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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
AWM
6651
Aberdeen Wealth Management
Lake Bluff,
Illinois
| USD 150 M | +USD 5.46 M | +4% | 6.13% | 73.1% | 172 | 11.63% | 4 |
|
| 6652 |
6652
Golden Road Advisors
Tampa,
Florida
| USD 150 M | +USD 22.3 M | +17% | 11.4% | – | 42 | 11.9% | 1.3 |
|
| 6653 |
RCWM
6653
Royal Capital Wealth Management
Carmel,
Indiana
| USD 150 M | +USD 7.66 M | +5% | 8.92% | 83.8% | 90 | 6.67% | 2.8 |
|
| 6654 |
GWMI
6654
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| USD 150 M | +USD 423 k | +0.3% | 10.5% | 103% | 226 | 73.45% | 2.9 |
|
| 6655 |
RHDIC
6655
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 150 M | +USD 3.47 M | +2% | 8.7% | 55.9% | 42 | 0% | 9.4 |
|
| 6656 |
6656
Millennium Capital Advisors
Little Rock,
Arkansas
| USD 150 M | +USD 14.5 M | +11% | 13.7% | 134% | 123 | 8.94% | 2.6 |
|
| 6657 |
6657
Envision Financial
Brookfield,
Wisconsin
| USD 150 M | +USD 17.3 M | +13% | 6.28% | – | 45 | 11.11% | 0.4 |
|
| 6658 |
6658
Sterling Manor Financial
Saratoga Springs,
New York
| USD 150 M | +USD 10 M | +7% | 7.6% | – | 31 | 12.9% | 1.7 |
|
| 6659 |
HWMC
6659
Heritage Wealth Management (California)
San Diego,
California
| USD 150 M | +USD 17 M | +13% | 11.7% | – | 89 | 8.99% | 1.3 |
|
| 6660 |
6660
Upper Left Wealth Management
Tampa,
Florida
| USD 150 M | +USD 10.4 M | +7% | 7.91% | 52.7% | 66 | 7.58% | 2.4 |
|
| 6661 |
6661
Klein Pavlis & Peasley Financial
Irvine,
California
| USD 150 M | +USD 11 M | +8% | 9.75% | 97.4% | 84 | 22.62% | 1.1 |
|
| 6662 |
AIM
6662
AHL Investment Management
Winter Park,
Florida
| USD 150 M | +USD 4.72 M | +3% | 4.55% | 57.7% | 72 | 8.33% | 2.7 |
|
| 6663 |
6663
Renasant Bank
Tupelo,
Mississippi
| USD 150 M | -USD 1.16 M | -0.8% | 7.98% | 65% | 164 | 14.63% | 2.7 |
|
| 6664 |
AC
6664
ASB Consultores
Aventura,
Florida
| USD 150 M | -USD 4.07 M | -3% | 12.7% | 84.6% | 163 | 36.2% | 1.3 |
|
| 6665 |
6665
Sapience Investments
Newport Beach,
California
| USD 150 M | +USD 9.8 M | +7% | 11.3% | 54.9% | 93 | 9.68% | 3.2 |
|
| 6666 |
6666
Lakewood Asset Management
Naperville,
Illinois
| USD 150 M | +USD 1.52 M | +1% | 4.18% | 69.3% | 104 | 5.77% | 2.2 |
|
| 6667 |
6667
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| USD 150 M | +USD 21.1 M | +16% | 11.1% | 79.7% | 114 | 16.67% | 2.3 |
|
| 6668 |
6668
Gould Capital
Tacoma,
Washington
| USD 150 M | +USD 6.53 M | +5% | 6.08% | 60.1% | 227 | 11.89% | 2.6 |
|
| 6669 |
6669
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| USD 150 M | +USD 7.89 M | +6% | 10.1% | – | 94 | 64.89% | 0.2 |
|
| 6670 |
6670
LAM Group
Lake Oswego,
Oregon
| USD 150 M | +USD 13.7 M | +10% | 9% | 61.8% | 74 | 2.7% | 2.3 |
|
| 6671 |
MG
6671
McHugh Group
Bratenahl,
Ohio
| USD 150 M | +USD 17.4 M | +13% | 15% | – | 72 | 9.72% | 0.4 |
|
| 6672 |
KCM
6672
KRS Capital Management
Bloomfield,
Michigan
| USD 150 M | +USD 23.9 M | +19% | 23.1% | 272% | 111 | 11.71% | 2.5 |
|
| 6673 |
6673
Oceanside Advisors
Mount Pleasant,
South Carolina
| USD 150 M | +USD 11.3 M | +8% | 6.31% | – | 46 | 2.17% | 1.4 |
|
| 6674 |
6674
Atlantic Private Wealth
Chapel Hill,
North Carolina
| USD 149 M | +USD 13.9 M | +10% | 8.86% | 55.7% | 257 | 26.46% | 1.2 |
|
| 6675 |
6675
ACAS LLC
Rancho Santa Fe,
California
| USD 149 M | +USD 17.8 M | +14% | 8.07% | – | 94 | 10.64% | 2.7 |
|