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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
ACA
3826
Aspire Capital Advisors
Seattle,
Washington
| USD 514 M | +USD 69.4 M | +16% | 11.5% | 59.3% | 143 | 20.98% | 1.9 |
|
| 3827 |
BHWA
3827
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| USD 513 M | +USD 36.1 M | +8% | 12.8% | 143% | 87 | 39.08% | 2.4 |
|
| 3828 |
IA
3828
IAM Advisory
Easton,
Pennsylvania
| USD 513 M | +USD 66.9 M | +15% | 20.4% | 74.5% | 113 | 21.24% | 2.3 |
|
| 3829 |
DA
3829
Detalus Advisors
St. Louis,
Missouri
| USD 513 M | +USD 75.2 M | +17% | 15% | 75.7% | 205 | 16.1% | 3.1 |
|
| 3830 |
RCM
3830
RB Capital Management
Reno,
Nevada
| USD 513 M | +USD 42.2 M | +9% | 12.6% | 79.4% | 210 | 13.81% | 5 |
|
| 3831 |
BHC
3831
Bull Harbor Capital
Bethesda,
Maryland
| USD 513 M | +USD 140 M | +37% | 25% | – | 596 | 30.54% | 0.2 |
|
| 3832 |
NI
3832
Naria Inc
Nassau,
Bahamas
| USD 513 M | -USD 43.9 M | -8% | 7.89% | – | 1 | 0% | 1.5 |
|
| 3833 |
MC
3833
Magnitude Capital
New York
| USD 512 M | +USD 62 M | +14% | 13.8% | – | 1 | 0% | 2.5 |
|
| 3834 |
RS
3834
Retirement Solution
Redmond,
Washington
| USD 511 M | +USD 88.7 M | +21% | 15.6% | 65.2% | 79 | 32.91% | 1.6 |
|
| 3835 |
TWP
3835
Tempus Wealth Planning
Irvine,
California
| USD 511 M | +USD 76.1 M | +17% | 17% | 95% | 300 | 16% | 2.8 |
|
| 3836 |
NLP
3836
Next Level Private
Harrison,
New York
| USD 511 M | +USD 67.8 M | +15% | 15.6% | 92.4% | 186 | 12.37% | 2.4 |
|
| 3837 |
MVP
3837
Medina Value Partners
Los Angeles,
California
| USD 510 M | +USD 32.9 M | +7% | 11.8% | 80% | 40 | 55% | 0.6 |
|
| 3838 |
MPPLM
3838
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| USD 510 M | +USD 85.8 M | +20% | 31% | 130% | 145 | 15.17% | 4.2 |
|
| 3839 |
WCP
3839
Welch Capital Partners
Harrison,
New York
| USD 510 M | +USD 66.1 M | +15% | 16% | 79.2% | 28 | 14.29% | 4.6 |
|
| 3840 |
RPSA
3840
Richard P. Slaughter Associates
Austin,
Texas
| USD 510 M | +USD 47.4 M | +10% | 13.3% | 55.7% | 114 | 20.18% | 2.7 |
|
| 3841 |
TGY2IT
3841
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
| USD 510 M | +USD 278 M | +120% | 76.9% | – | 511 | 90.22% | 0.2 |
|
| 3842 |
SSC
3842
Spruce Street Capital
New York
| USD 510 M | +USD 93.7 M | +23% | 28.8% | – | 33 | 24.24% | 0.4 |
|
| 3843 |
TCM
3843
Towneley Capital Management
Laguna Hills,
California
| USD 509 M | +USD 31.7 M | +7% | 8.01% | 50.2% | 47 | 12.77% | 1.8 |
|
| 3844 |
CRWM
3844
Castle Rock Wealth Management
Walnut Creek,
California
| USD 509 M | +USD 47.5 M | +10% | 23.3% | 115% | 282 | 12.06% | 3.3 |
|
| 3845 |
AG
3845
Alibaba Group
Causeway Bay,
Hong Kong
| USD 509 M | -USD 143 M | -22% | 21.9% | 2.06% | 2 | 0% | 8.1 |
|
| 3846 |
AWM
3846
Aries Wealth Management
Portland,
Maine
| USD 509 M | +USD 54.5 M | +12% | 12.2% | 75% | 246 | 6.5% | 3.1 |
|
| 3847 |
FSA
3847
Financial Sense Advisors
San Diego,
California
| USD 508 M | +USD 15.7 M | +3% | 1.54% | 152% | 165 | 30.91% | 2 |
|
| 3848 |
RIG
3848
Renaissance Investment Group
Lenox,
Massachusetts
| USD 508 M | +USD 42.9 M | +9% | 16.6% | 99.6% | 88 | 12.5% | 7.2 |
|
| 3849 |
HC
3849
Hourglass Capital
Houston,
Texas
| USD 508 M | +USD 27.9 M | +6% | 8.85% | 89.6% | 134 | 8.21% | 4.5 |
|
| 3850 |
5NPW
3850
55 North Private Wealth
Winter Park,
Florida
| USD 508 M | +USD 118 M | +30% | 12.7% | – | 326 | 42.33% | 0.3 |
|