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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
Magnolia Wealth Management
Dothan,
Alabama
| USD 141 M | +USD 8.2 M | +6% | 6.05% | 48.7% | 13 | 15.38% | 1.9 |
|
| 6427 |
6427
Hein Park Capital Management
New York
| USD 141 M | +USD 12.7 M | +10% | 15.5% | 122% | 3 | 0% | 1.5 |
|
| 6428 |
6428
Schubert & Co
Mckinney,
Texas
| USD 141 M | +USD 23.2 M | +20% | 14% | 47.3% | 67 | 53.73% | 1.1 |
|
| 6429 |
6429
Tenzing Global Management
San Francisco,
California
| USD 141 M | -USD 15.7 M | -10% | 12.7% | 273% | 24 | 45.83% | 0.9 |
|
| 6430 |
6430
MGO Private Wealth
Irvine,
California
| USD 140 M | -USD 18.7 M | -12% | 4.74% | 51.5% | 84 | 30.95% | 1.6 |
|
| 6431 |
6431
Martin Capital Advisors
San Antonio,
Texas
| USD 140 M | +USD 7.04 M | +5% | 6.24% | 140% | 67 | 1.49% | 2.4 |
|
| 6432 |
6432
Benchmark Investment Advisors
Chicago,
Illinois
| USD 140 M | +USD 2.23 M | +2% | 2.54% | – | 93 | 11.83% | 1.9 |
|
| 6433 |
6433
Alpha Financial Partners
Lexington,
Kentucky
| USD 140 M | +USD 24.7 M | +21% | 4.92% | 61.8% | 159 | 86.16% | 0.3 |
|
| 6434 |
6434
Ehrlich Financial Group
Laguna Niguel,
California
| USD 140 M | +USD 13.5 M | +11% | 4.92% | 56.2% | 128 | 37.5% | 0.5 |
|
| 6435 |
6435
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| USD 140 M | +USD 10.7 M | +8% | 6.93% | 67.4% | 74 | 14.86% | 2 |
|
| 6436 |
6436
SFI Advisors
Montclair,
New Jersey
| USD 140 M | +USD 10.3 M | +8% | 6.8% | 82.9% | 88 | 28.41% | 1.7 |
|
| 6437 |
MFFIA
6437
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| USD 140 M | +USD 1.46 M | +1% | 4.74% | 136% | 73 | 12.33% | 1.5 |
|
| 6438 |
6438
Horizon Family Wealth
Chicago,
Illinois
| USD 140 M | +USD 8.83 M | +7% | 5.62% | 68.6% | 84 | 15.48% | 1.6 |
|
| 6439 |
6439
Future Financial Wealth Management
Cincinnati,
Ohio
| USD 140 M | +USD 26.3 M | +23% | 5.71% | 65.2% | 470 | 73.83% | 0.6 |
|
| 6440 |
6440
Kellett Wealth Advisors
Cincinnati,
Ohio
| USD 140 M | +USD 16 M | +13% | 5.45% | 76.3% | 77 | 19.48% | 1.6 |
|
| 6441 |
6441
Cascade Wealth Advisors
Wenatchee,
Washington
| USD 140 M | +USD 4.73 M | +3% | 4.15% | – | 52 | 7.69% | 0.5 |
|
| 6442 |
SFC
6442
Sprinkle Financial Consultants
Littleton,
Colorado
| USD 140 M | +USD 13.1 M | +10% | 7.46% | 64.1% | 71 | 5.63% | 0.6 |
|
| 6443 |
6443
Sanctuary Wealth Management
Pocatello,
Idaho
| USD 140 M | +USD 7.79 M | +6% | 4.86% | – | 292 | 17.12% | 1.5 |
|
| 6444 |
6444
Orser Capital Management
Southlake,
Texas
| USD 140 M | +USD 6.93 M | +5% | 5.89% | 128% | 41 | 2.44% | 4.8 |
|
| 6445 |
6445
Castle Creek Capital Partners VI
San Diego,
California
| USD 140 M | +USD 19 M | +16% | 31.3% | – | 4 | 25% | 0.8 |
|
| 6446 |
6446
Schwallier Wealth Management
Grand Rapids,
Michigan
| USD 140 M | +USD 16.7 M | +14% | 5.11% | – | 36 | 25% | 0.6 |
|
| 6447 |
AIFAIM
6447
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| USD 140 M | +USD 9.12 M | +7% | 6% | 72.8% | 146 | 13.01% | 2.7 |
|
| 6448 |
6448
Lansing Management
New York
| USD 140 M | +USD 38.8 M | +38% | 12.5% | 76.9% | 7 | 28.57% | 2.8 |
|
| 6449 |
6449
RiverGlades Family Offices
Naples,
Florida
| USD 140 M | +USD 11.1 M | +9% | 6.07% | – | 86 | 11.63% | 3.8 |
|
| 6450 |
6450
RPS Advisory Solutions
Louisville,
Kentucky
| USD 140 M | +USD 31.2 M | +29% | 6.05% | – | 98 | 23.47% | 0.2 |
|