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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Consilium Wealth Advisory
Richardson,
Texas
| USD 259 M | +USD 22.2 M | +9% | 7.72% | 126% | 101 | 11.88% | 2.3 |
|
| 5252 |
5252
Plum Street Advisors
New Orleans,
Louisiana
| USD 259 M | +USD 32.3 M | +14% | 6.94% | – | 97 | 16.49% | 1.3 |
|
| 5253 |
5253
Tanglewood Legacy Advisors
Houston,
Texas
| USD 259 M | +USD 15.1 M | +6% | 6.7% | 61.1% | 288 | 6.94% | 2.3 |
|
| 5254 |
5254
Foresite Capital Management VI
Larkspur,
California
| USD 259 M | +USD 81 M | +46% | 81.5% | – | 21 | 47.62% | 0.6 |
|
| 5255 |
5255
Yorkville Advisors Global
Mountainside,
New Jersey
| USD 259 M | +USD 48.2 M | +23% | 16.8% | – | 44 | 79.55% | 0.1 |
|
| 5256 |
5256
Aspen Investment Management
Grand Rapids,
Michigan
| USD 259 M | +USD 21 M | +9% | 6.96% | 84.9% | 158 | 12.66% | 6.6 |
|
| 5257 |
5257
Muzinich & Co
New York
| USD 259 M | +USD 28.4 M | +12% | 6.81% | 13.5% | 60 | 36.67% | 7.4 |
|
| 5258 |
5258
First Citizens Investor Services
Raleigh,
North Carolina
| USD 259 M | – | – | 5.87% | – | 23 | – | 0 |
|
| 5259 |
HRC
5259
Hoertkorn Richard Charles
| USD 259 M | +USD 22.4 M | +9% | 10.8% | 182% | 79 | 1.27% | 8.4 |
|
| 5260 |
5260
Wealth Quarterback
Toms River,
New Jersey
| USD 259 M | +USD 47.6 M | +23% | 9.07% | 109% | 157 | 13.38% | 2.6 |
|
| 5261 |
5261
Colorado Capital Management
Boulder,
Colorado
| USD 259 M | +USD 25.2 M | +11% | 7.54% | 60.4% | 105 | 5.71% | 5.1 |
|
| 5262 |
5262
GE Investment Management
Norwalk,
Connecticut
| USD 258 M | +USD 37.2 M | +17% | 16.8% | – | 4 | 0% | 1.6 |
|
| 5263 |
5263
Stonehearth Capital Management
Danvers,
Massachusetts
| USD 258 M | +USD 16.9 M | +7% | 7.51% | 87.5% | 98 | 8.16% | 3.2 |
|
| 5264 |
5264
Ranch Capital Advisors
Sarasota,
Florida
| USD 258 M | +USD 27.8 M | +12% | 8.55% | 92.6% | 158 | 14.56% | 3.6 |
|
| 5265 |
5265
My Personal CFO LLC
Vancouver,
Washington
| USD 258 M | +USD 38.2 M | +17% | 5.88% | 83.4% | 159 | 83.02% | 0.8 |
|
| 5266 |
5266
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| USD 258 M | +USD 27 M | +12% | 5.88% | – | 95 | 2.11% | 0.7 |
|
| 5267 |
5267
EntryPoint Capital
New York
| USD 258 M | +USD 58.7 M | +29% | 6.41% | – | 912 | 64.8% | 0.3 |
|
| 5268 |
MAS
5268
Madden Advisory Services
Jacksonville,
Florida
| USD 258 M | +USD 23.6 M | +10% | 5.99% | 52.3% | 110 | 14.55% | 5.6 |
|
| 5269 |
5269
Vantage Point Financial
Lisle,
Illinois
| USD 258 M | +USD 30.1 M | +13% | 8.28% | – | 159 | 9.43% | 0.6 |
|
| 5270 |
5270
River Street Advisors
Aurora,
Illinois
| USD 258 M | +USD 25.7 M | +11% | 8.78% | 93.5% | 168 | 6.55% | 1.8 |
|
| 5271 |
5271
Cambridge Financial Group
Columbus,
Ohio
| USD 258 M | +USD 59.7 M | +30% | 8.84% | – | 34 | 5.88% | 5.1 |
|
| 5272 |
5272
Unique Wealth Strategies
Burr Ridge,
Illinois
| USD 258 M | +USD 17.5 M | +7% | 8.24% | 96.9% | 256 | 39.45% | 0.9 |
|
| 5273 |
5273
Martin Capital Partners
Eugene,
Oregon
| USD 258 M | +USD 2.73 M | +1% | 2.97% | 42.3% | 76 | 9.21% | 4.1 |
|
| 5274 |
NCM
5274
NCM Capital Management
Ramsey,
New Jersey
| USD 258 M | +USD 14.2 M | +6% | 8.04% | 105% | 187 | 7.49% | 2.8 |
|
| 5275 |
5275
Hanover Advisors
Seneca,
South Carolina
| USD 258 M | +USD 12.5 M | +5% | 6.22% | – | 103 | 5.83% | 1.4 |
|