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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 |
7001
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| USD 174 M | +USD 18.1 M | +12% | 15.6% | 90.4% | 178 | 11.24% | 2 |
|
| 7002 |
PIA
7002
Prakash Investment Advisors
Andover,
Massachusetts
| USD 174 M | +USD 45.6 M | +35% | 64.7% | – | 107 | 23.36% | 0.7 |
|
| 7003 |
NWA
7003
Northwest Wealth Advisors
Bellingham,
Washington
| USD 174 M | +USD 34 M | +24% | 15% | – | 67 | 5.97% | 0.5 |
|
| 7004 |
6SA
7004
6th Street Advisors
Daphne,
Alabama
| USD 174 M | +USD 15.1 M | +10% | 9.99% | – | 65 | 15.38% | 0.2 |
|
| 7005 |
7005
Pacific Wealth Strategies Group
Santa Barbara,
California
| USD 174 M | +USD 13.8 M | +9% | 11.8% | 75.5% | 64 | 10.94% | 4 |
|
| 7006 |
KCM
7006
Kalehua Capital Management
Dallas,
Texas
| USD 174 M | +USD 32.6 M | +23% | 45.2% | – | 33 | 45.45% | 0.3 |
|
| 7007 |
7007
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| USD 174 M | +USD 19.9 M | +13% | 10.1% | 55.4% | 78 | 10.26% | 1.7 |
|
| 7008 |
7008
MontVue Capital Management
Lynchburg,
Virginia
| USD 174 M | +USD 27 M | +18% | 15.5% | 76% | 78 | 14.1% | 1.8 |
|
| 7009 |
7009
M.E. Allison & Co
San Antonio,
Texas
| USD 174 M | +USD 22.9 M | +15% | 18.3% | – | 205 | 10.73% | 1.2 |
|
| 7010 |
7010
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| USD 174 M | +USD 116 M | +203% | 30.9% | – | 129 | 75.19% | 0.8 |
|
| 7011 |
7011
Melia Wealth
Tulsa,
Oklahoma
| USD 174 M | -USD 32.9 M | -16% | 2.8% | – | 23 | 4.35% | 2 |
|
| 7012 |
7012
Strategent Financial
Harrisonburg,
Virginia
| USD 174 M | +USD 26.4 M | +18% | 14.3% | – | 41 | 0% | 1.3 |
|
| 7013 |
7013
Livet Wealth
Salt Lake City,
Utah
| USD 173 M | +USD 16.1 M | +10% | 9.25% | – | 131 | 17.56% | 0.4 |
|
| 7014 |
7014
Ehrenkranz Partners
New York
| USD 173 M | +USD 46.8 M | +37% | 25.1% | – | 54 | 22.22% | 0.6 |
|
| 7015 |
7015
PVG Asset Management
Golden,
Colorado
| USD 173 M | +USD 3.83 M | +2% | 37.6% | – | 139 | 15.11% | 0.7 |
|
| 7016 |
7016
Natixis Investment Managers
Boston,
Massachusetts
| USD 173 M | +USD 96.3 M | +125% | 2.43% | – | 4 | 50% | 0.3 |
|
| 7017 |
7017
SwitchPoint Financial Planning
Lehi,
Utah
| USD 173 M | +USD 25.7 M | +17% | 11.8% | – | 72 | 12.5% | 1.2 |
|
| 7018 |
7018
Covestor
London,
United Kingdom
| USD 173 M | +USD 28.8 M | +20% | 27.7% | 134% | 2,923 | 7.29% | 3.5 |
|
| 7019 |
7019
Stage Harbor Financial
Westwood,
Massachusetts
| USD 173 M | +USD 22.3 M | +15% | 10.9% | – | 66 | 10.61% | 1.7 |
|
| 7020 |
AIFAIM
7020
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 |
|
| 7021 |
7021
Gutierrez Wealth Advisory
Little Rock,
Arkansas
| USD 173 M | +USD 12.1 M | +8% | 11.7% | – | 73 | 8.22% | 1.1 |
|
| 7022 |
7022
Kuhn & Co Investment Counsel
Chicago,
Illinois
| USD 173 M | +USD 17.8 M | +11% | 15.6% | 88.7% | 155 | 12.26% | 1.9 |
|
| 7023 |
7023
Teton Advisors
Rye,
New York
| USD 173 M | +USD 30.8 M | +22% | 41.5% | 139% | 163 | 9.82% | 9 |
|
| 7024 |
7024
Concorde Asset Management
Ann Arbor,
Michigan
| USD 173 M | -USD 31.1 M | -15% | 22.1% | – | 231 | 44.59% | 2.3 |
|
| 7025 |
7025
Archvest Wealth Advisors
Concord,
California
| USD 173 M | +USD 17.8 M | +12% | 11.3% | 53.1% | 81 | 18.52% | 2.1 |
|