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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
Gutierrez Wealth Advisory
Little Rock,
Arkansas
| USD 156 M | +USD 7.18 M | +5% | 5.9% | – | 65 | 15.38% | 0.5 |
|
| 6752 |
EMB
6752
Elefante Mark B
| USD 156 M | +USD 23.2 M | +17% | 6.45% | – | 59 | 8.47% | 4.5 |
|
| 6753 |
6753
Tassel Capital Management
Matthews,
North Carolina
| USD 156 M | +USD 26 M | +20% | 5.61% | – | 39 | 17.95% | 0.6 |
|
| 6754 |
CWA
6754
Clearview Wealth Advisors
Salem,
Oregon
| USD 156 M | +USD 12.7 M | +9% | 5.5% | 45.2% | 104 | 4.81% | 3.1 |
|
| 6755 |
6755
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| USD 156 M | +USD 3.4 M | +2% | 5.07% | 41.2% | 56 | 10.71% | 2.6 |
|
| 6756 |
6756
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| USD 156 M | -USD 154 M | -50% | 4.81% | 40.6% | 107 | 57.01% | 1.5 |
|
| 6757 |
6757
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| USD 156 M | +USD 8.29 M | +6% | 6.25% | – | 688 | 14.97% | 0.6 |
|
| 6758 |
6758
7G Capital Management
New York
| USD 156 M | +USD 27.5 M | +21% | 20.9% | 137% | 10 | 30% | 1.9 |
|
| 6759 |
6759
RiverTree Advisors
Winter Park,
Florida
| USD 156 M | +USD 7.06 M | +5% | 2.94% | 25.4% | 62 | 24.19% | 1.4 |
|
| 6760 |
6760
DecisionMap Wealth Management
Great Falls,
Virginia
| USD 156 M | +USD 10.2 M | +7% | 6.24% | – | 132 | 9.09% | 0.6 |
|
| 6761 |
FSBI
6761
Fearless Solutions (Best Invest)
San Antonio,
Texas
| USD 156 M | +USD 13 M | +9% | 9.69% | – | 117 | 8.55% | 0.7 |
|
| 6762 |
6762
Coordinated Financial Services
Denver,
Colorado
| USD 156 M | +USD 11.6 M | +8% | 6.51% | – | 161 | 8.7% | 1.2 |
|
| 6763 |
LP
6763
LB Partners
Charlottesville,
Virginia
| USD 156 M | -USD 842 k | -0.5% | 1% | – | 29 | 20.69% | 1.1 |
|
| 6764 |
6764
Acuitas Investments
Seattle,
Washington
| USD 156 M | +USD 30.1 M | +24% | 27.1% | 145% | 61 | 27.87% | 1.5 |
|
| 6765 |
6765
McCarthy Asset Management
Redwood Shores,
California
| USD 156 M | +USD 8.53 M | +6% | 5.13% | – | 27 | 3.7% | 3.7 |
|
| 6766 |
6766
LifeSteps Financial
Claremont,
California
| USD 156 M | +USD 10.1 M | +7% | 9.04% | 98.4% | 89 | 3.37% | 3.9 |
|
| 6767 |
6767
Alethea Capital Management
Mercer Island,
Washington
| USD 156 M | +USD 23.5 M | +18% | 20.1% | 275% | 54 | 79.63% | 1.3 |
|
| 6768 |
6768
Panoramic Capital Partners
Lake Oswego,
Oregon
| USD 156 M | +USD 11.5 M | +8% | 7.84% | – | 63 | 12.7% | 0.6 |
|
| 6769 |
6769
Refined Wealth Management
Salt Lake City,
Utah
| USD 156 M | +USD 10.1 M | +7% | 5.43% | 99.4% | 36 | 8.33% | 2.4 |
|
| 6770 |
6770
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| USD 156 M | +USD 5.12 M | +3% | 1.86% | – | 134 | 6.72% | 0.5 |
|
| 6771 |
6771
Syntax Research
Boca Raton,
Florida
| USD 156 M | +USD 14.8 M | +10% | 8.37% | 42.9% | 182 | 10.99% | 1.7 |
|
| 6772 |
6772
Mustard Seed Financial
Magnolia,
Arkansas
| USD 156 M | +USD 16.7 M | +12% | 5.95% | 59.2% | 92 | 6.52% | 1.4 |
|
| 6773 |
6773
OneFund LLC
Saint Petersburg,
Florida
| USD 155 M | +USD 16.5 M | +12% | 9.76% | – | 515 | 3.11% | 0.6 |
|
| 6774 |
6774
Catherine Avery Investment Management
Longboat Key,
Florida
| USD 155 M | +USD 23.6 M | +18% | 9.68% | – | 178 | 15.73% | 0.7 |
|
| 6775 |
6775
Dougherty Wealth Advisers
Wayzata,
Minnesota
| USD 155 M | +USD 4.62 M | +3% | 8.08% | 67.5% | 113 | 3.54% | 5.4 |
|