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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7176 |
7176
McGinn Penninger Investment Management
Alexandria,
Virginia
| USD 164 M | +USD 11.5 M | +8% | 7.2% | 51.9% | 39 | 15.38% | 3.2 |
|
| 7177 |
7177
Cannon Advisors
Charlotte,
North Carolina
| USD 164 M | +USD 29.5 M | +22% | 15.5% | – | 120 | 50% | 0.9 |
|
| 7178 |
7178
JDH Wealth Management
Santa Rosa,
California
| USD 164 M | +USD 16 M | +11% | 13.1% | – | 62 | 14.52% | 1.1 |
|
| 7179 |
7179
Hemming & Wealth Management
Traverse City,
Michigan
| USD 164 M | +USD 21 M | +15% | 19.7% | – | 17 | 17.65% | 0.4 |
|
| 7180 |
7180
Winebrenner Capital Management
Louisville,
Kentucky
| USD 164 M | +USD 8.52 M | +5% | 5.89% | – | 158 | 15.19% | 1.1 |
|
| 7181 |
7181
Velan Capital Investment Management
Alpharetta,
Georgia
| USD 164 M | +USD 4.56 M | +3% | 19.9% | 2,395% | 56 | 21.43% | 1 |
|
| 7182 |
7182
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| USD 164 M | +USD 16.7 M | +11% | 10.2% | 41.2% | 65 | 21.54% | 2.8 |
|
| 7183 |
7183
Interactive Financial Advisors
New Lenox,
Illinois
| USD 164 M | +USD 11.2 M | +7% | 11% | 47.6% | 79 | 7.59% | 7.5 |
|
| 7184 |
SC
7184
Simcoe Capital
Spokane,
Washington
| USD 164 M | +USD 55 M | +50% | 28.1% | – | 38 | 23.68% | 0.4 |
|
| 7185 |
7185
Family Legacy Financial Solutions
Cary,
North Carolina
| USD 164 M | +USD 40.3 M | +33% | 51.6% | – | 67 | 37.31% | 0.6 |
|
| 7186 |
7186
Sippican Capital Advisors
Boston,
Massachusetts
| USD 164 M | +USD 17.8 M | +12% | 12.9% | 81.1% | 114 | 8.77% | 6.2 |
|
| 7187 |
7187
Breakout Capital Partners
New York
| USD 164 M | -USD 10 M | -6% | 1.38% | – | 10 | 40% | 1.2 |
|
| 7188 |
7188
Campion Asset Management
Falls Church,
Virginia
| USD 164 M | +USD 16.4 M | +11% | 11.9% | 70.2% | 85 | 5.88% | 4.3 |
|
| 7189 |
7189
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
| USD 164 M | +USD 13.9 M | +9% | 18.5% | – | 134 | 19.4% | 0.4 |
|
| 7190 |
7190
S&A Financial Services
Overland Park,
Kansas
| USD 164 M | +USD 18.2 M | +13% | 11.5% | – | 93 | 11.83% | 0.2 |
|
| 7191 |
7191
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| USD 164 M | +USD 9.26 M | +6% | 15% | – | 153 | 20.92% | 3.4 |
|
| 7192 |
7192
Broadview Financial Management
Wauwatosa,
Wisconsin
| USD 164 M | +USD 17.3 M | +12% | 12.5% | 52.4% | 43 | 6.98% | 6.4 |
|
| 7193 |
7193
Apex Wealth Management
Bedford,
New Hampshire
| USD 164 M | +USD 18 M | +12% | 13.9% | – | 64 | 12.5% | 1 |
|
| 7194 |
7194
Holistic Financial Partners
Indianapolis,
Indiana
| USD 164 M | -USD 105 M | -39% | 15.2% | 95.7% | 150 | 22.67% | 4.1 |
|
| 7195 |
7195
Arbor Wealth Advisors
Troy,
Michigan
| USD 164 M | +USD 21 M | +15% | 13.4% | 58.7% | 60 | 6.67% | 1.9 |
|
| 7196 |
7196
Aurora Investment Managers
Naples,
Florida
| USD 164 M | +USD 27.6 M | +20% | 13.7% | 74.4% | 55 | 50.91% | 1.7 |
|
| 7197 |
7197
Climber Capital
Nyon,
Switzerland
| USD 164 M | +USD 10.9 M | +7% | 5.83% | – | 72 | 15.28% | 1.3 |
|
| 7198 |
7198
Petros Family Wealth
Bloomington,
Minnesota
| USD 164 M | +USD 23.2 M | +17% | 19.1% | – | 146 | 18.49% | 1 |
|
| 7199 |
7199
Totem Point Management
New York
| USD 163 M | +USD 85.1 M | +109% | 61% | 577% | 22 | 40.91% | 1.2 |
|
| 7200 |
7200
Waterfall Asset Management
New York
| USD 163 M | -USD 15.4 M | -9% | 9.72% | – | 22 | 31.82% | 0.7 |
|