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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
Origin Asset Management
London,
United Kingdom
| USD 202 M | -USD 198 M | -49% | 16.2% | 59.3% | 13 | 38.46% | 1.4 |
|
| 5427 |
5427
Martin Capital Partners
Eugene,
Oregon
| USD 202 M | -USD 45.2 M | -18% | 7.45% | 42.3% | 72 | 5.56% | 4.3 |
|
| 5428 |
5428
Prairie Wealth Advisors
Omaha,
Nebraska
| USD 202 M | +USD 5.06 M | +3% | 4.55% | – | 157 | 16.56% | 0.4 |
|
| 5429 |
5429
Diametric Capital
Boston,
Massachusetts
| USD 202 M | +USD 18 M | +10% | 9.7% | 175% | 532 | 63.72% | 0.5 |
|
| 5430 |
5430
Bluesphere Advisors
East Norriton,
Pennsylvania
| USD 202 M | +USD 6.04 M | +3% | 4.34% | 105% | 108 | 18.52% | 2.3 |
|
| 5431 |
APSI
5431
Asset Planning Services Inc
Covington,
Louisiana
| USD 202 M | +USD 12.7 M | +7% | 7.17% | 138% | 35 | 0% | 5.2 |
|
| 5432 |
5432
Laidlaw Wealth Management
New York City,
New York
| USD 202 M | +USD 20.1 M | +11% | 6.64% | 150% | 201 | 19.4% | 2.3 |
|
| 5433 |
5433
Sapience Investments
Newport Beach,
California
| USD 202 M | +USD 6.43 M | +3% | 7.61% | 54.9% | 94 | 18.09% | 3.1 |
|
| 5434 |
5434
KKM Financial
Chicago,
Illinois
| USD 202 M | -USD 8.77 M | -4% | 6.45% | – | 157 | 17.2% | 0.7 |
|
| 5435 |
5435
Verger Capital Management
Winston-Salem,
North Carolina
| USD 202 M | +USD 5.93 M | +3% | 5.5% | 58.3% | 14 | 7.14% | 7 |
|
| 5436 |
5436
New England Professional Planning Group
Westerly,
Rhode Island
| USD 202 M | +USD 11.7 M | +6% | 6.11% | 64.1% | 56 | 19.64% | 3.6 |
|
| 5437 |
BCFD
5437
Boit C.F. David
| USD 202 M | +USD 9.9 M | +5% | 7.02% | 84.2% | 130 | 3.08% | 2.4 |
|
| 5438 |
5438
Burrus Financial Services
Salt Lake City,
Utah
| USD 202 M | +USD 5.86 M | +3% | 5.49% | 31.3% | 10 | 10% | 1.8 |
|
| 5439 |
5439
Paragon Private Wealth Management
Lexington,
Kentucky
| USD 202 M | +USD 24.8 M | +14% | 6.27% | 104% | 167 | 10.18% | 1.7 |
|
| 5440 |
5440
Ergawealth Advisors
Oak Brook,
Illinois
| USD 202 M | +USD 18 M | +10% | 6.69% | 50% | 65 | 12.31% | 1.2 |
|
| 5441 |
5441
Redwood Wealth Management Group
Medford,
New Jersey
| USD 202 M | +USD 68.9 M | +52% | 3.59% | 74.1% | 1,239 | 90.31% | 1.1 |
|
| 5442 |
CC
5442
Checkpoint Capital
San Francisco,
California
| USD 202 M | +USD 35.7 M | +22% | 23.5% | – | 19 | 31.58% | 0.5 |
|
| 5443 |
5443
Colonial River Investments
Midlothian,
Virginia
| USD 202 M | +USD 15.8 M | +8% | 7.71% | 156% | 231 | 31.6% | 1.4 |
|
| 5444 |
5444
Riverwater Partners
Milwaukee,
Wisconsin
| USD 201 M | +USD 66.5 M | +49% | 11.3% | 112% | 219 | 21% | 1.5 |
|
| 5445 |
5445
FWG Holdings
Winter Park,
Florida
| USD 201 M | +USD 2.14 M | +1% | 4.74% | 91.6% | 108 | 9.26% | 2 |
|
| 5446 |
5446
Bay Rivers Group
Williamsburg,
Virginia
| USD 201 M | +USD 8.89 M | +5% | 5.69% | 166% | 85 | 7.06% | 2.7 |
|
| 5447 |
5447
Pine Harbor Wealth Management
Silver Spring,
Maryland
| USD 201 M | +USD 31 M | +18% | 4.17% | – | 104 | 9.62% | 0.7 |
|
| 5448 |
5448
Retirement Planning Company of New England
Warwick,
Rhode Island
| USD 201 M | +USD 17.2 M | +9% | 7.78% | 125% | 232 | 9.05% | 2.1 |
|
| 5449 |
5449
Hutner Capital Management
Manchester,
Vermont
| USD 201 M | +USD 18.5 M | +10% | 10.6% | 52.2% | 45 | 2.22% | 6.3 |
|
| 5450 |
I2I
5450
Insight 2811 Inc
Chicago,
Illinois
| USD 201 M | +USD 8.27 M | +4% | 4.96% | 30.8% | 91 | 7.69% | 4.3 |
|