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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Bornite Capital Management
New York
| USD 795 M | +USD 200 M | +34% | 19.8% | 208% | 28 | 67.86% | 0.4 |
|
| 2952 |
2952
Cornerstone Planning Group
Fairfield,
New Jersey
| USD 794 M | +USD 44.9 M | +6% | 13.2% | 60% | 1,964 | 12.37% | 1.8 |
|
| 2953 |
2953
TS Financial Group (TSFG)
Lake Forest,
Illinois
| USD 794 M | +USD 135 M | +20% | 15.5% | 72.9% | 928 | 10.67% | 4.4 |
|
| 2954 |
2954
Seilern Investment Management
London,
United Kingdom
| USD 794 M | -USD 44.7 M | -5% | 4.71% | – | 24 | 0% | 1.4 |
|
| 2955 |
2955
Resources Management Corp
West Hartford,
Connecticut
| USD 794 M | +USD 40.1 M | +5% | 13.8% | 78.5% | 417 | 55.4% | 6.6 |
|
| 2956 |
2956
Raffa Wealth Management
Washington,
District of Columbia
| USD 793 M | +USD 153 M | +24% | 7.54% | 35.8% | 1,691 | 16.14% | 3.7 |
|
| 2957 |
2957
Glen Eagle Advisors
Kingston,
New Jersey
| USD 793 M | +USD 79 M | +11% | 11.1% | 68.5% | 1,103 | 9.43% | 5.1 |
|
| 2958 |
BBES
2958
Buffalo Business & Estate Services
Orchard Park,
New York
| USD 793 M | +USD 104 M | +15% | 14.9% | – | 110 | 79.09% | 0 |
|
| 2959 |
GUB
2959
Golden Unicorn BVI
Road Town,
| USD 792 M | +USD 95.2 M | +14% | 33.1% | – | 7 | 42.86% | 0.7 |
|
| 2960 |
KAS
2960
Kemnay Advisory Services
New York
| USD 791 M | +USD 169 M | +27% | 22.9% | 167% | 1,385 | 29.68% | 0.4 |
|
| 2961 |
2961
Diadema Partners
Morristown,
New Jersey
| USD 791 M | +USD 204 M | +35% | 23.3% | – | 211 | 61.61% | 0.3 |
|
| 2962 |
2962
Financial Solutions Advisory Group
Chicago,
Illinois
| USD 791 M | +USD 67.5 M | +9% | 11.4% | – | 185 | 10.27% | 0.2 |
|
| 2963 |
2963
KPP Advisory Services
Louisville,
Kentucky
| USD 791 M | +USD 102 M | +15% | 17.3% | 77.9% | 380 | 12.89% | 1.7 |
|
| 2964 |
2964
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| USD 791 M | +USD 101 M | +15% | 11.3% | 52.1% | 148 | 16.22% | 3 |
|
| 2965 |
2965
Enclave Advisors
Austin,
Texas
| USD 790 M | +USD 60.9 M | +8% | 11.5% | – | 146 | 18.49% | 1.3 |
|
| 2966 |
2966
Colonial Trust
Spartanburg,
South Carolina
| USD 790 M | +USD 54.5 M | +7% | 16.8% | 75.5% | 1,200 | 11% | 2.5 |
|
| 2967 |
2967
First Hawaiian Bank
Honolulu,
Hawaii
| USD 790 M | +USD 74.5 M | +10% | 11.9% | 72.7% | 92 | 8.7% | 8.2 |
|
| 2968 |
2968
Titan Global Capital Management USA
New York
| USD 790 M | +USD 118 M | +18% | 25% | 191% | 79 | 26.58% | 2.2 |
|
| 2969 |
2969
Wellington Shields Capital Management
New York
| USD 788 M | +USD 122 M | +18% | 32.3% | 137% | 352 | 12.78% | 5.4 |
|
| 2970 |
2970
IFC Advisors
Los Angeles,
California
| USD 788 M | +USD 88.7 M | +13% | 12.1% | – | 189 | 21.69% | 1.1 |
|
| 2971 |
2971
Arlington Financial Advisors
Santa Barbara,
California
| USD 787 M | +USD 85.5 M | +12% | 11.7% | 60.7% | 112 | 19.64% | 3.3 |
|
| 2972 |
2972
Tobias Financial Advisors
Plantation,
Florida
| USD 787 M | +USD 69.1 M | +10% | 9.66% | 44.5% | 158 | 15.82% | 2.6 |
|
| 2973 |
2973
Thrive Wealth Management
Audubon,
Pennsylvania
| USD 787 M | +USD 116 M | +17% | 15% | 84.1% | 271 | 18.82% | 2.5 |
|
| 2974 |
2974
Pasadena Private Wealth
Pasadena,
California
| USD 786 M | +USD 62.8 M | +9% | 9.69% | 53% | 327 | 20.8% | 1.7 |
|
| 2975 |
2975
Madison Wealth Partners
Madison,
Wisconsin
| USD 786 M | +USD 159 M | +25% | 14.9% | 66.9% | 295 | 26.44% | 1.9 |
|