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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
DHJJ Financial Advisors
Naperville,
Illinois
| USD 277 M | +USD 28.6 M | +12% | 8.46% | 62.5% | 996 | 8.23% | 1.7 |
|
| 4852 |
4852
Sandy Cove Advisors
Hingham,
Massachusetts
| USD 277 M | +USD 27.9 M | +11% | 9.03% | 78% | 134 | 12.69% | 2.2 |
|
| 4853 |
CCM
4853
Consolidated Capital Management
Burbank,
California
| USD 277 M | +USD 35.9 M | +15% | 12.1% | 166% | 50 | 14% | 3.4 |
|
| 4854 |
4854
Crestmont Private Wealth
Houston,
Texas
| USD 277 M | +USD 45.6 M | +20% | 6.93% | 54.8% | 88 | 18.18% | 1.6 |
|
| 4855 |
4855
Richard W. Paul & Associates
Novi,
Michigan
| USD 277 M | +USD 21.6 M | +8% | 9.88% | 65.2% | 357 | 11.48% | 2 |
|
| 4856 |
4856
Whelan Financial
Fresno,
California
| USD 277 M | +USD 19.4 M | +8% | 6.98% | 64.6% | 67 | 8.96% | 1.7 |
|
| 4857 |
4857
Forge First Asset Management
Toronto, Ontario,
Canada
| USD 277 M | +USD 46.8 M | +20% | 18.2% | 112% | 46 | 54.35% | 0.6 |
|
| 4858 |
4858
Texas Capital Bancshares
Dallas,
Texas
| USD 276 M | +USD 41.5 M | +18% | 19.6% | 175% | 84 | 10.71% | 4 |
|
| 4859 |
4859
Santori & Peters Inc
Canonsburg,
Pennsylvania
| USD 276 M | +USD 28.4 M | +11% | 10.7% | 103% | 71 | 12.68% | 3.7 |
|
| 4860 |
4860
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| USD 276 M | +USD 45.9 M | +20% | 3.88% | – | 95 | 22.11% | 1.8 |
|
| 4861 |
4861
TFR Capital
Plano,
Texas
| USD 276 M | +USD 35.9 M | +15% | 12.8% | – | 167 | 11.98% | 0.4 |
|
| 4862 |
4862
Townsend Asset Management
Raleigh,
North Carolina
| USD 276 M | +USD 16.7 M | +6% | 9.01% | 88.5% | 187 | 12.3% | 4.1 |
|
| 4863 |
4863
Omnia Family Wealth
Aventura,
Florida
| USD 276 M | +USD 37 M | +15% | 10.8% | 80.6% | 106 | 17.92% | 3.7 |
|
| 4864 |
4864
Solitude Financial Services
Charlottesville,
Virginia
| USD 276 M | +USD 18.5 M | +7% | 4.03% | 62.4% | 39 | 7.69% | 2.6 |
|
| 4865 |
4865
Monashee Investment Management
Boston,
Massachusetts
| USD 276 M | -USD 569 M | -67% | 34.8% | 520% | 96 | 91.67% | 0.1 |
|
| 4866 |
4866
Pineridge Advisors
St. Charles,
Missouri
| USD 276 M | +USD 20 M | +8% | 5.55% | – | 590 | 18.64% | 1.1 |
|
| 4867 |
4867
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 276 M | +USD 33.6 M | +14% | 5.75% | 63.9% | 140 | 5% | 6.2 |
|
| 4868 |
4868
Argyle Capital Management
Center Valley,
Pennsylvania
| USD 276 M | +USD 6.59 M | +2% | 5.75% | 106% | 132 | 1.52% | 8.8 |
|
| 4869 |
4869
Shaker Financial Services
Arlington,
Virginia
| USD 276 M | +USD 18.9 M | +7% | 5.18% | 12.9% | 176 | 29.55% | 2.2 |
|
| 4870 |
4870
Client 1st Advisory Group
Dunedin,
Florida
| USD 276 M | +USD 18.8 M | +7% | 8.81% | 64.5% | 141 | 14.18% | 2.8 |
|
| 4871 |
4871
Bain Capital Credit
Boston,
Massachusetts
| USD 276 M | -USD 133 M | -33% | 5.69% | 14.4% | 7 | 28.57% | 2.3 |
|
| 4872 |
4872
Aubrey Capital Management
Edinburgh,
United Kingdom
| USD 275 M | +USD 26.5 M | +11% | 22.6% | 319% | 56 | 25% | 1.4 |
|
| 4873 |
4873
Adirondack Trust Company
Saratoga Springs,
New York
| USD 275 M | +USD 19.5 M | +8% | 9.4% | 96.7% | 498 | 7.83% | 6.5 |
|
| 4874 |
4874
Meredith Wealth Planning
Maryville,
Illinois
| USD 275 M | +USD 48.7 M | +21% | 8.99% | 66.5% | 62 | 20.97% | 1.6 |
|
| 4875 |
4875
Castle Wealth Management
West Palm Beach,
Florida
| USD 275 M | +USD 19.9 M | +8% | 7.87% | 53.6% | 130 | 9.23% | 2.2 |
|