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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| USD 103 M | -USD 14.8 M | -13% | 16.1% | 58.3% | 33 | 18.18% | 1.9 |
|
| 5902 |
5902
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| USD 103 M | -USD 23.9 M | -19% | 14% | 107% | 132 | 18.94% | 0.5 |
|
| 5903 |
5903
CEDRUS
Littleton,
Colorado
| USD 103 M | -USD 8.32 M | -8% | 13.9% | 19.8% | 172 | 39.53% | 0.4 |
|
| 5904 |
LAI
5904
Legal Advantage Investments
Los Altos Hills,
California
| USD 103 M | -USD 30.4 M | -23% | 17.4% | 116% | 89 | 32.58% | 1.1 |
|
| 5905 |
LFGH
5905
Lee Financial Group Hawaii
Honolulu,
Hawaii
| USD 103 M | -USD 44.2 M | -30% | 11% | 12.9% | 41 | 26.83% | 1.5 |
|
| 5906 |
5906
Penobscot Wealth Management
Portland,
Maine
| USD 103 M | -USD 8.71 M | -8% | 14.5% | 56.7% | 70 | 20% | 0.7 |
|
| 5907 |
5907
Lakehouse Capital
Sydney NSW,
Australia
| USD 103 M | -USD 51.5 M | -33% | 23.9% | 87.4% | 14 | 0% | 1.8 |
|
| 5908 |
5908
Western Pacific Wealth Management
Lake Forest,
Illinois
| USD 103 M | -USD 34.7 M | -25% | 21.8% | 91.4% | 229 | 11.79% | 0.5 |
|
| 5909 |
5909
Future Financial Wealth Management
Cincinnati,
Ohio
| USD 102 M | -USD 18.2 M | -15% | 13.1% | 65.2% | 540 | 75.56% | 1.2 |
|
| 5910 |
5910
Unison Asset Management
North Miami Beach,
Florida
| USD 102 M | -USD 14.1 M | -12% | 14.2% | 81.4% | 25 | 0% | 1.5 |
|
| 5911 |
5911
Sightline Wealth Advisors
Groton,
Connecticut
| USD 102 M | -USD 17.7 M | -15% | 11.3% | 48.5% | 58 | 17.24% | 1.2 |
|
| 5912 |
5912
EDMP Inc
Lutz,
Florida
| USD 102 M | -USD 4.09 M | -4% | 7.51% | 78% | 61 | 6.56% | 3.8 |
|
| 5913 |
5913
Millennium Capital Advisors
Little Rock,
Arkansas
| USD 102 M | -USD 21.6 M | -17% | 14.9% | 134% | 104 | 14.42% | 0.5 |
|
| 5914 |
MCM
5914
Magnolia Capital Management
Cold Spring,
New York
| USD 102 M | -USD 18.4 M | -15% | 13.6% | 85.9% | 124 | 4.03% | 1.1 |
|
| 5915 |
5915
Safir Wealth Advisors
Greenland,
New Hampshire
| USD 102 M | -USD 17.6 M | -15% | 11.1% | 52.1% | 17 | 17.65% | 1.3 |
|
| 5916 |
5916
Buttonwood Financial Group
Kansas City,
Missouri
| USD 102 M | -USD 32.4 M | -24% | 14.3% | 77.9% | 23 | 30.43% | 0.2 |
|
| 5917 |
5917
Integrity Advisory
Overland Park,
Kansas
| USD 102 M | +USD 235 k | +0.2% | 13.2% | – | 87 | 24.14% | 0.2 |
|
| 5918 |
5918
Straight Path Wealth Management
Jenison,
Michigan
| USD 102 M | -USD 16 M | -14% | 18.1% | 70.4% | 78 | 17.95% | 0.4 |
|
| 5919 |
5919
Cynosure Group
Salt Lake City,
Utah
| USD 102 M | -USD 22.3 M | -18% | 17.4% | 56.8% | 45 | 48.89% | 1.2 |
|
| 5920 |
5920
Fortis Capital Management
Bellevue,
Washington
| USD 102 M | -USD 94.1 M | -48% | 16% | 82% | 102 | 38.24% | 1.3 |
|
| 5921 |
5921
Geneva Partners
Lake Geneva,
Wisconsin
| USD 102 M | -USD 60.1 M | -37% | 6.84% | 401% | 80 | 41.25% | 2.3 |
|
| 5922 |
5922
Empirical Capital Management
Hendersonville,
Tennessee
| USD 102 M | -USD 3.88 M | -4% | 17.4% | – | 28 | 25% | 1.7 |
|
| 5923 |
5923
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| USD 102 M | -USD 24.2 M | -19% | 17.3% | 72% | 118 | 15.25% | 1.5 |
|
| 5924 |
5924
LCM Capital Management
Chicago,
Illinois
| USD 102 M | -USD 22.4 M | -18% | 15.1% | 128% | 96 | 11.46% | 1.3 |
|
| 5925 |
5925
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| USD 101 M | +USD 4.69 M | +5% | 13.8% | 60.1% | 120 | 33.33% | 1 |
|