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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
6351
North Berkeley Wealth Management
Berkeley,
California
| USD 189 M | +USD 19.7 M | +12% | 0.42% | – | 80 | 15% | 1 |
|
| 6352 |
6352
Fortitude Financial
Spokane,
Washington
| USD 189 M | +USD 71.1 M | +60% | 3.44% | – | 41 | 9.76% | 0.5 |
|
| 6353 |
6353
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| USD 189 M | -USD 20.9 M | -10% | 1.72% | 92.4% | 584 | 25.86% | 4.4 |
|
| 6354 |
6354
Gouws Capital LLC
Charlotte,
North Carolina
| USD 189 M | -USD 339 k | -0.2% | 2.2% | 114% | 59 | 8.47% | 2.9 |
|
| 6355 |
6355
Wasserstein Debt Opportunities Management
New York
| USD 189 M | +USD 78.1 M | +70% | 72.1% | – | 4 | 75% | 0.6 |
|
| 6356 |
6356
MPWM Advisory Solutions
Alpharetta,
Georgia
| USD 189 M | +USD 9.23 M | +5% | 2.57% | – | 606 | 16.01% | 1 |
|
| 6357 |
6357
Two West Capital Advisors
Overland Park,
Kansas
| USD 189 M | +USD 16.7 M | +10% | 1.22% | – | 105 | 17.14% | 1.3 |
|
| 6358 |
6358
PTM Wealth Management
North Wales,
United States
| USD 189 M | +USD 11.5 M | +6% | 0.54% | – | 61 | 16.39% | 0.8 |
|
| 6359 |
6359
First City Capital Management
Savannah,
Georgia
| USD 189 M | -USD 597 k | -0.3% | 1.7% | 86.4% | 162 | 4.94% | 6.6 |
|
| 6360 |
6360
CoreFirst Bank & Trust
Topeka,
Kansas
| USD 189 M | +USD 3.66 M | +2% | 3.56% | 61.4% | 302 | 4.64% | 2.2 |
|
| 6361 |
6361
Midwest Financial Partners Investments
St. Cloud,
Minnesota
| USD 189 M | +USD 8.61 M | +5% | 2.38% | – | 78 | 14.1% | 0.2 |
|
| 6362 |
6362
Strive Financial Group
Carmel,
Indiana
| USD 189 M | -USD 484 k | -0.3% | 3.87% | – | 881 | 31.44% | 0.2 |
|
| 6363 |
6363
Grant Private Wealth Management
Pleasanton,
California
| USD 188 M | +USD 22.9 M | +14% | 6.05% | – | 163 | 22.7% | 0.6 |
|
| 6364 |
6364
Thor Investment Management
Cincinnati,
Ohio
| USD 188 M | +USD 13.8 M | +8% | 10.8% | 122% | 51 | 9.8% | 1.7 |
|
| 6365 |
JKA
6365
Jones Kertz & Associates
Blaine,
Minnesota
| USD 188 M | -USD 6.21 M | -3% | 0.67% | – | 67 | 7.46% | 0.2 |
|
| 6366 |
6366
Beckerman Institutional
Ocean Grove,
New Jersey
| USD 188 M | +USD 10.1 M | +6% | 0.28% | – | 122 | 6.56% | 1.3 |
|
| 6367 |
AAA
6367
American Alpha Advisors
New York
| USD 188 M | +USD 19 M | +11% | 2.42% | – | 105 | 25.71% | 0.8 |
|
| 6368 |
6368
Axis Wealth Partners
East Providence,
Rhode Island
| USD 188 M | +USD 7.04 M | +4% | 0.21% | – | 176 | 6.82% | 1 |
|
| 6369 |
6369
Sylvest Advisors
Dallas,
Texas
| USD 188 M | +USD 595 k | +0.3% | 1.08% | – | 77 | 19.48% | 1 |
|
| 6370 |
6370
Keynote Financial Services
Vernon,
Connecticut
| USD 188 M | +USD 9.19 M | +5% | 6.73% | – | 177 | 6.78% | 1.6 |
|
| 6371 |
6371
Everstar Asset Management
Mooresville,
North Carolina
| USD 188 M | +USD 1.36 M | +0.7% | 1.21% | – | 212 | 24.06% | 1.1 |
|
| 6372 |
6372
Clearfield Capital Management
New York
| USD 188 M | -USD 35.1 M | -16% | 7.4% | 421% | 20 | 20% | 0.8 |
|
| 6373 |
6373
Starwood Capital Group Management
Miami Beach,
Florida
| USD 188 M | -USD 13 M | -6% | 8.62% | 16.2% | 7 | 28.57% | 1.4 |
|
| 6374 |
6374
Winthrop Partners - WNY
Buffalo,
New York
| USD 188 M | +USD 1.99 M | +1% | 1.56% | – | 88 | 5.68% | 5.8 |
|
| 6375 |
6375
Destiny Capital
Golden,
Colorado
| USD 188 M | -USD 6.65 M | -3% | 3.32% | 60.5% | 56 | 8.93% | 2.5 |
|