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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 |
4526
Total Clarity Wealth Management
St. Charles,
Illinois
| USD 196 M | +USD 36.4 M | +23% | 8.45% | 73.2% | 278 | 37.77% | 1.4 |
|
| 4527 |
4527
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| USD 196 M | +USD 70.1 M | +56% | 3.43% | 7.8% | 411 | 30.9% | 0.7 |
|
| 4528 |
4528
Weaver Consulting Group
Huntington Beach,
California
| USD 196 M | +USD 21.8 M | +12% | 7.64% | 56.4% | 184 | 13.04% | 2.4 |
|
| 4529 |
4529
Manhattan West Asset Management
Los Angeles,
California
| USD 196 M | +USD 34.3 M | +21% | 6.73% | 65.6% | 118 | 21.19% | 0.7 |
|
| 4530 |
4530
KFA Private Wealth Group
Tysons,
Virginia
| USD 196 M | +USD 8.01 M | +4% | 6.73% | 62.8% | 72 | 15.28% | 2.2 |
|
| 4531 |
4531
Oarsman Capital
Milwaukee,
Wisconsin
| USD 196 M | +USD 9.3 M | +5% | 9% | 70.6% | 171 | 10.53% | 4.9 |
|
| 4532 |
4532
CM Wealth Advisors
Beachwood,
Ohio
| USD 196 M | +USD 15.4 M | +9% | 10.8% | 64.7% | 72 | 12.5% | 0.5 |
|
| 4533 |
MM
4533
MWG Management
Road Town, Tortola,
British Virgin Islands
| USD 196 M | -USD 63.7 M | -25% | 23.6% | 59.2% | 3 | 33.33% | 1.2 |
|
| 4534 |
KI
4534
Kensington Investments
Amsterdam,
Netherlands
| USD 196 M | – | – | 66.2% | – | 1 | – | 0 |
|
| 4535 |
4535
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| USD 196 M | +USD 20.3 M | +12% | 7.18% | 13% | 53 | 24.53% | 3.9 |
|
| 4536 |
4536
Beddow Capital Management
Jackson,
Wyoming
| USD 196 M | +USD 30.4 M | +18% | 12.9% | 50.7% | 52 | 5.77% | 4.3 |
|
| 4537 |
4537
ForthRight Wealth Management
Alpharetta,
Georgia
| USD 196 M | +USD 25.1 M | +15% | 9.08% | 44.6% | 51 | 7.84% | 1.4 |
|
| 4538 |
4538
Kanen Wealth Management
Coconut Creek,
Florida
| USD 196 M | +USD 24.9 M | +15% | 29.7% | 328% | 28 | 17.86% | 1.1 |
|
| 4539 |
4539
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| USD 195 M | – | – | 10.7% | 167% | 157 | – | 0 |
|
| 4540 |
FP
4540
Financial Perspectives
Minneapolis,
Minnesota
| USD 195 M | +USD 16.8 M | +9% | 7.65% | 87.8% | 711 | 5.2% | 2.4 |
|
| 4541 |
4541
Acima Private Wealth
Richmond,
Virginia
| USD 195 M | +USD 513 k | +0.3% | 7.68% | 51.1% | 234 | 7.26% | 3.4 |
|
| 4542 |
CHA
4542
Carmichael Hill & Associates
Gaithersburg,
Maryland
| USD 195 M | +USD 9.35 M | +5% | 8.16% | 39.7% | 866 | 10.74% | 2.3 |
|
| 4543 |
4543
TFG Advisers
Auburn Hills,
Michigan
| USD 195 M | +USD 15.8 M | +9% | 9.43% | 61.8% | 198 | 6.57% | 3.1 |
|
| 4544 |
4544
Bridge City Capital
Lake Oswego,
Oregon
| USD 195 M | +USD 12.7 M | +7% | 11.3% | 120% | 95 | 4.21% | 3.9 |
|
| 4545 |
4545
DoubleLine ETF Adviser
Tampa,
Florida
| USD 195 M | – | – | 5.89% | 51.6% | 192 | – | 0 |
|
| 4546 |
4546
Boone Capital Management
Atlanta,
Georgia
| USD 195 M | – | – | 29.8% | 278% | 17 | – | 0 |
|
| 4547 |
4547
Garrett Wealth Advisory Group
Weatherford,
Texas
| USD 195 M | +USD 15.6 M | +9% | 7.67% | 74.6% | 48 | 12.5% | 2.5 |
|
| 4548 |
4548
TPB Wealth Advisors
San Antonio,
Texas
| USD 195 M | -USD 14.9 M | -7% | 6.04% | – | 55 | 34.55% | 1.1 |
|
| 4549 |
4549
Cowbird Capital
New York
| USD 195 M | +USD 37 M | +23% | 2.94% | 21.3% | 12 | 41.67% | 1.1 |
|
| 4550 |
4550
First Bankers Trust
Louisville,
Kentucky
| USD 195 M | +USD 20.2 M | +12% | 12.5% | 78.9% | 113 | 5.31% | 6.5 |
|