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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6601 |
6601
Michael S. Ryan Inc
Latham,
New York
| USD 147 M | +USD 3.39 M | +2% | 0.68% | 63.3% | 49 | 10.2% | 1.1 |
|
| 6602 |
SFC
6602
Sprinkle Financial Consultants
Littleton,
Colorado
| USD 147 M | +USD 6.92 M | +5% | 0.36% | 64.1% | 71 | 4.23% | 0.9 |
|
| 6603 |
6603
ROI Financial Advisors
Beaverton,
Oregon
| USD 147 M | +USD 2.03 M | +1% | 5.08% | 165% | 67 | 11.94% | 0.9 |
|
| 6604 |
6604
Wealth Advisors Northwest
Portland,
Oregon
| USD 147 M | – | – | 0.49% | – | 55 | – | 0 |
|
| 6605 |
GWMI
6605
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| USD 147 M | +USD 4.92 M | +3% | 3.17% | 98.1% | 244 | 8.2% | 2.4 |
|
| 6606 |
6606
26North Partners
New York
| USD 147 M | +USD 3.09 M | +2% | 2.06% | 77.8% | 1 | 0% | 2 |
|
| 6607 |
6607
Strategic Financial Planning
Plano,
Texas
| USD 147 M | -USD 4.52 M | -3% | 4.22% | 47.5% | 37 | 0% | 3.8 |
|
| 6608 |
6608
CIBRA Capital
London,
United Kingdom
| USD 147 M | – | – | 6.41% | – | 24 | – | 0 |
|
| 6609 |
6609
Chou Associates Management
Toronto,
Ontario, Canada
| USD 147 M | -USD 12.9 M | -8% | 6.58% | 66.4% | 34 | 14.71% | 2.8 |
|
| 6610 |
6610
Millstone Evans Group
Boulder,
Colorado
| USD 147 M | – | – | 1.88% | – | 732 | – | 0 |
|
| 6611 |
6611
Attessa Capital
Tucson,
Arizona
| USD 147 M | – | – | 1.29% | – | 40 | – | 0 |
|
| 6612 |
6612
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| USD 147 M | +USD 6.41 M | +5% | 0.59% | 78% | 80 | 12.5% | 2 |
|
| 6613 |
6613
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| USD 147 M | +USD 7.73 M | +6% | 0.18% | – | 152 | 10.53% | 0.5 |
|
| 6614 |
6614
Penbrook Management
New York
| USD 147 M | -USD 7.23 M | -5% | 0.68% | 107% | 116 | 13.79% | 5.4 |
|
| 6615 |
6615
Tilia Fiduciary Partners
Wilmington,
North Carolina
| USD 147 M | +USD 2.28 M | +2% | 0.44% | 101% | 111 | 10.81% | 2.4 |
|
| 6616 |
6616
Millennium Capital Advisors
Little Rock,
Arkansas
| USD 147 M | -USD 6.59 M | -4% | 5.73% | 134% | 126 | 9.52% | 2.3 |
|
| 6617 |
6617
Lake Hills Wealth Management
Austin,
Texas
| USD 146 M | -USD 2.99 M | -2% | 2.73% | 83.7% | 67 | 29.85% | 0.8 |
|
| 6618 |
6618
Kingdom Financial Group
Peoria,
Arizona
| USD 146 M | +USD 12.5 M | +9% | 1.55% | 49.9% | 57 | 26.32% | 1.1 |
|
| 6619 |
6619
Vida Ventures Advisors
Boston,
Massachusetts
| USD 146 M | +USD 7.73 M | +6% | 13.4% | 154% | 6 | 0% | 2.8 |
|
| 6620 |
6620
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| USD 146 M | – | – | 1.45% | – | 314 | – | 0 |
|
| 6621 |
6621
First Bancorp
Damariscotta,
Maine
| USD 146 M | +USD 2.35 M | +2% | 1.22% | 80.3% | 122 | 4.1% | 2.9 |
|
| 6622 |
6622
Promethium Advisors
Bethesda,
Maryland
| USD 146 M | +USD 4.6 M | +3% | 3.77% | – | 140 | 14.29% | 0.2 |
|
| 6623 |
6623
Redwood Park Advisors
Redwood City,
California
| USD 146 M | – | – | 0.87% | – | 348 | – | 0 |
|
| 6624 |
TCM
6624
Thoma Capital Management
Towson,
Maryland
| USD 146 M | – | – | 1.82% | – | 63 | – | 0 |
|
| 6625 |
AWM
6625
Aberdeen Wealth Management
Lake Bluff,
Illinois
| USD 146 M | -USD 6.08 M | -4% | 1.83% | 73.1% | 172 | 6.98% | 3.8 |
|