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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
New Insight Wealth Advisors
San Ramon,
California
| USD 160 M | +USD 11.7 M | +8% | 5.59% | – | 85 | 9.41% | 0.2 |
|
| 5877 |
5877
CoreFirst Bank & Trust
Topeka,
Kansas
| USD 160 M | +USD 9.5 M | +6% | 7.71% | 61.4% | 371 | 4.58% | 2.6 |
|
| 5878 |
LA
5878
Latitude Advisors
Vero Beach,
Florida
| USD 160 M | +USD 17.5 M | +12% | 8.36% | 79.6% | 197 | 18.78% | 1.8 |
|
| 5879 |
5879
ViaWealth
Leawood,
Kansas
| USD 160 M | +USD 14.5 M | +10% | 10.9% | 77.2% | 158 | 7.59% | 1.1 |
|
| 5880 |
5880
Vivid Wealth Management
West Des Moines,
Iowa
| USD 160 M | +USD 12.8 M | +9% | 9.62% | 107% | 71 | 2.82% | 0.2 |
|
| 5881 |
5881
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| USD 160 M | +USD 9.44 M | +6% | 6.21% | 2.24% | 253 | 15.81% | 1.9 |
|
| 5882 |
5882
Nucleo Capital
Sao Paulo, Sp,
Brazil
| USD 160 M | -USD 74.9 M | -32% | 22.7% | 116% | 3 | 0% | 1.9 |
|
| 5883 |
5883
Owen LaRue
Elizabethtown,
Kentucky
| USD 160 M | +USD 54.7 M | +52% | 11.4% | 126% | 95 | 28.42% | 0.8 |
|
| 5884 |
JKSF
5884
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| USD 160 M | -USD 15.4 M | -9% | 0.58% | 30.8% | 3 | 0% | 2 |
|
| 5885 |
5885
Greater Midwest Financial Group
St. Paul,
Minnesota
| USD 160 M | +USD 12.7 M | +9% | 11.1% | 157% | 55 | 12.73% | 0.2 |
|
| 5886 |
5886
SummerHaven Investment Management
Stamford,
Connecticut
| USD 160 M | +USD 3.91 M | +3% | 4.98% | 150% | 196 | 0.51% | 1.5 |
|
| 5887 |
BM
5887
Bislett Management
Palo Alto,
California
| USD 160 M | +USD 3.34 M | +2% | 4.01% | 19.8% | 16 | 0% | 5.6 |
|
| 5888 |
5888
Peak Planning Group
Centennial,
Colorado
| USD 160 M | +USD 20.6 M | +15% | 11% | 105% | 78 | 12.82% | 2.5 |
|
| 5889 |
5889
Cape Ann Savings Bank
Glocuster,
Massachusetts
| USD 160 M | +USD 8.25 M | +5% | 7.03% | 72.7% | 89 | 11.24% | 5.7 |
|
| 5890 |
5890
Power Wealth Management
Alpharetta,
Georgia
| USD 159 M | +USD 15.5 M | +11% | 5.67% | 41.8% | 107 | 20.56% | 0.2 |
|
| 5891 |
5891
MGO Private Wealth
Irvine,
California
| USD 159 M | +USD 13.9 M | +10% | 6.02% | 51.5% | 84 | 16.67% | 1.1 |
|
| 5892 |
5892
General Partner Inc
Pittsburgh,
Pennsylvania
| USD 159 M | +USD 40.2 M | +34% | 8.49% | 83.1% | 174 | 30.46% | 0.8 |
|
| 5893 |
5893
PACK Private Wealth
Wayzata,
Minnesota
| USD 159 M | +USD 10.7 M | +7% | 5.3% | 52.8% | 40 | 7.5% | 1.8 |
|
| 5894 |
5894
FinDec Wealth Services
Stockton,
California
| USD 159 M | +USD 9.45 M | +6% | 7.42% | 52.7% | 45 | 8.89% | 1.1 |
|
| 5895 |
5895
KPCB DGF II Associates
Menlo Park,
California
| USD 159 M | +USD 49.9 M | +46% | 53.4% | 2.08% | 2 | 0% | 0.5 |
|
| 5896 |
5896
Shelton Wealth Management
Fort Worth,
Texas
| USD 159 M | +USD 18.2 M | +13% | 8.52% | 89.4% | 119 | 16.81% | 1.1 |
|
| 5897 |
5897
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| USD 159 M | +USD 19.5 M | +14% | 5.67% | 51.7% | 418 | 19.62% | 1.5 |
|
| 5898 |
5898
SCP Investment
Orinda,
California
| USD 159 M | +USD 26.8 M | +20% | 6.38% | 32.8% | 57 | 24.56% | 1.1 |
|
| 5899 |
5899
PFG Private Wealth Management
Lutz,
Florida
| USD 159 M | +USD 10.3 M | +7% | 5.85% | 52.6% | 242 | 10.33% | 2.2 |
|
| 5900 |
5900
Pine Harbor Wealth Management
Silver Spring,
Maryland
| USD 159 M | +USD 27.5 M | +21% | 8.32% | – | 101 | 8.91% | 0.2 |
|