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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
Providence Wealth Advisors
Frankfort,
Illinois
| USD 135 M | +USD 9.8 M | +8% | 6.63% | 112% | 87 | 14.94% | 4.2 |
|
| 6527 |
6527
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| USD 135 M | +USD 2.37 M | +2% | 5.44% | – | 394 | 14.72% | 0.6 |
|
| 6528 |
6528
Tevis Investment Management
Plano,
Texas
| USD 135 M | +USD 10.7 M | +9% | 7.72% | 58.7% | 93 | 10.75% | 2.1 |
|
| 6529 |
6529
Retireful LLC
Haslett,
Michigan
| USD 135 M | -USD 77.5 M | -36% | 7.74% | 437% | 132 | 79.55% | 0.3 |
|
| 6530 |
6530
WESPAC Advisors
Orinda,
California
| USD 135 M | +USD 7.35 M | +6% | 6.46% | 126% | 172 | 30.23% | 1.1 |
|
| 6531 |
6531
Wintrust Investments
Chicago,
Illinois
| USD 135 M | -USD 1094 M | -89% | 6.77% | 27.5% | 520 | 15% | 2.1 |
|
| 6532 |
6532
LWM Advisory Services
Plantation,
Florida
| USD 135 M | +USD 15.9 M | +13% | 6.42% | 64.9% | 96 | 19.79% | 1.6 |
|
| 6533 |
6533
Mainsail Asset Management
Birmingham,
Alabama
| USD 135 M | +USD 8.72 M | +7% | 8.01% | 90.4% | 65 | 23.08% | 0.6 |
|
| 6534 |
6534
Pacific Wealth Strategies Group
Santa Barbara,
California
| USD 135 M | +USD 13.8 M | +11% | 6.83% | 75.5% | 53 | 16.98% | 4.5 |
|
| 6535 |
6535
Heights Capital Management
San Francisco,
California
| USD 135 M | – | – | 18% | – | 138 | – | 0 |
|
| 6536 |
6536
Terra Nova Asset Management
New York
| USD 135 M | +USD 7.99 M | +6% | 10.7% | 172% | 87 | 9.2% | 3.1 |
|
| 6537 |
6537
Elevate Wealth Advisory
Athens,
Georgia
| USD 135 M | +USD 11.5 M | +9% | 6.77% | – | 121 | 8.26% | 0.6 |
|
| 6538 |
6538
AlphaCentric Advisors
San Juan,
Puerto Rico
| USD 135 M | -USD 1.28 M | -0.9% | 9.75% | – | 245 | 17.55% | 1 |
|
| 6539 |
6539
Wayfinding Financial
Lynnwood,
Washington
| USD 134 M | -USD 43.2 M | -24% | 3.84% | 68.3% | 128 | 72.66% | 1.5 |
|
| 6540 |
6540
WealthTrust Asset Management
Destin,
Florida
| USD 134 M | -USD 2.78 M | -2% | 7% | 102% | 109 | 39.45% | 1.4 |
|
| 6541 |
6541
Oceanside Advisors
Mount Pleasant,
South Carolina
| USD 134 M | +USD 10.4 M | +8% | 5.87% | – | 50 | 8% | 0.7 |
|
| 6542 |
SCH
6542
Shengqi Capital (HK)
Hong Kong
| USD 134 M | – | – | 17.7% | – | 3 | – | 0 |
|
| 6543 |
6543
Rareview Capital
Las Vegas,
Nevada
| USD 134 M | +USD 29.4 M | +28% | 5.6% | – | 55 | 29.09% | 0.5 |
|
| 6544 |
6544
CAP Partners LLC
Franklin,
Tennessee
| USD 134 M | +USD 10.8 M | +9% | 6.95% | 97% | 137 | 13.14% | 0.6 |
|
| 6545 |
6545
Dentgroup
Baton Rouge,
Louisiana
| USD 134 M | +USD 9.7 M | +8% | 5.86% | 53.6% | 89 | 16.85% | 1.9 |
|
| 6546 |
6546
Kingdom Financial Group
Peoria,
Arizona
| USD 134 M | -USD 14 M | -9% | 5.31% | 46.2% | 55 | 16.36% | 1 |
|
| 6547 |
6547
Silvia McColl Wealth Management
San Diego,
California
| USD 134 M | +USD 12.7 M | +11% | 6.33% | 82.7% | 120 | 18.33% | 1.5 |
|
| 6548 |
6548
Andrew Hill Investment Advisors
Naples,
Florida
| USD 134 M | +USD 12.8 M | +11% | 11.8% | 269% | 58 | 29.31% | 1 |
|
| 6549 |
6549
Indie Asset Partners
Carmel,
Indiana
| USD 134 M | +USD 7.92 M | +6% | 3.14% | 119% | 119 | 17.65% | 2.2 |
|
| 6550 |
6550
OmniStar Financial Group
Wilmington,
North Carolina
| USD 133 M | +USD 23 M | +21% | 8.71% | 75.6% | 172 | 60.47% | 0.8 |
|