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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7626 |
7626
HMV Wealth Advisors
Shreveport,
Louisiana
| USD 100 M | – | – | 0.93% | – | 78 | – | 0 |
|
| 7627 |
7627
Eagle Harbor Asset Management
Seattle,
Washington
| USD 100 M | -USD 989 k | -1% | 1.82% | 76.2% | 132 | 12.12% | 2.1 |
|
| 7628 |
7628
Agincourt Capital Management
Richmond,
Virginia
| USD 100 M | -USD 2.46 M | -2% | 2.68% | 0.36% | 3 | 0% | 3 |
|
| 7629 |
7629
4Wealth Advisors
Burr Ridge,
Illinois
| USD 100 M | – | – | 0.05% | – | 143 | – | 0 |
|
| 7630 |
7630
LWM Advisors
El Dorado Hills,
California
| USD 100 M | – | – | 0.57% | – | 25 | – | 0 |
|
| 7631 |
7631
ArborFi Advisors
Ann Arbor,
Michigan
| USD 100 M | – | – | 0.32% | – | 45 | – | 0 |
|
| 7632 |
7632
Intrinsic Value Partners
Phoenix,
Arizona
| USD 100 M | -USD 363 k | -0.4% | 4.43% | 126% | 62 | 4.84% | 2.3 |
|
| 7633 |
7633
Golden Bell Financial Planning
Alpharetta,
Georgia
| USD 99.5 M | – | – | 4.52% | – | 34 | – | 0 |
|
| 7634 |
7634
Acuta Capital Partners
Redwood City,
California
| USD 99.4 M | -USD 24.1 M | -19% | 81.8% | 7,269% | 49 | 36.73% | 0.8 |
|
| 7635 |
7635
Santa Clara Valley Transportation Authority
San Jose,
California
| USD 99.4 M | -USD 5.05 M | -5% | 4.73% | – | 4 | 0% | 0.3 |
|
| 7636 |
7636
Fiduciary Advisors Inc
St. Louis,
Missouri
| USD 99.4 M | – | – | 2.4% | – | 99 | – | 0 |
|
| 7637 |
7637
Kennebec Savings Bank
Augusta,
Maine
| USD 99.3 M | -USD 1.8 M | -2% | 1.83% | – | 280 | 15.71% | 0.2 |
|
| 7638 |
7638
BG Investment Services
Hagatna,
Guam
| USD 99.3 M | – | – | 1.14% | – | 29 | – | 1 |
|
| 7639 |
7639
Chung Wu Investment Group
Sugar Land,
Texas
| USD 99.3 M | – | – | 7.96% | – | 77 | – | 0 |
|
| 7640 |
7640
Macroview Investment Management
Bethesda,
Maryland
| USD 99.3 M | -USD 3.05 M | -3% | 0.52% | 76.6% | 586 | 86.35% | 5 |
|
| 7641 |
7641
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| USD 99.3 M | +USD 296 k | +0.3% | 1.49% | 58.1% | 51 | 5.88% | 2.1 |
|
| 7642 |
7642
Shade Tree Advisors
Saratoga Springs,
New York
| USD 99.2 M | – | – | 0.85% | – | 16 | – | 0 |
|
| 7643 |
MFC
7643
Miramar Fiduciary Corp
Reno,
Nevada
| USD 99.1 M | -USD 19 M | -16% | 7.46% | – | 5 | 0% | 3 |
|
| 7644 |
7644
NorthLanding Financial Partners
Rochester,
New York
| USD 99.1 M | -USD 2.01 M | -2% | 2.81% | 54.7% | 36 | 5.56% | 2.1 |
|
| 7645 |
7645
ClientFirst Wealth Management
Little Rock,
Arkansas
| USD 98.9 M | – | – | 7.96% | – | 47 | – | 1.7 |
|
| 7646 |
7646
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| USD 98.8 M | +USD 2.61 M | +3% | 0.26% | 58.2% | 76 | 14.47% | 1.7 |
|
| 7647 |
7647
Nestegg Advisors
Hauppauge,
New York
| USD 98.8 M | – | – | 0.66% | – | 45 | – | 0 |
|
| 7648 |
7648
MKD Wealth Coaches
Troy,
Michigan
| USD 98.8 M | – | – | 0.14% | – | 29 | – | 3 |
|
| 7649 |
7649
Terra Alpha Investments
Washington,
District of Columbia
| USD 98.8 M | – | – | 2.01% | – | 32 | – | 0 |
|
| 7650 |
7650
Pitti Group Wealth Management
Victor,
New York
| USD 98.7 M | +USD 6.74 M | +7% | 2.1% | 65.3% | 78 | 29.49% | 2 |
|