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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
6776
Sheridan Capital Management
San Rafael,
California
| USD 145 M | +USD 7.76 M | +6% | 8.13% | – | 31 | 22.58% | 1.1 |
|
| 6777 |
6777
Atala Financial
Calabasas,
California
| USD 145 M | +USD 7.65 M | +6% | 14.6% | – | 476 | 73.95% | 0.5 |
|
| 6778 |
6778
Pillar Financial Advisors
Louisville,
Kentucky
| USD 145 M | +USD 10.6 M | +8% | 6.14% | – | 111 | 1.8% | 0.5 |
|
| 6779 |
6779
Vannoy Advisory Group
Austin,
Texas
| USD 145 M | +USD 9.8 M | +7% | 6.95% | 52.5% | 27 | 3.7% | 1.4 |
|
| 6780 |
6780
Argosy-Lionbridge Management
New York
| USD 145 M | -USD 5.23 M | -3% | 4.59% | – | 13 | 15.38% | 0.4 |
|
| 6781 |
PWAM
6781
Pinnacle West Asset Management
Casper,
Wyoming
| USD 145 M | +USD 6.2 M | +4% | 7.94% | 100% | 113 | 0.88% | 2 |
|
| 6782 |
VFS
6782
Valpey Financial Services
Concord,
New Hampshire
| USD 145 M | – | – | 7.07% | – | 67 | – | 0 |
|
| 6783 |
6783
EntreWealth
Austin,
Texas
| USD 145 M | +USD 14.5 M | +11% | 6.51% | – | 68 | 16.18% | 0.4 |
|
| 6784 |
6784
Christian Investment Advisors
New Braunfels,
Texas
| USD 145 M | +USD 744 k | +0.5% | 5.59% | – | 14 | 28.57% | 0.4 |
|
| 6785 |
6785
Note Advisors
Buffalo,
New York
| USD 145 M | +USD 23.5 M | +19% | 5.72% | – | 78 | 10.26% | 0.5 |
|
| 6786 |
6786
Banco de Sabadell
Miami,
Florida
| USD 145 M | +USD 13 M | +10% | 9.07% | 75.1% | 65 | 13.85% | 5.2 |
|
| 6787 |
6787
M3 Advisory Group
Needham Heights,
Massachusetts
| USD 145 M | +USD 18 M | +14% | 11.6% | – | 151 | 11.26% | 1.2 |
|
| 6788 |
6788
SFI Advisors
Montclair,
New Jersey
| USD 145 M | +USD 9.21 M | +7% | 12.2% | 82.9% | 79 | 36.71% | 2 |
|
| 6789 |
6789
Coordinated Financial Services
Denver,
Colorado
| USD 144 M | +USD 13.9 M | +11% | 8.15% | – | 152 | 11.84% | 1 |
|
| 6790 |
6790
Bluegrass Capital Partners
Palm Beach,
Florida
| USD 144 M | +USD 27.6 M | +24% | 15.9% | 60.1% | 12 | 16.67% | 2.5 |
|
| 6791 |
6791
Challenger Wealth Management
Aliso Viejo,
California
| USD 144 M | +USD 18 M | +14% | 11.4% | – | 120 | 18.33% | 0.4 |
|
| 6792 |
ALS
6792
Andrew L. Share
| USD 144 M | +USD 7.1 M | +5% | 7.27% | 14.8% | 13 | 0% | 2 |
|
| 6793 |
6793
Panoramic Capital Partners
Lake Oswego,
Oregon
| USD 144 M | +USD 47.2 M | +49% | 9.99% | – | 62 | 20.97% | 0.4 |
|
| 6794 |
6794
Dentgroup
Baton Rouge,
Louisiana
| USD 144 M | +USD 10.8 M | +8% | 7.81% | 53.6% | 95 | 18.95% | 2.2 |
|
| 6795 |
6795
Novak & Powell Financial Services
St. Petersburg,
Florida
| USD 144 M | -USD 16.6 M | -10% | 9.4% | – | 156 | 8.97% | 1.3 |
|
| 6796 |
6796
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| USD 144 M | +USD 7.59 M | +6% | 4.17% | 59.7% | 62 | 3.23% | 2.2 |
|
| 6797 |
6797
Axon Enterprise
Scottsdale,
Arizona
| USD 144 M | -USD 30.9 M | -18% | 17.7% | – | 1 | 0% | 0.5 |
|
| 6798 |
6798
Wernau Asset Management
Gloucester,
Massachusetts
| USD 144 M | +USD 15.9 M | +12% | 5.19% | – | 49 | 6.12% | 0.5 |
|
| 6799 |
6799
Brucke Financial
Indianapolis,
Indiana
| USD 144 M | +USD 28.7 M | +25% | 10.6% | – | 148 | 6.76% | 0.5 |
|
| 6800 |
6800
Del-Sette Capital Management
Schenectady,
New York
| USD 144 M | +USD 16.5 M | +13% | 12.6% | 112% | 51 | 35.29% | 1.4 |
|