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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7651 |
7651
WLTH Capital Management
Chandler,
Arizona
| USD 129 M | – | – | 1% | – | 26 | – | 0 |
|
| 7652 |
MFC
7652
Miramar Fiduciary Corp
Reno,
Nevada
| USD 129 M | +USD 1.77 M | +1% | 6.62% | – | 5 | 0% | 4 |
|
| 7653 |
WSA
7653
Warm Springs Advisors
Larkspur,
California
| USD 129 M | -USD 2.41 M | -2% | 0.52% | – | 51 | 13.73% | 0.8 |
|
| 7654 |
7654
Kropog Financial Group
Mandeville,
Louisiana
| USD 129 M | +USD 7.05 M | +6% | 1.6% | – | 30 | 10% | 0.8 |
|
| 7655 |
7655
Tenere Capital
New York
| USD 129 M | -USD 295 M | -70% | 6.46% | 131% | 31 | 61.29% | 0.9 |
|
| 7656 |
SHC
7656
SALT Holding Corp
Wilmington,
Delaware
| USD 129 M | +USD 21.9 M | +20% | 6.42% | – | 24 | 41.67% | 0.3 |
|
| 7657 |
7657
Concorde Financial
Dallas,
Texas
| USD 129 M | -USD 51.4 M | -28% | 3.66% | 81.3% | 37 | 29.73% | 2.6 |
|
| 7658 |
7658
Trium Capital
London,
United Kingdom
| USD 129 M | -USD 127 M | -50% | 13.5% | 215% | 70 | 54.29% | 0.8 |
|
| 7659 |
7659
Clear Point Advisors
Melville,
New York
| USD 129 M | +USD 143 k | +0.1% | 2.05% | 56.7% | 125 | 10.4% | 1.7 |
|
| 7660 |
7660
Finward Bancorp
Munster,
Indiana
| USD 129 M | -USD 2.84 M | -2% | 1.52% | – | 111 | 10.81% | 0.9 |
|
| 7661 |
7661
Clio Asset Management
Charlottesville,
Virginia
| USD 129 M | -USD 5.96 M | -4% | 0.52% | 60.6% | 14 | 0% | 2 |
|
| 7662 |
7662
Rahlfs Capital
Lake Kiowa,
Texas
| USD 129 M | +USD 2.33 M | +2% | 2.91% | – | 91 | 10.99% | 0.9 |
|
| 7663 |
7663
Daytona Street Capital
Saint Louis,
Missouri
| USD 129 M | – | – | 1.74% | – | 304 | – | 0 |
|
| 7664 |
FTEA
7664
Forty-three Eighteen Advisors
Bentonville,
Arkansas
| USD 129 M | – | – | 6.87% | – | 73 | – | 0 |
|
| 7665 |
7665
Clear Retirement Advice
San Mateo,
California
| USD 129 M | – | – | 2.27% | – | 53 | – | 0 |
|
| 7666 |
JKSF
7666
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| USD 129 M | -USD 25.8 M | -17% | 7.85% | 30.8% | 4 | 0% | 3.1 |
|
| 7667 |
7667
Talisman Wealth Advisors
Mountainside,
New Jersey
| USD 129 M | +USD 7.83 M | +6% | 2.31% | 70.8% | 125 | 16.8% | 2.1 |
|
| 7668 |
7668
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| USD 129 M | – | – | 0.05% | – | 104 | – | 0 |
|
| 7669 |
NWA
7669
Northwest Wealth Advisors
Bellingham,
Washington
| USD 128 M | – | – | 1.63% | – | 61 | – | 0 |
|
| 7670 |
GCM
7670
Gunpowder Capital Management
Towson,
Maryland
| USD 128 M | – | – | 3.8% | – | 439 | – | 0 |
|
| 7671 |
7671
Outbound Financial Inc
Boulder,
Colorado
| USD 128 M | +USD 5.79 M | +5% | 1.36% | – | 42 | 7.14% | 0.5 |
|
| 7672 |
7672
MFG Wealth Management
Indianapolis,
Indiana
| USD 128 M | -USD 4.09 M | -3% | 0.81% | – | 72 | 31.94% | 0.6 |
|
| 7673 |
7673
LTG Capital
Newton,
Massachusetts
| USD 128 M | +USD 1.25 M | +1% | 1.3% | 59% | 28 | 14.29% | 3.6 |
|
| 7674 |
7674
Stegent Equity Advisors
Houston,
Texas
| USD 128 M | +USD 5.47 M | +4% | 1.73% | 96.4% | 129 | 24.81% | 1.7 |
|
| 7675 |
7675
Rydar Equities
Weatherford,
Texas
| USD 128 M | +USD 3.48 M | +3% | 2.63% | – | 95 | 6.32% | 0.5 |
|