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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
5276
BCK Partners
Corning,
New York
| USD 160 M | +USD 6.11 M | +4% | 3.74% | 46% | 28 | 10.71% | 2.1 |
|
| 5277 |
5277
Scholtz & Company
Stamford,
Connecticut
| USD 160 M | +USD 19.7 M | +14% | 11.8% | 89.2% | 42 | 26.19% | 2.3 |
|
| 5278 |
5278
Alpha Financial Advisors
Charlotte,
North Carolina
| USD 160 M | +USD 15.7 M | +11% | 3.11% | 41.6% | 47 | 17.02% | 0.4 |
|
| 5279 |
IGYL
5279
I.G.Y. Ltd
London,
United Kingdom
| USD 160 M | +USD 21.5 M | +16% | 16.1% | 80.5% | 3 | 0% | 3.3 |
|
| 5280 |
5280
Shira Ridge Wealth Management
Larkspur,
California
| USD 160 M | +USD 8.11 M | +5% | 6% | 72.8% | 66 | 6.06% | 0.5 |
|
| 5281 |
5281
Buttonwood Financial Advisors
Baltimore,
Maryland
| USD 160 M | +USD 30.6 M | +24% | 7.19% | 73.4% | 97 | 26.8% | 1 |
|
| 5282 |
5282
Camelot Portfolios
Maumee,
Ohio
| USD 160 M | +USD 15.8 M | +11% | 4.06% | 41.3% | 203 | 14.29% | 3 |
|
| 5283 |
5283
Catalyst Private Wealth
San Mateo,
California
| USD 160 M | +USD 14.8 M | +10% | 9.89% | 120% | 75 | 8% | 2 |
|
| 5284 |
5284
Thomist Capital Management
Houston,
Texas
| USD 159 M | -USD 9.9 M | -6% | 1.14% | 71.2% | 36 | 83.33% | 0.1 |
|
| 5285 |
5285
Applied Fundamental Research
Cambridge,
Massachusetts
| USD 159 M | +USD 20.6 M | +15% | 14.9% | 44.6% | 11 | 0% | 2 |
|
| 5286 |
5286
Roth Financial Partners
Kingwood,
Texas
| USD 159 M | +USD 9.25 M | +6% | 5.28% | 61% | 26 | 15.38% | 1.9 |
|
| 5287 |
5287
Bellevue Asset Management
Bellevue,
Washington
| USD 159 M | +USD 12 M | +8% | 9.62% | 56.7% | 498 | 6.83% | 2.9 |
|
| 5288 |
5288
Van Leeuwen & Company
Princeton,
New Jersey
| USD 159 M | +USD 10.4 M | +7% | 10.4% | 75.4% | 83 | 21.69% | 1.9 |
|
| 5289 |
PWP
5289
Pursue Wealth Partners
Clayton,
California
| USD 159 M | +USD 12.9 M | +9% | 14.8% | 108% | 110 | 21.82% | 1.1 |
|
| 5290 |
5290
Red Tortoise LLC
Atlanta,
Georgia
| USD 159 M | +USD 10.5 M | +7% | 3.31% | 43.7% | 630 | 24.44% | 0.6 |
|
| 5291 |
CWM
5291
CCG Wealth Management
San Diego,
California
| USD 159 M | +USD 8.04 M | +5% | 5.83% | 82.6% | 67 | 8.96% | 2.8 |
|
| 5292 |
5292
Idaho Trust Bank
Boise,
Idaho
| USD 159 M | – | – | 3.15% | 47.5% | 74 | – | 0 |
|
| 5293 |
5293
Wealth Management Partners
Tucson,
Arizona
| USD 159 M | +USD 16 M | +11% | 11.6% | 194% | 116 | 6.03% | 1.7 |
|
| 5294 |
5294
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| USD 159 M | +USD 33.3 M | +27% | 3.56% | 31.9% | 7 | 0% | 3 |
|
| 5295 |
5295
AllGen Financial Advisors
Orlando,
Florida
| USD 159 M | +USD 15.6 M | +11% | 1.73% | 39.7% | 35 | 8.57% | 1.8 |
|
| 5296 |
5296
Highline Wealth Partners
Sherman Oaks,
California
| USD 159 M | +USD 12.5 M | +9% | 8.97% | 93.8% | 349 | 6.88% | 0.7 |
|
| 5297 |
MA
5297
Menlo Advisors
Menlo Park,
California
| USD 159 M | +USD 13.1 M | +9% | 7.29% | 108% | 31 | 6.45% | 5.7 |
|
| 5298 |
5298
Imprint Wealth
Mount Pleasant,
South Carolina
| USD 159 M | +USD 6.64 M | +4% | 4.12% | – | 182 | 19.78% | 0.2 |
|
| 5299 |
5299
StrongBox Wealth
Lee's Summit,
Missouri
| USD 159 M | +USD 9.5 M | +6% | 5.47% | 57.8% | 90 | 11.11% | 2.2 |
|
| 5300 |
5300
FWG Holdings
Winter Park,
Florida
| USD 158 M | +USD 19.6 M | +14% | 7.19% | 91.6% | 100 | 17% | 1.1 |
|