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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
4876
Castle Wealth Management
West Palm Beach,
Florida
| USD 296 M | +USD 20.9 M | +8% | 6.55% | 53.6% | 133 | 11.28% | 2.3 |
|
| 4877 |
4877
Tranquility Partners
Brentwood,
Tennessee
| USD 296 M | +USD 16.2 M | +6% | 7.42% | 77.3% | 242 | 12.4% | 3.6 |
|
| 4878 |
4878
Team Hewins
Redwood City,
California
| USD 296 M | +USD 18.8 M | +7% | 7.57% | 60.5% | 39 | 12.82% | 1.5 |
|
| 4879 |
4879
Gen-Wealth Partners
Zeeland,
Michigan
| USD 296 M | +USD 36.9 M | +14% | 5.87% | – | 719 | 15.99% | 1.2 |
|
| 4880 |
4880
Equita Financial Network
Fort Washington,
Pennsylvania
| USD 296 M | +USD 44.5 M | +18% | 5.61% | 50.5% | 91 | 10.99% | 1.3 |
|
| 4881 |
4881
Fi3 Financial Advisors
Indianapolis,
Indiana
| USD 296 M | +USD 18.4 M | +7% | 9.13% | 83.1% | 183 | 21.86% | 1.7 |
|
| 4882 |
4882
Invesco LLC (Illinois)
Des Plaines,
Illinois
| USD 296 M | +USD 27.6 M | +10% | 11.4% | 122% | 136 | 5.88% | 1.8 |
|
| 4883 |
4883
StrongBox Wealth
Lee's Summit,
Missouri
| USD 296 M | +USD 32 M | +12% | 6.04% | 63.9% | 92 | 9.78% | 3.3 |
|
| 4884 |
4884
Alpine Investment Management
Hong Kong
| USD 295 M | -USD 36.1 M | -11% | 18.2% | 33.7% | 10 | 70% | 0.4 |
|
| 4885 |
4885
Jacobsen Capital Management
Salt Lake City,
Utah
| USD 295 M | +USD 23.4 M | +9% | 8.11% | 97.3% | 125 | 10.4% | 2.3 |
|
| 4886 |
ISFAN
4886
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
| USD 295 M | +USD 25.9 M | +10% | 7.13% | – | 243 | 12.35% | 0.6 |
|
| 4887 |
4887
Investment Research & Advisory Group
Atlanta,
Georgia
| USD 295 M | +USD 26.6 M | +10% | 7.79% | 105% | 263 | 11.03% | 2.9 |
|
| 4888 |
4888
Royal Harbor Partners
Houston,
Texas
| USD 295 M | +USD 21.2 M | +8% | 5.88% | 54.6% | 52 | 9.62% | 2.1 |
|
| 4889 |
4889
DHJJ Financial Advisors
Naperville,
Illinois
| USD 295 M | +USD 17.9 M | +6% | 6.53% | 62.5% | 1,023 | 6.35% | 1.9 |
|
| 4890 |
4890
44 Wealth Management
Eugene,
Oregon
| USD 295 M | +USD 12.3 M | +4% | 5.52% | – | 219 | 22.37% | 2.4 |
|
| 4891 |
PWM
4891
Prosperity Wealth Management
San Ramon,
California
| USD 295 M | +USD 24.8 M | +9% | 10.7% | 175% | 292 | 37.33% | 1 |
|
| 4892 |
EL
4892
EQ LLC
Bellevue,
Washington
| USD 295 M | +USD 37 M | +14% | 8.11% | 72.9% | 76 | 7.89% | 2.3 |
|
| 4893 |
IP
4893
Indigo Partners
Phoenix,
Arizona
| USD 294 M | +USD 76.8 M | +35% | 37% | 2.56% | 2 | 0% | 4.3 |
|
| 4894 |
4894
Sensible Money
Scottsdale,
Arizona
| USD 294 M | +USD 30.4 M | +12% | 7.87% | 69.1% | 92 | 9.78% | 2.2 |
|
| 4895 |
4895
Ping Capital Management
New York
| USD 294 M | -USD 117 M | -28% | 12.1% | – | 80 | 18.75% | 0.9 |
|
| 4896 |
4896
Commonwealth Retirement Investments
Richmond,
Virginia
| USD 294 M | +USD 31.2 M | +12% | 8.24% | 96.7% | 122 | 11.48% | 1.6 |
|
| 4897 |
4897
Prevatt Capital
Nassau,
Bahamas
| USD 294 M | +USD 2.66 M | +0.9% | 4.91% | – | 11 | 18.18% | 1.7 |
|
| 4898 |
4898
NWK Group
San Francisco,
California
| USD 294 M | +USD 9.28 M | +3% | 11.9% | 268% | 77 | 24.68% | 3.2 |
|
| 4899 |
4899
TSA Wealth Management
Houston,
Texas
| USD 294 M | +USD 20.2 M | +7% | 6.57% | 62.4% | 91 | 8.79% | 1.1 |
|
| 4900 |
4900
Arch Capital Group
Pembroke,
Bermuda
| USD 294 M | +USD 507 k | +0.2% | 0.17% | 3.08% | 4 | 0% | 3.1 |
|