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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
CHB Investment Group
New Hope,
Pennsylvania
| USD 188 M | – | – | 7.53% | – | 73 | – | 0 |
|
| 5652 |
5652
SFG Wealth Management
Towson,
Maryland
| USD 188 M | +USD 13 M | +7% | 6.02% | 86.3% | 96 | 14.58% | 1.7 |
|
| 5653 |
5653
Scalar Gauge Management
Dallas,
Texas
| USD 188 M | +USD 16.5 M | +10% | 2.99% | – | 36 | 50% | 0.5 |
|
| 5654 |
DFS
5654
Dixon Fnancial Services
Lafayette,
California
| USD 188 M | +USD 10 M | +6% | 5.98% | 76.6% | 37 | 2.7% | 1.8 |
|
| 5655 |
5655
Owen LaRue
Elizabethtown,
Kentucky
| USD 188 M | +USD 26.7 M | +17% | 7.9% | 126% | 105 | 30.48% | 1 |
|
| 5656 |
5656
Melone Private Wealth
Auburn Hills,
Michigan
| USD 188 M | +USD 19.5 M | +12% | 5.77% | 30.4% | 50 | 6% | 2.4 |
|
| 5657 |
5657
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| USD 188 M | +USD 9.3 M | +5% | 9.92% | 92.4% | 462 | 14.5% | 5.1 |
|
| 5658 |
5658
ShariaPortfolio
Lake Mary,
Florida
| USD 188 M | +USD 2.7 M | +1% | 6.88% | 254% | 39 | 35.9% | 0.8 |
|
| 5659 |
5659
Stephens Group
Little Rock,
Arkansas
| USD 188 M | -USD 36.9 M | -16% | 11% | 45% | 4 | 25% | 2.5 |
|
| 5660 |
5660
Triad Wealth Partners
Lawrence,
Kansas
| USD 188 M | -USD 2.8 M | -1% | 4.52% | – | 1,008 | 95.73% | 0.3 |
|
| 5661 |
5661
Blantyre Capital
London,
United Kingdom
| USD 188 M | +USD 48.8 M | +35% | 60.6% | – | 1 | 0% | 0.8 |
|
| 5662 |
5662
Pine Brook Road Advisors
Bedford,
New York
| USD 188 M | -USD 7.26 M | -4% | 2.83% | – | 3 | 0% | 0.8 |
|
| 5663 |
5663
Halter Ferguson Financial
Carmel,
Indiana
| USD 188 M | +USD 46.9 M | +33% | 16.1% | 131% | 34 | 14.71% | 0.6 |
|
| 5664 |
5664
New Perspectives Inc
Ridgeland,
Mississippi
| USD 188 M | +USD 436 k | +0.2% | 5.6% | – | 38 | 21.05% | 1.8 |
|
| 5665 |
5665
Kanen Wealth Management
Coconut Creek,
Florida
| USD 188 M | +USD 25.9 M | +16% | 18.3% | 328% | 27 | 40.74% | 1.6 |
|
| 5666 |
5666
Forte Asset Management
Bedford,
New York
| USD 187 M | +USD 17.9 M | +11% | 5.58% | 57.7% | 65 | 9.23% | 1.5 |
|
| 5667 |
5667
Marmo Financial Group
Johnson City,
Tennessee
| USD 187 M | +USD 22 M | +13% | 5.88% | 47.5% | 31 | 19.35% | 1.1 |
|
| 5668 |
5668
Chicago Wealth Management
Chicago,
Illinois
| USD 187 M | +USD 13.5 M | +8% | 9.22% | 134% | 53 | 15.09% | 1.9 |
|
| 5669 |
5669
Constitution Capital
Shelton,
Connecticut
| USD 187 M | -USD 2.23 M | -1% | 5.54% | 91.1% | 65 | 10.77% | 2.8 |
|
| 5670 |
WHAM
5670
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| USD 187 M | -USD 51.1 M | -21% | 5.89% | 98.1% | 30 | 30% | 1.6 |
|
| 5671 |
5671
Blackhawk Capital Partners
Thiensville,
Wisconsin
| USD 187 M | +USD 21.5 M | +13% | 7.64% | 87.2% | 141 | 34.04% | 1.3 |
|
| 5672 |
5672
R.W. Roge & Company
Bohemia,
New York
| USD 187 M | +USD 12.1 M | +7% | 6.04% | 68.1% | 50 | 12% | 2.7 |
|
| 5673 |
5673
Shared Vision Wealth Group
Carlsbad,
United States
| USD 187 M | +USD 15.3 M | +9% | 6.17% | – | 74 | 2.7% | 0.7 |
|
| 5674 |
5674
KM Capital Management
Austin,
Texas
| USD 187 M | -USD 6.1 M | -3% | 5.09% | 60.8% | 48 | 18.75% | 1.2 |
|
| 5675 |
5675
Adapt Wealth Advisors
Atlanta,
Georgia
| USD 187 M | +USD 27.2 M | +17% | 5.77% | – | 68 | 8.82% | 0.4 |
|