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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
Main Line Retirement Advisors
Whitefish,
Montana
| USD 218 M | +USD 17.8 M | +9% | 8.97% | 47.6% | 50 | 6% | 2 |
|
| 6277 |
6277
FSA Advisors
Troy,
Michigan
| USD 218 M | +USD 66.4 M | +44% | 12.5% | – | 280 | 38.21% | 0.8 |
|
| 6278 |
6278
RiverGlades Family Offices
Naples,
Florida
| USD 218 M | +USD 47.9 M | +28% | 13.8% | – | 114 | 28.95% | 3.8 |
|
| 6279 |
6279
Galilei Investment Office
London,
United Kingdom
| USD 218 M | +USD 24.9 M | +13% | 11.5% | – | 28 | 10.71% | 1.2 |
|
| 6280 |
6280
Juniper Capital Advisors
Houston,
Texas
| USD 218 M | -USD 114 M | -34% | 12.8% | – | 2 | 0% | 1.5 |
|
| 6281 |
6281
Financial Freedom LLC
Cincinnati,
Ohio
| USD 218 M | +USD 17.1 M | +9% | 19.4% | 72% | 425 | 74.82% | 3.1 |
|
| 6282 |
6282
Cooper Investors
Melbourne, Victoria,
Australia
| USD 218 M | -USD 27.5 M | -11% | 5.25% | 57.5% | 50 | 38% | 1.5 |
|
| 6283 |
SEP
6283
Signature Equity Partners
Columbus,
Ohio
| USD 218 M | +USD 31.5 M | +17% | 17.8% | – | 1,727 | 19.28% | 0.4 |
|
| 6284 |
6284
Define Financial
San Diego,
California
| USD 218 M | +USD 33.5 M | +18% | 10% | – | 49 | 20.41% | 1.1 |
|
| 6285 |
6285
Carson Advisory
Athens,
Georgia
| USD 218 M | +USD 24.8 M | +13% | 11.6% | 68.6% | 208 | 11.54% | 2.7 |
|
| 6286 |
6286
XXI Wealth LLC
Chicago,
Illinois
| USD 218 M | +USD 41.2 M | +23% | 34.9% | – | 237 | 16.46% | 0.4 |
|
| 6287 |
6287
Legacy Capital Wealth Management
The Woodlands,
Texas
| USD 218 M | +USD 43.8 M | +25% | 23.8% | – | 84 | 27.38% | 0.8 |
|
| 6288 |
6288
Turas Capital Management
Boston,
Massachusetts
| USD 218 M | -USD 174 M | -44% | 6.1% | – | 86 | 88.37% | 0.1 |
|
| 6289 |
6289
RPD Fund Management
New York
| USD 218 M | -USD 88.3 M | -29% | 18.5% | – | 6 | 33.33% | 0.8 |
|
| 6290 |
6290
Wolff Wiese Magana
Carslbad,
California
| USD 217 M | +USD 36.2 M | +20% | 32.5% | 149% | 1,058 | 10.02% | 2.9 |
|
| 6291 |
6291
Pearl Planning
Dexter,
Michigan
| USD 217 M | +USD 30.3 M | +16% | 11.6% | – | 58 | 10.34% | 0.4 |
|
| 6292 |
6292
Hager Investment Management Services
New London,
New Hampshire
| USD 217 M | +USD 35.4 M | +19% | 31.3% | – | 372 | 16.67% | 1.1 |
|
| 6293 |
6293
NEXTBio Capital Management
Menlo Park,
California
| USD 217 M | +USD 2.03 M | +0.9% | 26.2% | – | 27 | 29.63% | 0.4 |
|
| 6294 |
6294
Carolina Wealth Management
Greenville,
North Carolina
| USD 217 M | – | – | 12.1% | – | 114 | – | 0 |
|
| 6295 |
6295
Corrado Advisors
Ramsey,
New Jersey
| USD 217 M | +USD 25.6 M | +13% | 15.1% | 73.1% | 127 | 14.96% | 2.7 |
|
| 6296 |
6296
English Capital Management
Bloomfield Hills,
Michigan
| USD 217 M | +USD 46.4 M | +27% | 23.9% | – | 39 | 15.38% | 1.8 |
|
| 6297 |
6297
Delta Capital Management
Red Bank,
New Jersey
| USD 217 M | +USD 35.5 M | +20% | 37.8% | 129% | 112 | 10.71% | 5.8 |
|
| 6298 |
6298
Envision Financial
Brookfield,
Wisconsin
| USD 217 M | +USD 31.3 M | +17% | 10.3% | – | 49 | 8.16% | 1.3 |
|
| 6299 |
6299
OmniStar Financial Group
Wilmington,
North Carolina
| USD 217 M | +USD 24.2 M | +13% | 6.39% | 75.6% | 125 | 19.2% | 1.3 |
|
| 6300 |
6300
Essential Partners
Rancho Santa Fe,
California
| USD 217 M | -USD 80.1 M | -27% | 18.4% | – | 2,990 | 9.33% | 0.8 |
|