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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Independent Family Office
Albany,
New York
| USD 249 M | +USD 5.94 M | +2% | 6% | 68.4% | 97 | 19.59% | 3.6 |
|
| 5852 |
5852
Union Savings Bank
Litchfield,
Connecticut
| USD 249 M | +USD 20.8 M | +9% | 13% | – | 328 | 4.27% | 2.4 |
|
| 5853 |
5853
Cascade Wealth Advisors
Wenatchee,
Washington
| USD 249 M | +USD 21.1 M | +9% | 8.91% | – | 63 | 7.94% | 1.6 |
|
| 5854 |
5854
Windle Wealth
Oklahoma City,
Oklahoma
| USD 249 M | +USD 12.2 M | +5% | 4.95% | 73% | 35 | 8.57% | 2.9 |
|
| 5855 |
5855
BlackDiamond Wealth Management
New York
| USD 249 M | +USD 40.7 M | +20% | 16.9% | 70.8% | 242 | 22.73% | 1.9 |
|
| 5856 |
5856
Fogel Capital Management
Stuart,
Florida
| USD 249 M | +USD 30 M | +14% | 11.6% | – | 60 | 18.33% | 1.6 |
|
| 5857 |
5857
Carl Stuart Investment Advisor
Austin,
Texas
| USD 249 M | +USD 19.7 M | +9% | 8.98% | 84.4% | 29 | 34.48% | 2.3 |
|
| 5858 |
AFT
5858
Alpha Family Trust
Los Angeles,
California
| USD 249 M | +USD 42.5 M | +21% | 42.8% | 198% | 225 | 20.89% | 2 |
|
| 5859 |
5859
Jim Saulnier & Associates
Fort Collins,
Colorado
| USD 249 M | +USD 43.1 M | +21% | 7.7% | – | 160 | 18.13% | 1.1 |
|
| 5860 |
5860
Pennsylvania State University
University Park,
Pennsylvania
| USD 249 M | +USD 57.2 M | +30% | 2.15% | – | 3 | 33.33% | 0.3 |
|
| 5861 |
5861
Finley Financial
Las Vegas,
Nevada
| USD 248 M | +USD 34.9 M | +16% | 19.2% | – | 110 | 2.73% | 1.4 |
|
| 5862 |
5862
Pavion Blue Capital
Newport Beach,
California
| USD 248 M | +USD 18.2 M | +8% | 12.5% | 77.6% | 117 | 12.82% | 4.3 |
|
| 5863 |
5863
Steelhead Wealth Management
Glen Allen,
Virginia
| USD 248 M | +USD 51.1 M | +26% | 16.7% | – | 102 | 23.53% | 0.2 |
|
| 5864 |
5864
Two Point Capital Management
Pittsford,
New York
| USD 248 M | +USD 19.2 M | +8% | 14.4% | – | 30 | 6.67% | 2.8 |
|
| 5865 |
5865
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| USD 248 M | +USD 20.4 M | +9% | 13.3% | 63.8% | 102 | 17.65% | 4 |
|
| 5866 |
5866
Seamount Financial Group
Colorado Springs,
Colorado
| USD 248 M | +USD 26.1 M | +12% | 13.3% | 79.7% | 146 | 10.96% | 1.8 |
|
| 5867 |
5867
RHS Financial
San Francisco,
California
| USD 248 M | +USD 36.8 M | +17% | 10.6% | 65.6% | 178 | 25.28% | 2.3 |
|
| 5868 |
DCM
5868
Dilation Capital Management
New York
| USD 248 M | +USD 48.7 M | +24% | 67.3% | – | 28 | 57.14% | 0.5 |
|
| 5869 |
CCP
5869
Cunning Capital Partners
Morrisville,
North Carolina
| USD 248 M | +USD 51.2 M | +26% | 41.1% | 268% | 56 | 1.79% | 2.4 |
|
| 5870 |
TBBL
5870
True Blue (BVI) Ltd
Road Town, Tortola,
| USD 248 M | +USD 44.7 M | +22% | 22.1% | – | 3 | 0% | 1.5 |
|
| 5871 |
5871
Lynx Capital Group
Beachwood,
Ohio
| USD 248 M | +USD 32.7 M | +15% | 7.92% | – | 95 | 16.84% | 1.8 |
|
| 5872 |
5872
GoalFusion Wealth Management
Austin,
Texas
| USD 248 M | +USD 27.2 M | +12% | 10.1% | 47.6% | 35 | 22.86% | 2.4 |
|
| 5873 |
5873
William John Sempolinski
Easton,
Massachusetts
| USD 248 M | +USD 48.5 M | +24% | 19.7% | – | 110 | 19.09% | 0.4 |
|
| 5874 |
5874
Elite Financial
Lewiston,
Idaho
| USD 248 M | +USD 24.5 M | +11% | 12.7% | – | 56 | 5.36% | 1.4 |
|
| 5875 |
5875
North Berkeley Wealth Management
Berkeley,
California
| USD 247 M | +USD 58.2 M | +31% | 17.2% | – | 81 | 14.81% | 1.1 |
|