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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7001 |
MW
7001
Melia Wealth
Tulsa,
Oklahoma
| USD 174 M | -USD 32.9 M | -16% | 2.8% | – | 23 | 4.35% | 2 |
|
| 7002 |
SF
7002
Strategent Financial
Harrisonburg,
Virginia
| USD 174 M | +USD 26.4 M | +18% | 14.3% | – | 41 | 0% | 1.3 |
|
| 7003 |
LW
7003
Livet Wealth
Salt Lake City,
Utah
| USD 173 M | +USD 16.1 M | +10% | 9.25% | – | 131 | 17.56% | 0.4 |
|
| 7004 |
EP
7004
Ehrenkranz Partners
New York
| USD 173 M | +USD 46.8 M | +37% | 25.1% | – | 54 | 22.22% | 0.6 |
|
| 7005 |
PAM
7005
PVG Asset Management
Golden,
Colorado
| USD 173 M | +USD 3.83 M | +2% | 37.6% | – | 139 | 15.11% | 0.7 |
|
| 7006 |
NIM
7006
Natixis Investment Managers
Boston,
Massachusetts
| USD 173 M | +USD 96.3 M | +125% | 2.43% | – | 4 | 50% | 0.3 |
|
| 7007 |
SFP
7007
SwitchPoint Financial Planning
Lehi,
Utah
| USD 173 M | +USD 25.7 M | +17% | 11.8% | – | 72 | 12.5% | 1.2 |
|
| 7008 |
C
7008
Covestor
London,
United Kingdom
| USD 173 M | +USD 28.8 M | +20% | 27.7% | 136% | 2,923 | 7.29% | 3.5 |
|
| 7009 |
SHF
7009
Stage Harbor Financial
Westwood,
Massachusetts
| USD 173 M | +USD 22.3 M | +15% | 10.9% | – | 66 | 10.61% | 1.7 |
|
| 7010 |
AIFAIM
7010
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| USD 173 M | +USD 18.7 M | +12% | 14.6% | 72.8% | 162 | 7.41% | 3.6 |
|
| 7011 |
GWA
7011
Gutierrez Wealth Advisory
Little Rock,
Arkansas
| USD 173 M | +USD 12.1 M | +8% | 11.7% | – | 73 | 8.22% | 1.1 |
|
| 7012 |
KCIC
7012
Kuhn & Co Investment Counsel
Chicago,
Illinois
| USD 173 M | +USD 17.8 M | +11% | 15.6% | – | 155 | 12.26% | 1.9 |
|
| 7013 |
TA
7013
Teton Advisors
Rye,
New York
| USD 173 M | +USD 30.8 M | +22% | 41.5% | 139% | 163 | 9.82% | 9 |
|
| 7014 |
CAM
7014
Concorde Asset Management
Ann Arbor,
Michigan
| USD 173 M | -USD 31.1 M | -15% | 22.1% | – | 231 | 44.59% | 2.3 |
|
| 7015 |
AWA
7015
Archvest Wealth Advisors
Concord,
California
| USD 173 M | +USD 17.8 M | +12% | 11.3% | 47.8% | 81 | 18.52% | 2.1 |
|
| 7016 |
HFS
7016
Hopwood Financial Services
Reston,
Virginia
| USD 173 M | +USD 24.3 M | +16% | 12.8% | – | 92 | 9.78% | 1.3 |
|
| 7017 |
GFG
7017
Grantvest Financial Group
Matawan,
New Jersey
| USD 173 M | +USD 18.1 M | +12% | 10.2% | – | 194 | 16.49% | 1 |
|
| 7018 |
DWM
7018
DeLarme Wealth Management
Palos Verdes Estates,
California
| USD 172 M | +USD 17.2 M | +11% | 8.56% | – | 69 | 10.14% | 0.4 |
|
| 7019 |
DAM
7019
Doheny Asset Management
Los Angeles,
California
| USD 172 M | +USD 19 M | +12% | 15.6% | 135% | 65 | 13.85% | 6.5 |
|
| 7020 |
FC
7020
Fundamenta Capital
Montevideo,
| USD 172 M | +USD 70.6 M | +69% | 2.01% | – | 16 | 62.5% | 0.1 |
|
| 7021 |
SMH
7021
Sanders Morris Harris
Houston,
Texas
| USD 172 M | -USD 458 M | -73% | 9.11% | 85.8% | 303 | 77.23% | 0.2 |
|
| 7022 |
IPGDR
7022
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 172 M | -USD 133 M | -44% | 8.92% | 51.8% | 29 | 27.59% | 2.2 |
|
| 7023 |
PPF
7023
Pacific Park Financial
Lagina Hills,
California
| USD 172 M | +USD 19.1 M | +12% | 9.86% | – | 80 | 12.5% | 0.4 |
|
| 7024 |
IWB
7024
Innovative Wealth Building
California,
Maryland
| USD 172 M | +USD 30 M | +21% | 14.4% | – | 87 | 22.99% | 0.9 |
|
| 7025 |
AGP
7025
Aspire Growth Partners
Miromar Lakes,
Florida
| USD 172 M | +USD 26.4 M | +18% | 19.2% | – | 135 | 15.56% | 1.2 |
|