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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7026 |
NA
7026
Networth Advisors
Canonsburg,
Pennsylvania
| USD 172 M | +USD 30.6 M | +22% | 9.77% | – | 452 | 30.53% | 0.4 |
|
| 7027 |
CCG
7027
Coastwise Capital Group
La Jolla,
California
| USD 172 M | -USD 8.07 M | -4% | 17.1% | 88.8% | 152 | 21.71% | 2.6 |
|
| 7028 |
PW
7028
Paladin Wealth
Arden Hills,
Minnesota
| USD 172 M | +USD 26.6 M | +18% | 11.7% | – | 146 | 22.6% | 1.1 |
|
| 7029 |
SI
7029
Stonekeep Investments
Sante Fe,
New Mexico
| USD 172 M | +USD 17.6 M | +11% | 10.4% | – | 83 | 22.89% | 1.3 |
|
| 7030 |
GCM
7030
Gambit Capital Management
Franklin,
Tennessee
| USD 172 M | +USD 26.6 M | +18% | 15.6% | – | 109 | 21.1% | 0.4 |
|
| 7031 |
GIS
7031
Graphene Investments SAS
Paris,
France
| USD 172 M | +USD 22.8 M | +15% | 17.8% | 86.5% | 45 | 8.89% | 2.5 |
|
| 7032 |
CFA
7032
Collaborative Fund Advisors
Reno,
Nevada
| USD 172 M | +USD 9.9 M | +6% | 16.8% | – | 251 | 63.75% | 0.1 |
|
| 7033 |
STA
7033
Shade Tree Advisors
Saratoga Springs,
New York
| USD 172 M | +USD 32.1 M | +23% | 34.7% | – | 30 | 13.33% | 0.9 |
|
| 7034 |
NS
7034
Northland Securities
Minneapolis,
Minnesota
| USD 172 M | +USD 66.6 M | +63% | 19.5% | – | 124 | 19.35% | 0.4 |
|
| 7035 |
WFP
7035
Welch Financial Planning
Boulder,
Colorado
| USD 172 M | +USD 32.6 M | +23% | 19% | – | 77 | 20.78% | 0.4 |
|
| 7036 |
BLFG
7036
Brian Low Financial Group
Baton Rouge,
Louisiana
| USD 171 M | +USD 24.3 M | +16% | 9.23% | – | 128 | 18.75% | 0.8 |
|
| 7037 |
BWMG
7037
Bannerman Wealth Management Group
Lewisville,
Texas
| USD 171 M | +USD 23 M | +15% | 11.3% | – | 38 | 15.79% | 1.1 |
|
| 7038 |
LWM
7038
Lifetime Wealth Management
Rockwall,
Texas
| USD 171 M | -USD 4.5 M | -3% | 0.25% | – | 94 | 12.77% | 0.5 |
|
| 7039 |
PP
7039
Pingora Partners
Wilson,
Wyoming
| USD 171 M | +USD 2.57 M | +2% | 6.63% | – | 191 | 7.33% | 2.2 |
|
| 7040 |
DSCM
7040
Del-Sette Capital Management
Schenectady,
New York
| USD 171 M | +USD 4.12 M | +2% | 11.6% | 108% | 51 | 15.69% | 2.2 |
|
| 7041 |
FW
7041
Fidato Wealth
Middleburg Heights,
Ohio
| USD 171 M | +USD 17.1 M | +11% | 12.6% | 61.1% | 16 | 18.75% | 2.6 |
|
| 7042 |
CPC
7042
CFC Planning Company
Cicero,
Indiana
| USD 171 M | +USD 30.9 M | +22% | 24.5% | – | 88 | 37.5% | 0.9 |
|
| 7043 |
GCWM
7043
Guided Capital Wealth Management
Houston,
Texas
| USD 171 M | +USD 19.4 M | +13% | 10.3% | – | 37 | 13.51% | 1.1 |
|
| 7044 |
AIP
7044
Alexis Investment Partners
Montgomery,
Texas
| USD 171 M | +USD 25.8 M | +18% | 13.8% | – | 42 | 26.19% | 1.1 |
|
| 7045 |
LFA
7045
Longview Financial Advisors
Huntsville,
Alabama
| USD 171 M | +USD 7.33 M | +4% | 5.15% | 47.4% | 162 | 73.46% | 2.1 |
|
| 7046 |
RW
7046
Ridgeline Wealth
Mesa,
Arizona
| USD 171 M | +USD 31.3 M | +22% | 13.7% | – | 61 | 16.39% | 1.1 |
|
| 7047 |
FFAS
7047
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| USD 171 M | +USD 10.8 M | +7% | 7.66% | – | 107 | 72.9% | 0.3 |
|
| 7048 |
SVP
7048
Strategic Value Partners
Greenwich,
Connecticut
| USD 171 M | +USD 37.9 M | +28% | 28.5% | – | 1 | 0% | 0.5 |
|
| 7049 |
IIM
7049
Invariant Investment Management
Camp Hill,
Pennsylvania
| USD 171 M | +USD 8.13 M | +5% | 6.08% | – | 72 | 8.33% | 0.5 |
|
| 7050 |
CPA
7050
Cathy Pareto & Associates
Coral Gables,
Florida
| USD 171 M | +USD 21.6 M | +14% | 12% | – | 107 | 14.95% | 1.2 |
|