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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
LW
4526
Libra Wealth
Los Gatos,
California
| USD 391 M | +USD 36.4 M | +10% | 11.2% | 58.2% | 72 | 11.11% | 2.9 |
|
| 4527 |
OFA
4527
Oak Family Advisors
Chicago,
Illinois
| USD 391 M | +USD 35.8 M | +10% | 12.6% | 83.5% | 130 | 25.38% | 2.5 |
|
| 4528 |
PWAC
4528
Private Wealth Advisors (California)
Fresno,
California
| USD 391 M | +USD 35.3 M | +10% | 8.03% | 63.6% | 111 | 28.83% | 3.4 |
|
| 4529 |
SHFA
4529
SS&H Financial Advisors
Troy,
Michigan
| USD 391 M | – | – | 30.6% | – | 130 | – | 3.3 |
|
| 4530 |
FWM
4530
ForthRight Wealth Management
Alpharetta,
Georgia
| USD 391 M | +USD 38.4 M | +11% | 9.9% | 44.6% | 82 | 15.85% | 3.2 |
|
| 4531 |
AIM
4531
Access Investment Management
Atlanta,
Georgia
| USD 391 M | +USD 15 M | +4% | 15.3% | – | 163 | 15.34% | 1.6 |
|
| 4532 |
LC
4532
Legacy CG
Plano,
Texas
| USD 391 M | +USD 30.6 M | +8% | 13.9% | 61.2% | 52 | 26.92% | 1.6 |
|
| 4533 |
DAL
4533
Delta Air Lines
Atlanta,
Georgia
| USD 391 M | +USD 12.8 M | +3% | 5.06% | 5.3% | 3 | 0% | 2.8 |
|
| 4534 |
FAFC
4534
First American Financial Corporation
Santa Ana,
California
| USD 390 M | +USD 20.6 M | +6% | 13% | – | 3 | 0% | 2.5 |
|
| 4535 |
WFA
4535
Websterrogers Financial Advisors
Florence,
South Carolina
| USD 390 M | +USD 40.9 M | +12% | 8.92% | 42.9% | 103 | 7.77% | 2.8 |
|
| 4536 |
QPW
4536
Quantum Private Wealth
Tampa,
Florida
| USD 390 M | +USD 66.5 M | +21% | 40.4% | 219% | 184 | 17.39% | 2.8 |
|
| 4537 |
FAL
4537
Focused Alpha LLC
Denver,
Colorado
| USD 390 M | +USD 66.5 M | +21% | 16.5% | – | 290 | 23.79% | 0.4 |
|
| 4538 |
HIA
4538
HTG Investment Advisors
New Canaan,
Connecticut
| USD 390 M | +USD 38.5 M | +11% | 8.97% | 57.4% | 92 | 10.87% | 2.2 |
|
| 4539 |
CVA
4539
Central Valley Advisors
Sacramento,
California
| USD 390 M | +USD 23.4 M | +6% | 10.7% | – | 201 | 10.95% | 1.4 |
|
| 4540 |
AR
4540
Apeiron RIA
Dallas,
Texas
| USD 390 M | -USD 41.6 M | -10% | 11.2% | 68.5% | 216 | 30.56% | 2.6 |
|
| 4541 |
LWM
4541
LongView Wealth Management
Atlanta,
Georgia
| USD 390 M | -USD 8.26 M | -2% | 11.9% | – | 261 | 18.39% | 1.7 |
|
| 4542 |
CC
4542
Checkpoint Capital
San Francisco,
California
| USD 390 M | +USD 111 M | +40% | 39.9% | – | 8 | 25% | 1.5 |
|
| 4543 |
LWMM
4543
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| USD 390 M | +USD 38.7 M | +11% | 18.4% | 89.1% | 121 | 18.18% | 3.1 |
|
| 4544 |
SMG
4544
Smart Money Group
Eastland,
Texas
| USD 390 M | +USD 45.8 M | +13% | 12.6% | 58.9% | 88 | 6.82% | 3.2 |
|
| 4545 |
SACTSONJ
4545
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| USD 389 M | +USD 34.6 M | +10% | 28.4% | 147% | 309 | 7.44% | 4.2 |
|
| 4546 |
NFP
4546
Narus Financial Partners
Salt Lake City,
Utah
| USD 389 M | +USD 7.72 M | +2% | 4.57% | 88.9% | 185 | 16.76% | 3.8 |
|
| 4547 |
TCOO
4547
Trust Company of Oklahoma
Tulsa,
Oklahoma
| USD 389 M | +USD 45.9 M | +13% | 20.7% | 101% | 153 | 17.65% | 5.9 |
|
| 4548 |
TFA
4548
Trinity Financial Advisors
Columbus,
Ohio
| USD 389 M | +USD 37.9 M | +11% | 12% | 74.5% | 97 | 10.31% | 2.8 |
|
| 4549 |
CWM
4549
Cedar Wealth Management
Walnut Creek,
California
| USD 389 M | +USD 45.4 M | +13% | 14.4% | 68.1% | 103 | 24.27% | 4.5 |
|
| 4550 |
SCA
4550
St. Clair Advisors
Mayfield Hts,
Ohio
| USD 389 M | +USD 12.9 M | +3% | 13.3% | 77.5% | 83 | 7.23% | 3.8 |
|