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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 |
3826
Total Clarity Wealth Management
St. Charles,
Illinois
| USD 515 M | +USD 88.9 M | +21% | 13.4% | 73.2% | 392 | 26.79% | 1.8 |
|
| 3827 |
3827
Aristides Capital
Louisville,
Kentucky
| USD 514 M | +USD 52.3 M | +11% | 14.3% | 126% | 213 | 44.13% | 1.9 |
|
| 3828 |
3828
Leverty Financial Group
Hudson,
Wisconsin
| USD 514 M | +USD 62.2 M | +14% | 10.8% | 57.3% | 53 | 24.53% | 2.2 |
|
| 3829 |
3829
Entrust Global Partners
New York
| USD 514 M | +USD 58.6 M | +13% | 21.6% | 82.3% | 5 | 20% | 1.2 |
|
| 3830 |
3830
Navigation Group
Redwood City,
California
| USD 514 M | +USD 86.8 M | +20% | 18.3% | – | 124 | 11.29% | 0.2 |
|
| 3831 |
3831
FTV Management Company
San Francisco,
California
| USD 514 M | -USD 26.9 M | -5% | 30.2% | 15.1% | 1 | 0% | 0.5 |
|
| 3832 |
3832
Alliance Wealth Management Group
Flemington,
New Jersey
| USD 514 M | +USD 56.6 M | +12% | 9.91% | 43.4% | 107 | 13.08% | 5.2 |
|
| 3833 |
3833
Cypress Asset Management
Houston,
Texas
| USD 514 M | +USD 82.4 M | +19% | 28.4% | 141% | 108 | 4.63% | 7.4 |
|
| 3834 |
3834
BCM Advisors
Lafayette,
Louisiana
| USD 514 M | +USD 6.73 M | +1% | 6.18% | 66.3% | 82 | 7.32% | 4.7 |
|
| 3835 |
3835
Aspire Capital Advisors
Seattle,
Washington
| USD 514 M | +USD 69.4 M | +16% | 11.5% | 59.3% | 143 | 20.98% | 1.9 |
|
| 3836 |
3836
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| USD 513 M | +USD 36.1 M | +8% | 12.8% | 143% | 87 | 39.08% | 2.4 |
|
| 3837 |
3837
IAM Advisory
Easton,
Pennsylvania
| USD 513 M | +USD 66.9 M | +15% | 20.4% | 74.5% | 113 | 21.24% | 2.3 |
|
| 3838 |
3838
Detalus Advisors
St. Louis,
Missouri
| USD 513 M | +USD 75.2 M | +17% | 15% | 75.7% | 205 | 16.1% | 3.1 |
|
| 3839 |
3839
RB Capital Management
Reno,
Nevada
| USD 513 M | +USD 42.2 M | +9% | 12.6% | 79.4% | 210 | 13.81% | 5 |
|
| 3840 |
3840
Bull Harbor Capital
Bethesda,
Maryland
| USD 513 M | +USD 140 M | +37% | 25% | – | 596 | 30.54% | 0.2 |
|
| 3841 |
NI
3841
Naria Inc
Nassau,
Bahamas
| USD 513 M | -USD 43.9 M | -8% | 7.89% | – | 1 | 0% | 1.5 |
|
| 3842 |
3842
Magnitude Capital
New York
| USD 512 M | +USD 62 M | +14% | 13.8% | – | 1 | 0% | 2.5 |
|
| 3843 |
3843
Tempus Wealth Planning
Irvine,
California
| USD 511 M | +USD 76.1 M | +17% | 17% | 95% | 300 | 16% | 2.8 |
|
| 3844 |
3844
Next Level Private
Harrison,
New York
| USD 511 M | +USD 67.8 M | +15% | 15.6% | 95.9% | 186 | 12.37% | 2.4 |
|
| 3845 |
3845
Medina Value Partners
Los Angeles,
California
| USD 510 M | +USD 32.9 M | +7% | 11.8% | 80% | 40 | 55% | 0.6 |
|
| 3846 |
3846
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| USD 510 M | +USD 85.8 M | +20% | 31% | 136% | 145 | 15.17% | 4.2 |
|
| 3847 |
3847
Welch Capital Partners
Harrison,
New York
| USD 510 M | +USD 66.1 M | +15% | 16% | 79.2% | 28 | 14.29% | 4.6 |
|
| 3848 |
3848
Richard P. Slaughter Associates
Austin,
Texas
| USD 510 M | +USD 47.4 M | +10% | 13.3% | 55.7% | 114 | 20.18% | 2.7 |
|
| 3849 |
TGY2IT
3849
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
| USD 510 M | +USD 278 M | +120% | 76.9% | – | 511 | 90.22% | 0.2 |
|
| 3850 |
3850
Spruce Street Capital
New York
| USD 510 M | +USD 93.7 M | +23% | 28.8% | – | 33 | 24.24% | 0.4 |
|