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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Level Financial Advisors
East Amherst,
New York
| USD 202 M | +USD 23.4 M | +13% | 8.2% | 44% | 293 | 8.19% | 1.5 |
|
| 5002 |
5002
Pine Brook Road Advisors
Bedford,
New York
| USD 202 M | – | – | 6.13% | – | 3 | – | 0 |
|
| 5003 |
5003
Praetorian PR
Rincon,
Puerto Rico
| USD 202 M | +USD 649 k | +0.3% | 8.07% | 80.3% | 28 | 53.57% | 0.7 |
|
| 5004 |
5004
Lowe Wealth Advisors
Columbia,
Maryland
| USD 202 M | +USD 14.1 M | +7% | 7.94% | 63.3% | 323 | 8.05% | 4.8 |
|
| 5005 |
5005
Scholtz & Company
Stamford,
Connecticut
| USD 202 M | +USD 50.4 M | +33% | 13.2% | 89.2% | 75 | 57.33% | 1.3 |
|
| 5006 |
5006
Beirne Wealth Consulting Services
Shelton,
Connecticut
| USD 202 M | +USD 76.5 M | +61% | 15% | 81.9% | 159 | 43.4% | 1.6 |
|
| 5007 |
5007
Brown Shipley & Co
London,
United Kingdom
| USD 202 M | +USD 20.4 M | +11% | 12.8% | 125% | 93 | 7.53% | 0.7 |
|
| 5008 |
5008
325 Capital
New York
| USD 202 M | +USD 80.6 M | +67% | 17.9% | 226% | 13 | 38.46% | 1 |
|
| 5009 |
5009
1776 Wealth
Atlanta,
Georgia
| USD 202 M | +USD 12.5 M | +7% | 12.1% | 90.4% | 154 | 29.87% | 2.1 |
|
| 5010 |
5010
Kinsale Capital Group
Richmond,
Virginia
| USD 202 M | +USD 25.4 M | +14% | 9.03% | 75.2% | 36 | 13.89% | 0.9 |
|
| 5011 |
HIC
5011
Harbor Island Capital
Topsfield,
Massachusetts
| USD 202 M | +USD 28.5 M | +16% | 17.4% | 218% | 15 | 0% | 5.4 |
|
| 5012 |
5012
Ameliora Wealth Management
Zurich,
Switzerland
| USD 201 M | +USD 32.8 M | +19% | 8.39% | 73.9% | 221 | 19.91% | 1.1 |
|
| 5013 |
5013
Libra Wealth
Los Gatos,
California
| USD 201 M | +USD 20.6 M | +11% | 10% | 58.2% | 52 | 3.85% | 1.4 |
|
| 5014 |
FFG
5014
Fortem Financial Group
Palm Desert,
California
| USD 201 M | +USD 30.5 M | +18% | 10.7% | 183% | 169 | 10.65% | 2 |
|
| 5015 |
5015
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 201 M | +USD 12.5 M | +7% | 12.4% | 116% | 60 | 6.67% | 5.6 |
|
| 5016 |
5016
Sonata Capital Group
Seattle,
Washington
| USD 201 M | +USD 13.6 M | +7% | 11% | 66.5% | 116 | 14.66% | 6 |
|
| 5017 |
5017
Goepper Burkhardt
Greenville,
South Carolina
| USD 201 M | +USD 37 M | +23% | 9.62% | 50.4% | 83 | 24.1% | 2 |
|
| 5018 |
5018
Yeomans Consulting Group
Marietta,
Georgia
| USD 201 M | – | – | 10.2% | – | 66 | – | 0 |
|
| 5019 |
5019
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| USD 201 M | +USD 39.7 M | +25% | 10.7% | 75.2% | 94 | 25.53% | 0.7 |
|
| 5020 |
IAMH
5020
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| USD 201 M | +USD 9.07 M | +5% | 25.4% | 64.5% | 22 | 45.45% | 1 |
|
| 5021 |
5021
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| USD 200 M | +USD 10.9 M | +6% | 9.09% | 52% | 109 | 12.84% | 0.8 |
|
| 5022 |
5022
Jessup Wealth Management
Dayton,
Ohio
| USD 200 M | +USD 26.6 M | +15% | 16% | 181% | 65 | 35.38% | 0.7 |
|
| 5023 |
5023
Brown Miller Wealth Management
Mclean,
Virginia
| USD 200 M | +USD 21 M | +12% | 11.8% | 121% | 129 | 13.18% | 2.2 |
|
| 5024 |
5024
Ashburton (Jersey)
St Helier,
Jersey
| USD 200 M | -USD 5.38 M | -3% | 9.69% | – | 55 | 1.82% | 3.5 |
|
| 5025 |
5025
Cambridge Financial Group
Columbus,
Ohio
| USD 200 M | +USD 16.4 M | +9% | 12% | – | 33 | 6.06% | 4.7 |
|