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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 |
LPC
5026
Lion Point Capital
New York
| USD 200 M | -USD 24.6 M | -11% | 8.39% | 319% | 34 | 20.59% | 1.2 |
|
| 5027 |
SI
5027
Saxon Interests
Houston,
Texas
| USD 200 M | +USD 51.1 M | +34% | 9.22% | 81.2% | 219 | 90.41% | 0.2 |
|
| 5028 |
5028
IMA Advisory Services
Denver,
Colorado
| USD 200 M | -USD 187 M | -48% | 10.6% | 74.5% | 286 | 77.62% | 3.5 |
|
| 5029 |
5029
Tyler-Stone Wealth Management
Beachwood,
Ohio
| USD 200 M | +USD 24.4 M | +14% | 10.6% | – | 997 | 9.93% | 1.6 |
|
| 5030 |
5030
FSB Premier Wealth Management
Waterloo,
Iowa
| USD 200 M | +USD 20 M | +11% | 8.53% | 53.9% | 177 | 12.43% | 1.9 |
|
| 5031 |
5031
Tiller Private Wealth
Bethlehem,
Pennsylvania
| USD 200 M | +USD 15.7 M | +9% | 9.32% | 60.2% | 49 | 16.33% | 3.5 |
|
| 5032 |
5032
City State Bank
Norwalk,
Iowa
| USD 200 M | +USD 18 M | +10% | 9.35% | 79.1% | 710 | 7.18% | 1.7 |
|
| 5033 |
ODFS
5033
O'Donnell Financial Services
San Rafael,
California
| USD 199 M | +USD 19.7 M | +11% | 8.97% | 61% | 39 | 33.33% | 0.8 |
|
| 5034 |
5034
Corundum Group
Colorado Springs,
Colorado
| USD 199 M | +USD 23.5 M | +13% | 11.9% | 89.5% | 113 | 21.24% | 4 |
|
| 5035 |
5035
Bridge Advisory
Pasadena,
California
| USD 199 M | -USD 85.7 M | -30% | 7.33% | 6.7% | 157 | 39.49% | 1.6 |
|
| 5036 |
5036
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| USD 199 M | +USD 18.9 M | +10% | 10.3% | 21.8% | 465 | 9.25% | 1.1 |
|
| 5037 |
5037
Taylor Frigon Capital Management
Scottsdale,
Arizona
| USD 199 M | +USD 19.3 M | +11% | 20.3% | 152% | 90 | 5.56% | 4.1 |
|
| 5038 |
5038
Accel Wealth Management
Waverly,
Iowa
| USD 199 M | +USD 19.6 M | +11% | 8.76% | 82.4% | 200 | 18.5% | 2.1 |
|
| 5039 |
5039
Wealth Advisors of Tampa Bay
Tampa,
Florida
| USD 199 M | -USD 164 M | -45% | 13.2% | 86.2% | 103 | 27.18% | 3.5 |
|
| 5040 |
MWM
5040
MGB Wealth Management
Addison,
Texas
| USD 199 M | – | – | 11% | – | 258 | – | 0 |
|
| 5041 |
5041
Family Investment Center
Saint Joseph,
Missouri
| USD 199 M | +USD 33.3 M | +20% | 9.01% | 53.1% | 73 | 30.14% | 0.6 |
|
| 5042 |
5042
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| USD 199 M | +USD 18.1 M | +10% | 20.1% | 282% | 38 | 28.95% | 1.8 |
|
| 5043 |
GFWEX
5043
G.F.W. Energy XI
Dallas,
Texas
| USD 199 M | – | – | 15.4% | – | 1 | – | 0 |
|
| 5044 |
OIA
5044
Optimum Investment Advisors
Chicago,
Illinois
| USD 199 M | +USD 3.51 M | +2% | 11.2% | 125% | 742 | 16.44% | 5.6 |
|
| 5045 |
5045
Horan Securities
Cincinnati,
United States
| USD 199 M | +USD 10.9 M | +6% | 11% | 50.1% | 113 | 17.7% | 3.3 |
|
| 5046 |
5046
Traveka Wealth
Los Altos,
California
| USD 199 M | – | – | 9.29% | 78.1% | 124 | – | 0 |
|
| 5047 |
5047
Selective Wealth Management
Forest,
Virginia
| USD 199 M | +USD 16.5 M | +9% | 11.9% | 74.4% | 94 | 13.83% | 2.9 |
|
| 5048 |
5048
Essential Planning
Portsmouth,
New Hampshire
| USD 198 M | +USD 17.6 M | +10% | 7.68% | 40.9% | 67 | 14.93% | 0.8 |
|
| 5049 |
5049
Forge First Asset Management
Toronto, Ontario,
Canada
| USD 198 M | +USD 13.4 M | +7% | 11.9% | 112% | 54 | 66.67% | 0.4 |
|
| 5050 |
5050
Wills Financial Group
Richmond,
Virginia
| USD 198 M | +USD 13.2 M | +7% | 10.4% | 57.5% | 66 | 16.67% | 5 |
|