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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
6276
BankPlus Wealth Management
Jackson,
Mississippi
| USD 194 M | +USD 12.4 M | +7% | 1.67% | – | 126 | 19.05% | 1 |
|
| 6277 |
LAI
6277
Legal Advantage Investments
Los Altos Hills,
California
| USD 194 M | -USD 22.5 M | -10% | 2.22% | 116% | 91 | 21.98% | 3.2 |
|
| 6278 |
6278
BostonPremier Wealth
Hanover,
Massachusetts
| USD 194 M | -USD 1.62 M | -0.8% | 1.92% | – | 74 | 12.16% | 1 |
|
| 6279 |
6279
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 193 M | -USD 11.7 M | -6% | 2.82% | 151% | 110 | 37.27% | 1.9 |
|
| 6280 |
6280
Topel & Distasi Wealth Management
Berkeley,
California
| USD 193 M | -USD 11.3 M | -6% | 0.93% | 43.6% | 61 | 4.92% | 3.7 |
|
| 6281 |
6281
Jackson Hill Advisors
Houston,
Texas
| USD 193 M | -USD 22.2 M | -10% | 11.3% | 61.2% | 13 | 7.69% | 2.6 |
|
| 6282 |
6282
Broadway Wealth Solutions
San Antonio,
Texas
| USD 193 M | +USD 6.15 M | +3% | 1.1% | – | 100 | 12% | 1 |
|
| 6283 |
6283
Waypoint Wealth Counsel
Atlanta,
Georgia
| USD 193 M | -USD 79.4 M | -29% | 1.93% | 111% | 303 | 30.03% | 1.2 |
|
| 6284 |
6284
Exome Asset Management
New York
| USD 193 M | -USD 13.2 M | -6% | 14.6% | – | 83 | 60.24% | 0.5 |
|
| 6285 |
6285
Ayrshire Capital Management
Westport,
Connecticut
| USD 193 M | -USD 24.6 M | -11% | 3.61% | 84.8% | 54 | 16.67% | 3.1 |
|
| 6286 |
6286
Banque de Luxembourg
Luxembourg
| USD 193 M | -USD 41.6 M | -18% | 6.5% | – | 92 | 22.83% | 1 |
|
| 6287 |
6287
Downshift Financial
Boulder,
Colorado
| USD 193 M | +USD 31 M | +19% | 1.74% | – | 82 | 23.17% | 0.2 |
|
| 6288 |
6288
Sandler Capital Management
New York
| USD 193 M | -USD 112 M | -37% | 11.4% | 325% | 191 | 63.35% | 0.6 |
|
| 6289 |
6289
Cassady Wealth & Retirement Planning
Henderson,
Nevada
| USD 193 M | +USD 39.7 M | +26% | 0.8% | – | 102 | 5.88% | 0.2 |
|
| 6290 |
6290
Promethium Advisors
Bethesda,
Maryland
| USD 193 M | +USD 7.67 M | +4% | 6.38% | – | 121 | 11.57% | 1.3 |
|
| 6291 |
6291
Galilei Investment Office
London,
United Kingdom
| USD 193 M | -USD 19.2 M | -9% | 2.74% | – | 27 | 11.11% | 1.1 |
|
| 6292 |
6292
Carson Advisory
Athens,
Georgia
| USD 193 M | +USD 478 k | +0.2% | 0.32% | 70.9% | 194 | 8.76% | 2.7 |
|
| 6293 |
6293
OmniStar Financial Group
Wilmington,
North Carolina
| USD 193 M | +USD 22.2 M | +13% | 4.21% | 75.6% | 139 | 51.8% | 1.2 |
|
| 6294 |
AIM
6294
Athena Investment Management
Orinda,
California
| USD 193 M | -USD 2.38 M | -1% | 0.91% | 80.6% | 158 | 5.06% | 3.3 |
|
| 6295 |
6295
RCS Financial Planning
Annapolis,
Maryland
| USD 193 M | -USD 39.2 M | -17% | 0.67% | 48.2% | 111 | 30.63% | 1.7 |
|
| 6296 |
6296
Whipplewood Advisors
Littleton,
Colorado
| USD 193 M | +USD 37.1 M | +24% | 2.38% | – | 1,100 | 57.45% | 0.4 |
|
| 6297 |
6297
Vaughan & Co Securities
Ridgewood,
New Jersey
| USD 193 M | -USD 767 k | -0.4% | 1.13% | 70.7% | 59 | 5.08% | 4.3 |
|
| 6298 |
6298
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| USD 192 M | +USD 1.45 M | +0.8% | 0.03% | – | 142 | 10.56% | 1.1 |
|
| 6299 |
6299
Client First Investment Management
West Bend,
Wisconsin
| USD 192 M | +USD 1.71 M | +0.9% | 1.71% | 243% | 39 | 82.05% | 0.8 |
|
| 6300 |
6300
Gross & Hartman Investments
Leola,
Pennsylvania
| USD 192 M | +USD 16.9 M | +10% | 0.8% | – | 79 | 18.99% | 0.2 |
|