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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7101 |
7101
Banco de Sabadell
Miami,
Florida
| USD 153 M | +USD 2.29 M | +2% | 4.27% | 75.1% | 65 | 4.62% | 5.4 |
|
| 7102 |
7102
Wright Wealth
Atlanta,
Georgia
| USD 153 M | – | – | 3.64% | – | 61 | – | 0 |
|
| 7103 |
7103
Cassady Wealth & Retirement Planning
Henderson,
Nevada
| USD 153 M | – | – | 2.2% | – | 97 | – | 0 |
|
| 7104 |
7104
North Dallas Bank & Trust
Dallas,
Texas
| USD 153 M | – | – | 2.88% | – | 109 | – | 0.4 |
|
| 7105 |
CMP
7105
Christine Messmer PC
Collegeville,
Pennsylvania
| USD 153 M | – | – | 3.12% | – | 79 | – | 0 |
|
| 7106 |
7106
Verus Advisory
Seattle,
Washington
| USD 153 M | – | – | 1.69% | – | 8 | – | 0 |
|
| 7107 |
7107
Nautilus Advisors
La Jolla,
California
| USD 153 M | +USD 4.61 M | +3% | 3.17% | – | 177 | 5.65% | 0.9 |
|
| 7108 |
7108
City National Bank of Florida
Miami,
Florida
| USD 153 M | +USD 1.65 M | +1% | 3.22% | – | 136 | 9.56% | 0.8 |
|
| 7109 |
AL
7109
Advaya LLP
London,
United Kingdom
| USD 153 M | – | – | 3.11% | – | 7 | – | 0 |
|
| 7110 |
7110
LeConte Wealth Management
Maryville,
Tennessee
| USD 153 M | +USD 3.31 M | +2% | 1.48% | – | 148 | 20.95% | 0.5 |
|
| 7111 |
LF
7111
Lighthouse Financial
Largo,
Florida
| USD 153 M | +USD 1.54 M | +1% | 2.99% | – | 78 | 11.54% | 0.9 |
|
| 7112 |
7112
Scratch Capital
Boise,
Idaho
| USD 153 M | +USD 1.21 M | +0.8% | 1.92% | – | 70 | 42.86% | 0.7 |
|
| 7113 |
7113
L1 Global Manager
Melbourne,
| USD 153 M | – | – | 0.72% | – | 95 | – | 0 |
|
| 7114 |
7114
Mainstream Capital Management
Los Angeles,
California
| USD 153 M | +USD 2.35 M | +2% | 2.45% | – | 90 | 5.56% | 1.1 |
|
| 7115 |
7115
Caitlin John
Brighton,
Michigan
| USD 153 M | +USD 9.01 M | +6% | 2.98% | – | 1,018 | 22.4% | 0.4 |
|
| 7116 |
7116
Cravens & Co Advisors
Cookeville,
Tennessee
| USD 153 M | +USD 6.22 M | +4% | 2.86% | 70.4% | 66 | 16.67% | 2.1 |
|
| 7117 |
7117
Arthedge Capital Management
Jericho,
New York
| USD 153 M | -USD 4.94 M | -3% | 0.64% | 80.7% | 11 | 0% | 3.9 |
|
| 7118 |
7118
Horizons Wealth Management
Asheville,
North Carolina
| USD 153 M | +USD 5.81 M | +4% | 0.31% | – | 176 | 7.39% | 2.9 |
|
| 7119 |
DIS
7119
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 153 M | -USD 4.79 k | -0% | 3.35% | 93.8% | 52 | 5.77% | 5.5 |
|
| 7120 |
7120
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| USD 152 M | +USD 37.1 M | +32% | 1.9% | 61.4% | 6 | 16.67% | 1.2 |
|
| 7121 |
7121
Disciplined Investors
Waco,
Texas
| USD 152 M | +USD 12 M | +9% | 3.35% | – | 130 | 14.62% | 0.9 |
|
| 7122 |
7122
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| USD 152 M | -USD 3.76 M | -2% | 1.41% | 41.2% | 55 | 14.55% | 3 |
|
| 7123 |
7123
Barington Capital Group
New York
| USD 152 M | +USD 19.2 M | +14% | 20.7% | 71.1% | 15 | 46.67% | 1.9 |
|
| 7124 |
7124
Wilson & Boucher Capital Management
Moraga,
California
| USD 152 M | +USD 156 k | +0.1% | 2.15% | 69.8% | 117 | 4.27% | 3.3 |
|
| 7125 |
7125
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 152 M | +USD 2.4 M | +2% | 4.05% | 103% | 530 | 3.58% | 5.5 |
|