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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
National Wealth Management Group
Cincinnati,
Ohio
| USD 323 M | +USD 54.9 M | +20% | 22.9% | 128% | 247 | 21.46% | 1.6 |
|
| 5077 |
5077
United Community Bank
Greenville,
South Carolina
| USD 323 M | +USD 23.5 M | +8% | 10.7% | 72.7% | 584 | 11.82% | 2.2 |
|
| 5078 |
5078
Walker Financial Services
Bowling Green,
Kentucky
| USD 323 M | +USD 31 M | +11% | 4.99% | 20.8% | 48 | 16.67% | 2.1 |
|
| 5079 |
5079
Invesco LLC (Illinois)
Des Plaines,
Illinois
| USD 323 M | +USD 37.7 M | +13% | 19.8% | 122% | 138 | 7.97% | 2.4 |
|
| 5080 |
5080
Naman Capital
Sao Paulo,
Brazil
| USD 323 M | -USD 36.7 M | -10% | 15.7% | 89.9% | 14 | 28.57% | 2.7 |
|
| 5081 |
5081
Granger Management
New York
| USD 323 M | -USD 35.4 M | -10% | 13.1% | 69.9% | 15 | 60% | 1.9 |
|
| 5082 |
5082
Forefront Wealth Partners
Austin,
Texas
| USD 323 M | +USD 83.8 M | +35% | 21.2% | – | 190 | 21.58% | 0.8 |
|
| 5083 |
5083
Sharper & Granite
El Segundo,
California
| USD 323 M | +USD 30 M | +10% | 11% | 50.8% | 109 | 1.83% | 2.9 |
|
| 5084 |
5084
Royal Harbor Partners
Houston,
Texas
| USD 323 M | +USD 27.4 M | +9% | 8.09% | 54.6% | 61 | 24.59% | 2.1 |
|
| 5085 |
SCM
5085
Sophron Capital Management
Summit,
New Jersey
| USD 323 M | -USD 16.7 M | -5% | 9.68% | – | 49 | 28.57% | 0.9 |
|
| 5086 |
5086
Prosperity Financial Group
San Ramon,
California
| USD 323 M | +USD 51.9 M | +19% | 20.7% | 121% | 203 | 17.73% | 1.8 |
|
| 5087 |
5087
Quantum Financial Planning Services
Spokane,
Washington
| USD 323 M | +USD 44.2 M | +16% | 9.78% | – | 62 | 20.97% | 0.9 |
|
| 5088 |
5088
Northstar Advisory Group
Northfield,
New Jersey
| USD 322 M | +USD 53.9 M | +20% | 14.4% | 141% | 137 | 29.2% | 1.9 |
|
| 5089 |
5089
Curio Wealth
Annapolis,
Maryland
| USD 322 M | +USD 29.7 M | +10% | 8.9% | – | 1,256 | 93.79% | 1.5 |
|
| 5090 |
SST
5090
S Squared Technology
New York
| USD 322 M | +USD 58.1 M | +22% | 56.9% | 223% | 37 | 16.22% | 3.2 |
|
| 5091 |
5091
Squadron Capital Management
Westmont,
Illinois
| USD 322 M | +USD 49.3 M | +18% | 34.4% | – | 60 | 66.67% | 0.2 |
|
| 5092 |
5092
Westshore Wealth
Newport Beach,
California
| USD 322 M | +USD 37.1 M | +13% | 14.8% | 58.8% | 114 | 16.67% | 3.1 |
|
| 5093 |
5093
Jackson Grant Investment Advisers
Stamford,
Connecticut
| USD 322 M | +USD 22.5 M | +8% | 11.3% | 54.3% | 435 | 11.72% | 4.9 |
|
| 5094 |
5094
EnCap Investments
Houston,
Texas
| USD 322 M | -USD 583 M | -64% | 16% | – | 4 | 25% | 0.3 |
|
| 5095 |
5095
Ketron Financial
Novato,
California
| USD 322 M | +USD 42.6 M | +15% | 18.1% | – | 66 | 19.7% | 0.4 |
|
| 5096 |
5096
Mathes Company
New York
| USD 322 M | +USD 48.1 M | +18% | 18.5% | 121% | 131 | 5.34% | 6.8 |
|
| 5097 |
5097
AJ Advisors
Nashville,
Tennessee
| USD 322 M | +USD 52.3 M | +19% | 15% | 64.6% | 38 | 15.79% | 2.4 |
|
| 5098 |
5098
MKT Advisors
Escondido,
California
| USD 322 M | +USD 23.5 M | +8% | 9.2% | 55.5% | 168 | 14.29% | 3.1 |
|
| 5099 |
5099
Sonoma Allocations
Santa Rosa,
California
| USD 322 M | +USD 32.1 M | +11% | 13.5% | – | 161 | 36.65% | 0.6 |
|
| 5100 |
5100
Realta Investment Advisors
Wilmington,
Delaware
| USD 322 M | +USD 33.5 M | +12% | 19.3% | 151% | 421 | 23.04% | 2.7 |
|