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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Marks Wealth
Annapolis,
Maryland
| USD 233 M | +USD 6.4 M | +3% | 8.48% | 165% | 29 | 55.17% | 0.6 |
|
| 5052 |
5052
Elevation Wealth Partners
Santa Rosa,
California
| USD 233 M | +USD 21.8 M | +10% | 6.14% | 69.9% | 547 | 19.38% | 1.1 |
|
| 5053 |
5053
Waterway Wealth Management
The Woodlands,
Texas
| USD 233 M | +USD 29 M | +14% | 6.31% | 52.2% | 74 | 20.27% | 0.5 |
|
| 5054 |
5054
Morris Financial Concepts
Mount Pleasant,
South Carolina
| USD 233 M | +USD 23.9 M | +11% | 6.42% | 56.5% | 193 | 17.1% | 1.8 |
|
| 5055 |
5055
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| USD 233 M | +USD 14.8 M | +7% | 5.53% | 52% | 99 | 16.16% | 1.3 |
|
| 5056 |
5056
Acorn Wealth Advisors
Grand Blanc,
Michigan
| USD 233 M | +USD 30.4 M | +15% | 6.46% | 58.8% | 231 | 13.42% | 3.1 |
|
| 5057 |
OCP
5057
OCO Capital Partners
New York
| USD 232 M | +USD 42.7 M | +23% | 6.15% | 679% | 5 | 40% | 2 |
|
| 5058 |
5058
Bernzott Capital Advisors
Camarillo,
California
| USD 232 M | +USD 15.3 M | +7% | 7.68% | 46.2% | 38 | 10.53% | 2.9 |
|
| 5059 |
5059
Canopy Partners
Cincinnati,
Ohio
| USD 232 M | +USD 17 M | +8% | 6.06% | 108% | 221 | 15.38% | 0.6 |
|
| 5060 |
5060
7G Capital Management
New York
| USD 232 M | +USD 4.74 M | +2% | 10.1% | 137% | 8 | 0% | 2.1 |
|
| 5061 |
5061
Straight Path Wealth Management
Jenison,
Michigan
| USD 232 M | +USD 37.4 M | +19% | 9.45% | 70.4% | 103 | 11.65% | 1.4 |
|
| 5062 |
GWA
5062
GGM Wealth Advisors
Baltimore,
Maryland
| USD 232 M | +USD 13.5 M | +6% | 6.67% | 25.9% | 151 | 11.92% | 1.5 |
|
| 5063 |
5063
Lowe Wealth Advisors
Columbia,
Maryland
| USD 232 M | +USD 12.6 M | +6% | 5.68% | 63.3% | 328 | 7.01% | 5.2 |
|
| 5064 |
OGF
5064
Orin Green Financial
San Diego,
California
| USD 232 M | +USD 14.8 M | +7% | 4.28% | 59.1% | 84 | 9.52% | 0.4 |
|
| 5065 |
MS
5065
Madden Securities
Dallas,
Texas
| USD 232 M | +USD 6.14 M | +3% | 6.17% | 108% | 115 | 18.26% | 2.4 |
|
| 5066 |
5066
Standard General
New York
| USD 232 M | -USD 30.9 M | -12% | 21.6% | 259% | 3 | 0% | 6.1 |
|
| 5067 |
5067
Tiemann Investment Advisors
Menlo Park,
California
| USD 232 M | +USD 7.14 M | +3% | 6.58% | 77% | 204 | 9.31% | 6.5 |
|
| 5068 |
HRC
5068
Hoertkorn Richard Charles
| USD 232 M | +USD 2.18 M | +0.9% | 5.26% | 172% | 87 | 8.05% | 7.4 |
|
| 5069 |
RGREA
5069
Ranger Global Real Estate Advisors
Denver,
Colorado
| USD 232 M | -USD 18.8 M | -8% | 14.3% | 18% | 25 | 64% | 1 |
|
| 5070 |
AW
5070
Atlas Wealth
Cincinnati,
Ohio
| USD 232 M | -USD 619 M | -73% | 4.73% | 43.5% | 255 | 72.94% | 1.3 |
|
| 5071 |
5071
Mendel Money Management
Northbrook,
Illinois
| USD 231 M | +USD 17.7 M | +8% | 7.86% | 75.4% | 137 | 6.57% | 3.8 |
|
| 5072 |
OIA
5072
Optimum Investment Advisors
Chicago,
Illinois
| USD 231 M | +USD 8.48 M | +4% | 7.22% | 125% | 664 | 8.13% | 5.9 |
|
| 5073 |
5073
Invenio Wealth Partners
Coral Gables,
Florida
| USD 231 M | +USD 29.4 M | +15% | 5.31% | 55.5% | 103 | 13.59% | 0.9 |
|
| 5074 |
5074
Goodwin Investment Advisory
Woodstock,
Georgia
| USD 231 M | +USD 13.1 M | +6% | 4.14% | 60.8% | 36 | 8.33% | 1.9 |
|
| 5075 |
5075
Geneva Partners
Lake Geneva,
Wisconsin
| USD 231 M | -USD 11.8 M | -5% | 5.82% | 417% | 86 | 43.02% | 1.8 |
|