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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
Lake Hills Wealth Management
Austin,
Texas
| USD 145 M | -USD 1.61 M | -1% | 1.15% | 83.7% | 76 | 61.84% | 1 |
|
| 6527 |
6527
W.H. Cornerstone Investments
Kingston,
Massachusetts
| USD 145 M | -USD 5.07 M | -3% | 1.37% | 58.2% | 125 | 17.6% | 1.8 |
|
| 6528 |
KFO
6528
Kopp Family Office
Bloomington,
Minnesota
| USD 145 M | -USD 13.2 M | -8% | 9.36% | 47.9% | 29 | 31.03% | 2.4 |
|
| 6529 |
6529
Cascade Wealth Advisors
Wenatchee,
Washington
| USD 145 M | -USD 3.16 M | -2% | 2.63% | – | 50 | 22% | 1 |
|
| 6530 |
MIM
6530
Meixler Investment Management
Show Low,
Arizona
| USD 145 M | +USD 9.37 M | +7% | 5.45% | 60.8% | 125 | 17.6% | 1.6 |
|
| 6531 |
6531
Archer Investment Management
Austin,
Texas
| USD 145 M | -USD 17.9 M | -11% | 0.19% | – | 65 | 23.08% | 0.2 |
|
| 6532 |
6532
Wallace Advisory Group
Lafayette,
California
| USD 144 M | -USD 195 k | -0.1% | 1.6% | 50.9% | 201 | 16.42% | 1.6 |
|
| 6533 |
6533
L.K. Benson & Company
Baltimore,
Maryland
| USD 144 M | +USD 2.52 M | +2% | 3.45% | – | 100 | 7% | 0.2 |
|
| 6534 |
6534
Kellett Wealth Advisors
Cincinnati,
Ohio
| USD 144 M | -USD 1.13 M | -0.8% | 2.9% | 76.3% | 78 | 14.1% | 1.9 |
|
| 6535 |
6535
Clark Financial Services Group
Chesterfield,
Missouri
| USD 144 M | +USD 13.6 M | +10% | 3.93% | 116% | 103 | 29.13% | 1.8 |
|
| 6536 |
6536
Amitell Capital
Singapore
| USD 144 M | +USD 21.1 M | +17% | 4.12% | 188% | 57 | 47.37% | 0.8 |
|
| 6537 |
6537
Monument Group Wealth Advisors
Concord,
Massachusetts
| USD 144 M | +USD 3.01 M | +2% | 1.09% | 68.6% | 54 | 14.81% | 1 |
|
| 6538 |
6538
MWA Asset Management
Lexington,
Massachusetts
| USD 144 M | -USD 6.18 M | -4% | 3.71% | 174% | 129 | 11.63% | 1.3 |
|
| 6539 |
6539
Granite Group Advisors
Stamford,
Connecticut
| USD 144 M | -USD 12.8 M | -8% | 5.41% | 74% | 84 | 15.48% | 1.1 |
|
| 6540 |
6540
Mission Hills Financial Advisory
San Diego,
California
| USD 144 M | +USD 15.2 M | +12% | 0.73% | – | 38 | 13.16% | 0.4 |
|
| 6541 |
6541
LWM Advisory Services
Plantation,
Florida
| USD 144 M | +USD 167 k | +0.1% | 0.76% | 64.9% | 101 | 10.89% | 1.9 |
|
| 6542 |
6542
Lummis Asset Management
Fort Worth,
Texas
| USD 144 M | +USD 65.1 M | +82% | 0.67% | – | 174 | 22.41% | 1 |
|
| 6543 |
6543
Conscious Wealth Investments
Coral Gables,
Florida
| USD 144 M | -USD 3.51 M | -2% | 5.73% | – | 60 | 30% | 0.9 |
|
| 6544 |
6544
Summit Rock Advisors
New York
| USD 144 M | -USD 151 M | -51% | 9.3% | – | 6 | 66.67% | 1.1 |
|
| 6545 |
6545
Strive Asset Management
Dublin,
Ohio
| USD 144 M | +USD 10.5 M | +8% | 3.59% | – | 125 | 17.6% | 0.2 |
|
| 6546 |
CCA
6546
Cypress Capital Advisors
Franklin,
Tennessee
| USD 144 M | +USD 16.1 M | +13% | 0.59% | – | 76 | 22.37% | 0.2 |
|
| 6547 |
6547
Christian Investment Advisors
New Braunfels,
Texas
| USD 144 M | +USD 5.57 M | +4% | 0.14% | – | 12 | 0% | 0.3 |
|
| 6548 |
6548
Disciplined Equity Management
Neptune Beach,
Florida
| USD 144 M | -USD 10.5 M | -7% | 2.04% | 72.3% | 61 | 8.2% | 2.3 |
|
| 6549 |
6549
Taylor Financial Group
Roanoke,
Virginia
| USD 144 M | -USD 599 k | -0.4% | 2% | 79% | 103 | 12.62% | 1.1 |
|
| 6550 |
6550
Comprehensive Wealth Management
Lynnwood,
Washington
| USD 144 M | +USD 10 M | +7% | 1.23% | 40.6% | 35 | 20% | 1.5 |
|