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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
Aviso Wealth Management
Bellevue,
Washington
| USD 229 M | +USD 15.3 M | +7% | 9.81% | 153% | 148 | 8.11% | 1.5 |
|
| 5602 |
5602
rebel Financial
Groveport,
Ohio
| USD 229 M | +USD 10.1 M | +5% | 4.87% | – | 64 | 96.88% | 0 |
|
| 5603 |
5603
5T Wealth
Napa,
California
| USD 229 M | +USD 18.9 M | +9% | 6.06% | – | 117 | 14.53% | 0.6 |
|
| 5604 |
5604
Blue Square Asset Management
New York
| USD 229 M | +USD 15.8 M | +7% | 8.28% | 117% | 81 | 20.99% | 2 |
|
| 5605 |
5605
Ironwood Investment Management
Boston,
Massachusetts
| USD 229 M | +USD 23.8 M | +12% | 13.1% | 164% | 174 | 5.75% | 6.4 |
|
| 5606 |
5606
MRA Advisory Group
Parsippany,
New Jersey
| USD 229 M | +USD 15.8 M | +7% | 8.5% | 86.8% | 151 | 16.56% | 2 |
|
| 5607 |
5607
Pinnacle Family Advisors
Springfield,
Missouri
| USD 229 M | +USD 23.4 M | +11% | 10.8% | 85.8% | 137 | 18.98% | 2.4 |
|
| 5608 |
5608
Montz Harcus Wealth Management
New Orleans,
Louisiana
| USD 229 M | +USD 21.9 M | +11% | 8.03% | 84.1% | 89 | 8.99% | 2.4 |
|
| 5609 |
5609
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| USD 229 M | +USD 26.2 M | +13% | 14.9% | 114% | 15 | 6.67% | 3.6 |
|
| 5610 |
5610
Compass Capital Corp
Braintree,
Massachusetts
| USD 229 M | +USD 16.9 M | +8% | 9.91% | – | 190 | 25.79% | 0.6 |
|
| 5611 |
5611
Physician Wealth Solutions
North Las Vegas,
Nevada
| USD 229 M | +USD 13.4 M | +6% | 5.42% | 43.6% | 46 | 2.17% | 1.5 |
|
| 5612 |
5612
Family Office Research
Bethesda,
Maryland
| USD 229 M | +USD 17.2 M | +8% | 5.19% | – | 74 | 12.16% | 0.7 |
|
| 5613 |
5613
Arcus Capital Partners
Atlanta,
Georgia
| USD 229 M | -USD 2.58 M | -1% | 5.09% | 69.2% | 139 | 25.9% | 2.9 |
|
| 5614 |
5614
Kinloch Capital
Glen Allen,
Virginia
| USD 229 M | +USD 13.8 M | +6% | 6.56% | 63.4% | 77 | 7.79% | 3.4 |
|
| 5615 |
5615
Melia Wealth
Tulsa,
Oklahoma
| USD 228 M | +USD 19.6 M | +9% | 0.03% | – | 23 | 8.7% | 1.3 |
|
| 5616 |
5616
Foronjy Financial
Santa Barbara,
California
| USD 228 M | +USD 14.6 M | +7% | 5.41% | – | 116 | 19.83% | 0.2 |
|
| 5617 |
5617
StoneCrest Wealth Management
Chandler,
Arizona
| USD 228 M | +USD 18.3 M | +9% | 11.2% | 168% | 81 | 24.69% | 1 |
|
| 5618 |
5618
Bandera Partners
New York
| USD 228 M | +USD 6.27 M | +3% | 12.4% | 55.4% | 14 | 7.14% | 4.7 |
|
| 5619 |
5619
Merck & Co
Rahway,
New Jersey
| USD 228 M | +USD 12.4 M | +6% | 10.3% | – | 13 | 0% | 0.7 |
|
| 5620 |
5620
Mainsail Asset Management
Birmingham,
Alabama
| USD 228 M | +USD 66.3 M | +41% | 5.62% | 90.4% | 93 | 37.63% | 1 |
|
| 5621 |
5621
626 Financial
Portage,
Michigan
| USD 228 M | +USD 14.1 M | +7% | 7.52% | 81.1% | 121 | 9.09% | 3.1 |
|
| 5622 |
5622
Catalyst Private Wealth
San Mateo,
California
| USD 228 M | +USD 3.04 M | +1% | 3.65% | 120% | 82 | 6.1% | 3.2 |
|
| 5623 |
5623
Balanced Wealth Group
Westlake,
Ohio
| USD 228 M | -USD 2.56 M | -1% | 7.89% | – | 70 | 1.43% | 1.6 |
|
| 5624 |
5624
Scholtz & Company
Stamford,
Connecticut
| USD 228 M | -USD 212 k | -0.1% | 3.53% | 89.2% | 54 | 9.26% | 2.4 |
|
| 5625 |
5625
Blue Barn Wealth
Orem,
Utah
| USD 228 M | +USD 15.3 M | +7% | 5.81% | 46.4% | 184 | 21.74% | 2.1 |
|