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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
Catherine Avery Investment Management
Longboat Key,
Florida
| USD 229 M | +USD 5.55 M | +2% | 15% | – | 173 | 41.04% | 0.9 |
|
| 6127 |
6127
Paul R. Ried Financial Group
Bellevue,
Washington
| USD 229 M | +USD 13.8 M | +6% | 6.75% | – | 47 | 12.77% | 1.1 |
|
| 6128 |
6128
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| USD 229 M | +USD 39.1 M | +21% | 12.7% | 78% | 551 | 9.07% | 1.4 |
|
| 6129 |
6129
Painted Porch Advisors
Santa Barbara,
California
| USD 229 M | +USD 19.3 M | +9% | 9.76% | – | 81 | 24.69% | 1.7 |
|
| 6130 |
6130
Asset Advisory Group
Kinnelon,
New Jersey
| USD 229 M | +USD 29.5 M | +15% | 13.2% | – | 126 | 8.73% | 0.5 |
|
| 6131 |
6131
tru Independence
Portland,
Oregon
| USD 229 M | +USD 26.5 M | +13% | 11.3% | 67.4% | 110 | 9.09% | 2.9 |
|
| 6132 |
6132
Innovative Asset Advisors Group
Shelton,
Connecticut
| USD 229 M | +USD 55.4 M | +32% | 29.4% | – | 1,099 | 79.34% | 0.2 |
|
| 6133 |
6133
Wildcat Capital Management
New York
| USD 229 M | +USD 122 M | +115% | 120% | 77.7% | 3 | 33.33% | 3 |
|
| 6134 |
6134
Dow Chemical Company
Midland,
Michigan
| USD 228 M | -USD 10.3 M | -4% | 2.29% | 29.4% | 6 | 50% | 2.6 |
|
| 6135 |
6135
Summit Place Financial Advisors
Summit,
New Jersey
| USD 228 M | +USD 20.1 M | +10% | 11% | 111% | 116 | 13.79% | 3.2 |
|
| 6136 |
6136
Benchmark Investment Advisors
Chicago,
Illinois
| USD 228 M | +USD 56 M | +33% | 56.3% | – | 79 | 15.19% | 2.9 |
|
| 6137 |
MA
6137
Menlo Advisors
Menlo Park,
California
| USD 228 M | +USD 5.34 M | +2% | 8.2% | 108% | 33 | 18.18% | 6.2 |
|
| 6138 |
6138
Adalta Capital Management
New York
| USD 228 M | +USD 18.7 M | +9% | 16% | 80.4% | 108 | 14.81% | 4.2 |
|
| 6139 |
6139
Mission Hills Financial Advisory
San Diego,
California
| USD 228 M | +USD 32.3 M | +17% | 7.52% | – | 89 | 39.33% | 0.7 |
|
| 6140 |
6140
Capital Square
Chattanooga,
Tennessee
| USD 228 M | +USD 10.6 M | +5% | 10.5% | 62.5% | 252 | 14.68% | 2.3 |
|
| 6141 |
6141
Castleview Partners
Dallas,
Texas
| USD 228 M | +USD 32.4 M | +17% | 8.05% | 61.3% | 251 | 31.47% | 2.4 |
|
| 6142 |
BCM
6142
Beartown Capital Management
Huntington Woods,
Michigan
| USD 227 M | +USD 18.8 M | +9% | 63.1% | – | 56 | 51.79% | 0.3 |
|
| 6143 |
6143
Tower View Wealth Management
Shorewood,
Wisconsin
| USD 227 M | +USD 32.6 M | +17% | 26% | 135% | 220 | 14.09% | 3.6 |
|
| 6144 |
6144
Signet Investment Advisory Group
Providence,
Rhode Island
| USD 227 M | +USD 9.06 M | +4% | 6.12% | 68.2% | 73 | 5.48% | 5.4 |
|
| 6145 |
KWM
6145
KRM Wealth Management
Reno,
Nevada
| USD 227 M | +USD 35.3 M | +18% | 9.98% | – | 47 | 10.64% | 0.4 |
|
| 6146 |
6146
Next Level Wealth Planning
Meridian,
Idaho
| USD 227 M | +USD 32.5 M | +17% | 17.2% | – | 76 | 6.58% | 1.1 |
|
| 6147 |
6147
Flower City Capital
Pittsford,
New York
| USD 227 M | +USD 27.8 M | +14% | 13.4% | 69.5% | 49 | 6.12% | 2.5 |
|
| 6148 |
6148
Wingate Wealth Advisors
Lexington,
Massachusetts
| USD 227 M | +USD 39.9 M | +21% | 9.86% | – | 132 | 12.12% | 1.1 |
|
| 6149 |
6149
TFB Advisors
Overland Park,
Kansas
| USD 227 M | +USD 36 M | +19% | 18% | 85% | 199 | 14.07% | 1.9 |
|
| 6150 |
6150
Smith Thornton Advisors
Huntsville,
Alabama
| USD 227 M | +USD 28.4 M | +14% | 11.4% | – | 146 | 15.07% | 1.6 |
|