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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7551 |
FF
7551
Fairway Financial
Casselberry,
Florida
| USD 146 M | +USD 14.7 M | +11% | 10.8% | – | 23 | 0% | 1.4 |
|
| 7552 |
CF
7552
Collier Financial
Denver,
Colorado
| USD 146 M | +USD 15 M | +11% | 9.48% | – | 144 | 7.64% | 1.2 |
|
| 7553 |
SA
7553
Seneschal Advisors
Tacoma,
Washington
| USD 146 M | +USD 11.3 M | +8% | 9.44% | – | 625 | 9.44% | 0.7 |
|
| 7554 |
CRA
7554
Clear Retirement Advice
San Mateo,
California
| USD 146 M | +USD 18.7 M | +15% | 8.46% | – | 54 | 0% | 0.5 |
|
| 7555 |
BFA
7555
Bridgelight Financial Advisors
Shelton,
Connecticut
| USD 146 M | +USD 28 M | +24% | 12.3% | – | 51 | 25.49% | 0.4 |
|
| 7556 |
EFG
7556
Elm3 Financial Group
Alpharetta,
Georgia
| USD 146 M | +USD 27.6 M | +23% | 21% | – | 142 | 22.54% | 1 |
|
| 7557 |
DG
7557
DMC Group
Birmingham,
Alabama
| USD 146 M | -USD 2.06 M | -1% | 24.9% | 99.2% | 154 | 25.32% | 2.6 |
|
| 7558 |
AFA
7558
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| USD 146 M | +USD 1.13 M | +0.8% | 17.1% | – | 57 | 15.79% | 1.1 |
|
| 7559 |
SRPTWM
7559
Split Rock Private Trading & Wealth Management
Cloquet,
Minnesota
| USD 146 M | +USD 16.7 M | +13% | 8.63% | – | 53 | 20.75% | 0.4 |
|
| 7560 |
JC
7560
JM2 Capital
Edmond,
Oklahoma
| USD 146 M | +USD 25.1 M | +21% | 32.4% | – | 127 | 14.96% | 0.4 |
|
| 7561 |
AC
7561
AWH Capital
Dallas,
Texas
| USD 146 M | +USD 35.6 M | +32% | 33.6% | 183% | 24 | 25% | 2.8 |
|
| 7562 |
TF
7562
Tenzing Financial
Williamsburg,
Virginia
| USD 146 M | +USD 12.4 M | +9% | 10.8% | – | 84 | 16.67% | 0.4 |
|
| 7563 |
EC
7563
Enhancing Capital
Harrisburg,
Pennsylvania
| USD 145 M | +USD 10.6 M | +8% | 9.47% | – | 93 | 10.75% | 3.2 |
|
| 7564 |
WC
7564
Wynnefield Capital
New York
| USD 145 M | -USD 2.12 M | -1% | 0.86% | 52.1% | 9 | 11.11% | 8 |
|
| 7565 |
BPW
7565
Bingham Private Wealth
San Francisco,
California
| USD 145 M | +USD 19.3 M | +15% | 16.3% | – | 195 | 24.62% | 1 |
|
| 7566 |
HA
7566
Hegarty Advisors
Garden City,
New York
| USD 145 M | +USD 18.5 M | +15% | 11.4% | – | 67 | 16.42% | 0.4 |
|
| 7567 |
RCM
7567
RMR Capital Management
Tustin,
California
| USD 145 M | +USD 6.79 M | +5% | 5.95% | – | 78 | 6.41% | 2 |
|
| 7568 |
SC
7568
Schubert & Co
Mckinney,
Texas
| USD 145 M | +USD 22.4 M | +18% | 12% | 47.3% | 87 | 26.44% | 1.9 |
|
| 7569 |
CCP
7569
Cushing Capital Partners
Delafield,
Wisconsin
| USD 145 M | +USD 15.1 M | +12% | 7.16% | – | 101 | 6.93% | 1.1 |
|
| 7570 |
MAM
7570
McLaughlin Asset Management
Danville,
Illinois
| USD 145 M | +USD 40.6 M | +39% | 27.7% | – | 103 | 18.45% | 0.4 |
|
| 7571 |
GTWM
7571
Global Trust Wealth Management
West Palm Beach,
Florida
| USD 145 M | +USD 12.8 M | +10% | 11.2% | – | 87 | 18.39% | 0.5 |
|
| 7572 |
ACMG
7572
Anchor Capital Management Group
Aliso Viejo,
California
| USD 145 M | +USD 1.3 M | +0.9% | 20.8% | – | 16 | 6.25% | 1.3 |
|
| 7573 |
LWM
7573
LightSquare Wealth Management
Bingham Farms,
Michigan
| USD 145 M | +USD 11.6 M | +9% | 15.1% | – | 110 | 21.82% | 0.2 |
|
| 7574 |
DCU
7574
Dara Capital US
Miami,
Florida
| USD 145 M | +USD 39.6 M | +38% | 56.8% | – | 143 | 39.86% | 0.4 |
|
| 7575 |
VGDSS
7575
VUB Generali dochodkova spravcovska spolocnost
Bratislava,
| USD 145 M | +USD 18.2 M | +14% | 24.7% | – | 91 | 0% | 0.5 |
|