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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
MBE Wealth Management
Tomah,
Wisconsin
| USD 181 M | +USD 16.1 M | +10% | 7.57% | 66.5% | 102 | 11.76% | 2.4 |
|
| 5752 |
5752
Lifestyle Asset Management
Friendswood,
Texas
| USD 181 M | +USD 7.06 M | +4% | 5.57% | 88.3% | 114 | 23.68% | 0.9 |
|
| 5753 |
5753
Alamar Capital Management
Santa Barbara,
California
| USD 181 M | +USD 16.1 M | +10% | 7.24% | – | 84 | 10.71% | 1.9 |
|
| 5754 |
5754
Patron Partners
Houston,
Texas
| USD 181 M | +USD 10.9 M | +6% | 7.8% | 90.2% | 187 | 15.51% | 2.5 |
|
| 5755 |
5755
Cairn Investment Group
Vancouver,
Washington
| USD 181 M | +USD 9.6 M | +6% | 7.03% | 61.3% | 69 | 8.7% | 3.3 |
|
| 5756 |
5756
Client First Capital
San Diego,
California
| USD 181 M | +USD 14.9 M | +9% | 3.99% | 54.6% | 19 | 5.26% | 1.2 |
|
| 5757 |
5757
Glass Wealth Management
San Antonio,
Texas
| USD 181 M | +USD 9.9 M | +6% | 3.96% | – | 57 | 3.51% | 0.5 |
|
| 5758 |
5758
Yarger Wealth Strategies
Westerville,
Ohio
| USD 181 M | +USD 14.5 M | +9% | 4.55% | 55.1% | 95 | 11.58% | 1.5 |
|
| 5759 |
5759
626 Financial
Portage,
Michigan
| USD 181 M | +USD 7.65 M | +4% | 5.36% | 71.3% | 117 | 11.11% | 2.5 |
|
| 5760 |
5760
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| USD 181 M | -USD 20.2 M | -10% | 12.3% | 172% | 13 | 23.08% | 0.9 |
|
| 5761 |
5761
EPIQ Partners
Minneapolis,
Minnesota
| USD 181 M | +USD 32.8 M | +22% | 6.43% | 49.6% | 84 | 19.05% | 2.9 |
|
| 5762 |
5762
GoalFusion Wealth Management
Austin,
Texas
| USD 181 M | +USD 19.6 M | +12% | 5.68% | 47.6% | 32 | 12.5% | 1.7 |
|
| 5763 |
5763
Institutional Venture Management XV
Menlo Park,
California
| USD 180 M | +USD 34.2 M | +23% | 0.11% | 116% | 5 | 0% | 2.6 |
|
| 5764 |
5764
Birchbrook
Bangor,
Maine
| USD 180 M | +USD 13.6 M | +8% | 6.09% | 49.1% | 285 | 14.04% | 0.7 |
|
| 5765 |
5765
Mad River Investors
Boston,
Massachusetts
| USD 180 M | +USD 31 M | +21% | 18.5% | 169% | 29 | 17.24% | 3.7 |
|
| 5766 |
5766
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| USD 180 M | -USD 869 k | -0.5% | 5.77% | 83% | 172 | 22.67% | 1.4 |
|
| 5767 |
5767
Intrepid Capital Management
Jacksonville Beach,
Florida
| USD 180 M | +USD 23.2 M | +15% | 5.6% | 70.2% | 107 | 17.76% | 2.2 |
|
| 5768 |
5768
RCS Financial Planning
Annapolis,
Maryland
| USD 180 M | +USD 10.5 M | +6% | 5.32% | 48.2% | 71 | 7.04% | 1.3 |
|
| 5769 |
5769
Proactive Wealth Strategies
Marietta,
Georgia
| USD 180 M | – | – | 5.08% | – | 124 | – | 0 |
|
| 5770 |
5770
Security National Bank of So Dak
Sioux City,
Iowa
| USD 180 M | +USD 12.8 M | +8% | 8.74% | 67.7% | 104 | 11.54% | 5.8 |
|
| 5771 |
5771
Crown Oak Advisors
Piedmont,
California
| USD 180 M | +USD 3.05 M | +2% | 6.19% | 53.3% | 22 | 0% | 0.7 |
|
| 5772 |
5772
Summit Place Financial Advisors
Summit,
New Jersey
| USD 179 M | +USD 10.1 M | +6% | 10.7% | 111% | 91 | 3.3% | 2.9 |
|
| 5773 |
NED
5773
Nancy E. Dempze
| USD 179 M | +USD 33.5 M | +23% | 6.08% | 83.1% | 106 | 28.3% | 3.2 |
|
| 5774 |
5774
MQS Management
New York
| USD 179 M | +USD 13.8 M | +8% | 4.22% | 6.42% | 694 | 81.7% | 0.1 |
|
| 5775 |
AFT
5775
Alpha Family Trust
Los Angeles,
California
| USD 179 M | +USD 8.44 M | +5% | 7.03% | 198% | 167 | 17.96% | 1.3 |
|