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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
EC
5026
Engaged Capital
Newport Beach,
California
| USD 327 M | +USD 23.7 M | +8% | 21.8% | 26.2% | 10 | 10% | 1.9 |
|
| 5027 |
RWPA
5027
Richard W. Paul & Associates
Novi,
Michigan
| USD 327 M | +USD 29.9 M | +10% | 12.9% | 65.2% | 334 | 14.37% | 2.5 |
|
| 5028 |
WAOTB
5028
Wealth Advisors of Tampa Bay
Tampa,
Florida
| USD 327 M | +USD 24.6 M | +8% | 12.8% | 86.2% | 96 | 5.21% | 4.1 |
|
| 5029 |
DS
5029
Dalal Street
West Lake Hills,
Texas
| USD 327 M | -USD 96.1 M | -23% | 18.7% | 92.7% | 4 | 25% | 1.6 |
|
| 5030 |
TAFW
5030
Tred Avon Family Wealth
Easton,
Maryland
| USD 327 M | +USD 25.4 M | +8% | 14.7% | – | 278 | 11.87% | 0.7 |
|
| 5031 |
RL
5031
Rogco LP
Claremore,
Oklahoma
| USD 327 M | +USD 27.2 M | +9% | 10.2% | 53.3% | 236 | 18.22% | 1.9 |
|
| 5032 |
JAM
5032
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 326 M | USD 0 | 0% | 9.06% | – | 113 | 0% | 4.8 |
|
| 5033 |
CIM
5033
Capital Investment Management
Lees Summit,
Missouri
| USD 326 M | +USD 35.2 M | +12% | 11.3% | – | 139 | 15.11% | 0.4 |
|
| 5034 |
VWM
5034
Vigilare Wealth Management
Scottsdale,
Arizona
| USD 326 M | +USD 30.3 M | +10% | 9.28% | 56.9% | 130 | 21.54% | 2.5 |
|
| 5035 |
MFC
5035
Morris Financial Concepts
Mount Pleasant,
South Carolina
| USD 326 M | +USD 31.6 M | +11% | 12% | 56.5% | 207 | 7.25% | 3.1 |
|
| 5036 |
RFA
5036
Register Financial Advisors
Atlanta,
Georgia
| USD 326 M | +USD 55.5 M | +21% | 27.2% | 126% | 438 | 14.38% | 2 |
|
| 5037 |
HWM
5037
Hassell Wealth Management
Houma,
Louisiana
| USD 326 M | +USD 28 M | +9% | 8.97% | 46.3% | 29 | 3.45% | 2.7 |
|
| 5038 |
APW
5038
Aventura Private Wealth
Aventura,
Florida
| USD 326 M | +USD 52.5 M | +19% | 24.2% | – | 1,021 | 15.48% | 1.1 |
|
| 5039 |
LC
5039
LCNB Corp
Lebanon,
Ohio
| USD 326 M | +USD 28.5 M | +10% | 15.4% | 75.2% | 191 | 6.28% | 5.8 |
|
| 5040 |
FWM
5040
Forza Wealth Management
Sarasota,
Florida
| USD 326 M | +USD 38.5 M | +13% | 11.3% | 65.6% | 198 | 7.07% | 2.7 |
|
| 5041 |
SPG
5041
Snow Phipps Group
New York
| USD 326 M | +USD 8.27 M | +3% | 2.58% | 58% | 2 | 0% | 6.3 |
|
| 5042 |
SA
5042
Sycale Advisors
New York
| USD 326 M | +USD 125 M | +63% | 11.8% | 31.5% | 28 | 53.57% | 0.7 |
|
| 5043 |
NPI
5043
New Perspectives Inc
Ridgeland,
Mississippi
| USD 326 M | +USD 37.1 M | +13% | 10.2% | – | 50 | 14% | 2.5 |
|
| 5044 |
FWP
5044
Family Wealth Partners
Matthews,
North Carolina
| USD 326 M | +USD 33 M | +11% | 10.7% | – | 125 | 28.8% | 1.3 |
|
| 5045 |
TJHA
5045
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| USD 326 M | +USD 31.7 M | +11% | 4.61% | 17.7% | 148 | 35.14% | 3.4 |
|
| 5046 |
WAG
5046
Wilkerson Advisory Group
Columbia,
Missouri
| USD 326 M | +USD 34.6 M | +12% | 12.6% | – | 659 | 12.29% | 0.4 |
|
| 5047 |
TWM
5047
Triton Wealth Management
Sun City,
Arizona
| USD 326 M | +USD 56 M | +21% | 21.2% | – | 142 | 19.01% | 2.6 |
|
| 5048 |
SAM
5048
S.A. Mason
Holland,
Michigan
| USD 326 M | +USD 59.1 M | +22% | 20.6% | 116% | 294 | 13.61% | 4.5 |
|
| 5049 |
MAM
5049
Mullooly Asset Management
Wall Township,
New Jersey
| USD 325 M | +USD 53.9 M | +20% | 20.4% | – | 60 | 15% | 1 |
|
| 5050 |
SC
5050
Sykon Capital
Harrison,
New York
| USD 325 M | +USD 24.8 M | +8% | 11.2% | 63.7% | 132 | 48.48% | 1 |
|