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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7226 |
7226
Fortress Financial Group
Rochester,
Minnesota
| USD 130 M | +USD 12.4 M | +10% | 7.72% | – | 86 | 13.95% | 0.6 |
|
| 7227 |
MCM
7227
Magnolia Capital Management
Cold Spring,
New York
| USD 130 M | +USD 5.18 M | +4% | 8.72% | 85.9% | 75 | 6.67% | 4 |
|
| 7228 |
7228
Willner & Heller
Encino,
California
| USD 130 M | +USD 11.5 M | +10% | 9.87% | 131% | 167 | 13.17% | 2.5 |
|
| 7229 |
7229
Bonfire Financial
Colorado Springs,
Colorado
| USD 130 M | +USD 8.28 M | +7% | 5.71% | – | 56 | 5.36% | 0.7 |
|
| 7230 |
NMCM
7230
Nicholson Meyer Capital Management
Kansas City,
Missouri
| USD 130 M | +USD 12 M | +10% | 8.21% | – | 47 | 10.64% | 0.5 |
|
| 7231 |
7231
TB Capital Gestao de Recursos
Rio De Janeiro,
| USD 130 M | +USD 14.8 M | +13% | 6.84% | – | 18 | 5.56% | 0.3 |
|
| 7232 |
7232
Williams & Novak
Westlake Village,
California
| USD 130 M | +USD 12.4 M | +11% | 7.04% | 61.6% | 156 | 24.36% | 1 |
|
| 7233 |
7233
Tide Cove Capital Partners
San Diego,
California
| USD 130 M | +USD 3.65 M | +3% | 5.34% | – | 11 | 9.09% | 0.8 |
|
| 7234 |
CWMA
7234
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
| USD 130 M | +USD 15.8 M | +14% | 8.24% | – | 51 | 7.84% | 0.7 |
|
| 7235 |
7235
PUREfi Wealth
Boston,
Massachusetts
| USD 130 M | +USD 4.84 M | +4% | 7.31% | – | 174 | 15.52% | 0.5 |
|
| 7236 |
7236
Partnership Wealth Management
Towson,
Maryland
| USD 130 M | +USD 6.32 M | +5% | 5.07% | 67.6% | 73 | 9.59% | 1.6 |
|
| 7237 |
7237
Williamson Legacy Group
Carmel,
Indiana
| USD 129 M | +USD 10.8 M | +9% | 28.1% | – | 143 | 59.44% | 0.5 |
|
| 7238 |
7238
Mascagni Wealth Management
Clinton,
Mississippi
| USD 129 M | +USD 12 M | +10% | 7.93% | – | 128 | 8.59% | 0.6 |
|
| 7239 |
7239
Atlantic Family Wealth
Coral Gables,
Florida
| USD 129 M | +USD 14.5 M | +13% | 6.81% | – | 57 | 12.28% | 0.6 |
|
| 7240 |
7240
Barnett & Company
Chattanooga,
Tennessee
| USD 129 M | +USD 2.2 M | +2% | 4.55% | 65.9% | 88 | 20.45% | 3.6 |
|
| 7241 |
7241
Rexford Capital
Bellaire,
Texas
| USD 129 M | +USD 8.78 M | +7% | 8.88% | – | 283 | 5.65% | 0.2 |
|
| 7242 |
7242
Gilbert Capital Group
North Yarmouth,
Maine
| USD 129 M | +USD 8.63 M | +7% | 6.74% | – | 54 | 16.67% | 0.2 |
|
| 7243 |
7243
North Capital
Salt Lake City,
Utah
| USD 129 M | +USD 13.3 M | +11% | 6.15% | – | 751 | 21.44% | 0.4 |
|
| 7244 |
7244
First Community Trust
Dubuque,
Iowa
| USD 129 M | +USD 6.14 M | +5% | 9.76% | 128% | 343 | 5.83% | 2.7 |
|
| 7245 |
7245
Cornerstone Financial Group
Omaha,
Nebraska
| USD 129 M | +USD 11.6 M | +10% | 5.1% | – | 69 | 2.9% | 0.7 |
|
| 7246 |
7246
RoundAngle Advisors
Red Bank,
New Jersey
| USD 129 M | +USD 9.4 M | +8% | 9.68% | – | 60 | 5% | 0.7 |
|
| 7247 |
7247
BAM Wealth Management
Lakewood,
Colorado
| USD 129 M | – | – | 6.02% | – | 147 | – | 0 |
|
| 7248 |
7248
Bosman Wealth Management
Redlands,
California
| USD 129 M | +USD 16.5 M | +15% | 13.3% | – | 45 | 20% | 0.5 |
|
| 7249 |
7249
WPG Advisers
Baltimore,
Maryland
| USD 129 M | +USD 10.4 M | +9% | 9.35% | – | 1,492 | 7.57% | 0.7 |
|
| 7250 |
7250
Brian Low Financial Group
Baton Rouge,
Louisiana
| USD 129 M | +USD 22.1 M | +21% | 9.2% | – | 115 | 19.13% | 0.2 |
|