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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
Parker Financial
Silverdale,
Washington
| USD 127 M | +USD 9.7 M | +8% | 5.54% | 49.7% | 45 | 26.67% | 0.2 |
|
| 5777 |
5777
Register Financial Advisors
Atlanta,
Georgia
| USD 127 M | -USD 29.5 M | -19% | 6.08% | 130% | 867 | 45.1% | 0.2 |
|
| 5778 |
5778
Beryl Capital Management
Redondo Beach,
California
| USD 127 M | -USD 121 M | -49% | 9.57% | 3,932% | 34 | 82.35% | 0.1 |
|
| 5779 |
5779
Meritas Wealth Management
Larkspur,
California
| USD 127 M | +USD 6.07 M | +5% | 5.61% | 69.4% | 45 | 13.33% | 0.2 |
|
| 5780 |
5780
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| USD 127 M | +USD 14.7 M | +13% | 4.57% | 41.2% | 43 | 13.95% | 1.6 |
|
| 5781 |
5781
Next Level Private
Harrison,
New York
| USD 127 M | -USD 8.85 M | -7% | 5.97% | 95.9% | 102 | 42.16% | 0.6 |
|
| 5782 |
5782
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| USD 127 M | +USD 10.2 M | +9% | 4.2% | 49.9% | 339 | 27.73% | 0.2 |
|
| 5783 |
GL
5783
GHE LLC
Memphis,
Tennessee
| USD 127 M | +USD 20.5 M | +19% | 27.3% | 188% | 55 | 0% | 1.1 |
|
| 5784 |
5784
Privium Fund Management (UK)
London,
United Kingdom
| USD 127 M | -USD 4.82 M | -4% | 9.88% | 34.4% | 76 | 43.42% | 0.3 |
|
| 5785 |
5785
Piershale Financial Group
Barrington,
Illinois
| USD 127 M | +USD 6.25 M | +5% | 1.06% | 82% | 314 | 10.19% | 0.4 |
|
| 5786 |
KC
5786
Kades & Cheifetz
Berwyn,
Pennsylvania
| USD 127 M | +USD 7.21 M | +6% | 4.41% | – | 78 | 7.69% | 0.2 |
|
| 5787 |
5787
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| USD 127 M | +USD 43.9 M | +53% | 1.01% | 63.5% | 31 | 64.52% | 0.4 |
|
| 5788 |
5788
Sebold Capital Management
Lisle,
Illinois
| USD 127 M | +USD 4.99 M | +4% | 4.25% | – | 72 | 8.33% | 0.2 |
|
| 5789 |
5789
Purus Wealth Management
Newport Beach,
California
| USD 127 M | +USD 16.5 M | +15% | 16.3% | 174% | 114 | 7.89% | 1.7 |
|
| 5790 |
GCM
5790
Granby Capital Management
Miami Beach,
Florida
| USD 127 M | -USD 8.35 M | -6% | 3.28% | 50% | 29 | 41.38% | 1.1 |
|
| 5791 |
5791
Eschler Asset Management
London,
United Kingdom
| USD 127 M | +USD 73.8 M | +140% | 15% | 274% | 82 | 54.88% | 0.5 |
|
| 5792 |
5792
Cohen Investment Advisors
Bedford,
New Hampshire
| USD 126 M | +USD 6.46 M | +5% | 7.52% | 90.6% | 78 | 2.56% | 2.1 |
|
| 5793 |
5793
Birchcreek Wealth Management
Miami Township,
Ohio
| USD 126 M | +USD 14 M | +12% | 6.35% | 80.7% | 144 | 25.69% | 1.5 |
|
| 5794 |
PWM
5794
Prosperity Wealth Management
San Ramon,
California
| USD 126 M | +USD 20.2 M | +19% | 19.3% | 175% | 172 | 44.19% | 0.2 |
|
| 5795 |
5795
Masso Torrence Wealth Management
Marlton,
New Jersey
| USD 126 M | +USD 788 k | +0.6% | 11.6% | 130% | 99 | 17.17% | 0.9 |
|
| 5796 |
5796
Heritage Wealth Partners
Dublin,
Ohio
| USD 126 M | +USD 17.3 M | +16% | 0.27% | – | 59 | 50.85% | 0.1 |
|
| 5797 |
5797
Cascade Investment Advisors
Oregon City,
Oregon
| USD 126 M | +USD 6.13 M | +5% | 6.73% | 79.1% | 240 | 56.67% | 1.9 |
|
| 5798 |
AFT
5798
Alpha Family Trust
Los Angeles,
California
| USD 126 M | +USD 15.5 M | +14% | 16.4% | 215% | 135 | 22.96% | 0.4 |
|
| 5799 |
5799
ViaWealth
Leawood,
Kansas
| USD 126 M | +USD 4.68 M | +4% | 6.98% | 77.2% | 163 | 13.5% | 0.2 |
|
| 5800 |
5800
Cohanzick Management
Pleasantville,
New York
| USD 126 M | -USD 220 M | -64% | 2.21% | 1.18% | 215 | 62.33% | 0.7 |
|