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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| USD 521 M | +USD 36 M | +7% | 13.7% | 70.4% | 429 | 22.38% | 1.5 |
|
| 3802 |
AIS
3802
AM Investment Strategies
Chattanooga,
Tennessee
| USD 521 M | +USD 65.7 M | +14% | 18.8% | 121% | 123 | 17.07% | 3.1 |
|
| 3803 |
3803
Scissortail Wealth Management
Tulsa,
Oklahoma
| USD 520 M | +USD 22 M | +4% | 10.1% | 71.9% | 126 | 24.6% | 1.9 |
|
| 3804 |
3804
Churchill Financial Advisors
Louisville,
Kentucky
| USD 519 M | +USD 43.6 M | +9% | 14.2% | – | 130 | 9.23% | 0.5 |
|
| 3805 |
3805
venBio Partners
San Francisco,
California
| USD 519 M | +USD 239 M | +85% | 20% | 564% | 8 | 37.5% | 2.9 |
|
| 3806 |
3806
Compton Financial Group
Towson,
Maryland
| USD 519 M | +USD 66.5 M | +15% | 9.16% | 37.7% | 87 | 21.84% | 1.9 |
|
| 3807 |
3807
Mindset Wealth Management
Indianapolis,
Indiana
| USD 519 M | +USD 147 M | +39% | 22.6% | – | 200 | 16.5% | 1.2 |
|
| 3808 |
3808
Wendel SE
Paris,
| USD 519 M | +USD 630 k | +0.1% | 0.12% | – | 1 | 0% | 1.3 |
|
| 3809 |
3809
Gagnon Securities
New York
| USD 519 M | +USD 85.6 M | +20% | 28.6% | 129% | 89 | 11.24% | 4.6 |
|
| 3810 |
3810
MBM Wealth Consultants
Chesterfield,
Missouri
| USD 519 M | +USD 83 M | +19% | 10.2% | 57.1% | 394 | 70.56% | 3.9 |
|
| 3811 |
3811
Palo Duro Investment Partners
Chicago,
Illinois
| USD 518 M | +USD 3.7 M | +0.7% | 9.59% | 62.8% | 34 | 20.59% | 1 |
|
| 3812 |
EGA
3812
E&G Advisors
Houston,
Texas
| USD 518 M | +USD 68.6 M | +15% | 17.1% | 97.7% | 253 | 10.67% | 3.3 |
|
| 3813 |
3813
Cove Private Wealth
Oyster Bay Cove,
New York
| USD 518 M | +USD 77.3 M | +18% | 18.2% | 126% | 211 | 14.22% | 1.3 |
|
| 3814 |
3814
Activest Wealth Management
Aventure,
Florida
| USD 518 M | -USD 51.5 M | -9% | 31.2% | 117% | 1,529 | 32.31% | 1.1 |
|
| 3815 |
3815
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| USD 518 M | +USD 135 M | +35% | 20.8% | 116% | 22 | 27.27% | 2.4 |
|
| 3816 |
3816
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
Skopje,
| USD 518 M | – | – | 15.2% | – | 12 | – | 0 |
|
| 3817 |
3817
Operose Advisors
Milwaukee,
Wisconsin
| USD 517 M | +USD 86.2 M | +20% | 14.2% | 68.8% | 698 | 40.26% | 2.1 |
|
| 3818 |
3818
Broadleaf Partners
Hudson,
Ohio
| USD 517 M | +USD 87.7 M | +20% | 35.4% | 180% | 98 | 26.53% | 4.1 |
|
| 3819 |
3819
Dividend Assets Capital
Ridgeland,
South Carolina
| USD 517 M | +USD 15.3 M | +3% | 11.4% | 67.4% | 150 | 16.67% | 6.9 |
|
| 3820 |
3820
Prudent Investors Network
Lake Forest,
California
| USD 516 M | +USD 57.1 M | +12% | 10% | – | 88 | 17.05% | 2.1 |
|
| 3821 |
3821
Fortitude Family Office
Scottsdale,
Arizona
| USD 516 M | +USD 68.3 M | +15% | 14.3% | 81.1% | 2,404 | 27.04% | 1.2 |
|
| 3822 |
3822
Searchlight Capital Partners
New York
| USD 516 M | +USD 406 M | +371% | 4.65% | 38.5% | 3 | 100% | 0 |
|
| 3823 |
3823
Vickerman Investment Advisors
Spokane,
Washington
| USD 515 M | +USD 39.3 M | +8% | 12.5% | 47.3% | 103 | 11.65% | 2.8 |
|
| 3824 |
3824
Curtis Advisory Group
Santa Barbara,
California
| USD 515 M | +USD 50.9 M | +11% | 13.4% | 79.8% | 123 | 8.94% | 3.5 |
|
| 3825 |
3825
Benedict Financial Advisors
Atlanta,
Georgia
| USD 515 M | +USD 34.2 M | +7% | 11.4% | 72.4% | 147 | 12.93% | 6.3 |
|