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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
Forum Private Client Group
Fishers,
Indiana
| USD 259 M | +USD 29.1 M | +13% | 5.88% | 47.9% | 82 | 9.76% | 1.3 |
|
| 5052 |
5052
InvesTrust
Oklahoma City,
Oklahoma
| USD 259 M | -USD 106 M | -29% | 6.39% | – | 94 | 3.19% | 0.5 |
|
| 5053 |
5053
Gen-Wealth Partners
Zeeland,
Michigan
| USD 259 M | +USD 19.5 M | +8% | 7.51% | – | 667 | 10.64% | 1 |
|
| 5054 |
5054
Highview Capital Management
Buffalo Grove,
Illinois
| USD 259 M | +USD 20.2 M | +8% | 13.5% | 123% | 123 | 28.46% | 2.1 |
|
| 5055 |
5055
Weinberger Asset Management
Los Angeles,
California
| USD 259 M | +USD 25.9 M | +11% | 11.4% | 89.6% | 84 | 8.33% | 2.8 |
|
| 5056 |
5056
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| USD 259 M | +USD 31.3 M | +14% | 19.2% | – | 83 | 28.92% | 0.5 |
|
| 5057 |
5057
Medallion Wealth Advisors
Farmington,
Connecticut
| USD 259 M | +USD 38.6 M | +18% | 8.62% | – | 1,134 | 8.47% | 0.5 |
|
| 5058 |
5058
Alpha Financial Advisors
Charlotte,
North Carolina
| USD 259 M | +USD 33.9 M | +15% | 8.25% | 41.6% | 62 | 25.81% | 1.4 |
|
| 5059 |
5059
Anchorage Capital Group
New York
| USD 259 M | +USD 8.61 M | +3% | 11.4% | 24.9% | 6 | 0% | 3.7 |
|
| 5060 |
5060
Buckhead Capital Management
Atlanta,
Georgia
| USD 259 M | -USD 53.1 M | -17% | 5.75% | 67.6% | 130 | 8.46% | 5.2 |
|
| 5061 |
5061
Uniting Wealth Partners
Mission,
Kansas
| USD 259 M | +USD 59 M | +30% | 12.7% | – | 123 | 17.89% | 0.4 |
|
| 5062 |
5062
Breakwater Investment Management
Seattle,
Washington
| USD 258 M | +USD 24.3 M | +10% | 8.92% | – | 319 | 4.08% | 1.2 |
|
| 5063 |
5063
Montgomery Investment Management
Rockville,
Maryland
| USD 258 M | +USD 7.09 M | +3% | 6.13% | 105% | 97 | 6.19% | 7 |
|
| 5064 |
5064
Bourne Lent Asset Management
Pawling,
New York
| USD 258 M | +USD 25.3 M | +11% | 13.4% | 76.1% | 63 | 4.76% | 7.2 |
|
| 5065 |
5065
BCR Wealth Strategies
Vestavia,
Alabama
| USD 258 M | +USD 30.6 M | +13% | 6.66% | 42.2% | 27 | 3.7% | 2.5 |
|
| 5066 |
5066
Alteri Wealth
Westlake Village,
California
| USD 258 M | +USD 30.4 M | +13% | 13.6% | – | 284 | 16.55% | 0.4 |
|
| 5067 |
5067
Insight Wealth Partners
Plano,
Texas
| USD 258 M | -USD 343 M | -57% | 7.24% | 56.2% | 114 | 10.53% | 2.4 |
|
| 5068 |
EL
5068
EQ LLC
Bellevue,
Washington
| USD 258 M | +USD 43.5 M | +20% | 11.1% | 72.9% | 77 | 22.08% | 2.2 |
|
| 5069 |
5069
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
| USD 258 M | +USD 21.1 M | +9% | 6.19% | – | 98 | 9.18% | 0.5 |
|
| 5070 |
5070
INCA Investments
Miami,
Florida
| USD 257 M | +USD 39 M | +18% | 15.2% | 128% | 10 | 0% | 5.3 |
|
| 5071 |
5071
Monte Financial Group
Guilford,
Connecticut
| USD 257 M | +USD 28.8 M | +13% | 3.18% | 57.9% | 91 | 10.99% | 3.5 |
|
| 5072 |
5072
Independence Financial Advisors
Franklin,
New Hampshire
| USD 257 M | -USD 5.91 M | -2% | 7.59% | – | 52 | 11.54% | 0.2 |
|
| 5073 |
WMA
5073
Wealth Management Associates
Cherry Hill,
New Jersey
| USD 257 M | +USD 23.6 M | +10% | 12.2% | 111% | 227 | 10.13% | 3.5 |
|
| 5074 |
5074
Saiph Capital
Wyckoff,
New Jersey
| USD 257 M | +USD 47.4 M | +23% | 9.89% | 52.4% | 66 | 27.27% | 1.7 |
|
| 5075 |
5075
Private Client Services
Louisville,
Kentucky
| USD 257 M | +USD 54.6 M | +27% | 8.59% | 72% | 230 | 33.91% | 0.8 |
|