvania
| USD 180 M | +USD 8.03 M | +5% | 0.05% | – | 42 | 14.29% | 0.9 |
|
| 6521 |
PCA
6521
Prospect Capital Advisors
Sausalito,
California
| USD 180 M | -USD 14.1 M | -7% | 1.48% | 202% | 29 | 10.34% | 3.9 |
|
| 6522 |
6522
Stillwater Wealth Management Group
Juno Beach,
Florida
| USD 180 M | +USD 32.3 M | +22% | 1.58% | – | 82 | 21.95% | 1 |
|
| 6523 |
HIA
6523
Harvest Investment Advisors
Tallahassee,
Florida
| USD 180 M | +USD 3.3 M | +2% | 2.32% | 78.3% | 59 | 5.08% | 2.6 |
|
| 6524 |
6524
Foresight Capital Management Advisors
Saline,
Michigan
| USD 180 M | -USD 4.97 M | -3% | 2.65% | 100% | 113 | 32.74% | 1.4 |
|
| 6525 |
6525
ViaWealth
Leawood,
Kansas
| USD 180 M | +USD 1.84 M | +1% | 0.06% | 77.2% | 168 | 14.88% | 2.4 |
|