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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7376 |
MAM
7376
Maytree Asset Management
Hong Kong
| USD 154 M | +USD 12.5 M | +9% | 150% | 402% | 49 | 69.39% | 0.2 |
|
| 7377 |
MFG
7377
Macco Financial Group
Green Bay,
Wisconsin
| USD 154 M | +USD 21.9 M | +17% | 13.6% | – | 23 | 13.04% | 0.4 |
|
| 7378 |
HC
7378
Hoese & Co
Glencoe,
Minnesota
| USD 154 M | +USD 19.2 M | +14% | 10.4% | 46.3% | 188 | 30.85% | 2.4 |
|
| 7379 |
BCP
7379
Bluegrass Capital Partners
Palm Beach,
Florida
| USD 154 M | +USD 15.1 M | +11% | 13.3% | 60.1% | 11 | 9.09% | 3.4 |
|
| 7380 |
SWA
7380
Safir Wealth Advisors
Greenland,
New Hampshire
| USD 154 M | +USD 15.6 M | +11% | 10.7% | 52.1% | 20 | 20% | 3.7 |
|
| 7381 |
SF
7381
SageOak Financial
Tulsa,
Oklahoma
| USD 154 M | +USD 11.4 M | +8% | 7.75% | – | 38 | 10.53% | 1.2 |
|
| 7382 |
ACA
7382
AllStreet Capital Advisors
Los Angeles,
California
| USD 154 M | +USD 18.5 M | +14% | 10.5% | – | 68 | 7.35% | 0.5 |
|
| 7383 |
AC
7383
Anson Capital
Tyrone,
Georgia
| USD 154 M | +USD 7.54 M | +5% | 6.55% | 45.8% | 97 | 11.34% | 2.3 |
|
| 7384 |
GFG
7384
Genesis Financial Group
Paramus,
New Jersey
| USD 154 M | -USD 4.61 M | -3% | 28.8% | – | 130 | 43.85% | 0.3 |
|
| 7385 |
OP
7385
Orvieto Partners
Boston,
Massachusetts
| USD 154 M | +USD 36.8 M | +31% | 13.4% | – | 54 | 33.33% | 0.9 |
|
| 7386 |
IIM
7386
Illumine Investment Management
Poulsbo,
Washington
| USD 154 M | +USD 23.5 M | +18% | 30.7% | – | 102 | 90.2% | 0 |
|
| 7387 |
BF
7387
bLong Financial
Memphis,
Tennessee
| USD 154 M | +USD 21.3 M | +16% | 30.9% | – | 82 | 9.76% | 1.2 |
|
| 7388 |
SPW
7388
Stillwater Private Wealth
Glen Mills,
Pennsylvania
| USD 153 M | +USD 35.3 M | +30% | 9% | – | 93 | 26.88% | 0.2 |
|
| 7389 |
MVA
7389
Mount Vernon Associates
Baltimore,
Maryland
| USD 153 M | +USD 11.9 M | +8% | 26% | 119% | 65 | 12.31% | 7.4 |
|
| 7390 |
PA
7390
Persium Advisors
Atlanta,
Georgia
| USD 153 M | +USD 26.3 M | +21% | 17.4% | – | 72 | 20.83% | 1.1 |
|
| 7391 |
RWM
7391
Redstone Wealth Management
Oklahoma City,
Oklahoma
| USD 153 M | +USD 27.7 M | +22% | 29.6% | – | 44 | 31.82% | 0.5 |
|
| 7392 |
BCM
7392
Brooktree Capital Management
Gand Rapids,
Michigan
| USD 153 M | +USD 27.1 M | +21% | 25.8% | 82.9% | 45 | 4.44% | 2.9 |
|
| 7393 |
MWA
7393
Muirfield Wealth Advisors
Charlotte,
North Carolina
| USD 153 M | +USD 17.3 M | +13% | 12.2% | – | 91 | 16.48% | 1.6 |
|
| 7394 |
FFG
7394
Floyd Financial Group
Springfield,
Missouri
| USD 153 M | +USD 3.16 M | +2% | 13.4% | – | 70 | 10% | 1.2 |
|
| 7395 |
PB
7395
Prosperity Bancshares
Houston,
Texas
| USD 153 M | +USD 28.3 M | +23% | 14.4% | – | 468 | 15.38% | 0.4 |
|
| 7396 |
DFG
7396
DiPaolo Financial Group
Lutz,
Florida
| USD 153 M | +USD 15.7 M | +11% | 8.95% | – | 48 | 8.33% | 0.4 |
|
| 7397 |
ACM
7397
ACT Capital Management
Wayne,
Pennsylvania
| USD 153 M | +USD 25.8 M | +20% | 24.2% | – | 76 | 44.74% | 0.8 |
|
| 7398 |
DWM
7398
DKM Wealth Management
Stockton,
California
| USD 153 M | +USD 14.3 M | +10% | 11.7% | – | 78 | 5.13% | 1.2 |
|
| 7399 |
CSF
7399
Capital Squared Financial
Rockville,
Maryland
| USD 153 M | +USD 22 M | +17% | 15.7% | – | 90 | 8.89% | 0.9 |
|
| 7400 |
GWM
7400
Goldenstone Wealth Management
El Dorado Hills,
California
| USD 153 M | +USD 15.4 M | +11% | 28.1% | – | 93 | 22.58% | 0.5 |
|