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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Alpha Omega Wealth Management
Richmond,
Virginia
| USD 657 M | +USD 40.3 M | +7% | 10.4% | 65.9% | 215 | 7.44% | 6.8 |
|
| 3327 |
3327
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| USD 657 M | +USD 67.4 M | +11% | 12.3% | 56.7% | 630 | 10.79% | 2.1 |
|
| 3328 |
3328
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 655 M | +USD 72.9 M | +13% | 15.8% | 88% | 121 | 9.92% | 2.1 |
|
| 3329 |
3329
Clear Trail Advisors
Houston,
Texas
| USD 655 M | +USD 54.6 M | +9% | 4.49% | – | 166 | 13.25% | 0.4 |
|
| 3330 |
3330
Sovereign Financial Group
Stamford,
Connecticut
| USD 654 M | +USD 78.8 M | +14% | 18% | 90.7% | 407 | 15.23% | 2.8 |
|
| 3331 |
3331
WealthShield Partners
Cary,
North Carolina
| USD 654 M | -USD 244 M | -27% | 17% | 71% | 626 | 42.17% | 3.6 |
|
| 3332 |
3332
Marble Wealth
Montgomery,
Alabama
| USD 653 M | +USD 81.9 M | +14% | 16.9% | – | 244 | 13.11% | 0.4 |
|
| 3333 |
3333
Endurance Services Ltd
Purchase,
New York
| USD 653 M | +USD 59.2 M | +10% | 9.49% | – | 8 | 0% | 1.4 |
|
| 3334 |
3334
Crawford Fund Management
Boston,
Massachusetts
| USD 653 M | +USD 133 M | +26% | 3.64% | – | 217 | 22.12% | 1.2 |
|
| 3335 |
3335
Stamos Capital Partners
Menlo Park,
California
| USD 653 M | +USD 12.9 M | +2% | 8.87% | 36.7% | 142 | 1.41% | 3.4 |
|
| 3336 |
3336
Nordwand Advisors
Radnor,
Pennsylvania
| USD 652 M | +USD 80.5 M | +14% | 21.2% | 93% | 155 | 9.03% | 1.4 |
|
| 3337 |
3337
Three Arch Wealth Management
Irvine,
California
| USD 652 M | +USD 95.8 M | +17% | 11% | – | 71 | 16.9% | 0.4 |
|
| 3338 |
3338
Presilium Private Wealth
Radnor,
Pennsylvania
| USD 651 M | +USD 84.2 M | +15% | 9.87% | 45.9% | 97 | 23.71% | 2.2 |
|
| 3339 |
3339
Garrett Wealth Advisory Group
Weatherford,
Texas
| USD 651 M | +USD 88.1 M | +16% | 12.1% | 74.6% | 154 | 15.58% | 2.5 |
|
| 3340 |
3340
BlueSpruce Investments
Chicago,
Illinois
| USD 650 M | +USD 19.1 M | +3% | 21.1% | 59.6% | 22 | 72.73% | 0.5 |
|
| 3341 |
3341
Gibraltar Capital Management
Tulsa,
Oklahoma
| USD 650 M | +USD 69.6 M | +12% | 12.5% | 65% | 131 | 9.16% | 2.5 |
|
| 3342 |
3342
Broad Run Investment Management
Arlington,
Virginia
| USD 650 M | +USD 81.9 M | +14% | 24% | 202% | 24 | 0% | 7 |
|
| 3343 |
3343
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 649 M | +USD 48.1 M | +8% | 22.8% | 87.8% | 81 | 4.94% | 4.8 |
|
| 3344 |
3344
Perennial Advisors
New York
| USD 649 M | +USD 62 M | +11% | 13.5% | – | 147 | 21.77% | 3.9 |
|
| 3345 |
3345
Asset Allocation Strategies
Farmington,
Michigan
| USD 649 M | +USD 86 M | +15% | 10% | 58.1% | 184 | 13.04% | 1.7 |
|
| 3346 |
3346
Goodman Financial
Houston,
Texas
| USD 647 M | +USD 65.1 M | +11% | 6.86% | 52.5% | 84 | 21.43% | 2.5 |
|
| 3347 |
3347
Harvest Investment Services
Oakbrook Terrace,
Illinois
| USD 647 M | +USD 100 M | +18% | 32.5% | 282% | 434 | 32.03% | 1.5 |
|
| 3348 |
JCP
3348
JB Capital Partners
Armonk,
New York
| USD 646 M | +USD 65.9 M | +11% | 14.6% | 142% | 86 | 2.33% | 3.7 |
|
| 3349 |
3349
Brian C. Broderick
| USD 646 M | +USD 104 M | +19% | 29.4% | 98.6% | 98 | 6.12% | 6.6 |
|
| 3350 |
3350
Concord Asset Management (Virginia)
Abingdon,
Virginia
| USD 646 M | +USD 54 M | +9% | 15.1% | 69% | 131 | 14.5% | 2.5 |
|