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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
ASK Capital Management
San Francisco,
California
| USD 625 M | +USD 329 M | +111% | 63.3% | – | 5 | 20% | 0.4 |
|
| 2977 |
2977
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| USD 624 M | +USD 52.9 M | +9% | 7.33% | 52.1% | 147 | 17.69% | 2.2 |
|
| 2978 |
2978
Insight Advisors
Newtown,
Pennsylvania
| USD 624 M | +USD 48.8 M | +8% | 8.27% | 74% | 310 | 15.81% | 3 |
|
| 2979 |
2979
RBO & Co
Saint Helena,
California
| USD 624 M | -USD 2.8 M | -0.4% | 1.24% | 27.9% | 54 | 1.85% | 7.5 |
|
| 2980 |
MAA
2980
Mraz Amerine & Associates
Modesto,
California
| USD 623 M | +USD 41.5 M | +7% | 1.06% | 69.8% | 198 | 17.68% | 4.9 |
|
| 2981 |
2981
Primavera Capital Management
George Town,
Cayman Islands
| USD 622 M | -USD 92.4 M | -13% | 12.4% | 1.21% | 3 | 0% | 4 |
|
| 2982 |
2982
KFG Wealth Management
Granger,
Indiana
| USD 622 M | +USD 71.9 M | +13% | 7.2% | 55.9% | 208 | 12.98% | 1.5 |
|
| 2983 |
2983
Hudock Inc
Williamsport,
Pennsylvania
| USD 622 M | +USD 50.2 M | +9% | 7.71% | 69.7% | 186 | 6.45% | 6.4 |
|
| 2984 |
2984
Conversant Capital
Summit,
New Jersey
| USD 622 M | +USD 16.1 M | +3% | 4.11% | 228% | 26 | 65.38% | 0.6 |
|
| 2985 |
2985
WealthPLAN Partners
Omaha,
Nebraska
| USD 621 M | -USD 88 M | -12% | 6.92% | 71.6% | 266 | 12.41% | 4.3 |
|
| 2986 |
2986
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| USD 621 M | +USD 43 M | +7% | 13.7% | 183% | 70 | 10% | 7.1 |
|
| 2987 |
2987
Tyler-Stone Wealth Management
Beachwood,
Ohio
| USD 621 M | +USD 63.7 M | +11% | 12.5% | – | 341 | 9.97% | 2.8 |
|
| 2988 |
2988
TFG Asset Management
Grand Cayman,
Cayman Islands
| USD 621 M | +USD 183 M | +42% | 10% | 72.1% | 40 | 25% | 1.3 |
|
| 2989 |
2989
Brookwood Investment Group
Phoenix,
Arizona
| USD 620 M | +USD 38.3 M | +7% | 14.5% | – | 528 | 34.09% | 0.2 |
|
| 2990 |
2990
Euro Pacific Asset Management
Dorado,
Puerto Rico
| USD 620 M | +USD 68.7 M | +12% | 11.5% | 172% | 88 | 14.77% | 3.1 |
|
| 2991 |
2991
St. James Investment Company
Southlake,
Texas
| USD 620 M | +USD 19.7 M | +3% | 1.48% | 43.8% | 36 | 33.33% | 3.3 |
|
| 2992 |
2992
Thrive Wealth Management
Audubon,
Pennsylvania
| USD 619 M | +USD 96.1 M | +18% | 9.52% | 84.1% | 237 | 10.97% | 2.2 |
|
| 2993 |
2993
Unique Wealth
Clearwater,
Florida
| USD 619 M | +USD 90.1 M | +17% | 9.81% | 68.5% | 179 | 17.88% | 1.1 |
|
| 2994 |
2994
Ellenbecker Investment Group
Waukesha,
Wisconsin
| USD 619 M | +USD 62.6 M | +11% | 8.3% | 56.3% | 122 | 10.66% | 4 |
|
| 2995 |
2995
Enclave Advisors
Austin,
Texas
| USD 619 M | +USD 33.1 M | +6% | 10.4% | – | 123 | 14.63% | 0.7 |
|
| 2996 |
2996
Kelman-Lazarov Inc
Memphis,
Tennessee
| USD 617 M | +USD 66.4 M | +12% | 7.05% | 46.6% | 126 | 11.11% | 4.5 |
|
| 2997 |
2997
Newbridge Financial Services Group
Boca Raton,
Florida
| USD 616 M | +USD 204 M | +50% | 20.8% | 189% | 1,379 | 28.64% | 1.4 |
|
| 2998 |
2998
Strategic Planning Group
Bountiful,
Utah
| USD 616 M | +USD 105 M | +21% | 21.2% | 162% | 83 | 12.05% | 1.3 |
|
| 2999 |
2999
Mirador Capital Partners
Pleasanton,
California
| USD 615 M | +USD 44.8 M | +8% | 10.1% | 120% | 213 | 13.62% | 3.8 |
|
| 3000 |
3000
FSM Wealth Advisors
Cleveland,
Ohio
| USD 615 M | +USD 170 M | +38% | 8.25% | 68.4% | 295 | 30.51% | 1.4 |
|