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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
6826
Menard Financial Group
Houston,
Texas
| USD 184 M | +USD 40.6 M | +28% | 28.3% | 141% | 95 | 29.47% | 2.4 |
|
| 6827 |
6827
Kestrel Investment Management
San Mateo,
California
| USD 184 M | +USD 16.2 M | +10% | 14% | 89.2% | 42 | 11.9% | 1.9 |
|
| 6828 |
RPGNY
6828
Retirement Planning Group (New York)
Malta,
New York
| USD 184 M | +USD 28.4 M | +18% | 15.6% | – | 111 | 18.02% | 1 |
|
| 6829 |
6829
LeConte Wealth Management
Maryville,
Tennessee
| USD 184 M | +USD 28.8 M | +19% | 20% | – | 188 | 23.94% | 0.7 |
|
| 6830 |
6830
Herbst Group
Westport,
Connecticut
| USD 183 M | +USD 21.5 M | +13% | 23% | 142% | 73 | 30.14% | 1.7 |
|
| 6831 |
6831
Millennium Capital Advisors
Little Rock,
Arkansas
| USD 183 M | +USD 21 M | +13% | 16.6% | 134% | 148 | 17.57% | 2.8 |
|
| 6832 |
6832
Alpha Wealth Funds
Park City,
Utah
| USD 183 M | +USD 34.2 M | +23% | 4.86% | – | 78 | 66.67% | 0.5 |
|
| 6833 |
BWM
6833
BCO Wealth Management
Carlsbad,
New Mexico
| USD 183 M | +USD 16.9 M | +10% | 8.43% | – | 46 | 10.87% | 1.2 |
|
| 6834 |
6834
McGuire Capital Advisors
Bethany,
Oklahoma
| USD 183 M | +USD 27.1 M | +17% | 31% | – | 994 | 21.03% | 0.4 |
|
| 6835 |
6835
Cascade Investment Advisors
Oregon City,
Oregon
| USD 183 M | +USD 14.4 M | +9% | 14.4% | 71.4% | 121 | 10.74% | 4.6 |
|
| 6836 |
6836
Caitlin John
Brighton,
Michigan
| USD 183 M | +USD 16.5 M | +10% | 15.3% | – | 1,074 | 19.83% | 0.8 |
|
| 6837 |
6837
Crew Capital Management
Cincinnati,
Ohio
| USD 183 M | +USD 32.3 M | +21% | 26.6% | 111% | 127 | 25.98% | 2.6 |
|
| 6838 |
OIM
6838
Opus Investment Management
Worcester,
Massachusetts
| USD 183 M | +USD 15.4 M | +9% | 7.28% | 52.8% | 32 | 9.38% | 9.6 |
|
| 6839 |
6839
BNB Wealth Management
Silver Spring,
Maryland
| USD 183 M | +USD 27.2 M | +17% | 24.2% | – | 100 | 16% | 0.4 |
|
| 6840 |
6840
Tevis Investment Management
Plano,
Texas
| USD 183 M | +USD 7.18 M | +4% | 7.8% | 58.7% | 110 | 15.45% | 2.5 |
|
| 6841 |
6841
Cannon Wealth Management Services
Winston Salem,
North Carolina
| USD 183 M | +USD 34.9 M | +24% | 11.6% | – | 101 | 17.82% | 1.3 |
|
| 6842 |
6842
TB Capital Gestao de Recursos
Rio De Janeiro,
| USD 183 M | +USD 19.2 M | +12% | 2.61% | – | 21 | 28.57% | 0.7 |
|
| 6843 |
6843
XP Advisory US
Miami,
Florida
| USD 183 M | – | – | 15.9% | – | 81 | – | 0 |
|
| 6844 |
6844
Dougherty Wealth Advisers
Wayzata,
Minnesota
| USD 183 M | +USD 24.9 M | +16% | 13.7% | 67.5% | 115 | 12.17% | 4.8 |
|
| 6845 |
6845
Certior Financial Group
King Of Prussia,
Pennsylvania
| USD 183 M | +USD 25.5 M | +16% | 9.89% | – | 156 | 23.08% | 1 |
|
| 6846 |
6846
BluePath Capital Management
Atlanta,
Georgia
| USD 182 M | +USD 37.6 M | +26% | 30.4% | 106% | 129 | 15.5% | 1.3 |
|
| 6847 |
6847
Members Wealth
Media,
Pennsylvania
| USD 182 M | +USD 15 M | +9% | 10.5% | – | 126 | 15.08% | 1.4 |
|
| 6848 |
DRC
6848
Darwins River Capital
New York
| USD 182 M | -USD 4.46 M | -2% | 3.67% | – | 55 | 83.64% | 0.1 |
|
| 6849 |
6849
Sterling Investment Management
Tucson,
Arizona
| USD 182 M | +USD 15.6 M | +9% | 2.23% | 45.3% | 72 | 18.06% | 3.9 |
|
| 6850 |
6850
Lakewood Asset Management
Naperville,
Illinois
| USD 182 M | +USD 25.8 M | +17% | 10% | 69.3% | 111 | 7.21% | 2.8 |
|