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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
Atmos Advisory
Pittsburgh,
Pennsylvania
| USD 191 M | +USD 15.2 M | +9% | 7.56% | 31.9% | 20 | 0% | 4.5 |
|
| 6702 |
NWM
6702
Navigoe Wealth Management
Redondo Beach,
California
| USD 191 M | +USD 21.9 M | +13% | 9.73% | – | 1,235 | 82.43% | 0.2 |
|
| 6703 |
6703
Lee-Kelleher Wealth Management
Fulton,
Maryland
| USD 191 M | +USD 23.2 M | +14% | 13.1% | – | 50 | 20% | 1.1 |
|
| 6704 |
6704
Pillar Financial Advisors
Louisville,
Kentucky
| USD 191 M | +USD 20.1 M | +12% | 10.4% | – | 116 | 10.34% | 1.3 |
|
| 6705 |
6705
Andrews Lucia Wealth Management
Danville,
California
| USD 191 M | +USD 23.8 M | +14% | 12% | 64% | 39 | 10.26% | 2.8 |
|
| 6706 |
6706
Propel Bio Management
Los Angeles,
California
| USD 191 M | +USD 32.4 M | +20% | 40.6% | – | 41 | 36.59% | 0.8 |
|
| 6707 |
6707
Capital Financial Group
Greenwood Village,
Colorado
| USD 191 M | +USD 9.03 M | +5% | 7.08% | – | 113 | 15.93% | 0.5 |
|
| 6708 |
6708
Magnolia Wealth Management
Dothan,
Alabama
| USD 191 M | +USD 19.4 M | +11% | 11.7% | 48.7% | 212 | 91.98% | 2.4 |
|
| 6709 |
6709
Martin Capital Advisors
San Antonio,
Texas
| USD 191 M | +USD 32.4 M | +20% | 28.5% | 140% | 78 | 7.69% | 3.4 |
|
| 6710 |
6710
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| USD 191 M | -USD 1.87 M | -1% | 7.44% | – | 137 | 13.87% | 1.3 |
|
| 6711 |
6711
Gridiron Partners
Wexford,
Pennsylvania
| USD 191 M | +USD 26.8 M | +16% | 3.43% | 15.5% | 51 | 7.84% | 2.2 |
|
| 6712 |
6712
GK Wealth Management
Reno,
Nevada
| USD 190 M | +USD 75.5 M | +66% | 33.3% | – | 269 | 94.05% | 0.1 |
|
| 6713 |
RS
6713
R Squared
Central,
Hong Kong
| USD 190 M | +USD 8.35 M | +5% | 15.5% | – | 725 | 64% | 0.3 |
|
| 6714 |
EL
6714
ES4 LLC
Newport Beach,
California
| USD 190 M | +USD 35.5 M | +23% | 12.3% | – | 33 | 6.06% | 0.5 |
|
| 6715 |
6715
Beto Financial Group
Boise,
Idaho
| USD 190 M | +USD 19.5 M | +11% | 19.1% | – | 165 | 14.55% | 0.4 |
|
| 6716 |
6716
Alpha Financial Partners
Lexington,
Kentucky
| USD 190 M | +USD 21.4 M | +13% | 12.9% | 61.8% | 126 | 24.6% | 1.2 |
|
| 6717 |
6717
Core Capital Management & Research
Houston,
Texas
| USD 190 M | – | – | 1.06% | – | 215 | – | 0 |
|
| 6718 |
6718
Chesapeake Capital Corp
Tampa,
Florida
| USD 190 M | +USD 51.6 M | +37% | 28.4% | – | 177 | 16.38% | 0.9 |
|
| 6719 |
6719
IKE Capital
New York
| USD 190 M | +USD 13.1 M | +7% | 22.4% | – | 103 | 20.39% | 0.4 |
|
| 6720 |
6720
Niatross Investments
Hong Kong,
| USD 190 M | -USD 8.49 M | -4% | 19.4% | – | 1 | 0% | 0.5 |
|
| 6721 |
6721
Lykos Global Management
Stamford,
Connecticut
| USD 190 M | +USD 159 M | +525% | 6.15% | – | 7 | 100% | 0 |
|
| 6722 |
6722
King Street Capital Management
New York
| USD 190 M | -USD 138 M | -42% | 24.6% | 140% | 13 | 69.23% | 0.5 |
|
| 6723 |
6723
Dahring Cusmano
Novi,
Michigan
| USD 190 M | +USD 27 M | +17% | 11.3% | – | 63 | 9.52% | 1.1 |
|
| 6724 |
6724
Hara Capital
Bellevue,
Washington
| USD 190 M | -USD 10.8 M | -5% | 0.28% | 65.4% | 319 | 7.52% | 1.7 |
|
| 6725 |
6725
Acasta Partners UK
London,
| USD 189 M | -USD 73.5 M | -28% | 2.04% | – | 22 | 36.36% | 0.3 |
|