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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7251 |
7251
Summit Investment Advisors
Hunt Valley,
Maryland
| USD 121 M | +USD 8.92 M | +8% | 4.85% | – | 56 | 3.57% | 0.5 |
|
| 7252 |
7252
Shorepath Capital Management
Park City,
Utah
| USD 121 M | -USD 11.2 M | -8% | 10.9% | – | 24 | 8.33% | 1.4 |
|
| 7253 |
7253
AGH Wealth Advisors
Wichita,
Kansas
| USD 121 M | +USD 17.7 M | +17% | 12.4% | – | 134 | 16.42% | 0.4 |
|
| 7254 |
7254
PMG Wealth Management
Hawthorn Woods,
Illinois
| USD 121 M | +USD 27 M | +29% | 7.34% | – | 54 | 24.07% | 0.4 |
|
| 7255 |
7255
Lauer Wealth
Valparaiso,
Indiana
| USD 121 M | -USD 8.81 M | -7% | 13.6% | 89.4% | 73 | 50.68% | 0.7 |
|
| 7256 |
7256
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| USD 121 M | +USD 16.9 M | +16% | 11.5% | – | 167 | 32.34% | 0.4 |
|
| 7257 |
7257
Galaxy Digital Capital Management
New York
| USD 121 M | +USD 32.9 M | +37% | 68.4% | – | 57 | 59.65% | 0.3 |
|
| 7258 |
7258
Boreal Capital Management
Miami,
Florida
| USD 121 M | – | – | 9.67% | – | 488 | – | 0 |
|
| 7259 |
7259
Cathy Pareto & Associates
Coral Gables,
Florida
| USD 121 M | +USD 7.95 M | +7% | 6.48% | – | 89 | 8.99% | 0.4 |
|
| 7260 |
7260
Eagle Bay Advisors
New York
| USD 121 M | +USD 2.99 M | +3% | 9.08% | 85% | 119 | 10.08% | 3.3 |
|
| 7261 |
7261
Hickory Asset Management
Concord,
Ohio
| USD 121 M | +USD 8.38 M | +7% | 9.66% | – | 94 | 8.51% | 0.5 |
|
| 7262 |
7262
Persium Advisors
Atlanta,
Georgia
| USD 121 M | +USD 15.3 M | +15% | 9.04% | – | 65 | 16.92% | 0.4 |
|
| 7263 |
7263
Anchor Capital Management Company
Raleigh,
North Carolina
| USD 121 M | +USD 20.7 M | +21% | 11.6% | – | 11 | 27.27% | 0.8 |
|
| 7264 |
7264
LifePlan Financial
Mankato,
Minnesota
| USD 121 M | +USD 6 M | +5% | 5.66% | 69.9% | 95 | 12.63% | 1.2 |
|
| 7265 |
7265
Gilbert Capital Group
North Yarmouth,
Maine
| USD 121 M | – | – | 8.78% | – | 48 | – | 0 |
|
| 7266 |
7266
Innovative Wealth Building
California,
Maryland
| USD 121 M | +USD 12.1 M | +11% | 8.64% | – | 55 | 16.36% | 0.4 |
|
| 7267 |
DQRIM
7267
Dale Q Rice Investment Management
Vancouver,
Washington
| USD 121 M | -USD 73 M | -38% | 23.6% | – | 95 | 31.58% | 0.5 |
|
| 7268 |
7268
Rexford Capital
Bellaire,
Texas
| USD 121 M | – | – | 7.49% | – | 280 | – | 0 |
|
| 7269 |
7269
WealthGarden F.S.
El Segundo,
California
| USD 120 M | +USD 16.5 M | +16% | 10.8% | – | 142 | 17.61% | 0.8 |
|
| 7270 |
7270
Elm3 Financial Group
Alpharetta,
Georgia
| USD 120 M | +USD 6.48 M | +6% | 16.3% | – | 117 | 21.37% | 0.4 |
|
| 7271 |
7271
Ally Bridge Group
New York
| USD 120 M | +USD 9.25 M | +8% | 17.4% | 844% | 37 | 59.46% | 0.6 |
|
| 7272 |
7272
Mountain Lake Investment Management
Boca Raton,
Florida
| USD 120 M | +USD 13.9 M | +13% | 4.24% | 64% | 34 | 32.35% | 1.8 |
|
| 7273 |
7273
Hartmann Taylor Wealth Management
Dallas,
Texas
| USD 120 M | +USD 8.5 M | +8% | 9.32% | – | 57 | 19.3% | 0.2 |
|
| 7274 |
7274
Womack Financial
Dallas,
Texas
| USD 120 M | +USD 10.8 M | +10% | 8.38% | – | 66 | 3.03% | 0.5 |
|
| 7275 |
7275
Parsonex Advisory Services
Englewood,
Colorado
| USD 120 M | – | – | 17% | – | 96 | – | 0 |
|