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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
6251
Yardley Wealth Management
Yardley,
Pennsylvania
| USD 220 M | +USD 25 M | +13% | 9.73% | – | 37 | 2.7% | 1.6 |
|
| 6252 |
6252
H&H Retirement Design & Management
Las Vegas,
Nevada
| USD 220 M | +USD 7.25 M | +3% | 8.47% | 38.4% | 121 | 27.27% | 2 |
|
| 6253 |
6253
Lake Hills Wealth Management
Austin,
Texas
| USD 220 M | +USD 41.2 M | +23% | 15.8% | 83.7% | 86 | 55.81% | 0.9 |
|
| 6254 |
6254
W Advisors LLC
Germantown,
Tennessee
| USD 220 M | +USD 24.9 M | +13% | 14.7% | 88.7% | 157 | 12.74% | 2.8 |
|
| 6255 |
6255
Infusive Asset Management
New York
| USD 220 M | +USD 13.2 M | +6% | 4.29% | 33.8% | 38 | 36.84% | 1.8 |
|
| 6256 |
6256
Solano Wealth Investment Advisors
Fairfield,
California
| USD 220 M | +USD 19.1 M | +10% | 12.9% | – | 35 | 2.86% | 1.4 |
|
| 6257 |
6257
Exit Wealth Advisors
Atlanta,
Georgia
| USD 220 M | +USD 25.1 M | +13% | 14.8% | – | 181 | 44.75% | 0.4 |
|
| 6258 |
BWG
6258
Boomfish Wealth Group
Alpharetta,
Georgia
| USD 220 M | +USD 32.2 M | +17% | 17.9% | 86% | 96 | 10.42% | 1.8 |
|
| 6259 |
6259
Orion Resource Partners
New York
| USD 219 M | +USD 577 k | +0.3% | 5.72% | – | 32 | 62.5% | 0.5 |
|
| 6260 |
6260
Primoris Wealth Advisors
North Palm Beach,
Florida
| USD 219 M | +USD 76.5 M | +54% | 44.5% | 206% | 135 | 36.3% | 1.9 |
|
| 6261 |
6261
William Marsh Rice University
Houston,
Texas
| USD 219 M | -USD 1.42 M | -0.6% | 6.8% | 1.81% | 2 | 0% | 5.5 |
|
| 6262 |
6262
Canerector Inc
Toronto,
Ontario, Canada
| USD 219 M | +USD 8.12 M | +4% | 19.2% | – | 9 | 0% | 1.5 |
|
| 6263 |
6263
Horizon Family Wealth
Chicago,
Illinois
| USD 219 M | +USD 29.8 M | +16% | 13.1% | 68.6% | 94 | 7.45% | 2.3 |
|
| 6264 |
6264
Bull Street Advisors
Savannah,
Georgia
| USD 219 M | +USD 17.1 M | +8% | 5.36% | 48.5% | 96 | 3.13% | 5.8 |
|
| 6265 |
6265
Values First Advisors
Gray,
Tennessee
| USD 219 M | +USD 27 M | +14% | 17% | 87.6% | 200 | 16.5% | 3 |
|
| 6266 |
6266
Pacific Point Advisors
Rancho Santa Fe,
California
| USD 219 M | +USD 29.4 M | +16% | 35.7% | – | 143 | 16.78% | 1.1 |
|
| 6267 |
6267
Comprehensive Wealth Management
Lynnwood,
Washington
| USD 219 M | +USD 21.1 M | +11% | 9.64% | 40.6% | 44 | 13.64% | 1.9 |
|
| 6268 |
6268
RiverPark Advisors
New York
| USD 219 M | -USD 57.3 M | -21% | 11.3% | 87.5% | 166 | 26.51% | 2.4 |
|
| 6269 |
SCM
6269
Sunbeam Capital Management
Atlanta,
Georgia
| USD 219 M | +USD 44.1 M | +25% | 16.6% | – | 129 | 17.05% | 1.1 |
|
| 6270 |
HCM
6270
Horrell Capital Management
Little Rock,
Arkansas
| USD 219 M | -USD 681 k | -0.3% | 7.29% | 55.6% | 203 | 7.88% | 7.2 |
|
| 6271 |
SIAIK
6271
Summit Investment Advisors, Inc.\KS
Leawood,
Kansas
| USD 219 M | +USD 21.8 M | +11% | 14.2% | – | 106 | 12.26% | 0.5 |
|
| 6272 |
6272
7G Capital Management
New York
| USD 219 M | +USD 50.4 M | +30% | 17.6% | 137% | 12 | 25% | 2.2 |
|
| 6273 |
6273
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| USD 218 M | +USD 43.7 M | +25% | 15.2% | – | 162 | 35.19% | 0.6 |
|
| 6274 |
6274
Perry Creek Capital
New York
| USD 218 M | +USD 58 M | +36% | 23.3% | 51.2% | 14 | 35.71% | 2.3 |
|
| 6275 |
6275
MPWM Advisory Solutions
Alpharetta,
Georgia
| USD 218 M | +USD 29.6 M | +16% | 14.9% | – | 609 | 11.49% | 1.2 |
|