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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
6551
Pickering Energy Partners
Houston,
Texas
| USD 126 M | +USD 117 M | +1,197% | 13.9% | 26.4% | 33 | 30.3% | 0.4 |
|
| 6552 |
6552
Mainsail Asset Management
Birmingham,
Alabama
| USD 126 M | +USD 3.4 M | +3% | 3.7% | 90.4% | 59 | 15.25% | 0.4 |
|
| 6553 |
6553
Priebe Wealth Holdings
Maple Grove,
Minnesota
| USD 126 M | -USD 2.1 M | -2% | 2.46% | – | 64 | 18.75% | 0.4 |
|
| 6554 |
6554
Whalen Wealth Management
Las Vegas,
Nevada
| USD 126 M | -USD 8.82 M | -7% | 3.59% | 90.2% | 139 | 46.76% | 0.3 |
|
| 6555 |
6555
Frazier Financial Advisors
Columbus,
Ohio
| USD 126 M | +USD 4.14 M | +3% | 0.52% | – | 1,065 | 17.28% | 0.4 |
|
| 6556 |
6556
Segra Capital Management
Palm Beach,
Florida
| USD 126 M | -USD 4.84 M | -4% | 8.57% | 19% | 7 | 57.14% | 1 |
|
| 6557 |
6557
Wolff Wiese Magana
Carslbad,
California
| USD 126 M | +USD 9.8 M | +8% | 5.02% | 149% | 808 | 14.11% | 2.2 |
|
| 6558 |
6558
MontVue Capital Management
Lynchburg,
Virginia
| USD 126 M | +USD 12.6 M | +11% | 1.92% | 76% | 59 | 22.03% | 0.4 |
|
| 6559 |
6559
Aegon USA Investment Management
Cedar Rapids,
Iowa
| USD 126 M | -USD 22.6 M | -15% | 1.9% | 39.9% | 36 | 2.78% | 2.3 |
|
| 6560 |
6560
Indie Asset Partners
Carmel,
Indiana
| USD 126 M | +USD 13.2 M | +12% | 9.44% | 119% | 103 | 18.45% | 2.3 |
|
| 6561 |
6561
Providence Wealth Advisors
Frankfort,
Illinois
| USD 125 M | +USD 8.3 M | +7% | 4.63% | 112% | 84 | 9.52% | 4.2 |
|
| 6562 |
ICMP
6562
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| USD 125 M | +USD 3.07 M | +3% | 0.33% | 39.7% | 82 | 7.32% | 2.1 |
|
| 6563 |
6563
Primoris Wealth Advisors
North Palm Beach,
Florida
| USD 125 M | +USD 143 k | +0.1% | 6.09% | 182% | 111 | 26.13% | 1.4 |
|
| 6564 |
6564
Berry Wealth Group
Granbury,
Texas
| USD 125 M | +USD 4.68 M | +4% | 2.67% | – | 92 | 20.65% | 0.4 |
|
| 6565 |
6565
Cove Private Wealth
Oyster Bay Cove,
New York
| USD 125 M | +USD 8.05 M | +7% | 7.14% | – | 77 | 5.19% | 0.5 |
|
| 6566 |
6566
Copperleaf Capital
Raleigh,
North Carolina
| USD 125 M | +USD 9.5 M | +8% | 1.44% | 102% | 95 | 11.58% | 1.8 |
|
| 6567 |
6567
QVIDTVM Management
The Woodlands,
Texas
| USD 125 M | +USD 819 k | +0.7% | 5.41% | 19.5% | 10 | 30% | 1 |
|
| 6568 |
PIS
6568
POM Investment Strategies
Raleigh,
North Carolina
| USD 125 M | +USD 2.86 M | +2% | 3.09% | 67.9% | 332 | 27.11% | 0.4 |
|
| 6569 |
6569
Crew Capital Management
Cincinnati,
Ohio
| USD 125 M | +USD 1.59 M | +1% | 3.7% | 104% | 125 | 15.2% | 1.5 |
|
| 6570 |
6570
White Wing Wealth Management
The Wodlands,
Texas
| USD 125 M | +USD 4.48 M | +4% | 1.93% | – | 32 | 15.63% | 0.4 |
|
| 6571 |
SHFP
6571
Second Half Financial Partners
Sebring,
Florida
| USD 125 M | -USD 100 M | -44% | 0.45% | 36.8% | 70 | 50% | 1.1 |
|
| 6572 |
6572
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| USD 125 M | -USD 4.45 M | -3% | 0.37% | 66% | 66 | 31.82% | 1.3 |
|
| 6573 |
6573
Northern Financial Advisors
Bloomfield Hills,
Michigan
| USD 125 M | -USD 3.41 M | -3% | 2.93% | 109% | 114 | 9.65% | 1.4 |
|
| 6574 |
6574
Greycroft
New York
| USD 125 M | -USD 18.1 M | -13% | 0.81% | 20% | 8 | 12.5% | 0.9 |
|
| 6575 |
6575
Tevis Investment Management
Plano,
Texas
| USD 124 M | +USD 6.88 M | +6% | 2.21% | 58.7% | 94 | 11.7% | 1.8 |
|