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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
New Millennium Group
Sandy,
Utah
| USD 219 M | +USD 38.2 M | +21% | 15.5% | 176% | 570 | 37.72% | 1 |
|
| 5752 |
5752
Cobblestone Asset Management
Richmond,
Virginia
| USD 219 M | +USD 28.5 M | +15% | 8.01% | 60.6% | 78 | 16.67% | 1 |
|
| 5753 |
5753
Resolute Wealth Strategies
Jackson,
Mississippi
| USD 219 M | +USD 31.9 M | +17% | 12.9% | 105% | 108 | 9.26% | 1.9 |
|
| 5754 |
5754
Strategic Financial Partners
Bend,
Oregon
| USD 218 M | +USD 2.92 M | +1% | 6.44% | 54.8% | 83 | 12.05% | 3.6 |
|
| 5755 |
5755
Johnson & White Wealth Management
York,
Pennsylvania
| USD 218 M | +USD 19.8 M | +10% | 7.14% | 85.1% | 113 | 10.62% | 1.3 |
|
| 5756 |
5756
Elite Financial
Lewiston,
Idaho
| USD 218 M | +USD 15.1 M | +7% | 6.7% | – | 54 | 3.7% | 0.7 |
|
| 5757 |
5757
New England Professional Planning Group
Westerly,
Rhode Island
| USD 218 M | -USD 1.28 M | -0.6% | 6.59% | 64.1% | 48 | 8.33% | 4.6 |
|
| 5758 |
5758
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| USD 218 M | +USD 6.46 M | +3% | 4.34% | 38.1% | 22 | 0% | 3.8 |
|
| 5759 |
5759
Bluesphere Advisors
East Norriton,
Pennsylvania
| USD 218 M | +USD 17.6 M | +9% | 10.1% | 105% | 99 | 13.13% | 2.4 |
|
| 5760 |
5760
Infusive Asset Management
New York
| USD 218 M | -USD 6.23 M | -3% | 8.46% | 33.8% | 38 | 31.58% | 1.5 |
|
| 5761 |
5761
Yarger Wealth Strategies
Westerville,
Ohio
| USD 218 M | +USD 26.7 M | +14% | 7.81% | 55.1% | 121 | 8.26% | 1.8 |
|
| 5762 |
CIA
5762
Citadel Investment Advisory
Chesterland,
Ohio
| USD 218 M | +USD 11.6 M | +6% | 7.22% | 66.1% | 83 | 1.2% | 4.2 |
|
| 5763 |
5763
Burrus Financial Services
Salt Lake City,
Utah
| USD 218 M | +USD 9.01 M | +4% | 4.27% | 31.3% | 10 | 0% | 2.8 |
|
| 5764 |
5764
WealthCollab
Bellevue,
Washington
| USD 218 M | +USD 39 M | +22% | 15.5% | – | 998 | 7.52% | 1.3 |
|
| 5765 |
5765
Forge First Asset Management
Toronto, Ontario,
Canada
| USD 218 M | -USD 58.6 M | -21% | 10.1% | 112% | 57 | 70.18% | 0.5 |
|
| 5766 |
5766
Core Wealth Partners
Santa Rosa,
California
| USD 218 M | +USD 20.8 M | +11% | 7.56% | 75.7% | 191 | 12.04% | 1.7 |
|
| 5767 |
5767
Tribridge Partners Financial
Columbia,
Maryland
| USD 218 M | +USD 47.3 M | +28% | 5.36% | – | 74 | 22.97% | 0.2 |
|
| 5768 |
NERM
5768
New England Research & Management
Chicago,
Illinois
| USD 218 M | +USD 7.19 M | +3% | 7.9% | 65% | 178 | 35.39% | 4.1 |
|
| 5769 |
BCM
5769
Birmingham Capital Management
Birmingham,
Alabama
| USD 218 M | -USD 8.53 M | -4% | 7.93% | 103% | 99 | 8.08% | 9.6 |
|
| 5770 |
5770
Wealthcare Capital Partners
West Chester,
Pennsylvania
| USD 218 M | +USD 18.7 M | +9% | 5.94% | – | 151 | 7.28% | 0.6 |
|
| 5771 |
5771
Cobalt Capital Management
Short Hills,
New Jersey
| USD 218 M | +USD 4.5 M | +2% | 7.46% | 235% | 35 | 62.86% | 1 |
|
| 5772 |
5772
Howard Wealth Management
Madison,
Connecticut
| USD 218 M | +USD 19.7 M | +10% | 6.74% | 69.9% | 134 | 11.94% | 2.6 |
|
| 5773 |
5773
INCA Investments
Miami,
Florida
| USD 217 M | -USD 40.2 M | -16% | 1.29% | 128% | 10 | 10% | 6 |
|
| 5774 |
5774
Bellevue Asset Management
Bellevue,
Washington
| USD 217 M | +USD 11.8 M | +6% | 6.51% | 56.7% | 504 | 9.72% | 4.1 |
|
| 5775 |
5775
New Vernon Capital Holdings II
Morristown,
New Jersey
| USD 217 M | +USD 8.92 M | +4% | 3.38% | 114% | 86 | 26.74% | 1.1 |
|