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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Aventura Private Wealth
Aventura,
Florida
| USD 231 M | +USD 40.2 M | +21% | 13.5% | – | 850 | 15.88% | 0.4 |
|
| 5352 |
5352
Boyd Wealth Management
Sacramento,
California
| USD 231 M | +USD 30.3 M | +15% | 8.05% | 56.8% | 53 | 18.87% | 2.4 |
|
| 5353 |
5353
Red Spruce Capital
Berwyn,
Pennsylvania
| USD 231 M | +USD 18.1 M | +8% | 12.6% | 98.4% | 93 | 5.38% | 3.8 |
|
| 5354 |
5354
SK Wealth Management
Providence,
Rhode Island
| USD 231 M | +USD 44.4 M | +24% | 7.28% | – | 82 | 14.63% | 0.6 |
|
| 5355 |
5355
Firethorn Wealth Partners
Augusta,
Georgia
| USD 231 M | +USD 21.1 M | +10% | 9.53% | 75.1% | 191 | 18.32% | 2.2 |
|
| 5356 |
5356
Kirkwood Financial Services
San Antonio,
Texas
| USD 231 M | +USD 32.6 M | +16% | 11.5% | – | 34 | 32.35% | 0.2 |
|
| 5357 |
5357
Ranch Capital Advisors
Sarasota,
Florida
| USD 231 M | +USD 19.7 M | +9% | 9.27% | 92.6% | 145 | 6.21% | 3.7 |
|
| 5358 |
5358
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 231 M | +USD 12.4 M | +6% | 12% | 98.6% | 147 | 10.88% | 5 |
|
| 5359 |
5359
ORIX Corp
Tokyo,
Japan
| USD 231 M | +USD 18.8 M | +9% | 18.4% | 11.7% | 1 | 0% | 7.5 |
|
| 5360 |
5360
Muzinich & Co
New York
| USD 230 M | +USD 54.3 M | +31% | 2.34% | 13.5% | 71 | 38.03% | 4.8 |
|
| 5361 |
5361
Wills Financial Group
Richmond,
Virginia
| USD 230 M | +USD 4.85 M | +2% | 4.26% | 57.5% | 71 | 15.49% | 5.1 |
|
| 5362 |
5362
Sherbrooke Park Advisers
White Plains,
New York
| USD 230 M | +USD 15.6 M | +7% | 6.29% | 9.59% | 827 | 70.98% | 0.3 |
|
| 5363 |
5363
Balanced Wealth Group
Westlake,
Ohio
| USD 230 M | +USD 23.4 M | +11% | 7.49% | – | 70 | 7.14% | 1.3 |
|
| 5364 |
OIA
5364
Optimum Investment Advisors
Chicago,
Illinois
| USD 230 M | +USD 17.9 M | +8% | 13.1% | 125% | 650 | 7.23% | 6.3 |
|
| 5365 |
5365
Swan Capital
Pensacola,
Florida
| USD 230 M | +USD 13.7 M | +6% | 6.32% | 47.9% | 516 | 33.33% | 0.7 |
|
| 5366 |
5366
Seldon Capital
San Francisco,
California
| USD 230 M | +USD 71.3 M | +45% | 23.4% | 604% | 71 | 23.94% | 2 |
|
| 5367 |
5367
EVR Research
Richmond,
Virginia
| USD 230 M | -USD 123 M | -35% | 18% | 165% | 44 | 52.27% | 0.7 |
|
| 5368 |
5368
Spectrum Asset Management (California)
Newport Beach,
California
| USD 230 M | +USD 5.05 M | +2% | 8.03% | 68.3% | 107 | 28.04% | 3.4 |
|
| 5369 |
5369
MBE Wealth Management
Tomah,
Wisconsin
| USD 230 M | +USD 21 M | +10% | 8.15% | 66.5% | 136 | 11.76% | 2.1 |
|
| 5370 |
5370
Summit Investment Advisory Services
Roseville,
Minnesota
| USD 230 M | +USD 26 M | +13% | 9.83% | 68.3% | 71 | 4.23% | 0.9 |
|
| 5371 |
5371
Trellis Wealth Advisors
San Luis Obispo,
California
| USD 230 M | +USD 23.7 M | +11% | 9.41% | 62.2% | 37 | 5.41% | 1.7 |
|
| 5372 |
5372
Greenbush Financial Group
Albany,
New York
| USD 230 M | +USD 28.5 M | +14% | 9.49% | – | 33 | 3.03% | 0.5 |
|
| 5373 |
5373
Lumbard & Kellner
Hollis,
New Hampshire
| USD 229 M | +USD 2.62 M | +1% | 14.9% | 137% | 97 | 24.74% | 3 |
|
| 5374 |
SAM
5374
Stenahm Asset Management
Guernsey
| USD 229 M | -USD 16.3 M | -7% | 10.4% | – | 33 | 42.42% | 1.5 |
|
| 5375 |
5375
Collaborative Wealth Management
Lake Mary,
Florida
| USD 229 M | +USD 15.4 M | +7% | 5.19% | 41.6% | 188 | 11.17% | 3.1 |
|