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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
4701
Landaas & Company
Milwaukee,
Wisconsin
| USD 182 M | +USD 24.2 M | +15% | 7.79% | 68.3% | 70 | 20% | 3.5 |
|
| 4702 |
4702
Glassy Mountain Advisors
Bethesda,
Maryland
| USD 182 M | – | – | 8.66% | 91.5% | 227 | – | 0.3 |
|
| 4703 |
4703
Stoneridge Investment Partners
Radnor,
Pennsylvania
| USD 181 M | +USD 11.5 M | +7% | 5.56% | 44.2% | 110 | 29.09% | 1.7 |
|
| 4704 |
4704
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| USD 181 M | +USD 16.2 M | +10% | 9.5% | 66.8% | 103 | 6.8% | 5.7 |
|
| 4705 |
4705
Opal Wealth Advisors
Jericho,
New York
| USD 181 M | +USD 44.3 M | +32% | 5.48% | 62.3% | 135 | 31.85% | 1 |
|
| 4706 |
4706
Demars Financial Group
Spokane Valley,
Washington
| USD 181 M | +USD 13 M | +8% | 5.31% | 69.1% | 77 | 27.27% | 1.6 |
|
| 4707 |
4707
Watchman Group
Plano,
Texas
| USD 181 M | +USD 22.1 M | +14% | 7.9% | 54% | 78 | 26.92% | 2 |
|
| 4708 |
4708
Lowe Wealth Advisors
Columbia,
Maryland
| USD 181 M | +USD 11.1 M | +7% | 6.02% | 63.3% | 369 | 6.23% | 4.3 |
|
| 4709 |
4709
Reston Wealth Management
Reston,
Virginia
| USD 181 M | +USD 13.1 M | +8% | 7.77% | 66.4% | 53 | 20.75% | 2.9 |
|
| 4710 |
4710
Augustine Asset Management
Jacksonville,
Florida
| USD 181 M | +USD 28.8 M | +19% | 9.08% | 316% | 110 | 26.36% | 2.9 |
|
| 4711 |
4711
Seneca House Advisors
Richmond,
Virginia
| USD 181 M | +USD 46 M | +34% | 7.66% | 58.2% | 87 | 12.64% | 3 |
|
| 4712 |
4712
Snider Financial Group
Bellevue,
Washington
| USD 181 M | -USD 3.35 M | -2% | 6.19% | 87% | 56 | 7.14% | 1.2 |
|
| 4713 |
4713
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| USD 181 M | +USD 13.1 M | +8% | 10% | 136% | 126 | 9.52% | 2.7 |
|
| 4714 |
4714
Shayne & Jacobs LLC
Nashville,
Tennessee
| USD 180 M | +USD 21.5 M | +14% | 13.2% | 79.4% | 36 | 2.78% | 5.6 |
|
| 4715 |
SL
4715
SOF Ltd
George Town,
Cayman Islands
| USD 180 M | +USD 29.5 M | +20% | 19.6% | 42.3% | 1 | 0% | 6 |
|
| 4716 |
4716
Strata Wealth Advisors
Dallas,
Texas
| USD 180 M | – | – | 6.71% | 73.6% | 49 | – | 0 |
|
| 4717 |
4717
SRH Advisors
Salina,
Kansas
| USD 180 M | +USD 103 M | +135% | 6.64% | 55.7% | 326 | 8.9% | 5.2 |
|
| 4718 |
SAM
4718
Security Asset Management
New York
| USD 180 M | +USD 13.5 M | +8% | 8.89% | 67.4% | 76 | 7.89% | 5.1 |
|
| 4719 |
4719
TriaGen Wealth Management
Calabasas,
California
| USD 180 M | -USD 1.05 M | -0.6% | 9.15% | 132% | 188 | 27.66% | 1.2 |
|
| 4720 |
CWM
4720
CCG Wealth Management
San Diego,
California
| USD 180 M | +USD 16.2 M | +10% | 7.51% | 82.6% | 105 | 12.38% | 2 |
|
| 4721 |
4721
Lexington Partners
New York
| USD 180 M | -USD 2.84 M | -2% | 1.04% | 1.27% | 7 | 14.29% | 1.8 |
|
| 4722 |
4722
Unio Capital
Princeton,
New Jersey
| USD 180 M | +USD 14.4 M | +9% | 12.1% | 97.8% | 52 | 32.69% | 2.9 |
|
| 4723 |
4723
Beech Hill Advisors
New York
| USD 180 M | +USD 5.38 M | +3% | 9.96% | 105% | 85 | 4.71% | 4.1 |
|
| 4724 |
4724
Sonata Capital Group
Seattle,
Washington
| USD 180 M | -USD 1.59 M | -0.9% | 6.07% | 66.5% | 112 | 10.71% | 5.5 |
|
| 4725 |
4725
Foundry Group Next
Boulder,
Colorado
| USD 180 M | – | – | 4.11% | – | 4 | – | 0 |
|