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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Financial & Tax Architects
St Louis,
Missouri
| USD 453 M | +USD 41.5 M | +10% | 5.46% | 50.2% | 122 | 38.52% | 2 |
|
| 3752 |
3752
Apis Capital Advisors
New York
| USD 453 M | +USD 171 M | +61% | 86% | 1,532% | 66 | 62.12% | 0.4 |
|
| 3753 |
3753
Castle Rock Wealth Management
Walnut Creek,
California
| USD 452 M | +USD 24.5 M | +6% | 6.95% | 115% | 261 | 8.43% | 3 |
|
| 3754 |
RGC
3754
Rubicon Global Capital
London,
United Kingdom
| USD 452 M | -USD 179 M | -28% | 21.4% | – | 10 | 0% | 0.7 |
|
| 3755 |
3755
Technology Crossover Management VIII
Menlo Park,
California
| USD 452 M | -USD 7.42 M | -2% | 0.39% | 77.9% | 5 | 0% | 5.6 |
|
| 3756 |
AA
3756
Ashford Advisors
Pittsford,
New York
| USD 452 M | +USD 20.6 M | +5% | 7.7% | 66.5% | 21 | 14.29% | 3.3 |
|
| 3757 |
FNBOMD
3757
First National Bank of Mount Dora
Mount Dora,
Florida
| USD 452 M | +USD 8.54 M | +2% | 5.65% | 96.2% | 133 | 7.52% | 6.2 |
|
| 3758 |
3758
Lantz Financial
Naperville,
Illinois
| USD 452 M | +USD 50.7 M | +13% | 6.24% | 74.3% | 251 | 10.36% | 3.4 |
|
| 3759 |
3759
Verde Capital Management
Clarkston,
Michigan
| USD 451 M | +USD 46.1 M | +11% | 8.23% | 80.3% | 73 | 17.81% | 2.6 |
|
| 3760 |
3760
Hunter Perkins Capital Management
Lombard,
Illinois
| USD 451 M | +USD 28.4 M | +7% | 6.19% | 58% | 117 | 7.69% | 2.4 |
|
| 3761 |
3761
Once Capital Management
New York
| USD 451 M | +USD 86.6 M | +24% | 11.4% | 570% | 28 | 39.29% | 1.7 |
|
| 3762 |
3762
Miramar Capital
Northbrook,
Illinois
| USD 451 M | +USD 28 M | +7% | 8.06% | 47.3% | 62 | 9.68% | 3.8 |
|
| 3763 |
3763
JSF Financial
Los Angeles,
California
| USD 451 M | +USD 30 M | +7% | 8.41% | 91% | 139 | 15.83% | 2.8 |
|
| 3764 |
3764
Isthmus Partners
Madison,
Wisconsin
| USD 451 M | -USD 405 M | -47% | 5.12% | 73.7% | 228 | 27.63% | 3.6 |
|
| 3765 |
3765
Strengthening Families & Communities LLC
Boston,
Massachusetts
| USD 450 M | +USD 271 M | +150% | 10% | 116% | 739 | 47.77% | 1.1 |
|
| 3766 |
3766
Helen Stephens Group
Fort Worth,
Texas
| USD 450 M | +USD 47.3 M | +12% | 6.12% | 53.4% | 108 | 19.44% | 2.1 |
|
| 3767 |
3767
Sanchez Wealth Management Group
Jacksonville,
Florida
| USD 450 M | +USD 35.6 M | +9% | 6.47% | 56.9% | 51 | 9.8% | 3.7 |
|
| 3768 |
3768
RS Crum Inc
Newport Beach,
California
| USD 450 M | +USD 32.8 M | +8% | 5.61% | 54.2% | 99 | 8.08% | 2.6 |
|
| 3769 |
3769
Alliance Wealth Management Group
Flemington,
New Jersey
| USD 450 M | +USD 56.9 M | +14% | 5.44% | 43.4% | 95 | 10.53% | 5.1 |
|
| 3770 |
3770
Garden State Investment Advisory Services
Red Bank,
New Jersey
| USD 449 M | +USD 53 M | +13% | 9.74% | 94% | 355 | 25.35% | 1.5 |
|
| 3771 |
3771
Centric Wealth Management
Chicago,
Illinois
| USD 449 M | +USD 30.5 M | +7% | 5.42% | 44.4% | 205 | 13.66% | 2.5 |
|
| 3772 |
3772
AssuredPartners Investment Advisors
Tampa,
Florida
| USD 449 M | +USD 40.3 M | +10% | 9.14% | – | 289 | 24.57% | 0.6 |
|
| 3773 |
3773
Alta Fox Capital Management
Fort Worth,
Texas
| USD 449 M | +USD 80.6 M | +22% | 17.4% | 261% | 26 | 53.85% | 0.6 |
|
| 3774 |
3774
Squadra Investments
Rio De Janeiro,
Brazil
| USD 448 M | +USD 21.5 M | +5% | 10.6% | 1.55% | 7 | 28.57% | 1.2 |
|
| 3775 |
CWM
3775
Compass Wealth Management
Guilford,
Connecticut
| USD 448 M | +USD 28 M | +7% | 8.83% | 103% | 154 | 5.19% | 2.5 |
|