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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
EPG Wealth Management
Atlanta,
Georgia
| USD 317 M | +USD 54.4 M | +21% | 6.53% | 108% | 423 | 13.24% | 1.3 |
|
| 3552 |
3552
Intellectus Partners
San Francisco,
California
| USD 317 M | +USD 29.5 M | +10% | 12.3% | 157% | 282 | 17.02% | 3 |
|
| 3553 |
3553
Annandale Capital
Dallas,
Texas
| USD 317 M | +USD 12.6 M | +4% | 4.62% | 57.2% | 143 | 10.49% | 1.3 |
|
| 3554 |
3554
LJI Wealth Management
Indianapolis,
Indiana
| USD 317 M | +USD 31.2 M | +11% | 6.54% | 68.8% | 171 | 20.47% | 0.2 |
|
| 3555 |
3555
Elgethun Capital Management
Sioux Falls,
South Dakota
| USD 316 M | +USD 39.4 M | +14% | 3.29% | 61.5% | 131 | 4.58% | 3.6 |
|
| 3556 |
3556
RB Capital Management
Reno,
Nevada
| USD 316 M | +USD 32.8 M | +12% | 11% | 79.4% | 183 | 9.29% | 3.6 |
|
| 3557 |
3557
SignalPoint Asset Management
Springfield,
Missouri
| USD 316 M | +USD 29.1 M | +10% | 6.96% | 36% | 223 | 3.59% | 4.9 |
|
| 3558 |
3558
Blume Capital Management
Berkeley,
California
| USD 316 M | +USD 19.5 M | +7% | 6.74% | 102% | 340 | 13.24% | 4.3 |
|
| 3559 |
3559
Great Point Wealth Advisors
Boston,
Massachusetts
| USD 316 M | +USD 17.3 M | +6% | 6.81% | – | 62 | 3.23% | 2.5 |
|
| 3560 |
3560
BCWM LLC
Overland Park,
Kansas
| USD 315 M | +USD 11.6 M | +4% | 2.38% | – | 63 | 9.52% | 3.8 |
|
| 3561 |
3561
Brave Asset Management
Summit,
New Jersey
| USD 315 M | +USD 19.7 M | +7% | 5.84% | 76.3% | 167 | 21.56% | 4 |
|
| 3562 |
IFS
3562
Ifrah Financial Services
Little Rock,
Arkansas
| USD 315 M | +USD 10.6 M | +3% | 5.34% | 64.1% | 215 | 13.02% | 3.9 |
|
| 3563 |
3563
Verde Servicos Internacionais
Sao Paulo,
Brazil
| USD 315 M | +USD 25.2 M | +9% | 10.7% | 130% | 42 | 69.05% | 0.5 |
|
| 3564 |
3564
Carrhae Capital
London,
United Kingdom
| USD 315 M | -USD 157 M | -33% | 10.9% | 182% | 32 | 59.38% | 0.6 |
|
| 3565 |
3565
TLWM Financial
San Antonio,
Texas
| USD 315 M | +USD 38.9 M | +14% | 5.9% | 53.9% | 70 | 15.71% | 2.6 |
|
| 3566 |
CWM
3566
Compass Wealth Management
Guilford,
Connecticut
| USD 315 M | +USD 9.5 M | +3% | 5.77% | 103% | 425 | 5.88% | 0.2 |
|
| 3567 |
ALAM
3567
Asahi Life Asset Management
Tokyo,
Japan
| USD 315 M | +USD 12.3 M | +4% | 7.71% | 133% | 257 | 52.53% | 1.6 |
|
| 3568 |
CBTWT
3568
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 314 M | +USD 7.83 M | +3% | 5.4% | 124% | 142 | 4.23% | 5 |
|
| 3569 |
SC
3569
Saybrook Capital
Winston Salem,
North Carolina
| USD 314 M | +USD 13.1 M | +4% | 4.8% | 72.5% | 45 | 4.44% | 8 |
|
| 3570 |
3570
REDW Wealth
Albuquerque,
New Mexico
| USD 314 M | +USD 24.9 M | +9% | 5.84% | 59.1% | 150 | 14.67% | 2.9 |
|
| 3571 |
3571
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 314 M | +USD 9.39 M | +3% | 4.16% | 49.3% | 50 | 10% | 6.6 |
|
| 3572 |
3572
Insigneo Advisory Services
Miami,
Florida
| USD 314 M | +USD 49.9 M | +19% | 13.1% | 119% | 300 | 22.33% | 0.2 |
|
| 3573 |
JCP
3573
Jennifer C. Price
| USD 314 M | -USD 104 M | -25% | 1.74% | – | 85 | 16.47% | 0.7 |
|
| 3574 |
3574
Capital City Trust
Tallahassee,
Florida
| USD 314 M | +USD 10.6 M | +3% | 3.91% | 98.5% | 121 | 9.09% | 6.1 |
|
| 3575 |
3575
Atalaya Capital Management
New York
| USD 314 M | -USD 245 M | -44% | 5.94% | 7.46% | 313 | 31.31% | 0.9 |
|