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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 |
8101
Peck Wealth Management
White Plains,
New York
| USD 119 M | +USD 19 M | +19% | 12.6% | – | 129 | 6.98% | 0.7 |
|
| 8102 |
YRHAM
8102
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 |
|
| 8103 |
8103
HighRoad Wealth Advisors
Coos Bay,
Oregon
| USD 119 M | +USD 16.2 M | +16% | 14.1% | – | 40 | 12.5% | 0.5 |
|
| 8104 |
8104
Boyer Financial Services
Newport Beach,
California
| USD 118 M | +USD 24.1 M | +26% | 12.1% | – | 60 | 31.67% | 0.4 |
|
| 8105 |
8105
Figure 8 Investment Strategies
Boise,
Idaho
| USD 118 M | +USD 15.9 M | +16% | 26.3% | – | 58 | 6.9% | 1.3 |
|
| 8106 |
8106
Hobbs Wealth Management
Zionsville,
Indiana
| USD 118 M | +USD 17.3 M | +17% | 16.8% | – | 25 | 16% | 1 |
|
| 8107 |
DAM
8107
Directional Asset Management
Arlington Heights,
Illinois
| USD 118 M | +USD 8.89 M | +8% | 13.1% | – | 106 | 26.42% | 0.4 |
|
| 8108 |
8108
Portfolio Resources Advisor Group
Coral Gables,
Florida
| USD 118 M | +USD 17.6 M | +17% | 13.9% | – | 184 | 38.04% | 0.4 |
|
| 8109 |
8109
Better Way Financial
Allentown,
Pennsylvania
| USD 118 M | – | – | 15.6% | – | 9 | – | 0 |
|
| 8110 |
8110
KMT Wealth Management
El Segundo,
California
| USD 118 M | -USD 65.8 M | -36% | 19.1% | – | 131 | 94.66% | 0.1 |
|
| 8111 |
8111
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| USD 118 M | +USD 11.8 M | +11% | 19.1% | – | 130 | 20% | 1.6 |
|
| 8112 |
8112
3 Factor Indexing
Sacramento,
California
| USD 118 M | +USD 12.3 M | +12% | 10.6% | – | 477 | 13.42% | 0.2 |
|
| 8113 |
8113
AK Global Asset Management
Oakland,
California
| USD 118 M | +USD 11.8 M | +11% | 12.2% | – | 34 | 35.29% | 0.4 |
|
| 8114 |
8114
Masterton Capital Management
New York
| USD 118 M | +USD 8.28 M | +8% | 7.88% | 1.94% | 30 | 56.67% | 0.8 |
|
| 8115 |
8115
AlphaCentric Advisors
San Juan,
Puerto Rico
| USD 118 M | +USD 17.9 M | +18% | 19.9% | – | 285 | 20.7% | 1.1 |
|
| 8116 |
8116
Curtis Wealth Management
Henderson,
Nevada
| USD 118 M | +USD 11.5 M | +11% | 12.7% | – | 57 | 15.79% | 0.4 |
|
| 8117 |
8117
Wheels Up Wealth
Benicia,
California
| USD 118 M | +USD 11.6 M | +11% | 8.61% | – | 24 | 4.17% | 0.5 |
|
| 8118 |
8118
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| USD 118 M | +USD 13.8 M | +13% | 9.78% | – | 111 | 27.03% | 0.5 |
|
| 8119 |
8119
E&R Wealth Management
Mount Pleasant,
South Carolina
| USD 118 M | +USD 17.5 M | +17% | 7.14% | – | 12 | 0% | 0.5 |
|
| 8120 |
8120
TrustWell Financial Advisors
Jacksonville,
Florida
| USD 118 M | +USD 11.5 M | +11% | 3.04% | – | 82 | 19.51% | 0.4 |
|
| 8121 |
8121
North Forty Two & Co
Lake Oswego,
Oregon
| USD 118 M | +USD 9.6 M | +9% | 10.2% | – | 104 | 6.73% | 1.3 |
|
| 8122 |
8122
Cannon Capital Management
Salt Lake City,
Utah
| USD 118 M | -USD 5.34 M | -4% | 15.8% | – | 29 | 6.9% | 0.5 |
|
| 8123 |
8123
Obion Capital Management
Miami,
Florida
| USD 118 M | +USD 16.2 M | +16% | 9.85% | – | 17 | 17.65% | 0.4 |
|
| 8124 |
8124
Arrow Capital
Sydney,
Australia
| USD 118 M | +USD 17.6 M | +18% | 16.2% | – | 36 | 83.33% | 0.2 |
|
| 8125 |
8125
Weber Capital Management
San Francisco,
California
| USD 118 M | +USD 17.4 M | +17% | 37.8% | – | 14 | 7.14% | 0.5 |
|