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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
6201
TrueWealth Financial Partners
Bellevue,
Washington
| USD 132 M | +USD 10 M | +8% | 7.7% | 36.4% | 16 | 6.25% | 1.6 |
|
| 6202 |
6202
Sightline Wealth Advisors
Groton,
Connecticut
| USD 132 M | +USD 24.4 M | +23% | 9.62% | 48.5% | 75 | 10.67% | 1.6 |
|
| 6203 |
6203
Plotkin Financial Advisors
Chevy Chase,
Maryland
| USD 131 M | +USD 17.9 M | +16% | 15.2% | 95.3% | 83 | 8.43% | 2.5 |
|
| 6204 |
AC
6204
AIFG Consultants
Halfmoon,
New York
| USD 131 M | +USD 10.9 M | +9% | 8.05% | 49.8% | 42 | 21.43% | 0.7 |
|
| 6205 |
6205
Obsidian Personal Planning Solutions
Rockville,
Maryland
| USD 131 M | +USD 14.3 M | +12% | 8.85% | 58.2% | 87 | 19.54% | 0.9 |
|
| 6206 |
UFAC
6206
Urban Financial Advisory Corp
Chicago,
Illinois
| USD 131 M | – | – | 10.4% | – | 21 | – | 0 |
|
| 6207 |
6207
Aurora Investment Managers
Naples,
Florida
| USD 131 M | +USD 13.4 M | +11% | 10.9% | 74.4% | 50 | 14% | 2 |
|
| 6208 |
6208
Pine Harbor Wealth Management
Silver Spring,
Maryland
| USD 131 M | – | – | 8.97% | – | 97 | – | 0 |
|
| 6209 |
6209
Byrne Asset Management
Kingston,
New Jersey
| USD 131 M | +USD 10.4 M | +9% | 13.3% | 126% | 601 | 36.61% | 1 |
|
| 6210 |
6210
Chapman Investment Management
San Anselmo,
California
| USD 131 M | +USD 13.2 M | +11% | 14.9% | 57.3% | 36 | 5.56% | 2.3 |
|
| 6211 |
6211
Sivia Capital Partners
Mill Valley,
California
| USD 131 M | – | – | 13.8% | – | 186 | – | 0 |
|
| 6212 |
6212
McClarren Financial Advisors
State College,
Pennsylvania
| USD 131 M | +USD 16.5 M | +14% | 11.1% | 63% | 432 | 9.03% | 1.1 |
|
| 6213 |
6213
Apricus Wealth
Beaufort,
South Carolina
| USD 131 M | +USD 16.9 M | +15% | 7.02% | 80.6% | 89 | 12.36% | 1.5 |
|
| 6214 |
6214
Mills Wealth Advisors
Southlake,
Texas
| USD 131 M | +USD 6.32 M | +5% | 5.66% | 37.9% | 54 | 14.81% | 0.8 |
|
| 6215 |
6215
Objective Capital Management
Pepper Pike,
Ohio
| USD 131 M | +USD 18.5 M | +16% | 11.1% | – | 122 | 18.03% | 1.4 |
|
| 6216 |
6216
Robocap Asset Management
London,
United Kingdom
| USD 131 M | +USD 26.2 M | +25% | 23.8% | 274% | 26 | 3.85% | 0.7 |
|
| 6217 |
6217
Ables Iannone Moore & Associates
Savannah,
Georgia
| USD 131 M | – | – | 11.6% | 116% | 307 | – | 0 |
|
| 6218 |
6218
Fogel Capital Management
Stuart,
Florida
| USD 131 M | – | – | 9.5% | 122% | 33 | – | 0 |
|
| 6219 |
6219
Montz Harcus Wealth Management
New Orleans,
Louisiana
| USD 131 M | +USD 13.9 M | +12% | 11.8% | 84.1% | 59 | 13.56% | 1.6 |
|
| 6220 |
EIM
6220
Ervin Investment Management
Seattle,
Washington
| USD 131 M | +USD 11.6 M | +10% | 9.19% | 92.9% | 36 | 5.56% | 1.8 |
|
| 6221 |
6221
Millennium Capital Advisors
Little Rock,
Arkansas
| USD 131 M | +USD 13.6 M | +12% | 11.7% | 134% | 117 | 6.84% | 1.5 |
|
| 6222 |
BFS
6222
Burr Financial Services
Pleasant Hill,
California
| USD 131 M | – | – | 18% | 478% | 34 | – | 0 |
|
| 6223 |
6223
H&F Corporate Investors IX
San Francisco,
California
| USD 131 M | -USD 19.6 M | -13% | 13% | 62.7% | 1 | 0% | 1 |
|
| 6224 |
6224
Pring Turner Capital Group
Alamo,
California
| USD 131 M | +USD 11.4 M | +10% | 10.9% | 70.8% | 66 | 7.58% | 3.9 |
|
| 6225 |
PVAMC
6225
PPS&V Asset Management Consultants
Portage,
Michigan
| USD 131 M | +USD 14.7 M | +13% | 9.53% | 80.7% | 41 | 9.76% | 0.9 |
|