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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
Kennon-Green & Company
New Albany,
Ohio
| USD 129 M | +USD 3.81 M | +3% | 4.73% | 58.4% | 43 | 11.63% | 2.6 |
|
| 7252 |
7252
Entruity Wealth
Bakersfield,
California
| USD 129 M | +USD 11.2 M | +10% | 6.81% | – | 42 | 2.38% | 0.7 |
|
| 7253 |
7253
Grizzlyrock Capital
Chicago,
Illinois
| USD 129 M | -USD 18 M | -12% | 0.29% | – | 26 | 26.92% | 0.8 |
|
| 7254 |
7254
Farnam Financial
Phoenix,
Arizona
| USD 129 M | +USD 17.5 M | +16% | 6.33% | – | 52 | 9.62% | 0.9 |
|
| 7255 |
7255
Clear Point Advisors
Melville,
New York
| USD 129 M | +USD 10 M | +8% | 5.87% | 56.7% | 114 | 5.26% | 1.6 |
|
| 7256 |
BC
7256
Bulwark Capital
Fernandina Beach,
Florida
| USD 129 M | +USD 9.8 M | +8% | 4.33% | – | 101 | 5.94% | 0.2 |
|
| 7257 |
7257
Andrew Hill Investment Advisors
Naples,
Florida
| USD 129 M | +USD 4.2 M | +3% | 14.6% | 269% | 57 | 29.82% | 1.3 |
|
| 7258 |
7258
Momentum Wealth Planning
Estero,
Florida
| USD 129 M | +USD 11.1 M | +9% | 10.9% | – | 49 | 34.69% | 0.2 |
|
| 7259 |
7259
Centerpoint Advisory Group
Overland Park,
Kansas
| USD 128 M | +USD 13.2 M | +11% | 8.06% | – | 111 | 12.61% | 0.6 |
|
| 7260 |
7260
Michels Family Financial
Fort Worth,
Texas
| USD 128 M | +USD 11.1 M | +9% | 7.58% | – | 142 | 16.9% | 0.6 |
|
| 7261 |
7261
Clifford Group
Wayland,
Massachusetts
| USD 128 M | +USD 6.67 M | +5% | 8.29% | 67.9% | 85 | 7.06% | 2.1 |
|
| 7262 |
7262
Innovative Wealth Building
California,
Maryland
| USD 128 M | +USD 7.68 M | +6% | 6.72% | – | 55 | 7.27% | 0.6 |
|
| 7263 |
7263
Paladin Advisory Group
Clive,
Iowa
| USD 128 M | -USD 2.69 M | -2% | 7.87% | 71.9% | 258 | 10.47% | 2.1 |
|
| 7264 |
7264
Twin City Private Wealth
Winston-Salem,
North Carolina
| USD 128 M | +USD 5.72 M | +5% | 4.22% | – | 106 | 9.43% | 1.3 |
|
| 7265 |
7265
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| USD 128 M | +USD 8.32 M | +7% | 9.96% | 96.8% | 372 | 6.99% | 3.8 |
|
| 7266 |
7266
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| USD 128 M | +USD 11.3 M | +10% | 9.46% | – | 88 | 27.27% | 1.4 |
|
| 7267 |
7267
Flywheel Private Wealth
Los Altos,
California
| USD 128 M | +USD 3.41 M | +3% | 7.18% | – | 88 | 11.36% | 0.7 |
|
| 7268 |
7268
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| USD 128 M | – | – | 7.6% | – | 144 | – | 0.9 |
|
| 7269 |
7269
Challenger Wealth Management
Aliso Viejo,
California
| USD 128 M | -USD 16.3 M | -11% | 8.58% | – | 111 | 44.14% | 0.7 |
|
| 7270 |
7270
Delta Wealth Advisors
Indianapolis,
Indiana
| USD 128 M | +USD 8.4 M | +7% | 5.27% | – | 46 | 2.17% | 1.1 |
|
| 7271 |
7271
Winnow Wealth
Waco,
Texas
| USD 128 M | -USD 6.52 M | -5% | 6.18% | – | 663 | 87.93% | 0.1 |
|
| 7272 |
7272
Pollock Investment Advisors
Ann Arbor,
Michigan
| USD 128 M | +USD 4.98 M | +4% | 4.35% | – | 41 | 2.44% | 0.7 |
|
| 7273 |
7273
Cushing Capital Partners
Delafield,
Wisconsin
| USD 128 M | +USD 9.32 M | +8% | 5.81% | – | 90 | 13.33% | 0.6 |
|
| 7274 |
7274
Richwood Investment Advisors
Cincinnati,
Ohio
| USD 128 M | +USD 5.85 M | +5% | 6.14% | 71.9% | 103 | 5.83% | 3.4 |
|
| 7275 |
RIP
7275
Reliant Investment Partners
Pinehurst,
North Carolina
| USD 128 M | +USD 12.9 M | +11% | 13.5% | – | 115 | 9.57% | 0.7 |
|