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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Centurion Wealth Management
Mclean,
Virginia
| USD 313 M | – | – | 5.66% | – | 217 | – | 1.2 |
|
| 4227 |
4227
LongView Wealth Management
Atlanta,
Georgia
| USD 313 M | +USD 42.5 M | +16% | 7.14% | 60.8% | 198 | 10.1% | 0.6 |
|
| 4228 |
4228
Summit Wealth & Retirement Planning
San Ramon,
California
| USD 313 M | +USD 19.6 M | +7% | 5.5% | 67.6% | 69 | 8.7% | 2.7 |
|
| 4229 |
4229
Peterson Wealth Services
South Ogden,
Utah
| USD 313 M | +USD 27 M | +9% | 4.79% | 160% | 221 | 51.13% | 0.8 |
|
| 4230 |
4230
WT Wealth Management
Scottsdale,
Arizona
| USD 313 M | +USD 19.7 M | +7% | 4.07% | 72% | 141 | 22.7% | 2 |
|
| 4231 |
4231
Harvest Investment Services
Oakbrook Terrace,
Illinois
| USD 313 M | +USD 60.8 M | +24% | 9.89% | 282% | 247 | 35.22% | 1.3 |
|
| 4232 |
4232
L1 Capital International
Sydney NSW 2000,
Australia
| USD 313 M | +USD 62.8 M | +25% | 9.58% | – | 20 | 10% | 0.7 |
|
| 4233 |
4233
Vista Investment Partners
Oklahoma City,
Oklahoma
| USD 312 M | +USD 12.4 M | +4% | 9.55% | 112% | 170 | 18.24% | 0.6 |
|
| 4234 |
4234
Proquility Private Wealth Partners
Las Vegas,
Nevada
| USD 312 M | +USD 19 M | +6% | 7.45% | 19.4% | 90 | 7.78% | 2.7 |
|
| 4235 |
4235
First International Bank & Trust
Watford City,
North Dakota
| USD 312 M | +USD 21.4 M | +7% | 4.66% | 38.6% | 77 | 11.69% | 2 |
|
| 4236 |
4236
Mayport LLC
Newton,
Massachusetts
| USD 312 M | +USD 31.2 M | +11% | 5.53% | 57% | 84 | 9.52% | 2 |
|
| 4237 |
4237
Garden State Investment Advisory Services
Red Bank,
New Jersey
| USD 312 M | +USD 21.9 M | +8% | 5.92% | 94% | 279 | 15.41% | 1.2 |
|
| 4238 |
4238
Core Wealth Advisors (Florida)
Lakeland,
Florida
| USD 312 M | +USD 20 M | +7% | 5.87% | 59.7% | 61 | 14.75% | 2.5 |
|
| 4239 |
4239
TrueMark Investments
Chicago,
Illinois
| USD 312 M | +USD 19.1 M | +7% | 5.67% | – | 254 | 20.08% | 0.4 |
|
| 4240 |
4240
Wittenberg Investment Management
Carlisle,
Massachusetts
| USD 312 M | +USD 18 M | +6% | 5.67% | 89.9% | 85 | 10.59% | 4.7 |
|
| 4241 |
4241
Atticus Wealth Management
Palm Beach Gardens,
Florida
| USD 311 M | +USD 5.5 M | +2% | 5.59% | 73.9% | 560 | 11.79% | 2.8 |
|
| 4242 |
FCT
4242
Family Capital Trust
Peabody,
Massachusetts
| USD 311 M | +USD 5.29 M | +2% | 2.7% | 39.1% | 61 | 0% | 6.7 |
|
| 4243 |
AC
4243
Athos Capital
Hong Kong
| USD 311 M | +USD 123 M | +65% | 6.22% | 110% | 51 | 43.14% | 0.7 |
|
| 4244 |
4244
Strata Wealth Advisors
Dallas,
Texas
| USD 311 M | +USD 20.7 M | +7% | 6.49% | 73.6% | 82 | 19.51% | 1 |
|
| 4245 |
4245
Arvin Capital Management
Austin,
Texas
| USD 311 M | -USD 6.19 M | -2% | 11.5% | – | 40 | 45% | 0.4 |
|
| 4246 |
4246
Parus Finance (UK)
London,
United Kingdom
| USD 311 M | -USD 34.9 M | -10% | 1.55% | 199% | 38 | 21.05% | 3.4 |
|
| 4247 |
4247
Atwater Malick
Lancaster,
Pennsylvania
| USD 311 M | +USD 20.4 M | +7% | 6.83% | 83.4% | 78 | 3.85% | 3.1 |
|
| 4248 |
4248
Total Clarity Wealth Management
St. Charles,
Illinois
| USD 311 M | +USD 22.5 M | +8% | 4.8% | 73.2% | 294 | 27.89% | 1.6 |
|
| 4249 |
4249
Enterprise Bank & Trust
Lowell,
Massachusetts
| USD 310 M | +USD 17.7 M | +6% | 5.75% | 65.9% | 132 | 10.61% | 3 |
|
| 4250 |
KM
4250
KP Management
Edina,
Minnesota
| USD 310 M | +USD 21.3 M | +7% | 6.45% | – | 78 | 19.23% | 0.6 |
|