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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
OnyxPoint Global Management
New York
| USD 424 M | +USD 65.2 M | +18% | 45.3% | 162% | 52 | 73.08% | 0.5 |
|
| 4002 |
4002
Dunhill Financial
London,
United Kingdom
| USD 424 M | +USD 15.5 M | +4% | 0.28% | 58.6% | 2,117 | 19.98% | 1 |
|
| 4003 |
4003
McDonald Partners
Cleveland,
Ohio
| USD 424 M | +USD 107 M | +34% | 3.96% | 102% | 218 | 11.01% | 3.1 |
|
| 4004 |
4004
AMJ Financial Wealth Management
Leesburg,
Virginia
| USD 424 M | +USD 994 k | +0.2% | 4.71% | 167% | 101 | 26.73% | 1.7 |
|
| 4005 |
4005
Sector Gamma AS
Oslo,
Norway
| USD 423 M | -USD 15.2 M | -3% | 1.23% | 35.3% | 47 | 34.04% | 2.7 |
|
| 4006 |
DS
4006
Dalal Street
West Lake Hills,
Texas
| USD 423 M | +USD 20.8 M | +5% | 22.4% | 92.7% | 4 | 25% | 1.8 |
|
| 4007 |
RS
4007
Retirement Solution
Redmond,
Washington
| USD 423 M | -USD 28.7 M | -6% | 3.86% | 77.3% | 70 | 32.86% | 1.8 |
|
| 4008 |
4008
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| USD 422 M | -USD 30.2 M | -7% | 0.1% | 55.5% | 109 | 12.84% | 4.7 |
|
| 4009 |
4009
Guidance Point Advisors
Wellesley,
Massachusetts
| USD 422 M | -USD 9.2 M | -2% | 3.37% | 71.8% | 98 | 5.1% | 4 |
|
| 4010 |
4010
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| USD 422 M | -USD 12.7 M | -3% | 2.02% | 83.4% | 76 | 15.79% | 3.8 |
|
| 4011 |
4011
AllGen Financial Advisors
Orlando,
Florida
| USD 421 M | -USD 170 k | -0% | 0.51% | 39.7% | 46 | 26.09% | 1.8 |
|
| 4012 |
4012
Wealthspring Capital
West Harrison,
New York
| USD 421 M | -USD 2.24 M | -0.5% | 0.48% | 22.6% | 241 | 43.15% | 0.5 |
|
| 4013 |
4013
Sands Capital Ventures
Arlington,
Virginia
| USD 421 M | -USD 97.3 M | -19% | 20.6% | 167% | 21 | 4.76% | 2.9 |
|
| 4014 |
4014
RIA Advisory Group
Des Moines,
Iowa
| USD 421 M | +USD 4.84 M | +1% | 1.28% | – | 170 | 30.59% | 1.3 |
|
| 4015 |
4015
Triune Financial Partners
Overland Park,
Kansas
| USD 421 M | -USD 7.31 M | -2% | 1.22% | 66.6% | 49 | 4.08% | 2.7 |
|
| 4016 |
4016
Hilltop National Bank
Casper,
Wyoming
| USD 421 M | +USD 6.91 M | +2% | 2.01% | – | 840 | 12.62% | 1.6 |
|
| 4017 |
CWM
4017
Cordatus Wealth Management
Newtown,
Pennsylvania
| USD 420 M | -USD 12.3 M | -3% | 1.11% | 108% | 197 | 35.03% | 1.4 |
|
| 4018 |
4018
MilWealth Group
Milwaukee,
Wisconsin
| USD 420 M | +USD 29.5 k | +0% | 0.89% | 39.6% | 84 | 15.48% | 4.3 |
|
| 4019 |
4019
Hurlow Wealth Management Group
Bloomington,
Indiana
| USD 420 M | +USD 11.6 M | +3% | 0.81% | 60.7% | 124 | 6.45% | 4.5 |
|
| 4020 |
4020
ArchPoint Investors
Coral Gables,
Florida
| USD 420 M | -USD 1.65 M | -0.4% | 0.16% | 111% | 84 | 11.9% | 4.1 |
|
| 4021 |
4021
Meridian Investment Counsel
Lafayette,
California
| USD 420 M | +USD 4.89 M | +1% | 2.35% | 116% | 249 | 8.84% | 6.4 |
|
| 4022 |
4022
Investment Management Associates
Greenwood Village,
Colorado
| USD 420 M | +USD 57.2 M | +16% | 1.09% | 50.4% | 33 | 24.24% | 2.2 |
|
| 4023 |
4023
Parisi Gray Wealth Management
Mendham,
New Jersey
| USD 420 M | -USD 20.7 M | -5% | 4.86% | 137% | 143 | 9.79% | 4.1 |
|
| 4024 |
4024
CVC Management Holdings II
St. Helier,
Jersey
| USD 420 M | -USD 175 M | -29% | 1.3% | – | 4 | 25% | 1.4 |
|
| 4025 |
4025
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 420 M | +USD 17 M | +4% | 0.28% | 49.3% | 56 | 8.93% | 7.7 |
|