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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7151 |
7151
Koa Wealth Management
Encinitas,
California
| USD 135 M | +USD 8.93 M | +7% | 11.4% | 74.8% | 59 | 13.56% | 1.3 |
|
| 7152 |
7152
Murphy & Mullick Capital Management
Smithtown,
New York
| USD 135 M | +USD 11.7 M | +10% | 8.89% | – | 718 | 9.61% | 0.7 |
|
| 7153 |
7153
Persium Advisors
Atlanta,
Georgia
| USD 135 M | +USD 14 M | +12% | 6.54% | – | 65 | 6.15% | 0.6 |
|
| 7154 |
7154
Clio Asset Management
Charlottesville,
Virginia
| USD 135 M | +USD 7.19 M | +6% | 11.6% | 60.6% | 15 | 6.67% | 1.7 |
|
| 7155 |
7155
Point72 Italy
Milan,
Italy
| USD 135 M | -USD 68.2 M | -34% | 18.3% | – | 39 | 76.92% | 0.4 |
|
| 7156 |
BFS
7156
Burr Financial Services
Pleasant Hill,
California
| USD 135 M | +USD 15.8 M | +13% | 13.8% | 478% | 32 | 18.75% | 1.3 |
|
| 7157 |
7157
Blue Capital Inc
Omaha,
Nebraska
| USD 135 M | -USD 6.42 M | -5% | 7.91% | – | 121 | 59.5% | 0.4 |
|
| 7158 |
7158
Marvin & Palmer Associates
Wilmington,
Delaware
| USD 135 M | +USD 17.9 M | +15% | 19.1% | 392% | 44 | 65.91% | 0.4 |
|
| 7159 |
7159
Copia Wealth Management
Bend,
Oregon
| USD 135 M | +USD 16 M | +14% | 7.26% | – | 492 | 9.15% | 0.7 |
|
| 7160 |
NI
7160
NCP Inc
La Quinta,
California
| USD 135 M | +USD 28.4 M | +27% | 11.7% | – | 54 | 12.96% | 1.3 |
|
| 7161 |
7161
Bey-Douglas LLC
Marietta,
Georgia
| USD 134 M | -USD 32.8 M | -20% | 5.09% | – | 66 | 31.82% | 0.9 |
|
| 7162 |
KSCM
7162
Kamunting Street Capital Management
Miami Beach,
Florida
| USD 134 M | +USD 12.2 M | +10% | 2.96% | 7.47% | 23 | 65.22% | 1.1 |
|
| 7163 |
7163
Mountain Lake Investment Management
Boca Raton,
Florida
| USD 134 M | +USD 14.1 M | +12% | 9.96% | 64% | 32 | 34.38% | 1.6 |
|
| 7164 |
7164
Accredited Wealth Management
Louisville,
Kentucky
| USD 134 M | +USD 10.8 M | +9% | 6.08% | – | 395 | 9.37% | 0.6 |
|
| 7165 |
7165
Macroview Investment Management
Bethesda,
Maryland
| USD 134 M | +USD 11.2 M | +9% | 8.23% | 76.6% | 101 | 14.85% | 4.7 |
|
| 7166 |
7166
Shum Financial Group
Alameda,
California
| USD 134 M | – | – | 7.56% | – | 94 | – | 0.9 |
|
| 7167 |
7167
Gallo Partners
Bloomfield,
New Jersey
| USD 134 M | -USD 18.9 M | -12% | 15.4% | – | 83 | 79.52% | 0.1 |
|
| 7168 |
7168
Cooksen Wealth
The Woodlands,
Texas
| USD 134 M | +USD 9.5 M | +8% | 6.93% | 70.7% | 90 | 50% | 1.6 |
|
| 7169 |
7169
Arbor Wealth Advisors
Troy,
Michigan
| USD 134 M | +USD 10.7 M | +9% | 7.8% | 58.7% | 56 | 5.36% | 1.4 |
|
| 7170 |
7170
Mendota Financial Group
Madison,
Wisconsin
| USD 134 M | +USD 28.2 M | +27% | 4.33% | 50.1% | 118 | 20.34% | 1.7 |
|
| 7171 |
7171
Corient IA
Miami,
Florida
| USD 134 M | -USD 35.9 M | -21% | 7.95% | – | 327 | 33.33% | 0.4 |
|
| 7172 |
7172
Hickory Point Bank & Trust
Decatur,
Illinois
| USD 134 M | +USD 9.9 M | +8% | 8.04% | – | 128 | 5.47% | 0.7 |
|
| 7173 |
7173
Trace Wealth Advisors
Los Angeles,
California
| USD 134 M | +USD 11.4 M | +9% | 8.07% | – | 68 | 16.18% | 0.6 |
|
| 7174 |
7174
Navis Wealth Advisors
Rye Brook,
New York
| USD 134 M | +USD 15 M | +13% | 9.32% | 107% | 131 | 17.56% | 2.4 |
|
| 7175 |
RPGNY
7175
Retirement Planning Group (New York)
Malta,
New York
| USD 134 M | +USD 19.9 M | +17% | 6.7% | – | 90 | 17.78% | 0.6 |
|