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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Geneva Partners
Lake Geneva,
Wisconsin
| USD 231 M | -USD 11.8 M | -5% | 5.82% | 417% | 86 | 43.02% | 1.8 |
|
| 5077 |
5077
Reliant Wealth Planning
Louisville,
Kentucky
| USD 231 M | +USD 14.2 M | +7% | 5.72% | 39.4% | 27 | 14.81% | 1.2 |
|
| 5078 |
5078
EnCap Energy Capital Fund X
Houston,
Texas
| USD 231 M | – | – | 17.5% | – | 1 | – | 0 |
|
| 5079 |
5079
Tilson Financial Group
New Providence,
New Jersey
| USD 231 M | +USD 132 M | +133% | 5.43% | 39.3% | 72 | 48.61% | 0.7 |
|
| 5080 |
5080
Barrett & Company
Providence,
Rhode Island
| USD 231 M | +USD 9.8 M | +4% | 5.98% | 83.6% | 615 | 9.43% | 1.8 |
|
| 5081 |
5081
Claris Advisors
St. Louis,
Missouri
| USD 231 M | +USD 36.5 M | +19% | 6.78% | 65.7% | 1,236 | 95.55% | 0.1 |
|
| 5082 |
5082
Socha Financial Group
Corning,
New York
| USD 230 M | +USD 16.8 M | +8% | 5.04% | 88.4% | 23 | 13.04% | 1.8 |
|
| 5083 |
5083
25 LLC
St. Louis,
Missouri
| USD 230 M | +USD 19.8 M | +9% | 6.54% | 48.7% | 56 | 10.71% | 1.2 |
|
| 5084 |
5084
CVS Health
Woonsocket,
Rhode Island
| USD 230 M | +USD 13.4 M | +6% | 6.21% | 50% | 6 | 16.67% | 2.5 |
|
| 5085 |
5085
Rakuten Securities
Tokyo,
Japan
| USD 230 M | -USD 2.89 M | -1% | 1.71% | 999% | 803 | 22.17% | 0.6 |
|
| 5086 |
5086
Crown Wealth Group
Charlotte,
North Carolina
| USD 230 M | +USD 29.8 M | +15% | 4.48% | 98.2% | 123 | 21.95% | 1.2 |
|
| 5087 |
5087
California First Leasing Corp
Newport Beach,
California
| USD 230 M | +USD 6.24 M | +3% | 2.92% | 377% | 45 | 8.89% | 1.9 |
|
| 5088 |
5088
Samalin Investment Counsel
Chappaqua,
New York
| USD 230 M | +USD 15.8 M | +7% | 6.65% | 68.3% | 295 | 10.17% | 2.6 |
|
| 5089 |
5089
Davis Rea
Toronto,
Ontario, Canada
| USD 230 M | +USD 29.8 M | +15% | 2.46% | 66.9% | 39 | 15.38% | 5.5 |
|
| 5090 |
5090
Ruggaard & Associates
Hudson,
Ohio
| USD 230 M | +USD 13.5 M | +6% | 6.23% | 47.6% | 119 | 5.04% | 1.3 |
|
| 5091 |
PIP
5091
Palisades Investment Partners
Santa Monica,
California
| USD 230 M | +USD 27.8 M | +14% | 11.3% | – | 43 | 13.95% | 0.2 |
|
| 5092 |
5092
Landmark Wealth Management (New York)
Melville,
New York
| USD 230 M | +USD 101 M | +79% | 6.33% | 42.7% | 77 | 37.66% | 1.2 |
|
| 5093 |
5093
Hillman Company
Pittsburgh,
Pennsylvania
| USD 229 M | +USD 20.9 M | +10% | 13.5% | 118% | 14 | 21.43% | 1.8 |
|
| 5094 |
5094
Wela Strategies
Atlanta,
Georgia
| USD 229 M | +USD 14.7 M | +7% | 6.5% | 51.3% | 54 | 11.11% | 3.3 |
|
| 5095 |
5095
Richmond Hill Investments
New York
| USD 229 M | +USD 13.6 M | +6% | 5.4% | 55.2% | 4 | 0% | 6.6 |
|
| 5096 |
5096
Buttonwood Financial Advisors
Baltimore,
Maryland
| USD 229 M | +USD 17.4 M | +8% | 6.83% | 73.4% | 101 | 6.93% | 2 |
|
| 5097 |
CCM
5097
Consolidated Capital Management
Burbank,
California
| USD 229 M | +USD 20 M | +10% | 7.23% | 166% | 43 | 27.91% | 4 |
|
| 5098 |
5098
Gen-Wealth Partners
Zeeland,
Michigan
| USD 229 M | +USD 22 M | +11% | 8.49% | – | 730 | 21.1% | 0.4 |
|
| 5099 |
5099
Sensible Money
Scottsdale,
Arizona
| USD 229 M | +USD 23.8 M | +12% | 6.3% | 69.1% | 87 | 6.9% | 1.5 |
|
| 5100 |
5100
Crestmont Private Wealth
Houston,
Texas
| USD 229 M | +USD 21.3 M | +10% | 6.78% | 54.8% | 121 | 33.06% | 0.8 |
|