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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 |
7026
Gordian Advisors
Tucson,
Arizona
| USD 126 M | +USD 988 k | +0.8% | 1.73% | 55.4% | 41 | 9.76% | 0.7 |
|
| 7027 |
7027
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| USD 126 M | -USD 1.18 M | -0.9% | 3.71% | – | 98 | 18.37% | 0.8 |
|
| 7028 |
7028
Avos Capital Management
Seattle,
Washington
| USD 126 M | – | – | 2.75% | – | 34 | – | 0 |
|
| 7029 |
7029
1858 Wealth Management
Akron,
Ohio
| USD 126 M | +USD 4.74 M | +4% | 3.3% | – | 133 | 17.29% | 0.8 |
|
| 7030 |
7030
Helium Advisors
Everett,
Washington
| USD 126 M | – | – | 1.75% | – | 101 | – | 0 |
|
| 7031 |
7031
Brickwood Asset Management
London,
United Kingdom
| USD 126 M | – | – | 13.1% | – | 4 | – | 0 |
|
| 7032 |
7032
DecisionMap Wealth Management
Great Falls,
Virginia
| USD 126 M | – | – | 1.28% | – | 111 | – | 0 |
|
| 7033 |
7033
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| USD 126 M | -USD 2.55 M | -2% | 1.68% | 74.3% | 55 | 10.91% | 0.9 |
|
| 7034 |
7034
Frazier Financial Advisors
Columbus,
Ohio
| USD 126 M | -USD 2.64 M | -2% | 0.21% | – | 905 | 34.14% | 0.9 |
|
| 7035 |
7035
Madrid Financial Services
Manhattan Beach,
California
| USD 126 M | – | – | 2.65% | – | 20 | – | 0 |
|
| 7036 |
MCM
7036
Magnolia Capital Management
Cold Spring,
New York
| USD 126 M | +USD 155 k | +0.1% | 1.98% | 85.9% | 73 | 4.11% | 3.6 |
|
| 7037 |
7037
Trademark Financial Management
Bloomington,
Minnesota
| USD 126 M | -USD 179 k | -0.1% | 0.29% | 67.5% | 103 | 22.33% | 0.7 |
|
| 7038 |
7038
Fischer Investment Strategies
Westlake Village,
California
| USD 126 M | +USD 9.7 M | +8% | 2.78% | 81% | 40 | 62.5% | 0.5 |
|
| 7039 |
7039
Parkwoods Wealth Partners
Syracuse,
New York
| USD 126 M | +USD 4.16 M | +3% | 0.84% | – | 34 | 11.76% | 0.2 |
|
| 7040 |
7040
Harraden Circle Investments
New York
| USD 126 M | – | – | 3.98% | – | 105 | – | 0 |
|
| 7041 |
7041
Ball & Co Wealth Management
Franklin,
Tennessee
| USD 126 M | – | – | 0.84% | – | 74 | – | 0 |
|
| 7042 |
7042
Nautilus Advisors
La Jolla,
California
| USD 126 M | – | – | 4.21% | – | 149 | – | 0 |
|
| 7043 |
7043
Delos Wealth Advisors
Dallas,
Texas
| USD 126 M | +USD 10.8 M | +9% | 0.13% | 58% | 217 | 21.66% | 2 |
|
| 7044 |
7044
Processus Wealth & Capital Management
Brentwood,
Tennessee
| USD 125 M | +USD 4.1 M | +3% | 5.26% | 160% | 36 | 5.56% | 0.9 |
|
| 7045 |
7045
Basepoint Wealth
Cedar Rapids,
Iowa
| USD 125 M | -USD 10.2 M | -8% | 1.02% | 113% | 116 | 12.07% | 2.2 |
|
| 7046 |
7046
Enhancing Capital
Harrisburg,
Pennsylvania
| USD 125 M | – | – | 0.33% | – | 90 | – | 2.2 |
|
| 7047 |
7047
TT Capital Management
Coto De Caza,
California
| USD 125 M | – | – | 1.25% | – | 77 | – | 0 |
|
| 7048 |
7048
Madison Park Capital Advisors
Seattle,
Washington
| USD 125 M | -USD 8.03 M | -6% | 0.98% | 62.4% | 83 | 38.55% | 0.8 |
|
| 7049 |
7049
E Fund Management (HK)
Central,
Hong Kong
| USD 125 M | -USD 42.4 M | -25% | 9.2% | 163% | 193 | 31.09% | 0.7 |
|
| 7050 |
7050
Wallace Hart
Lexington,
Kentucky
| USD 125 M | -USD 7.88 M | -6% | 5.47% | – | 31 | 41.94% | 0.5 |
|