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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8051 |
PWA
8051
Portus Wealth Advisors
Charlotte,
North Carolina
| USD 121 M | +USD 15.3 M | +14% | 22.2% | – | 568 | 91.37% | 0.7 |
|
| 8052 |
P
8052
Pandowealth
Peachtree City,
Georgia
| USD 121 M | +USD 6.88 M | +6% | 13.8% | – | 20 | 15% | 0.5 |
|
| 8053 |
ARA
8053
Alexander Randolph Advisory
Mclean,
Virginia
| USD 121 M | +USD 5.41 M | +5% | 15.9% | – | 57 | 33.33% | 2.2 |
|
| 8054 |
DG
8054
Dala Group
Hoffman Estates,
Illinois
| USD 121 M | +USD 1.74 M | +1% | 22.2% | – | 75 | 12% | 0.5 |
|
| 8055 |
VWM
8055
Verus Wealth Management
De Pere,
Wisconsin
| USD 121 M | +USD 13.6 M | +13% | 9.68% | – | 57 | 14.04% | 1.2 |
|
| 8056 |
CIM
8056
Chapman Investment Management
San Anselmo,
California
| USD 121 M | +USD 47.9 k | +0% | 0% | 44% | 53 | 100% | 0 |
|
| 8057 |
WFP
8057
Worthington Financial Partners
Worthington,
Ohio
| USD 121 M | +USD 4.39 M | +4% | 41% | – | 108 | 11.11% | 0.5 |
|
| 8058 |
MGI
8058
Miller Global Investments
Dallas,
Texas
| USD 121 M | +USD 11.7 M | +11% | 9.93% | – | 310 | 14.84% | 0.4 |
|
| 8059 |
SPCM
8059
Stoic Point Capital Management
Palo Alto,
California
| USD 121 M | +USD 17.9 M | +17% | 11.5% | – | 78 | 30.77% | 0.3 |
|
| 8060 |
RCP
8060
Roan Capital Partners
Johnson City,
Tennessee
| USD 121 M | +USD 12.3 M | +11% | 8.34% | – | 89 | 25.84% | 0.2 |
|
| 8061 |
KPWM
8061
KDK Private Wealth Management
Houston,
Texas
| USD 121 M | +USD 11.3 M | +10% | 9.05% | – | 62 | 11.29% | 1.4 |
|
| 8062 |
MFG
8062
Mission Financial Group
Las Vegas,
Nevada
| USD 121 M | – | – | 13.5% | – | 158 | – | 3.3 |
|
| 8063 |
V
8063
Viaable
Wayne,
Pennsylvania
| USD 121 M | – | – | 2.91% | – | 36 | – | 0 |
|
| 8064 |
MM
8064
Morangie Management
Vero Beach,
Florida
| USD 120 M | +USD 11.8 M | +11% | 15.3% | – | 35 | 5.71% | 1.3 |
|
| 8065 |
HA
8065
Helium Advisors
Everett,
Washington
| USD 120 M | +USD 15.3 M | +15% | 15.1% | – | 110 | 18.18% | 1 |
|
| 8066 |
MAM
8066
Mirabaud Asset Management
London,
United Kingdom
| USD 120 M | -USD 1.16 M | -1% | 25.5% | – | 53 | 47.17% | 1.2 |
|
| 8067 |
RG
8067
RHL Group
Holly,
Michigan
| USD 120 M | +USD 3.1 M | +3% | 15.9% | – | 297 | 28.96% | 0.3 |
|
| 8068 |
BHFP
8068
Blom & Howell Financial Planning
Modesto,
California
| USD 120 M | +USD 18.2 M | +18% | 16.3% | – | 67 | 8.96% | 0.4 |
|
| 8069 |
PC
8069
Payne Capital
Lake Oswego,
Oregon
| USD 120 M | +USD 11.1 M | +10% | 11.1% | – | 59 | 6.78% | 0.6 |
|
| 8070 |
BLC
8070
Blue Line Capital
Chicago,
Illinois
| USD 120 M | +USD 31.5 M | +36% | 30.3% | – | 98 | 40.82% | 0.3 |
|
| 8071 |
IMC
8071
Investment Management Corporation
Roanoke,
Virginia
| USD 120 M | +USD 3.37 M | +3% | 11.2% | – | 56 | 17.86% | 1.1 |
|
| 8072 |
JCA
8072
January Capital Advisors
San Francisco,
California
| USD 120 M | +USD 45.5 M | +61% | 13.1% | – | 58 | 15.52% | 1.4 |
|
| 8073 |
CCMW
8073
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| USD 120 M | +USD 11.5 M | +11% | 13.6% | 161% | 220 | 10% | 3.8 |
|
| 8074 |
GCIG
8074
Grand Central Investment Group
Tampa,
Florida
| USD 120 M | -USD 15.6 M | -12% | 8.09% | – | 45 | 13.33% | 3.2 |
|
| 8075 |
ES
8075
ETF Store
Overland Park,
Kansas
| USD 120 M | +USD 16.9 M | +16% | 11.6% | 55.8% | 119 | 20.17% | 2.6 |
|