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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
NL
4301
Navalign LLC
Encino,
California
| USD 429 M | +USD 32.6 M | +8% | 9.39% | 50.7% | 139 | 13.67% | 3.6 |
|
| 4302 |
LFGO
4302
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| USD 429 M | +USD 50.1 M | +13% | 11.9% | 58.7% | 106 | 17.92% | 2.2 |
|
| 4303 |
T
4303
TrueFG
Cedar Park,
Texas
| USD 428 M | +USD 50.9 M | +14% | 12.7% | 54.2% | 77 | 10.39% | 3.4 |
|
| 4304 |
SPWM
4304
Straight Path Wealth Management
Jenison,
Michigan
| USD 428 M | +USD 53.5 M | +14% | 13.6% | 70.6% | 146 | 15.07% | 1.8 |
|
| 4305 |
BCM
4305
Boone Capital Management
Atlanta,
Georgia
| USD 428 M | +USD 101 M | +31% | 22.4% | 278% | 20 | 55% | 0.7 |
|
| 4306 |
BTD
4306
BankPlus Trust Department
Jackson,
Mississippi
| USD 428 M | +USD 53.2 M | +14% | 16% | – | 492 | 9.76% | 1.3 |
|
| 4307 |
SCS
4307
Sound Capital Solutions
Naples,
Florida
| USD 427 M | – | – | 54.5% | – | 309 | – | 0 |
|
| 4308 |
DL
4308
Dockside LLC
New York
| USD 427 M | +USD 30 M | +8% | 9.88% | – | 361 | 100% | 0 |
|
| 4309 |
DMC
4309
DSC Meridian Capital
New York
| USD 427 M | +USD 102 M | +31% | 12.8% | – | 22 | 45.45% | 0.6 |
|
| 4310 |
S
4310
SimplyRich
Carlsbad,
California
| USD 427 M | +USD 36.1 M | +9% | 22.2% | 98.3% | 239 | 33.05% | 4.7 |
|
| 4311 |
IAA
4311
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| USD 427 M | +USD 28.2 M | +7% | 8.79% | 44.9% | 89 | 16.85% | 3.2 |
|
| 4312 |
VWM
4312
Vermillion Wealth Management
Rosemount,
Minnesota
| USD 427 M | +USD 172 M | +67% | 7.24% | – | 2,561 | 78.72% | 0.5 |
|
| 4313 |
PA
4313
Prairie Advisory
Leawood,
Kansas
| USD 426 M | – | – | 16.8% | – | 167 | – | 0 |
|
| 4314 |
RWM
4314
Ruedi Wealth Management
Champaign,
Illinois
| USD 426 M | +USD 38 M | +10% | 8.51% | 44.9% | 63 | 9.52% | 2.8 |
|
| 4315 |
ACMC
4315
AyurMaya Capital Management Company
Portsmouth,
New Hampshire
| USD 426 M | +USD 92.5 M | +28% | 27.7% | 32.2% | 1 | 0% | 2 |
|
| 4316 |
LWA
4316
Lifelong Wealth Advisors
Arden Hills,
Minnesota
| USD 426 M | +USD 49.3 M | +13% | 13.2% | – | 103 | 16.5% | 1.1 |
|
| 4317 |
GIL
4317
Go Invest LLC
West Jordan,
Utah
| USD 426 M | +USD 76.7 M | +22% | 10.8% | – | 132 | 10.61% | 0.4 |
|
| 4318 |
WOCP
4318
White Oak Capital Partners
Singapore
| USD 425 M | +USD 162 M | +61% | 4.78% | – | 18 | 5.56% | 1.1 |
|
| 4319 |
WMP
4319
Wealth Management Partners
Tucson,
Arizona
| USD 425 M | +USD 75.1 M | +21% | 36.4% | 179% | 160 | 11.88% | 2.9 |
|
| 4320 |
SIC
4320
Sterling Investment Counsel
Buffalo,
New York
| USD 425 M | +USD 68 M | +19% | 17.7% | 82.8% | 207 | 10.14% | 1.7 |
|
| 4321 |
RI
4321
Rinkey Investments
San Diego,
California
| USD 425 M | +USD 33.8 M | +9% | 8.89% | 38.4% | 137 | 15.33% | 1.8 |
|
| 4322 |
SL
4322
SWMG LLC
Fort Worth,
Texas
| USD 424 M | +USD 74.3 M | +21% | 15.9% | 61.3% | 134 | 35.82% | 2.2 |
|
| 4323 |
FP
4323
Fivespan Partners
San Francisco,
California
| USD 424 M | +USD 46.9 M | +12% | 1.84% | – | 6 | 33.33% | 0.3 |
|
| 4324 |
AFWM
4324
AMJ Financial Wealth Management
Leesburg,
Virginia
| USD 424 M | USD 0 | 0% | 14.6% | 167% | 86 | 0% | 1.9 |
|
| 4325 |
MAMA
4325
Myriad Asset Management Advisors
West Palm Beach,
Florida
| USD 424 M | +USD 84.4 M | +25% | 25.7% | – | 67 | 56.72% | 0.3 |
|