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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
New England Capital Financial Advisors
Meriden,
Connecticut
| USD 193 M | +USD 13.7 M | +8% | 7.2% | 58.3% | 424 | 10.61% | 1.5 |
|
| 5602 |
5602
Northstar Advisory Group
Northfield,
New Jersey
| USD 192 M | +USD 18.6 M | +11% | 8.11% | 141% | 112 | 28.57% | 1.5 |
|
| 5603 |
5603
Resolute Wealth Strategies
Jackson,
Mississippi
| USD 192 M | +USD 19 M | +11% | 6.01% | 105% | 102 | 9.8% | 1.2 |
|
| 5604 |
5604
Periscope Capital
Toronto,
Ontario, Canada
| USD 192 M | -USD 103 M | -35% | 1.17% | 28.8% | 366 | 40.98% | 1.5 |
|
| 5605 |
5605
Harbourvest Partners
Boston,
Massachusetts
| USD 192 M | +USD 4.49 M | +2% | 6.85% | 8.96% | 40 | 15% | 3.1 |
|
| 5606 |
5606
Wealth Quarterback
Toms River,
New Jersey
| USD 192 M | +USD 15.8 M | +9% | 7.14% | 109% | 136 | 13.24% | 2.7 |
|
| 5607 |
5607
Resolute Capital Asset Partners
Denver,
Colorado
| USD 192 M | +USD 18.3 M | +11% | 20.1% | 657% | 63 | 76.19% | 0.5 |
|
| 5608 |
5608
Financial Council
Towson,
Maryland
| USD 192 M | +USD 13.1 M | +7% | 5.55% | 88.6% | 91 | 10.99% | 1.7 |
|
| 5609 |
5609
Burford Brothers
Dallas,
Texas
| USD 192 M | +USD 19.8 M | +12% | 8.03% | 97.4% | 165 | 13.33% | 0.6 |
|
| 5610 |
5610
Ridgecrest Wealth Partners
Mill Valley,
California
| USD 192 M | +USD 25.7 M | +15% | 6.15% | 103% | 116 | 12.07% | 2.5 |
|
| 5611 |
5611
Rings Capital Management
Chicago,
Illinois
| USD 192 M | +USD 645 k | +0.3% | 11.6% | 40.9% | 9 | 33.33% | 1.9 |
|
| 5612 |
5612
Chronos Wealth Management
Clearwater,
Florida
| USD 192 M | +USD 11.9 M | +7% | 6.49% | 92.3% | 42 | 7.14% | 3.4 |
|
| 5613 |
MSCM
5613
Marlin Sams Capital Management
New York
| USD 191 M | +USD 33.7 M | +21% | 19.5% | 53.1% | 3 | 33.33% | 1.2 |
|
| 5614 |
5614
Vivid Wealth Management
West Des Moines,
Iowa
| USD 191 M | +USD 12.9 M | +7% | 5.14% | 107% | 77 | 31.17% | 0.6 |
|
| 5615 |
CCP
5615
Cunning Capital Partners
Morrisville,
North Carolina
| USD 191 M | +USD 12.7 M | +7% | 10.4% | 268% | 80 | 3.75% | 1 |
|
| 5616 |
5616
Obsidian Personal Planning Solutions
Rockville,
Maryland
| USD 191 M | +USD 27.5 M | +17% | 6.47% | 58.2% | 109 | 18.35% | 1.3 |
|
| 5617 |
5617
Cresta Advisors
Laredo,
Texas
| USD 191 M | +USD 22.6 M | +13% | 5.35% | 66.8% | 50 | 12% | 1.3 |
|
| 5618 |
BWA
5618
BlueChip Wealth Advisors
Milton,
Georgia
| USD 191 M | +USD 21.2 M | +12% | 6.57% | 62.2% | 155 | 13.55% | 0.6 |
|
| 5619 |
5619
EMG Holdings
Old Greenwich,
Connecticut
| USD 191 M | -USD 12.8 M | -6% | 11.6% | 4.17% | 42 | 45.24% | 1.4 |
|
| 5620 |
DRP
5620
Decade Renewable Partners
Houston,
Texas
| USD 191 M | -USD 14.4 M | -7% | 12.3% | – | 49 | 67.35% | 0.4 |
|
| 5621 |
BC
5621
Bowman & Company
Oshkosh,
Wisconsin
| USD 191 M | +USD 17.5 M | +10% | 6.44% | 59.7% | 105 | 10.48% | 1.9 |
|
| 5622 |
5622
Wisconsin Capital Management
Madison,
Wisconsin
| USD 190 M | -USD 6.89 M | -3% | 1.88% | 153% | 52 | 15.38% | 4.5 |
|
| 5623 |
5623
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| USD 190 M | USD 0 | 0% | 6.1% | 63.8% | 100 | 0% | 3.4 |
|
| 5624 |
5624
O'Connor Financial Group
Quincy,
Illinois
| USD 190 M | +USD 18.4 M | +11% | 5.6% | 48.4% | 55 | 5.45% | 1.1 |
|
| 5625 |
CIA
5625
Citadel Investment Advisory
Chesterland,
Ohio
| USD 190 M | +USD 14.3 M | +8% | 8.03% | 66.1% | 83 | 3.61% | 3.4 |
|