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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Kendall Capital Management
Rockville,
Maryland
| USD 478 M | +USD 34.5 M | +8% | 2.92% | 130% | 242 | 9.09% | 3.6 |
|
| 3727 |
3727
Valicenti Advisory Services
Elmira,
New York
| USD 478 M | +USD 11.7 M | +3% | 5.28% | 134% | 84 | 13.1% | 5.4 |
|
| 3728 |
3728
Stonebrook Private
Northville,
Michigan
| USD 478 M | +USD 14.8 M | +3% | 2.3% | – | 225 | 14.67% | 1.4 |
|
| 3729 |
3729
Moller Wealth Partners
| USD 478 M | -USD 1.97 M | -0.4% | 1.42% | 44.1% | 71 | 4.23% | 6 |
|
| 3730 |
3730
Peddock Capital Advisors
Braintree,
Massachusetts
| USD 477 M | +USD 13.4 M | +3% | 3.32% | 113% | 167 | 8.38% | 6.5 |
|
| 3731 |
3731
Evernest Financial Advisors
Carmel,
Indiana
| USD 477 M | +USD 120 M | +34% | 3.92% | – | 214 | 25.7% | 2.5 |
|
| 3732 |
3732
Richard P. Slaughter Associates
Austin,
Texas
| USD 477 M | +USD 12.9 M | +3% | 2.04% | 55.7% | 114 | 8.77% | 2.5 |
|
| 3733 |
3733
Precedent Wealth Partners
Houston,
Texas
| USD 477 M | +USD 22.7 M | +5% | 2.13% | 61.1% | 177 | 8.47% | 1.4 |
|
| 3734 |
AW
3734
Avion Wealth
The Woodlands,
Texas
| USD 477 M | +USD 10.6 M | +2% | 1.81% | 48.8% | 1,669 | 15.58% | 2.1 |
|
| 3735 |
3735
Curtis Advisory Group
Santa Barbara,
California
| USD 477 M | +USD 35.6 M | +8% | 1.46% | 79.8% | 118 | 11.02% | 3.1 |
|
| 3736 |
CA
3736
Crumly & Associates
Springfield,
Illinois
| USD 477 M | +USD 19.4 M | +4% | 1.28% | 58.1% | 216 | 16.67% | 2.1 |
|
| 3737 |
3737
Hedeker Wealth
Lincolnshire,
Illinois
| USD 477 M | -USD 4.61 M | -1% | 6% | 161% | 94 | 9.57% | 3.3 |
|
| 3738 |
3738
CoreCommodity Management
Stamford,
Connecticut
| USD 476 M | -USD 74.5 M | -14% | 9.25% | 65.8% | 134 | 17.91% | 3.8 |
|
| 3739 |
3739
Cliffwater
Marina Del Rey,
California
| USD 476 M | +USD 1.7 M | +0.4% | 2.61% | 29.4% | 22 | 0% | 4.6 |
|
| 3740 |
3740
Helen Stephens Group
Fort Worth,
Texas
| USD 476 M | +USD 25.8 M | +6% | 2.06% | 53.4% | 124 | 18.55% | 2.1 |
|
| 3741 |
KMWM
3741
Keudell/Morrison Wealth Management
Salem,
Oregon
| USD 476 M | – | – | 3.3% | – | 232 | – | 3.7 |
|
| 3742 |
3742
FIFTHDELTA
London,
United Kingdom
| USD 476 M | +USD 156 M | +49% | 2.53% | 16.6% | 10 | 50% | 0.7 |
|
| 3743 |
3743
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| USD 476 M | +USD 41.1 M | +9% | 2.89% | 71.1% | 195 | 25.13% | 1.3 |
|
| 3744 |
3744
Magnolia Capital Advisors
Jackson,
Mississippi
| USD 476 M | +USD 92.7 M | +24% | 2.15% | 78.7% | 273 | 16.48% | 1.3 |
|
| 3745 |
3745
Exane Asset Management
Paris,
France
| USD 475 M | +USD 179 M | +60% | 3.72% | 74.5% | 46 | 52.17% | 0.6 |
|
| 3746 |
3746
Kickstand Ventures
Pittsford,
New York
| USD 475 M | +USD 20.2 M | +4% | 2.17% | 51.4% | 136 | 19.12% | 1.3 |
|
| 3747 |
3747
Keystone Wealth Services
Palm Desert,
California
| USD 475 M | +USD 16.2 M | +4% | 3% | 91.1% | 321 | 31.78% | 2.1 |
|
| 3748 |
3748
Benedict Financial Advisors
Atlanta,
Georgia
| USD 474 M | +USD 13.2 M | +3% | 2.08% | 72.4% | 135 | 5.19% | 6.4 |
|
| 3749 |
3749
Noble Family Wealth
Clearwater,
Florida
| USD 474 M | +USD 20.9 M | +5% | 2.06% | 60% | 84 | 5.95% | 2.1 |
|
| 3750 |
3750
Triangle Securities Wealth Management
Raleigh,
North Carolina
| USD 474 M | +USD 32.6 M | +7% | 3.13% | 83.6% | 212 | 7.55% | 6.4 |
|