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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8101 |
KWM
8101
KMT Wealth Management
El Segundo,
California
| USD 118 M | -USD 65.8 M | -36% | 19.1% | – | 131 | 94.66% | 0.1 |
|
| 8102 |
3FI
8102
3 Factor Indexing
Sacramento,
California
| USD 118 M | +USD 12.3 M | +12% | 10.6% | – | 477 | 13.42% | 0.2 |
|
| 8103 |
AGAM
8103
AK Global Asset Management
Oakland,
California
| USD 118 M | +USD 11.8 M | +11% | 12.2% | – | 34 | 35.29% | 0.4 |
|
| 8104 |
MCM
8104
Masterton Capital Management
New York
| USD 118 M | +USD 8.28 M | +8% | 7.88% | 1.94% | 30 | 56.67% | 0.8 |
|
| 8105 |
AA
8105
AlphaCentric Advisors
San Juan,
Puerto Rico
| USD 118 M | +USD 17.9 M | +18% | 19.9% | – | 285 | 20.7% | 1.1 |
|
| 8106 |
CWM
8106
Curtis Wealth Management
Henderson,
Nevada
| USD 118 M | +USD 11.5 M | +11% | 12.7% | – | 57 | 15.79% | 0.4 |
|
| 8107 |
WUW
8107
Wheels Up Wealth
Benicia,
California
| USD 118 M | +USD 11.6 M | +11% | 8.61% | – | 24 | 4.17% | 0.5 |
|
| 8108 |
FWWM
8108
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| USD 118 M | +USD 13.8 M | +13% | 9.78% | – | 111 | 27.03% | 0.5 |
|
| 8109 |
ERWM
8109
E&R Wealth Management
Mount Pleasant,
South Carolina
| USD 118 M | +USD 17.5 M | +17% | 7.14% | – | 12 | 0% | 0.5 |
|
| 8110 |
TFA
8110
TrustWell Financial Advisors
Jacksonville,
Florida
| USD 118 M | +USD 11.5 M | +11% | 3.04% | – | 82 | 19.51% | 0.4 |
|
| 8111 |
NFTC
8111
North Forty Two & Co
Lake Oswego,
Oregon
| USD 118 M | +USD 9.6 M | +9% | 10.2% | – | 104 | 6.73% | 1.3 |
|
| 8112 |
CCM
8112
Cannon Capital Management
Salt Lake City,
Utah
| USD 118 M | -USD 5.34 M | -4% | 15.8% | – | 29 | 6.9% | 0.5 |
|
| 8113 |
OCM
8113
Obion Capital Management
Miami,
Florida
| USD 118 M | +USD 16.2 M | +16% | 9.85% | – | 17 | 17.65% | 0.4 |
|
| 8114 |
AC
8114
Arrow Capital
Sydney,
Australia
| USD 118 M | +USD 17.6 M | +18% | 16.2% | – | 36 | 83.33% | 0.2 |
|
| 8115 |
WCM
8115
Weber Capital Management
San Francisco,
California
| USD 118 M | +USD 17.4 M | +17% | 37.8% | – | 14 | 7.14% | 0.5 |
|
| 8116 |
MTI
8116
Merrithew & Thorsten Inc
San Diego,
California
| USD 117 M | +USD 11.4 M | +11% | 13.4% | – | 115 | 6.09% | 0.5 |
|
| 8117 |
TCM
8117
TABR Capital Management
Orange,
California
| USD 117 M | +USD 8.66 M | +8% | 19.9% | – | 76 | 57.89% | 0.6 |
|
| 8118 |
CFG
8118
CSP Financial Group
Scottsdale,
Arizona
| USD 117 M | +USD 19.7 M | +20% | 10.7% | – | 24 | 16.67% | 0.2 |
|
| 8119 |
RA
8119
Raffles Associates
New York
| USD 117 M | +USD 2.07 M | +2% | 2.7% | 50% | 54 | 20.37% | 3.4 |
|
| 8120 |
EFT
8120
Envision Financial Transparency
Greensboro,
North Carolina
| USD 117 M | +USD 14.3 M | +14% | 11.7% | – | 92 | 75% | 0.1 |
|
| 8121 |
PCC
8121
Park Circle Company
Baltimore,
Maryland
| USD 117 M | +USD 9.22 M | +9% | 10.5% | 70.5% | 56 | 14.29% | 5.1 |
|
| 8122 |
CA
8122
Corecam AG
Zurich,
| USD 117 M | -USD 282 k | -0.2% | 7.7% | – | 71 | 46.48% | 0.3 |
|
| 8123 |
AFG
8123
Artesa Financial Group
Conroe,
Texas
| USD 117 M | +USD 12.2 M | +12% | 20.6% | – | 65 | 20% | 0.4 |
|
| 8124 |
2WWM
8124
21 West Wealth Management
Tustin,
California
| USD 117 M | +USD 9.4 M | +9% | 11.2% | – | 67 | 8.96% | 0.9 |
|
| 8125 |
B
8125
Bedminster
Bluffton,
South Carolina
| USD 117 M | +USD 9.6 M | +9% | 12.4% | – | 58 | 20.69% | 0.4 |
|