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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8326 |
8326
Objective Capital Management
Pepper Pike,
Ohio
| USD 98.2 M | +USD 1.6 M | +2% | 1.33% | – | 95 | 17.89% | 2.6 |
|
| 8327 |
PC
8327
Payne Capital
Lake Oswego,
Oregon
| USD 98.2 M | -USD 386 k | -0.4% | 1.48% | – | 56 | 7.14% | 0.2 |
|
| 8328 |
8328
Red Reef Advisors
Boca Raton,
Florida
| USD 98.2 M | – | – | 2.85% | – | 170 | – | 0 |
|
| 8329 |
8329
Walsky Investment Management
Wyomissing,
Pennsylvania
| USD 98.2 M | – | – | 4.18% | – | 52 | – | 0 |
|
| 8330 |
8330
John Boyer Inc
Tampa,
Florida
| USD 98.2 M | -USD 2.13 M | -2% | 2.02% | – | 44 | 15.91% | 0.2 |
|
| 8331 |
8331
ETF Store
Overland Park,
Kansas
| USD 98 M | +USD 3.74 M | +4% | 2.19% | 61% | 99 | 7.07% | 2.6 |
|
| 8332 |
8332
Vision Financial Markets
Stamford,
Connecticut
| USD 98 M | -USD 19.1 M | -16% | 0.33% | – | 439 | 9.11% | 0.8 |
|
| 8333 |
8333
Terra Alpha Investments
Washington,
District of Columbia
| USD 97.7 M | -USD 328 k | -0.3% | 2.09% | – | 33 | 12.12% | 0.8 |
|
| 8334 |
8334
Fortress Financial Solutions
Tucson,
Arizona
| USD 97.7 M | +USD 5.96 M | +6% | 1.99% | – | 65 | 16.92% | 0.8 |
|
| 8335 |
8335
Generations Wealth LLC
Mason,
Ohio
| USD 97.7 M | – | – | 2.6% | – | 28 | – | 0 |
|
| 8336 |
8336
WealthSpring Partners
Long Beach,
California
| USD 97.6 M | – | – | 1.93% | – | 58 | – | 2.8 |
|
| 8337 |
8337
Crescent Sterling
Metairie,
Louisiana
| USD 97.6 M | +USD 2.47 M | +3% | 1.68% | 68.6% | 81 | 12.35% | 2.3 |
|
| 8338 |
8338
ProCore Advisors
Newport Beach,
California
| USD 97.5 M | – | – | 2.05% | – | 90 | – | 0 |
|
| 8339 |
8339
Artesa Financial Group
Conroe,
Texas
| USD 97.2 M | – | – | 3.06% | – | 48 | – | 0 |
|
| 8340 |
8340
Ballast Financial Advisors
West Chester,
Pennsylvania
| USD 97.1 M | – | – | 1% | – | 70 | – | 0 |
|
| 8341 |
8341
Elevated Private Wealth
Brookfield,
Wisconsin
| USD 97.1 M | – | – | 5.58% | – | 93 | – | 0 |
|
| 8342 |
8342
Arnold Financial Planning
Hiawatha,
Iowa
| USD 97 M | – | – | 1.34% | – | 24 | – | 0 |
|
| 8343 |
8343
Skyview Financial Group
Ponte Vedra Beach,
Florida
| USD 96.9 M | – | – | 6.55% | – | 57 | – | 0 |
|
| 8344 |
8344
CenturyLink Investment Management
Denver,
Colorado
| USD 96.9 M | -USD 12.4 M | -11% | 2.34% | – | 1 | 0% | 4 |
|
| 8345 |
8345
Oregon Pacific Wealth Management
Medford,
Oregon
| USD 96.8 M | -USD 18.9 M | -16% | 1.6% | – | 149 | 29.53% | 0.8 |
|
| 8346 |
8346
Greenline Wealth Management
Boca Raton,
Florida
| USD 96.6 M | – | – | 1.67% | – | 551 | – | 0 |
|
| 8347 |
8347
Corps Capital Advisors
Southlake,
Texas
| USD 96.6 M | +USD 30.6 M | +46% | 2.31% | – | 89 | 40.45% | 0.6 |
|
| 8348 |
8348
Invested Advisors
State College,
Pennsylvania
| USD 96.6 M | +USD 27.9 M | +41% | 2.7% | – | 151 | 39.74% | 0.2 |
|
| 8349 |
8349
Premier Private Wealth Management
Palm Harbor,
Florida
| USD 96.5 M | – | – | 0.7% | – | 50 | – | 0 |
|
| 8350 |
8350
Provident Company of the Employees of the Hebrew University
Jerusalem,
Israel
| USD 96.3 M | -USD 3.75 M | -4% | 1.94% | – | 34 | 14.71% | 1.2 |
|