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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
CVS Health
Woonsocket,
Rhode Island
| USD 212 M | +USD 18 M | +9% | 9.48% | 50% | 6 | 0% | 2 |
|
| 5102 |
5102
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| USD 212 M | +USD 11.4 M | +6% | 6.15% | 52% | 115 | 27.83% | 0.9 |
|
| 5103 |
5103
Kercheville Advisors
San Antonio,
Texas
| USD 212 M | +USD 33.7 M | +19% | 15.5% | 261% | 95 | 24.21% | 1.9 |
|
| 5104 |
5104
Wela Strategies
Atlanta,
Georgia
| USD 212 M | +USD 25.4 M | +14% | 4.36% | 51.3% | 54 | 16.67% | 3 |
|
| 5105 |
5105
Richmond Hill Investments
New York
| USD 212 M | +USD 9.11 M | +4% | 5.15% | 55.2% | 4 | 0% | 6.1 |
|
| 5106 |
5106
IMA Advisory Services
Denver,
Colorado
| USD 211 M | +USD 11.7 M | +6% | 7.87% | 74.5% | 74 | 10.81% | 3.4 |
|
| 5107 |
5107
Mezzasalma Advisors
Tinton Falls,
New Jersey
| USD 211 M | +USD 28 M | +15% | 16.5% | 203% | 111 | 23.42% | 2 |
|
| 5108 |
5108
Evernest Financial Advisors
Carmel,
Indiana
| USD 211 M | +USD 14.2 M | +7% | 11.9% | – | 134 | 15.67% | 2 |
|
| 5109 |
5109
1776 Wealth
Atlanta,
Georgia
| USD 211 M | +USD 9.6 M | +5% | 6.23% | 90.4% | 138 | 5.8% | 2.3 |
|
| 5110 |
5110
Barrett & Company
Providence,
Rhode Island
| USD 211 M | +USD 26.6 M | +14% | 11.3% | 83.6% | 640 | 7.66% | 1.4 |
|
| 5111 |
FNWM
5111
Financial Network Wealth Management
Draper,
Utah
| USD 211 M | -USD 19.8 M | -9% | 10.5% | – | 111 | 63.96% | 2.3 |
|
| 5112 |
5112
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| USD 211 M | -USD 52.1 M | -20% | 0.87% | 89.7% | 52 | 15.38% | 2.6 |
|
| 5113 |
SFMG
5113
Sage Financial Management Group
Mclean,
Virginia
| USD 211 M | +USD 24.8 M | +13% | 6.11% | 51.6% | 53 | 15.09% | 0.6 |
|
| 5114 |
LAM
5114
Lountzis Asset Management
Wyomissing,
Pennsylvania
| USD 211 M | +USD 27.9 M | +15% | 16.2% | 124% | 46 | 2.17% | 2.5 |
|
| 5115 |
PWM
5115
Prosperity Wealth Management
San Ramon,
California
| USD 211 M | +USD 57.2 M | +37% | 13.5% | 175% | 212 | 52.36% | 0.5 |
|
| 5116 |
5116
X-Square Capital
Guaynabo,
Puerto Rico
| USD 211 M | +USD 29.8 M | +16% | 14.9% | 158% | 183 | 31.69% | 2.5 |
|
| 5117 |
CAGAS
5117
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| USD 211 M | +USD 24.3 M | +13% | 10.2% | 54.8% | 146 | 2.74% | 2 |
|
| 5118 |
5118
Sachetta
Lynnfield,
Massachusetts
| USD 211 M | +USD 6.06 k | +0% | 7.13% | – | 1,151 | 0.17% | 0.2 |
|
| 5119 |
5119
Sterling Financial Group
Pasadena,
California
| USD 211 M | +USD 42.1 M | +25% | 4.8% | 49.6% | 68 | 14.71% | 0.9 |
|
| 5120 |
5120
Wealth Advisors of Tampa Bay
Tampa,
Florida
| USD 210 M | +USD 11.4 M | +6% | 5.8% | 86.2% | 86 | 12.79% | 3.5 |
|
| 5121 |
5121
Montis Financial
Waltham,
Massachusetts
| USD 210 M | +USD 42.3 M | +25% | 5.31% | 53.8% | 84 | 14.29% | 1.8 |
|
| 5122 |
5122
Wolf Group Capital Advisors
Fairfax,
Virginia
| USD 210 M | -USD 430 k | -0.2% | 7.95% | 28.2% | 104 | 0.96% | 3.5 |
|
| 5123 |
5123
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| USD 210 M | +USD 18.7 M | +10% | 6.16% | 69.5% | 130 | 9.23% | 0.2 |
|
| 5124 |
5124
PCG Wealth Advisors
Overland Park,
Kansas
| USD 210 M | +USD 31.3 M | +17% | 8.46% | 87% | 119 | 18.49% | 1.4 |
|
| 5125 |
5125
Magnitude Capital
New York
| USD 210 M | -USD 15.4 M | -7% | 6.82% | – | 1 | 0% | 0.3 |
|