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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
Next Level Wealth Planning
Meridian,
Idaho
| USD 188 M | +USD 10.8 M | +6% | 2.47% | – | 67 | 10.45% | 0.7 |
|
| 6427 |
6427
David J. Yvars Group
University Park,
Florida
| USD 188 M | +USD 1.19 M | +0.6% | 1.14% | 143% | 103 | 18.45% | 2.6 |
|
| 6428 |
6428
Trust Investment Advisors
Indianapolis,
Indiana
| USD 188 M | +USD 10 M | +6% | 8.45% | 178% | 110 | 21.82% | 4.9 |
|
| 6429 |
6429
Horizon Family Wealth
Chicago,
Illinois
| USD 188 M | +USD 13.8 M | +8% | 2.11% | 68.6% | 87 | 14.94% | 2.1 |
|
| 6430 |
LS
6430
LCW Services
Virginia Beach,
Virginia
| USD 188 M | – | – | 1.68% | – | 39 | – | 0 |
|
| 6431 |
GCM
6431
Granby Capital Management
Miami Beach,
Florida
| USD 187 M | -USD 850 k | -0.5% | 1.34% | 50% | 21 | 28.57% | 2.2 |
|
| 6432 |
6432
Granite FO LLC
Bedford,
New Hampshire
| USD 187 M | +USD 3.35 M | +2% | 6.35% | 112% | 192 | 9.38% | 1.7 |
|
| 6433 |
6433
Sylvest Advisors
Dallas,
Texas
| USD 187 M | +USD 1.28 M | +0.7% | 1.87% | – | 75 | 9.33% | 0.9 |
|
| 6434 |
6434
TritonPoint Partners
Chevy Chase,
Maryland
| USD 187 M | – | – | 2.95% | – | 152 | – | 0 |
|
| 6435 |
6435
Broadway Wealth Solutions
San Antonio,
Texas
| USD 187 M | +USD 8.92 M | +5% | 1.63% | – | 101 | 11.88% | 0.9 |
|
| 6436 |
6436
GuidedMoney
Black Earth,
Wisconsin
| USD 187 M | – | – | 1.31% | – | 30 | – | 0 |
|
| 6437 |
6437
Fort Vancouver Investment Management
Vancouver,
Washington
| USD 187 M | +USD 7 M | +4% | 2.1% | – | 51 | 5.88% | 1.2 |
|
| 6438 |
BWG
6438
Boomfish Wealth Group
Alpharetta,
Georgia
| USD 187 M | +USD 1.69 M | +0.9% | 1.34% | 86% | 90 | 8.89% | 1.7 |
|
| 6439 |
6439
American Trust Investment Advisors
Lebanon,
New Hampshire
| USD 187 M | -USD 6.9 M | -4% | 1.27% | 91% | 82 | 7.32% | 4.7 |
|
| 6440 |
6440
Foresight Global Investors
Purchase,
New York
| USD 187 M | +USD 18.5 M | +11% | 5.06% | 69.9% | 34 | 23.53% | 0.8 |
|
| 6441 |
6441
Brown Shipley & Co
London,
United Kingdom
| USD 187 M | -USD 2.46 M | -1% | 5.42% | 125% | 78 | 17.95% | 2.3 |
|
| 6442 |
6442
Cetera Trust Company
St. Paul,
Minnesota
| USD 187 M | +USD 8.36 M | +5% | 7.58% | – | 361 | 3.05% | 1.9 |
|
| 6443 |
6443
1248 Management
Kansas City,
Missouri
| USD 187 M | +USD 9.7 M | +5% | 0.9% | – | 170 | 15.88% | 0.7 |
|
| 6444 |
6444
StepStone Group
La Jolla,
California
| USD 187 M | -USD 25.8 M | -12% | 1.78% | 107% | 25 | 44% | 1.1 |
|
| 6445 |
6445
Barnes Wealth Management Group
Bakersfield,
California
| USD 187 M | +USD 5.25 M | +3% | 1.78% | – | 181 | 7.18% | 0.8 |
|
| 6446 |
6446
KMT Wealth Management
El Segundo,
California
| USD 187 M | +USD 1.14 M | +0.6% | 2.2% | – | 17 | 11.76% | 0.9 |
|
| 6447 |
6447
Pacific Point Advisors
Rancho Santa Fe,
California
| USD 187 M | +USD 15.4 M | +9% | 3.19% | – | 143 | 22.38% | 0.8 |
|
| 6448 |
6448
Superstring Capital Management
New York
| USD 187 M | +USD 85.3 M | +84% | 102% | – | 64 | 75% | 0.3 |
|
| 6449 |
SIAIK
6449
Summit Investment Advisors, Inc.\KS
Leawood,
Kansas
| USD 187 M | – | – | 2.9% | – | 97 | – | 0 |
|
| 6450 |
6450
Everstar Asset Management
Mooresville,
North Carolina
| USD 187 M | +USD 10.2 M | +6% | 0.69% | – | 214 | 23.83% | 0.9 |
|