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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
Crown Wealth Group
Charlotte,
North Carolina
| USD 393 M | +USD 52.5 M | +15% | 16.9% | 98.2% | 160 | 15.63% | 1.9 |
|
| 4527 |
4527
BridgePort Financial Solutions
Fairfield,
Iowa
| USD 393 M | +USD 40.1 M | +11% | 12.5% | – | 259 | 18.15% | 1.1 |
|
| 4528 |
4528
Snider Financial Group
Bellevue,
Washington
| USD 393 M | +USD 61.4 M | +19% | 16.3% | 87% | 117 | 24.79% | 2 |
|
| 4529 |
4529
SRH Advisors
Salina,
Kansas
| USD 392 M | +USD 43 M | +12% | 12.1% | 55.7% | 286 | 6.29% | 7.2 |
|
| 4530 |
4530
Southern Financial Group
Birmingham,
Alabama
| USD 392 M | +USD 33.9 M | +9% | 9.8% | – | 97 | 8.25% | 0.5 |
|
| 4531 |
4531
OFS Enterprise
Kearney,
Nebraska
| USD 392 M | +USD 51.5 M | +15% | 14.3% | – | 107 | 13.08% | 0.2 |
|
| 4532 |
4532
Kingdom Financial Group
Peoria,
Arizona
| USD 391 M | +USD 42.1 M | +12% | 14.1% | 49.9% | 989 | 26.9% | 0.5 |
|
| 4533 |
4533
Patriot Financial Partners GP II
Radnor,
Pennsylvania
| USD 391 M | +USD 2.93 M | +0.8% | 16.5% | – | 12 | 0% | 0.7 |
|
| 4534 |
4534
Libra Wealth
Los Gatos,
California
| USD 391 M | +USD 36.4 M | +10% | 11.2% | 58.2% | 72 | 11.11% | 2.9 |
|
| 4535 |
4535
Oak Family Advisors
Chicago,
Illinois
| USD 391 M | +USD 35.8 M | +10% | 12.6% | 81.9% | 130 | 25.38% | 2.5 |
|
| 4536 |
4536
Private Wealth Advisors (California)
Fresno,
California
| USD 391 M | +USD 35.3 M | +10% | 8.03% | 63.6% | 111 | 28.83% | 3.4 |
|
| 4537 |
SHFA
4537
SS&H Financial Advisors
Troy,
Michigan
| USD 391 M | – | – | 30.6% | – | 130 | – | 3.3 |
|
| 4538 |
4538
ForthRight Wealth Management
Alpharetta,
Georgia
| USD 391 M | +USD 38.4 M | +11% | 9.9% | 44.6% | 82 | 15.85% | 3.2 |
|
| 4539 |
4539
Access Investment Management
Atlanta,
Georgia
| USD 391 M | +USD 15 M | +4% | 15.3% | – | 163 | 15.34% | 1.6 |
|
| 4540 |
4540
Legacy CG
Plano,
Texas
| USD 391 M | +USD 30.6 M | +8% | 13.9% | 62.6% | 52 | 26.92% | 1.6 |
|
| 4541 |
4541
Delta Air Lines
Atlanta,
Georgia
| USD 391 M | +USD 12.8 M | +3% | 5.06% | 5.3% | 3 | 0% | 2.8 |
|
| 4542 |
4542
First American Financial Corporation
Santa Ana,
California
| USD 390 M | +USD 20.6 M | +6% | 13% | – | 3 | 0% | 2.5 |
|
| 4543 |
4543
Websterrogers Financial Advisors
Florence,
South Carolina
| USD 390 M | +USD 40.9 M | +12% | 8.92% | 46% | 103 | 7.77% | 2.8 |
|
| 4544 |
4544
Quantum Private Wealth
Tampa,
Florida
| USD 390 M | +USD 66.5 M | +21% | 40.4% | 240% | 184 | 17.39% | 2.8 |
|
| 4545 |
4545
Focused Alpha LLC
Denver,
Colorado
| USD 390 M | +USD 66.5 M | +21% | 16.5% | – | 290 | 23.79% | 0.4 |
|
| 4546 |
4546
HTG Investment Advisors
New Canaan,
Connecticut
| USD 390 M | +USD 38.5 M | +11% | 8.97% | 57.4% | 92 | 10.87% | 2.2 |
|
| 4547 |
CVA
4547
Central Valley Advisors
Sacramento,
California
| USD 390 M | +USD 23.4 M | +6% | 10.7% | 77.8% | 201 | 10.95% | 1.4 |
|
| 4548 |
4548
Apeiron RIA
Dallas,
Texas
| USD 390 M | -USD 41.6 M | -10% | 11.2% | 68.5% | 216 | 30.56% | 2.6 |
|
| 4549 |
4549
LongView Wealth Management
Atlanta,
Georgia
| USD 390 M | -USD 8.26 M | -2% | 11.9% | 60.8% | 261 | 18.39% | 1.7 |
|
| 4550 |
CC
4550
Checkpoint Capital
San Francisco,
California
| USD 390 M | +USD 111 M | +40% | 39.9% | – | 8 | 25% | 1.5 |
|