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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
Norris Financial Group
Greenville,
South Carolina
| USD 244 M | +USD 29.8 M | +14% | 12.4% | 142% | 99 | 31.31% | 1.6 |
|
| 5202 |
5202
Tiemann Investment Advisors
Menlo Park,
California
| USD 244 M | +USD 23.8 M | +11% | 10.3% | 77% | 202 | 6.44% | 6.8 |
|
| 5203 |
5203
Daventry Group
New York
| USD 244 M | +USD 12.8 M | +6% | 3.66% | 26.2% | 9 | 44.44% | 1.3 |
|
| 5204 |
5204
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| USD 244 M | +USD 35.3 M | +17% | 9.94% | 72.4% | 101 | 16.83% | 2 |
|
| 5205 |
5205
Forza Wealth Management
Sarasota,
Florida
| USD 244 M | +USD 21.4 M | +10% | 5.95% | 69.8% | 193 | 10.88% | 2.1 |
|
| 5206 |
5206
Alexander Labrunerie & Co
Columbia,
Missouri
| USD 244 M | +USD 12.9 M | +6% | 7.91% | – | 115 | 8.7% | 1 |
|
| 5207 |
5207
AXS Investments
Port Chester,
New York
| USD 244 M | -USD 118 M | -33% | 13.4% | 104% | 217 | 40.55% | 2.1 |
|
| 5208 |
5208
Tanglewood Legacy Advisors
Houston,
Texas
| USD 244 M | +USD 15.6 M | +7% | 8.02% | 61.1% | 303 | 9.9% | 2 |
|
| 5209 |
5209
Painted Porch Advisors
Santa Barbara,
California
| USD 244 M | +USD 4.78 M | +2% | 2.78% | – | 557 | 21.36% | 0.9 |
|
| 5210 |
5210
Goodlander Investment Management
Dallas,
Texas
| USD 244 M | +USD 126 M | +108% | 60.4% | – | 17 | 76.47% | 0.1 |
|
| 5211 |
NCM
5211
NCM Capital Management
Ramsey,
New Jersey
| USD 244 M | +USD 21.2 M | +10% | 9.05% | 105% | 181 | 7.73% | 2.7 |
|
| 5212 |
5212
Kessler Investment Group
Columbus,
Indiana
| USD 244 M | +USD 38.8 M | +19% | 28.7% | 251% | 219 | 4.11% | 2.7 |
|
| 5213 |
5213
Agate Pass Investment Management
Bainbridge Island,
Washington
| USD 244 M | +USD 9.8 M | +4% | 6.76% | 76% | 110 | 5.45% | 2.7 |
|
| 5214 |
5214
14B Capital Management
La Jolla,
California
| USD 243 M | +USD 3.3 M | +1% | 9.59% | – | 15 | 46.67% | 0.9 |
|
| 5215 |
5215
Dean Capital Management
Overland Park,
Kansas
| USD 243 M | +USD 13.8 M | +6% | 4.18% | 89.7% | 140 | 17.14% | 1.3 |
|
| 5216 |
5216
Juniper Investment Company
New York
| USD 243 M | +USD 20.8 M | +9% | 18.2% | 358% | 12 | 0% | 3.4 |
|
| 5217 |
5217
H&F Corporate Investors VIII
San Francisco,
California
| USD 243 M | +USD 132 M | +119% | 119% | 33.8% | 1 | 0% | 4.5 |
|
| 5218 |
5218
New Insight Wealth Advisors
San Ramon,
California
| USD 243 M | +USD 22.8 M | +10% | 9.64% | – | 109 | 16.51% | 1.1 |
|
| 5219 |
5219
Woodward Financial Advisors
Chapel Hill,
North Carolina
| USD 243 M | +USD 31.9 M | +15% | 6.99% | 55% | 58 | 5.17% | 2.6 |
|
| 5220 |
5220
1776 Wealth
Atlanta,
Georgia
| USD 243 M | +USD 25.1 M | +12% | 13.6% | 90.4% | 149 | 10.74% | 2.9 |
|
| 5221 |
5221
Fluent Financial
Dallas,
Texas
| USD 243 M | +USD 13.3 M | +6% | 2.49% | 46.9% | 77 | 41.56% | 1.5 |
|
| 5222 |
5222
Financial Connections Group
Corte Madera,
California
| USD 242 M | +USD 19.7 M | +9% | 8.99% | 44.4% | 263 | 18.63% | 1.7 |
|
| 5223 |
5223
TAGStone Capital
Charlotte,
North Carolina
| USD 242 M | +USD 39.1 M | +19% | 7.22% | 58.3% | 114 | 15.79% | 2.2 |
|
| 5224 |
5224
Warner Financial
Bethesda,
Maryland
| USD 242 M | +USD 16.2 M | +7% | 9.04% | 62.1% | 118 | 5.93% | 2.6 |
|
| 5225 |
RFG
5225
RFP Financial Group
Atlanta,
Georgia
| USD 242 M | -USD 6.46 M | -3% | 5.65% | 53.2% | 131 | 35.88% | 1.8 |
|