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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6876 |
AWA
6876
Argo Wealth Advisory
Mclean,
Virginia
| USD 181 M | +USD 10.8 M | +6% | 5.62% | – | 50 | 4% | 0.5 |
|
| 6877 |
NWM
6877
Nova Wealth Management
Bonita Springs,
Florida
| USD 181 M | +USD 27.6 M | +18% | 19% | – | 621 | 20.45% | 1.1 |
|
| 6878 |
DF
6878
Daviman Financial
Noblesville,
Indiana
| USD 181 M | +USD 12 M | +7% | 13.6% | – | 94 | 12.77% | 0.4 |
|
| 6879 |
GSP
6879
Grafton Street Partners
North Palm Beach,
Florida
| USD 181 M | +USD 13.8 M | +8% | 16.8% | – | 11 | 9.09% | 1.9 |
|
| 6880 |
NWM
6880
Nolet Wealth Management
Fort Worth,
Texas
| USD 181 M | +USD 5.39 M | +3% | 16.5% | – | 119 | 28.57% | 0.4 |
|
| 6881 |
MIM
6881
Meixler Investment Management
Show Low,
Arizona
| USD 181 M | -USD 4.93 M | -3% | 2.06% | 66.2% | 101 | 18.81% | 2.2 |
|
| 6882 |
CFG
6882
Clayton Financial Group
St. Louis,
Missouri
| USD 181 M | -USD 13.8 M | -7% | 14.4% | 69.8% | 614 | 89.41% | 1.4 |
|
| 6883 |
AI
6883
Axecap Investments
Mason,
Ohio
| USD 181 M | +USD 35.5 M | +24% | 44.6% | – | 90 | 42.22% | 0.7 |
|
| 6884 |
AMAL
6884
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| USD 181 M | +USD 15.5 M | +9% | 30.7% | 124% | 19 | 10.53% | 5.6 |
|
| 6885 |
SWM
6885
Shepherd Wealth Management
Cincinnati,
Ohio
| USD 181 M | +USD 47.3 M | +35% | 9.77% | – | 73 | 50.68% | 0.6 |
|
| 6886 |
RWS
6886
Rochester Wealth Strategies
Rochester,
Michigan
| USD 181 M | +USD 15.7 M | +10% | 8.65% | – | 29 | 24.14% | 1 |
|
| 6887 |
ACM
6887
Arrow Capital Management
New York
| USD 181 M | +USD 36.5 M | +25% | 19.4% | – | 21 | 23.81% | 2.6 |
|
| 6888 |
ULWM
6888
Upper Left Wealth Management
Tampa,
Florida
| USD 180 M | +USD 11.1 M | +7% | 2.9% | 52.7% | 73 | 6.85% | 3 |
|
| 6889 |
RFN
6889
Redwood Financial Network
Solon,
Ohio
| USD 180 M | +USD 27.8 M | +18% | 19.2% | 74.1% | 201 | 19.9% | 2.3 |
|
| 6890 |
CWD
6890
Clarity Wealth Development
Corvallis,
Oregon
| USD 180 M | +USD 57.6 M | +47% | 9.04% | – | 62 | 33.87% | 1 |
|
| 6891 |
WGS
6891
Washington Growth Strategies
Washington,
District of Columbia
| USD 180 M | +USD 27.1 M | +18% | 18.9% | – | 64 | 14.06% | 1.2 |
|
| 6892 |
PCR
6892
Potrero Capital Research
San Francisco,
California
| USD 180 M | +USD 17 M | +10% | 48.5% | 226% | 53 | 54.72% | 0.4 |
|
| 6893 |
IPAM
6893
Investment Partners Asset Management
Metuchen,
New Jersey
| USD 180 M | +USD 17.9 M | +11% | 14.6% | 86.1% | 177 | 10.17% | 1.9 |
|
| 6894 |
HIM
6894
Haveli Investment Management
Austin,
Texas
| USD 180 M | +USD 161 M | +875% | 19.1% | – | 4 | 75% | 0.1 |
|
| 6895 |
UA
6895
URS Advisory
Jupiter,
Florida
| USD 180 M | +USD 42.9 M | +31% | 16.9% | – | 61 | 16.39% | 0.4 |
|
| 6896 |
CCM
6896
Cox Capital Management
Andover,
Massachusetts
| USD 180 M | +USD 29.1 M | +19% | 22.4% | 106% | 83 | 14.46% | 2.8 |
|
| 6897 |
WA
6897
Watchtower Advisors
Old Greenwich,
Connecticut
| USD 180 M | +USD 38.6 M | +27% | 46.6% | 384% | 14 | 35.71% | 0.6 |
|
| 6898 |
IWM
6898
IMG Wealth Management
Jacksonville,
Florida
| USD 180 M | +USD 22.6 M | +14% | 11.6% | – | 632 | 23.1% | 0.9 |
|
| 6899 |
BRWM
6899
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| USD 179 M | +USD 22.3 M | +14% | 16.5% | – | 119 | 19.33% | 1.1 |
|
| 6900 |
GC
6900
Gould Capital
Tacoma,
Washington
| USD 179 M | +USD 14.2 M | +9% | 9.58% | 60.1% | 221 | 9.5% | 3 |
|