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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Old Point Trust & Financial Services N A
Newport News,
Virginia
| USD 311 M | -USD 9.35 M | -3% | 3.87% | 87.3% | 330 | 4.85% | 3.4 |
|
| 4827 |
4827
Tradewinds LLC
Raleigh,
North Carolina
| USD 311 M | -USD 108 M | -26% | 0.68% | – | 232 | 41.81% | 0.6 |
|
| 4828 |
4828
Boothe Investment Group
Dover,
Delaware
| USD 311 M | +USD 31.3 M | +11% | 0.99% | 75.6% | 41 | 14.63% | 2.1 |
|
| 4829 |
4829
IronBridge Private Wealth
Austin,
Texas
| USD 310 M | -USD 5.91 M | -2% | 0.79% | 143% | 58 | 43.1% | 1.9 |
|
| 4830 |
4830
Redwood Grove Capital
Palo Alto,
California
| USD 310 M | -USD 40.9 M | -12% | 4.88% | 79.8% | 24 | 16.67% | 2.5 |
|
| 4831 |
4831
HealthInvest Partners
Stockholm,
Sweden
| USD 310 M | -USD 3.76 M | -1% | 0.04% | – | 43 | 18.6% | 1.7 |
|
| 4832 |
CCM
4832
Consolidated Capital Management
Burbank,
California
| USD 310 M | -USD 20.9 M | -6% | 1.47% | 166% | 93 | 35.48% | 2.2 |
|
| 4833 |
IR
4833
IAT Reinsurance
New York
| USD 310 M | -USD 31.9 M | -9% | 2.32% | 60.2% | 75 | 16% | 4.4 |
|
| 4834 |
4834
Seven Post Investment Office
San Francisco,
California
| USD 310 M | +USD 29.8 M | +11% | 0.37% | 44.4% | 38 | 7.89% | 4.4 |
|
| 4835 |
4835
TSA Wealth Management
Houston,
Texas
| USD 309 M | +USD 7.49 M | +2% | 1.38% | 62.4% | 109 | 22.02% | 1.3 |
|
| 4836 |
PH
4836
Pinnacle Holdings
Tulsa,
Oklahoma
| USD 309 M | +USD 13.3 M | +4% | 5.62% | 79.6% | 265 | 18.87% | 5.1 |
|
| 4837 |
4837
Cloverfields Capital Group
Minneapolis,
Minnesota
| USD 309 M | -USD 13.6 M | -4% | 0.14% | 101% | 100 | 19% | 2.5 |
|
| 4838 |
4838
Advisor Resource Council
Dallas,
Texas
| USD 309 M | +USD 27.7 M | +10% | 0.16% | 84.8% | 268 | 22.01% | 0.5 |
|
| 4839 |
4839
Pines Wealth Management
Southern Pines,
North Carolina
| USD 309 M | -USD 694 k | -0.2% | 0.48% | – | 234 | 11.54% | 1.1 |
|
| 4840 |
4840
Alteri Wealth
Westlake Village,
California
| USD 309 M | +USD 79.8 k | +0% | 0.24% | – | 312 | 14.74% | 1 |
|
| 4841 |
4841
Financial Insights
Tacoma,
Washington
| USD 309 M | +USD 10.2 M | +3% | 1.62% | 82.1% | 136 | 10.29% | 3.4 |
|
| 4842 |
4842
Castle Wealth Management
West Palm Beach,
Florida
| USD 309 M | +USD 6.69 M | +2% | 0.15% | 53.6% | 136 | 6.62% | 2.7 |
|
| 4843 |
4843
Bell & Brown Wealth Advisors
Newport Beach,
California
| USD 308 M | -USD 2.43 M | -0.8% | 2.75% | 125% | 72 | 6.94% | 6.1 |
|
| 4844 |
4844
General Electric
Evendale,
Ohio
| USD 308 M | -USD 347 M | -53% | 46.5% | 23.2% | 2 | 0% | 1.9 |
|
| 4845 |
4845
Elite Wealth Management
Kirkland,
Washington
| USD 308 M | -USD 59.2 M | -16% | 8.64% | 182% | 63 | 38.1% | 2.8 |
|
| 4846 |
4846
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| USD 308 M | +USD 70.4 M | +30% | 16.5% | 22.2% | 5 | 20% | 1.4 |
|
| 4847 |
4847
Pecaut & Co
Sioux City,
Iowa
| USD 308 M | -USD 1.98 M | -0.6% | 2.99% | 62.8% | 73 | 13.7% | 4.9 |
|
| 4848 |
4848
Alta Wealth Advisors
Woburn,
Massachusetts
| USD 308 M | +USD 8.69 M | +3% | 1.75% | 120% | 187 | 25.13% | 2.2 |
|
| 4849 |
4849
First United Bank & Trust
Oakland,
Maryland
| USD 308 M | -USD 5.41 M | -2% | 0.21% | 78% | 414 | 9.42% | 3.9 |
|
| 4850 |
4850
Islander Capital Partners
San Francisco,
California
| USD 308 M | +USD 86 M | +39% | 16.8% | – | 18 | 27.78% | 0.2 |
|