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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7901 |
7901
Global Strategic Management
San Juan,
Puerto Rico
| USD 130 M | +USD 9.11 M | +8% | 11.6% | – | 27 | 11.11% | 4.3 |
|
| 7902 |
7902
Wolfstich Capital
Medfield,
Massachusetts
| USD 130 M | +USD 15.2 M | +13% | 7.2% | – | 50 | 72% | 0.7 |
|
| 7903 |
7903
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| USD 129 M | -USD 43.5 M | -25% | 25.1% | 23.7% | 3 | 0% | 3.1 |
|
| 7904 |
7904
Whitebark Investors
Incline Village,
Nevada
| USD 129 M | +USD 4.41 M | +4% | 14.7% | – | 10 | 10% | 1.2 |
|
| 7905 |
7905
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| USD 129 M | +USD 16.7 M | +15% | 5.18% | 50.6% | 66 | 22.73% | 1.5 |
|
| 7906 |
SF
7906
Schaeffer Financial
Rockville,
Maryland
| USD 129 M | +USD 10.5 M | +9% | 9.15% | 52.2% | 28 | 14.29% | 2.3 |
|
| 7907 |
7907
Davis Wealth Advisors
Salem,
New Hampshire
| USD 129 M | +USD 8.93 M | +7% | 11.6% | – | 82 | 23.17% | 1.1 |
|
| 7908 |
7908
Up Capital Management
Roseville,
California
| USD 129 M | +USD 40.1 M | +45% | 38% | – | 21 | 19.05% | 0.4 |
|
| 7909 |
7909
Santa Clara Valley Transportation Authority
San Jose,
California
| USD 129 M | +USD 8.88 M | +7% | 7.25% | – | 4 | 0% | 1.8 |
|
| 7910 |
CAG
7910
Cypress Advisory Group
Scottsdale,
Arizona
| USD 129 M | -USD 2.06 M | -2% | 2.88% | – | 83 | 12.05% | 1.1 |
|
| 7911 |
7911
S Harris Financial Group
San Antonio,
Texas
| USD 129 M | +USD 19.4 M | +18% | 12.3% | – | 129 | 20.93% | 0.4 |
|
| 7912 |
7912
CenturyLink Investment Management
Denver,
Colorado
| USD 129 M | -USD 45.9 M | -26% | 3.15% | – | 3 | 0% | 1.7 |
|
| 7913 |
MCFP
7913
McCarley & Cook Financial Planners
Cincinnati,
Ohio
| USD 129 M | +USD 13.2 M | +11% | 12.9% | – | 280 | 7.5% | 0.5 |
|
| 7914 |
7914
Sherman Asset Management
Ventura,
California
| USD 129 M | +USD 20.2 M | +19% | 16.7% | – | 157 | 15.29% | 1.3 |
|
| 7915 |
7915
CrossGen Wealth
Greenville,
North Carolina
| USD 129 M | +USD 14.9 M | +13% | 10.7% | – | 223 | 14.35% | 0.4 |
|
| 7916 |
7916
Koenig Investment Advisory
Ashland,
Oregon
| USD 129 M | +USD 11 M | +9% | 6.88% | – | 38 | 7.89% | 0.5 |
|
| 7917 |
7917
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| USD 129 M | +USD 14.6 M | +13% | 13.6% | – | 833 | 15.49% | 1.2 |
|
| 7918 |
7918
Linden Rose Investment
Sugar Land,
Texas
| USD 129 M | +USD 52.5 M | +69% | 122% | – | 8 | 25% | 0.8 |
|
| 7919 |
7919
Professional Financial Solutions
Falls Chruch,
Virginia
| USD 129 M | +USD 16.3 M | +14% | 11.1% | – | 41 | 7.32% | 0.5 |
|
| 7920 |
7920
JMN Financial
New Albany,
Ohio
| USD 129 M | +USD 26.8 M | +26% | 24.5% | – | 266 | 42.86% | 0.3 |
|
| 7921 |
7921
William Howard & Co Financial Advisors
Memphis,
Tennessee
| USD 129 M | +USD 12.8 M | +11% | 12.5% | – | 55 | 3.64% | 2 |
|
| 7922 |
7922
Ridge Creek Global
Strongsville,
Ohio
| USD 129 M | +USD 10.6 M | +9% | 14.5% | – | 95 | 11.58% | 0.4 |
|
| 7923 |
7923
AFG Fiduciary Services
Hingham,
Massachusetts
| USD 128 M | -USD 42.6 M | -25% | 14.4% | 72.4% | 93 | 35.48% | 2.8 |
|
| 7924 |
7924
TenCore Partners
New York
| USD 128 M | -USD 302 k | -0.2% | 8.09% | 50.4% | 16 | 18.75% | 3.2 |
|
| 7925 |
7925
Safe Harbor Fiduciary
Pensacola,
Florida
| USD 128 M | +USD 23.4 M | +22% | 23.5% | – | 68 | 27.94% | 1.1 |
|