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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Triangle Securities Wealth Management
Raleigh,
North Carolina
| USD 504 M | +USD 63.1 M | +14% | 15% | 83.6% | 221 | 10.41% | 6.4 |
|
| 3877 |
DI
3877
DDFG Inc
Thousand Oaks,
California
| USD 504 M | +USD 39.6 M | +9% | 9.12% | 56.3% | 94 | 10.64% | 2.5 |
|
| 3878 |
3878
Hollow Brook Wealth Management
Katonah,
New York
| USD 504 M | +USD 112 M | +28% | 1.02% | 97.8% | 79 | 12.66% | 5 |
|
| 3879 |
3879
WealthBridge Capital Management
Westerville,
Ohio
| USD 503 M | +USD 69 M | +16% | 15.8% | 89.4% | 248 | 16.13% | 3.9 |
|
| 3880 |
3880
Smith & Howard Wealth Management
Atlanta,
Georgia
| USD 503 M | +USD 40.6 M | +9% | 8.78% | 43.8% | 106 | 24.53% | 4.5 |
|
| 3881 |
3881
Beirne Wealth Consulting Services
Shelton,
Connecticut
| USD 503 M | +USD 149 M | +42% | 12% | 81.9% | 112 | 15.18% | 4 |
|
| 3882 |
3882
Oakmont Corp
Los Angeles,
California
| USD 503 M | -USD 24 M | -5% | 7.79% | 70.2% | 32 | 6.25% | 4.5 |
|
| 3883 |
3883
CoreCommodity Management
Stamford,
Connecticut
| USD 502 M | -USD 36.2 M | -7% | 6.02% | 65.8% | 142 | 28.87% | 3.1 |
|
| 3884 |
3884
Wolff Financial Management
Kalamazoo,
Michigan
| USD 501 M | +USD 48.9 M | +11% | 11.9% | 56.7% | 107 | 4.67% | 3.1 |
|
| 3885 |
3885
Planning Project LLC
The Woodlands,
Texas
| USD 501 M | – | – | 9.25% | – | 26 | – | 0.3 |
|
| 3886 |
3886
Peddock Capital Advisors
Braintree,
Massachusetts
| USD 501 M | +USD 47.5 M | +10% | 13.8% | 113% | 171 | 6.43% | 6.6 |
|
| 3887 |
3887
Founders Grove Wealth Partners
Richmond,
Virginia
| USD 501 M | +USD 60.9 M | +14% | 14.4% | – | 194 | 21.65% | 1 |
|
| 3888 |
PT
3888
Plimoth Trust
Plymouth,
Massachusetts
| USD 501 M | +USD 53.4 M | +12% | 19.9% | 110% | 177 | 3.39% | 6.4 |
|
| 3889 |
3889
Trinity Legacy Partners
Houston,
Texas
| USD 500 M | +USD 38.6 M | +8% | 12.8% | 63.3% | 117 | 15.38% | 3.5 |
|
| 3890 |
3890
Headwater Capital
Hong Kong,
China
| USD 500 M | -USD 122 M | -20% | 25.2% | – | 21 | 57.14% | 0.5 |
|
| 3891 |
3891
Brown Capital Management
Baltimore,
Maryland
| USD 500 M | -USD 204 M | -29% | 35.2% | 107% | 63 | 25.4% | 3.9 |
|
| 3892 |
3892
Intesa Sanpaolo Wealth Management
Ville De Luxembourg,
| USD 500 M | +USD 89.9 M | +22% | 13.4% | – | 336 | 20.83% | 0.4 |
|
| 3893 |
FNBOMD
3893
First National Bank of Mount Dora
Mount Dora,
Florida
| USD 499 M | +USD 36.6 M | +8% | 13.6% | 96.2% | 129 | 4.65% | 6.3 |
|
| 3894 |
TPWM
3894
Twelve Points Wealth Management
Concord,
Massachusetts
| USD 499 M | +USD 44.5 M | +10% | 8.47% | 56.8% | 219 | 11.42% | 2.8 |
|
| 3895 |
3895
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 499 M | -USD 6.86 M | -1% | 2.89% | 53.1% | 79 | 12.66% | 5.5 |
|
| 3896 |
3896
Mezzasalma Advisors
Tinton Falls,
New Jersey
| USD 498 M | +USD 107 M | +27% | 31.6% | 203% | 180 | 18.89% | 2 |
|
| 3897 |
3897
TRV GP V
Boston,
Massachusetts
| USD 498 M | +USD 97.2 M | +24% | 33.9% | – | 3 | 0% | 1.4 |
|
| 3898 |
GWM
3898
GSB Wealth Management
Guilford,
Connecticut
| USD 498 M | +USD 54.7 M | +12% | 16% | 69.8% | 255 | 9.41% | 3.7 |
|
| 3899 |
CMAI
3899
Capital Management Associates Inc
Minneapolis,
Minnesota
| USD 498 M | +USD 55.2 M | +12% | 14.4% | 75.6% | 167 | 17.96% | 1.5 |
|
| 3900 |
3900
Core Wealth Advisors (Florida)
Lakeland,
Florida
| USD 497 M | +USD 78.5 M | +19% | 12.8% | 59.7% | 129 | 13.95% | 2.1 |
|