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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
Signature Wealth Management Partners
Montvale,
New Jersey
| USD 202 M | +USD 11.2 M | +6% | 2.87% | 97.9% | 124 | 12.1% | 3.1 |
|
| 6202 |
6202
Thryve Wealth Management
Irving,
Texas
| USD 202 M | – | – | 0.29% | – | 94 | – | 0 |
|
| 6203 |
6203
4Thought Financial Group
Syosset,
New York
| USD 202 M | +USD 4.12 M | +2% | 0.97% | 40.8% | 97 | 16.49% | 3.8 |
|
| 6204 |
6204
Castleview Partners
Dallas,
Texas
| USD 202 M | +USD 17.7 M | +10% | 1.98% | 61.3% | 210 | 22.38% | 2.6 |
|
| 6205 |
6205
Solano Wealth Investment Advisors
Fairfield,
California
| USD 202 M | -USD 5.52 M | -3% | 2.02% | – | 36 | 8.33% | 0.9 |
|
| 6206 |
6206
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 202 M | -USD 2.94 M | -1% | 2.24% | 62.6% | 162 | 9.88% | 5.6 |
|
| 6207 |
6207
Curry Webb Wealth Management
Indianapolis,
Indiana
| USD 202 M | – | – | 3.68% | – | 67 | – | 0 |
|
| 6208 |
6208
Chou Associates Management
Toronto,
Ontario, Canada
| USD 202 M | -USD 6.19 M | -3% | 6.17% | 66.4% | 31 | 9.68% | 3.8 |
|
| 6209 |
6209
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| USD 202 M | +USD 9.21 M | +5% | 1.95% | 51.7% | 71 | 8.45% | 3.7 |
|
| 6210 |
6210
Wealth Intelligence
Columbus,
Georgia
| USD 202 M | – | – | 0.59% | – | 55 | – | 0 |
|
| 6211 |
6211
Financial Freedom LLC
Cincinnati,
Ohio
| USD 201 M | +USD 729 k | +0.4% | 1.81% | 76.9% | 365 | 9.04% | 2.6 |
|
| 6212 |
CC
6212
CF Capital
Cohasset,
Massachusetts
| USD 201 M | +USD 38.4 M | +24% | 2.71% | – | 57 | 31.58% | 0.6 |
|
| 6213 |
6213
Rings Capital Management
Chicago,
Illinois
| USD 201 M | -USD 11.8 M | -6% | 1.88% | 40.9% | 8 | 25% | 3.3 |
|
| 6214 |
6214
Kapstone Financial Advisors
Lebanon,
Ohio
| USD 201 M | -USD 11.1 M | -5% | 1.72% | 131% | 139 | 16.55% | 2 |
|
| 6215 |
6215
Decker Retirement Planning
Levi,
Utah
| USD 201 M | +USD 19.3 M | +11% | 6.49% | – | 272 | 34.93% | 0.6 |
|
| 6216 |
JWM
6216
Johnson Wealth Management
Grand Forks,
North Dakota
| USD 201 M | +USD 19.4 M | +11% | 2.17% | – | 50 | 6% | 0.2 |
|
| 6217 |
6217
Starwood Capital Group Management
Miami Beach,
Florida
| USD 201 M | +USD 24.4 M | +14% | 1.6% | 16.2% | 7 | 14.29% | 1.4 |
|
| 6218 |
6218
American Financial & Tax Strategies
New York
| USD 201 M | +USD 331 k | +0.2% | 0.83% | 46.9% | 97 | 4.12% | 1.8 |
|
| 6219 |
6219
Birchbrook
Bangor,
Maine
| USD 201 M | +USD 7.21 M | +4% | 2.05% | 49.1% | 308 | 15.58% | 1.6 |
|
| 6220 |
6220
Landing Point Financial Group
Avon,
Ohio
| USD 201 M | +USD 8.72 M | +5% | 2.24% | – | 91 | 14.29% | 0.8 |
|
| 6221 |
6221
Fire Capital Management
San Francisco,
California
| USD 201 M | +USD 26.4 M | +15% | 2.12% | – | 119 | 19.33% | 0.8 |
|
| 6222 |
6222
Birch Capital Management
Dallas,
Texas
| USD 200 M | +USD 4.52 M | +2% | 5.67% | 62% | 77 | 1.3% | 4.7 |
|
| 6223 |
SAM
6223
Stenahm Asset Management
Guernsey
| USD 200 M | +USD 26.4 M | +15% | 8.74% | – | 24 | 16.67% | 1.6 |
|
| 6224 |
6224
Delphi Financial Group
Wilmington,
Delaware
| USD 200 M | +USD 22.5 M | +13% | 1.16% | 66.3% | 28 | 17.86% | 1.8 |
|
| 6225 |
6225
Bayshore Capital Advisors
Tampa,
Florida
| USD 200 M | – | – | 17% | – | 34 | – | 0 |
|