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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7426 |
IA
7426
IF Advisors
San Antonio,
Texas
| USD 152 M | +USD 10.7 M | +8% | 9.95% | – | 60 | 11.67% | 0.4 |
|
| 7427 |
7427
Moulton Wealth Management
Spokane,
Washington
| USD 152 M | +USD 5.2 M | +4% | 8.63% | 47.8% | 83 | 57.83% | 0.6 |
|
| 7428 |
7428
Chung Wu Investment Group
Sugar Land,
Texas
| USD 152 M | +USD 36 M | +31% | 44.7% | – | 315 | 27.94% | 0.8 |
|
| 7429 |
7429
WealthTrak Capital Management
Virginia Beach,
Virginia
| USD 152 M | +USD 12 M | +9% | 10.9% | – | 86 | 17.44% | 1.2 |
|
| 7430 |
HFAS
7430
Hummer Financial Advisory Services
Chicago,
Illinois
| USD 152 M | +USD 10.6 M | +7% | 13.1% | 71.8% | 135 | 8.89% | 4 |
|
| 7431 |
7431
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 152 M | +USD 10.7 M | +8% | 10.2% | 92.7% | 87 | 8.05% | 6 |
|
| 7432 |
7432
Prota Financial
Houston,
Texas
| USD 152 M | +USD 13.9 M | +10% | 11.6% | – | 74 | 14.86% | 0.4 |
|
| 7433 |
UFA
7433
Uptown Financial Advisors
Dallas,
Texas
| USD 152 M | +USD 26 M | +21% | 10.4% | – | 91 | 19.78% | 1.1 |
|
| 7434 |
AL
7434
Advaya LLP
London,
United Kingdom
| USD 152 M | +USD 8.05 M | +6% | 28.5% | – | 8 | 37.5% | 0.4 |
|
| 7435 |
TLC
7435
True Light Capital
Singapore,
| USD 152 M | -USD 46.1 M | -23% | 17.4% | – | 8 | 0% | 0.5 |
|
| 7436 |
TC
7436
TTRF Capital
Nicosia,
| USD 152 M | – | – | 97.5% | – | 13 | – | 0 |
|
| 7437 |
7437
Washington Capital Management
Seattle,
Washington
| USD 152 M | +USD 33.1 M | +28% | 14.3% | 81.8% | 123 | 25.2% | 2.6 |
|
| 7438 |
7438
Meritech Capital Associates V
Palo Alto,
California
| USD 151 M | +USD 10.1 M | +7% | 72.4% | 133% | 2 | 0% | 5.4 |
|
| 7439 |
7439
RPS Advisory Solutions
Louisville,
Kentucky
| USD 151 M | -USD 25.1 M | -14% | 14.2% | – | 128 | 34.38% | 1 |
|
| 7440 |
7440
Paladin Partners
Hartland,
Wisconsin
| USD 151 M | +USD 12.5 M | +9% | 11% | – | 223 | 8.97% | 0.5 |
|
| 7441 |
7441
Mittelman Wealth Management
Andover,
Massachusetts
| USD 151 M | -USD 9.19 M | -6% | 8.21% | – | 57 | 15.79% | 1.2 |
|
| 7442 |
7442
Williams & Novak
Westlake Village,
California
| USD 151 M | +USD 17.6 M | +13% | 13.5% | 61.6% | 157 | 15.92% | 1.5 |
|
| 7443 |
7443
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| USD 151 M | +USD 15 M | +11% | 12.8% | – | 495 | 16.77% | 1 |
|
| 7444 |
7444
Womack Financial
Dallas,
Texas
| USD 151 M | +USD 15.3 M | +11% | 16.7% | – | 73 | 6.85% | 1.3 |
|
| 7445 |
7445
Northern Financial Advisors
Bloomfield Hills,
Michigan
| USD 151 M | +USD 14 M | +10% | 21.2% | 120% | 108 | 10.19% | 2.7 |
|
| 7446 |
7446
Neumann Capital Management
Foster City,
California
| USD 151 M | -USD 188 M | -55% | 11.2% | 89.9% | 106 | 49.06% | 7.5 |
|
| 7447 |
7447
Orographic Financial Advisors
Avon,
Colorado
| USD 151 M | +USD 10.1 M | +7% | 6.47% | – | 113 | 13.27% | 0.2 |
|
| 7448 |
7448
ATX Financial Planning
Austin,
Texas
| USD 151 M | +USD 19.5 M | +15% | 12.2% | – | 86 | 9.3% | 0.4 |
|
| 7449 |
7449
Hartmann Taylor Wealth Management
Dallas,
Texas
| USD 151 M | -USD 162 k | -0.1% | 9.97% | – | 54 | 0% | 1.1 |
|
| 7450 |
7450
Black Diamond Capital Management I
St. Thomas,
| USD 151 M | +USD 15.3 M | +11% | 7.87% | – | 9 | 22.22% | 0.7 |
|