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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8126 |
E
8126
Entelevest
Coral Gables,
Florida
| USD 117 M | +USD 17.1 M | +17% | 20.8% | – | 157 | 22.29% | 0.4 |
|
| 8127 |
MWC
8127
MKD Wealth Coaches
Troy,
Michigan
| USD 117 M | +USD 15.4 M | +15% | 12.8% | – | 32 | 15.63% | 3.6 |
|
| 8128 |
GCCM
8128
Green Court Capital Management
Hong Kong
| USD 117 M | +USD 8.91 M | +8% | 21.2% | 33.4% | 5 | 40% | 1.3 |
|
| 8129 |
OWA
8129
ORBA Wealth Advisors
Chicago,
Illinois
| USD 117 M | +USD 33.1 M | +39% | 12.7% | – | 91 | 35.16% | 1.4 |
|
| 8130 |
SWA
8130
Strategic Wealth Advisors
Scottsdale,
Arizona
| USD 117 M | -USD 7.75 M | -6% | 10.1% | – | 273 | 6.96% | 0.5 |
|
| 8131 |
MAM
8131
Markin Asset Management
Rye,
New York
| USD 117 M | +USD 25.8 M | +28% | 13.3% | – | 49 | 26.53% | 0.4 |
|
| 8132 |
TCRG
8132
Twin Cities Retirement Group
Plymouth,
Minnesota
| USD 117 M | +USD 7.45 M | +7% | 7.04% | – | 24 | 8.33% | 0.5 |
|
| 8133 |
KCA
8133
Kilner Capital Advisors
Gaithersburg,
Maryland
| USD 117 M | +USD 12.3 M | +12% | 11.7% | – | 18 | 0% | 0.5 |
|
| 8134 |
EP
8134
Elkhorn Partners
Omaha,
Nebraska
| USD 117 M | -USD 40.4 M | -26% | 3.73% | 32.2% | 58 | 31.03% | 4.1 |
|
| 8135 |
WWA
8135
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| USD 117 M | +USD 15 M | +15% | 20.8% | – | 92 | 10.87% | 1.2 |
|
| 8136 |
VMMC
8136
V.M. Manning & Co
Greenville,
South Carolina
| USD 117 M | – | – | 17.7% | – | 53 | – | 0.8 |
|
| 8137 |
AA
8137
Advisory Advocates
Grand Rapids,
Michigan
| USD 117 M | +USD 18.7 M | +19% | 16.7% | – | 199 | 25.13% | 0.4 |
|
| 8138 |
MDA
8138
Minot DeBlois Advisors
Boston,
Massachusetts
| USD 116 M | +USD 6.24 M | +6% | 8.13% | – | 261 | 21.46% | 1.1 |
|
| 8139 |
MCAI
8139
Members Capital Advisors Inc
Madison,
Wisconsin
| USD 116 M | – | – | 1.09% | – | 7 | – | 2.3 |
|
| 8140 |
KP
8140
Kitching Partners
Conshohocken,
Pennsylvania
| USD 116 M | +USD 7.69 M | +7% | 6.97% | – | 46 | 26.09% | 1.5 |
|
| 8141 |
WP
8141
WealthSpring Partners
Long Beach,
California
| USD 116 M | +USD 7.38 M | +7% | 8.8% | – | 75 | 9.33% | 2.7 |
|
| 8142 |
TP
8142
Teca Partners
Austin,
Texas
| USD 116 M | -USD 28.7 M | -20% | 3.4% | 66% | 11 | 36.36% | 1.7 |
|
| 8143 |
PCMN
8143
Paradigm Capital Management (Nevada)
Reno,
Nevada
| USD 116 M | +USD 7.11 M | +7% | 7.28% | – | 67 | 14.93% | 2.9 |
|
| 8144 |
AGA
8144
Accuvest Global Advisors
Provo,
Utah
| USD 116 M | +USD 8.98 M | +8% | 9.21% | 130% | 92 | 53.26% | 0.9 |
|
| 8145 |
MS
8145
Monetary Solutions
Dayton,
Ohio
| USD 116 M | +USD 12.6 M | +12% | 11.9% | – | 403 | 22.58% | 0.4 |
|
| 8146 |
CFCS
8146
CDM Financial Counseling Services
Norwich,
Connecticut
| USD 116 M | +USD 11.5 M | +11% | 19.4% | – | 82 | 8.54% | 0.5 |
|
| 8147 |
JMA
8147
J.M. Arbour
Gardiner,
Maine
| USD 116 M | +USD 11.9 M | +11% | 13% | – | 143 | 24.48% | 0.4 |
|
| 8148 |
OWA
8148
OakTrust Wealth Advisors
Wilton,
Connecticut
| USD 116 M | +USD 6.18 M | +6% | 3.39% | – | 74 | 14.86% | 0.4 |
|
| 8149 |
SA
8149
SFI Advisors
Montclair,
New Jersey
| USD 116 M | +USD 20.7 M | +22% | 24.4% | 82.9% | 56 | 16.07% | 2.6 |
|
| 8150 |
ACA
8150
Alpha Capital Advisors
Bangor,
Maine
| USD 116 M | +USD 10.8 M | +10% | 12.4% | – | 34 | 5.88% | 0.5 |
|