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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6976 |
6976
Thor Investment Management
Cincinnati,
Ohio
| USD 176 M | -USD 12.6 M | -7% | 1.42% | 122% | 61 | 26.23% | 1.6 |
|
| 6977 |
6977
Providence Financial Advisors
Overland Park,
Kansas
| USD 176 M | +USD 346 k | +0.2% | 11.4% | – | 65 | 16.92% | 0.6 |
|
| 6978 |
6978
Stone Loft Wealth Management
West Chester,
Pennsylvania
| USD 176 M | +USD 35.9 M | +26% | 9.42% | – | 31 | 6.45% | 0.4 |
|
| 6979 |
6979
Rainier Family Wealth
Tacoma,
Washington
| USD 176 M | +USD 26.7 M | +18% | 14.1% | – | 104 | 12.5% | 1 |
|
| 6980 |
6980
Millbank Dartmoor Portsmouth
Asheville,
North Carolina
| USD 176 M | +USD 22 M | +14% | 14.2% | – | 2 | 0% | 0.4 |
|
| 6981 |
6981
Resolute Wealth Advisor
Findlay,
Ohio
| USD 176 M | -USD 5.94 k | -0% | 12.9% | – | 78 | 0% | 1 |
|
| 6982 |
MJPC
6982
Michael J. Porro & Co
Old Tappan,
New Jersey
| USD 176 M | +USD 48.4 M | +38% | 55.1% | – | 149 | 16.11% | 0.4 |
|
| 6983 |
6983
Pelham Capital
London,
United Kingdom
| USD 176 M | +USD 48 M | +38% | 23.4% | 135% | 12 | 25% | 1.7 |
|
| 6984 |
6984
Flavin Financial Services
Melbourne,
Florida
| USD 175 M | +USD 26.9 M | +18% | 8.94% | – | 86 | 22.09% | 1.1 |
|
| 6985 |
WPA
6985
Wealth Preservation Advisors
Chattanooga,
Tennessee
| USD 175 M | +USD 55 M | +46% | 14.3% | – | 1,041 | 92.03% | 1.1 |
|
| 6986 |
6986
Capstone Capital
Henderson,
Nevada
| USD 175 M | +USD 19.8 M | +13% | 11.1% | 62.8% | 27 | 22.22% | 1.7 |
|
| 6987 |
6987
Elevate Wealth Advisory
Athens,
Georgia
| USD 175 M | +USD 16.7 M | +11% | 8.78% | 49.5% | 134 | 11.94% | 2 |
|
| 6988 |
6988
Buttonwood Financial Group
Kansas City,
Missouri
| USD 175 M | +USD 12.4 M | +8% | 16.8% | 77.9% | 33 | 9.09% | 1.9 |
|
| 6989 |
GCA
6989
Gallagher Capital Advisors
Argyle,
Texas
| USD 175 M | +USD 21.4 M | +14% | 12.6% | – | 76 | 19.74% | 1 |
|
| 6990 |
6990
Basepoint Wealth
Cedar Rapids,
Iowa
| USD 175 M | -USD 6.73 k | -0% | 2.61% | 113% | 709 | 20.31% | 0.9 |
|
| 6991 |
JMBA
6991
J. M. Brown & Associates
Tulsa,
Oklahoma
| USD 175 M | – | – | 27.2% | – | 167 | – | 0 |
|
| 6992 |
6992
CNO Financial Group
Carmel,
Indiana
| USD 175 M | +USD 235 k | +0.1% | 0.14% | – | 8 | 0% | 1.6 |
|
| 6993 |
6993
Credit Capital Investments
Livingston,
New Jersey
| USD 175 M | +USD 64.5 M | +59% | 111% | 500% | 49 | 34.69% | 1.6 |
|
| 6994 |
6994
Pring Turner Capital Group
Alamo,
California
| USD 175 M | +USD 8.46 M | +5% | 6.63% | 70.8% | 76 | 9.21% | 4.8 |
|
| 6995 |
6995
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| USD 175 M | +USD 25.8 M | +17% | 16.3% | – | 108 | 32.41% | 0.9 |
|
| 6996 |
6996
Hansen & Associates Financial Group
Roseville,
California
| USD 174 M | -USD 11.3 M | -6% | 4.85% | – | 48 | 18.75% | 0.7 |
|
| 6997 |
6997
Boyar Asset Management
New York
| USD 174 M | -USD 1.34 M | -0.8% | 16.3% | 75.5% | 81 | 8.64% | 7.7 |
|
| 6998 |
SV
6998
Stilwell Value
New York
| USD 174 M | +USD 7.5 M | +4% | 4.01% | 87.9% | 26 | 11.54% | 5.3 |
|
| 6999 |
6999
Alterna Wealth Management
Houston,
Texas
| USD 174 M | +USD 42.3 M | +32% | 8.59% | 52.9% | 124 | 27.42% | 2.5 |
|
| 7000 |
7000
Accelerate Investment Advisors
Aliso Viejo,
California
| USD 174 M | +USD 24.4 M | +16% | 13.5% | – | 156 | 19.23% | 1.1 |
|