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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8076 |
HA
8076
Heffernan Advisory
Flagstaff,
Arizona
| USD 120 M | +USD 11.7 M | +11% | 9.52% | – | 43 | 44.19% | 0.3 |
|
| 8077 |
MFG
8077
Mann Financial Group
Detroit Lakes,
Minnesota
| USD 120 M | +USD 13.3 M | +13% | 10.8% | – | 35 | 14.29% | 0.7 |
|
| 8078 |
BIA
8078
Baer Investment Advisory
Corte Madera,
California
| USD 119 M | +USD 19.4 M | +19% | 15.5% | – | 43 | 11.63% | 0.9 |
|
| 8079 |
1CP
8079
1015 Capital Partners
Pottstown,
Pennsylvania
| USD 119 M | +USD 16.5 M | +16% | 20.8% | – | 630 | 8.57% | 0.5 |
|
| 8080 |
AW
8080
Ankerstar Wealth
Leander,
Texas
| USD 119 M | +USD 24.5 M | +26% | 9.27% | – | 1,068 | 17.88% | 0.4 |
|
| 8081 |
RMF
8081
Red Mountain Financial
Fort Collins,
Colorado
| USD 119 M | +USD 13 M | +12% | 7.21% | – | 88 | 17.05% | 1.8 |
|
| 8082 |
DFC
8082
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| USD 119 M | -USD 12.9 M | -10% | 12% | 58.1% | 61 | 11.48% | 3.1 |
|
| 8083 |
BCM
8083
Bannerstone Capital Management
Wayzata,
Minnesota
| USD 119 M | +USD 11.5 M | +11% | 36.5% | – | 127 | 34.65% | 0.3 |
|
| 8084 |
OAG
8084
Oakmont Advisory Group
Albuquerque,
New Mexico
| USD 119 M | +USD 20.9 M | +21% | 11.5% | – | 513 | 77.58% | 0.1 |
|
| 8085 |
FA
8085
Finhabits Advisors
New York
| USD 119 M | +USD 10.6 M | +10% | 6.41% | – | 15 | 0% | 0.5 |
|
| 8086 |
VIP
8086
Value Investment Professionals
New York
| USD 119 M | +USD 9.8 M | +9% | 12.8% | – | 120 | 68.33% | 0.2 |
|
| 8087 |
AA
8087
Auctus Advisors
Charlotte,
North Carolina
| USD 119 M | +USD 13.5 M | +13% | 13% | – | 35 | 20% | 0.4 |
|
| 8088 |
BAM
8088
Belleair Asset Management
Belleair Bluffs,
Florida
| USD 119 M | +USD 9.16 M | +8% | 7.93% | – | 84 | 8.33% | 0.4 |
|
| 8089 |
RI
8089
Ruggiero Investments
West Palm Beach,
Florida
| USD 119 M | +USD 15.3 M | +15% | 15% | – | 102 | 36.27% | 0.3 |
|
| 8090 |
FCM
8090
Fell Capital Management
Newport Beach,
California
| USD 119 M | +USD 13.9 M | +13% | 11.6% | – | 97 | 7.22% | 0.5 |
|
| 8091 |
PWM
8091
Peck Wealth Management
White Plains,
New York
| USD 119 M | +USD 19 M | +19% | 12.6% | – | 129 | 6.98% | 0.7 |
|
| 8092 |
YRHAM
8092
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| USD 119 M | -USD 108 M | -48% | 15.9% | 2,310% | 19 | 68.42% | 0.4 |
|
| 8093 |
HWA
8093
HighRoad Wealth Advisors
Coos Bay,
Oregon
| USD 119 M | +USD 16.2 M | +16% | 14.1% | – | 40 | 12.5% | 0.5 |
|
| 8094 |
BFS
8094
Boyer Financial Services
Newport Beach,
California
| USD 118 M | +USD 24.1 M | +26% | 12.1% | – | 60 | 31.67% | 0.4 |
|
| 8095 |
F8IS
8095
Figure 8 Investment Strategies
Boise,
Idaho
| USD 118 M | +USD 15.9 M | +16% | 26.3% | – | 58 | 6.9% | 1.3 |
|
| 8096 |
HWM
8096
Hobbs Wealth Management
Zionsville,
Indiana
| USD 118 M | +USD 17.3 M | +17% | 16.8% | – | 25 | 16% | 1 |
|
| 8097 |
DAM
8097
Directional Asset Management
Arlington Heights,
Illinois
| USD 118 M | +USD 8.89 M | +8% | 13.1% | – | 106 | 26.42% | 0.4 |
|
| 8098 |
PRAG
8098
Portfolio Resources Advisor Group
Coral Gables,
Florida
| USD 118 M | +USD 17.6 M | +17% | 13.9% | – | 184 | 38.04% | 0.4 |
|
| 8099 |
BWF
8099
Better Way Financial
Allentown,
Pennsylvania
| USD 118 M | – | – | 15.6% | – | 9 | – | 0 |
|
| 8100 |
KCIA
8100
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| USD 118 M | +USD 11.8 M | +11% | 19.1% | – | 130 | 20% | 1.6 |
|