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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6576 |
MFFIA
6576
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| USD 176 M | +USD 17.1 M | +11% | 15.5% | 136% | 81 | 2.47% | 2.2 |
|
| 6577 |
6577
RPS Advisory Solutions
Louisville,
Kentucky
| USD 176 M | -USD 35.6 M | -17% | 1.17% | – | 147 | 35.37% | 1 |
|
| 6578 |
6578
Steadtrust
Allen,
Texas
| USD 176 M | +USD 13.9 M | +9% | 13.2% | – | 131 | 13.74% | 0.6 |
|
| 6579 |
6579
Cornerstone Wealth Partners
Okemos,
Michigan
| USD 176 M | +USD 32.2 M | +22% | 4.59% | – | 21 | 28.57% | 0.2 |
|
| 6580 |
6580
Beacon Financial Strategies
Raleigh,
North Carolina
| USD 176 M | -USD 2.96 M | -2% | 0.75% | 54.2% | 184 | 4.35% | 1 |
|
| 6581 |
6581
NVP Associates
Menlo Park,
California
| USD 176 M | -USD 79 M | -31% | 15.5% | 953% | 6 | 16.67% | 1.5 |
|
| 6582 |
6582
Atmos Advisory
Pittsburgh,
Pennsylvania
| USD 176 M | +USD 3.54 M | +2% | 0.01% | 31.9% | 21 | 4.76% | 4.2 |
|
| 6583 |
6583
Farrow Financial
Randolph,
Vermont
| USD 176 M | +USD 2.04 M | +1% | 0.26% | 79.9% | 54 | 3.7% | 1.8 |
|
| 6584 |
6584
Union Square Park Capital Management
New York
| USD 176 M | -USD 31.9 M | -15% | 4.5% | 75.8% | 79 | 64.56% | 0.6 |
|
| 6585 |
6585
4J Wealth Management
Alexandria,
Virginia
| USD 176 M | +USD 1.24 M | +0.7% | 2.33% | 74.7% | 106 | 12.26% | 3 |
|
| 6586 |
6586
Align Financial
Hermantown,
Minnesota
| USD 176 M | +USD 3.52 M | +2% | 0.97% | – | 397 | 8.06% | 0.2 |
|
| 6587 |
6587
Draper Asset Management
Smithtown,
New York
| USD 176 M | -USD 14 M | -7% | 8% | 187% | 27 | 29.63% | 2 |
|
| 6588 |
6588
Lifetime Wealth Management
Rockwall,
Texas
| USD 176 M | +USD 16.6 M | +10% | 13.9% | – | 91 | 7.69% | 0.2 |
|
| 6589 |
6589
Taylor Frigon Capital Management
Scottsdale,
Arizona
| USD 176 M | -USD 21.8 M | -11% | 4.62% | 152% | 96 | 6.25% | 4.5 |
|
| 6590 |
6590
Nolet Wealth Management
Fort Worth,
Texas
| USD 176 M | -USD 3.64 M | -2% | 2.61% | – | 102 | 20.59% | 0.2 |
|
| 6591 |
6591
Boyar Asset Management
New York
| USD 176 M | +USD 18 M | +11% | 2.42% | 75.5% | 82 | 13.41% | 7.4 |
|
| 6592 |
6592
Birchview Capital
Burlington,
Vermont
| USD 176 M | +USD 4.87 M | +3% | 10.1% | 327% | 85 | 34.12% | 2.4 |
|
| 6593 |
6593
Resolute Wealth Advisor
Findlay,
Ohio
| USD 176 M | – | – | 1.97% | – | 78 | – | 0.7 |
|
| 6594 |
6594
Tevis Investment Management
Plano,
Texas
| USD 176 M | +USD 9.5 M | +6% | 2.45% | 58.7% | 125 | 36% | 2.5 |
|
| 6595 |
6595
Flywheel Private Wealth
Los Altos,
California
| USD 176 M | +USD 15.4 M | +10% | 3.99% | – | 108 | 25.93% | 0.9 |
|
| 6596 |
6596
InTrack Investment Management
South Burlington,
Vermont
| USD 175 M | -USD 3.3 M | -2% | 1.1% | 99.2% | 117 | 15.38% | 2.5 |
|
| 6597 |
6597
Providence Financial Advisors
Overland Park,
Kansas
| USD 175 M | +USD 75.2 M | +75% | 0.18% | – | 63 | 22.22% | 0.4 |
|
| 6598 |
6598
Sterling Wealth Advisors
Plantation,
Florida
| USD 175 M | +USD 9.7 M | +6% | 0.95% | – | 20 | 0% | 1.1 |
|
| 6599 |
6599
Taylor & Morgan Wealth Management
Flint,
Michigan
| USD 175 M | -USD 3.13 M | -2% | 2.24% | 85.9% | 83 | 8.43% | 2.8 |
|
| 6600 |
6600
Oceanside Advisors
Mount Pleasant,
South Carolina
| USD 175 M | +USD 10.3 M | +6% | 2.06% | 52.4% | 53 | 5.66% | 1.9 |
|