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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
6751
Paragon Financial Partners
Woodland Hills,
California
| USD 146 M | +USD 18.7 M | +15% | 13.8% | 90.6% | 71 | 4.23% | 3.1 |
|
| 6752 |
6752
Old North State Trust
Greensboro,
North Carolina
| USD 146 M | -USD 10.8 M | -7% | 8.49% | – | 150 | 16% | 4.2 |
|
| 6753 |
6753
Fort Vancouver Investment Management
Vancouver,
Washington
| USD 146 M | +USD 15.9 M | +12% | 8.57% | – | 61 | 24.59% | 0.7 |
|
| 6754 |
BM
6754
Bislett Management
Palo Alto,
California
| USD 146 M | +USD 4.9 M | +3% | 3.3% | 19.8% | 15 | 6.67% | 6.3 |
|
| 6755 |
BCM
6755
Beaumont Capital Management
Boston,
Massachusetts
| USD 146 M | +USD 10.4 M | +8% | 5.35% | 45.4% | 69 | 52.17% | 1.2 |
|
| 6756 |
6756
Tru Independence Asset Management 2
Portland,
Oregon
| USD 146 M | +USD 12.5 M | +9% | 8.34% | – | 102 | 23.53% | 1.5 |
|
| 6757 |
6757
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| USD 146 M | +USD 19.6 M | +15% | 8.39% | – | 101 | 6.93% | 0.8 |
|
| 6758 |
6758
Lansing Management
New York
| USD 146 M | +USD 26.8 M | +22% | 18.9% | 76.9% | 8 | 0% | 3.2 |
|
| 6759 |
SBCM
6759
Silverberg Bernstein Capital Management
Armonk,
New York
| USD 146 M | +USD 38.4 M | +36% | 15% | 133% | 67 | 7.46% | 1.2 |
|
| 6760 |
6760
Oracle Investment Management
Greenwich,
Connecticut
| USD 146 M | -USD 52.4 M | -26% | 0.53% | 865% | 19 | 36.84% | 3.1 |
|
| 6761 |
6761
DecisionMap Wealth Management
Great Falls,
Virginia
| USD 146 M | +USD 14.3 M | +11% | 9.52% | – | 130 | 14.62% | 0.4 |
|
| 6762 |
6762
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| USD 146 M | +USD 24.6 M | +20% | 22.8% | – | 13 | 0% | 0.5 |
|
| 6763 |
6763
Forefront Wealth Partners
Austin,
Texas
| USD 146 M | -USD 1.17 M | -0.8% | 10% | – | 139 | 37.41% | 0.4 |
|
| 6764 |
6764
Providence Wealth Advisors
Frankfort,
Illinois
| USD 146 M | +USD 13.6 M | +10% | 9.85% | 112% | 96 | 25% | 4.5 |
|
| 6765 |
6765
LifeSteps Financial
Claremont,
California
| USD 146 M | +USD 22.2 M | +18% | 12.3% | 98.4% | 87 | 6.9% | 3.8 |
|
| 6766 |
6766
Refined Wealth Management
Salt Lake City,
Utah
| USD 145 M | +USD 23.2 M | +19% | 23.8% | 99.4% | 33 | 18.18% | 2.4 |
|
| 6767 |
6767
Objectivity Squared
Charleston,
South Carolina
| USD 145 M | +USD 26.1 M | +22% | 8.42% | – | 53 | 22.64% | 1.1 |
|
| 6768 |
6768
MRP Capital Investments
Alpharetta,
Georgia
| USD 145 M | +USD 38.4 M | +36% | 27.7% | 222% | 229 | 25.76% | 1.2 |
|
| 6769 |
6769
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| USD 145 M | +USD 11.5 M | +9% | 6.44% | 90.4% | 157 | 7.01% | 1.3 |
|
| 6770 |
MIM
6770
Meixler Investment Management
Show Low,
Arizona
| USD 145 M | +USD 794 k | +0.5% | 1.21% | 66.2% | 120 | 19.17% | 1.7 |
|
| 6771 |
XC
6771
XY Capital
Central,
Hong Kong
| USD 145 M | -USD 207 M | -59% | 0.15% | 52.8% | 228 | 89.04% | 0.3 |
|
| 6772 |
6772
Vienna Asset Management
Saratoga,
California
| USD 145 M | +USD 18.4 M | +15% | 14.2% | – | 61 | 45.9% | 1.3 |
|
| 6773 |
6773
Retireful LLC
Haslett,
Michigan
| USD 145 M | +USD 39.3 M | +37% | 16.2% | 437% | 180 | 68.89% | 0.2 |
|
| 6774 |
6774
Daner Wealth Management
Alpharetta,
Georgia
| USD 145 M | – | – | 7.91% | – | 81 | – | 0.3 |
|
| 6775 |
6775
LWM Advisory Services
Plantation,
Florida
| USD 145 M | +USD 1.01 M | +0.7% | 8.43% | 64.9% | 98 | 10.2% | 2.2 |
|