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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| USD 344 M | +USD 30.3 M | +10% | 6.68% | 56.7% | 327 | 8.56% | 2.5 |
|
| 4002 |
4002
Clarity Wealth Advisors
San Jose,
California
| USD 344 M | +USD 34.9 M | +11% | 5.86% | 94.1% | 95 | 9.47% | 2.8 |
|
| 4003 |
IAA
4003
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| USD 344 M | +USD 43.3 M | +14% | 12.5% | 49.3% | 80 | 27.5% | 2.7 |
|
| 4004 |
BC
4004
Bruce & Co
Chicago,
Illinois
| USD 344 M | +USD 39.6 M | +13% | 14.4% | 94.5% | 41 | 2.44% | 5.8 |
|
| 4005 |
4005
Covenant Partners
Nashville,
Tennessee
| USD 344 M | +USD 14.6 M | +4% | 6.85% | 70.3% | 196 | 18.88% | 3.1 |
|
| 4006 |
4006
The Wealth Group
Eden Prairie,
Minnesota
| USD 344 M | +USD 12.5 M | +4% | 5.66% | 71.9% | 67 | 11.94% | 0.7 |
|
| 4007 |
4007
Berkeley Inc
Boise,
Idaho
| USD 343 M | +USD 182 M | +112% | 7.48% | 49.4% | 67 | 8.96% | 2.7 |
|
| 4008 |
4008
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| USD 343 M | -USD 12.8 M | -4% | 5.51% | – | 1,356 | 18.95% | 1.3 |
|
| 4009 |
4009
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| USD 343 M | +USD 186 M | +118% | 12.6% | – | 56 | 46.43% | 1.6 |
|
| 4010 |
4010
Court Place Advisors
Ellicott City,
Maryland
| USD 343 M | +USD 24.2 M | +8% | 8.96% | 92% | 169 | 8.28% | 6.8 |
|
| 4011 |
4011
JSF Financial
Los Angeles,
California
| USD 343 M | +USD 16.5 M | +5% | 5.86% | 91% | 124 | 17.74% | 2.5 |
|
| 4012 |
XS
4012
XR Securities
Chicago,
Illinois
| USD 343 M | -USD 205 M | -37% | 12.1% | 17% | 247 | 31.17% | 2.4 |
|
| 4013 |
4013
Guidance Point Advisors
Wellesley,
Massachusetts
| USD 342 M | +USD 22.2 M | +7% | 5.61% | 71.8% | 88 | 10.23% | 3.4 |
|
| 4014 |
4014
VeraBank
Henderson,
Texas
| USD 342 M | +USD 19.9 M | +6% | 6.7% | 60.6% | 146 | 1.37% | 4.1 |
|
| 4015 |
4015
Xcel Wealth Management
Holly Hill,
Florida
| USD 342 M | +USD 22.5 M | +7% | 8.07% | 98.8% | 131 | 9.92% | 3.4 |
|
| 4016 |
4016
tru Independence
Portland,
Oregon
| USD 342 M | +USD 10.4 M | +3% | 5.12% | 67.4% | 112 | 8.93% | 2.6 |
|
| 4017 |
4017
Verum Partners
Charlotte,
North Carolina
| USD 341 M | +USD 31.8 M | +10% | 5.96% | 57.7% | 164 | 7.93% | 1.2 |
|
| 4018 |
4018
Grant Street Asset Management
Canonsburg,
Pennsylvania
| USD 341 M | +USD 22.6 M | +7% | 5.26% | 47.2% | 78 | 8.97% | 2.1 |
|
| 4019 |
PA
4019
PSI Advisors
Tampa,
Florida
| USD 341 M | +USD 25.4 M | +8% | 5% | 58.2% | 914 | 6.78% | 2.2 |
|
| 4020 |
4020
Astoria Strategic Wealth
Conroe,
Texas
| USD 341 M | +USD 18.1 M | +6% | 5.53% | 42.1% | 35 | 17.14% | 3.2 |
|
| 4021 |
MKC
4021
M. Kraus & Co
Shelburne,
Vermont
| USD 341 M | +USD 15.1 M | +5% | 6.92% | 65.9% | 82 | 4.88% | 5.7 |
|
| 4022 |
4022
Carr Financial Group
Worcester,
Massachusetts
| USD 341 M | +USD 26.8 M | +9% | 5.56% | 66.1% | 202 | 10.89% | 1.3 |
|
| 4023 |
4023
MilWealth Group
Milwaukee,
Wisconsin
| USD 341 M | +USD 24 M | +8% | 5.65% | 36.8% | 68 | 2.94% | 4 |
|
| 4024 |
4024
Peak Financial Management
Wellesley,
Massachusetts
| USD 341 M | +USD 21.1 M | +7% | 6.32% | 58.2% | 100 | 8% | 3.7 |
|
| 4025 |
4025
Vickerman Investment Advisors
Spokane,
Washington
| USD 340 M | +USD 28.7 M | +9% | 4.3% | 47.3% | 65 | 1.54% | 2.5 |
|