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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
NVP Associates
Menlo Park,
California
| USD 126 M | +USD 13.8 M | +12% | 65.4% | 953% | 6 | 0% | 1.3 |
|
| 6527 |
6527
Invus Financial Advisors
New York
| USD 126 M | -USD 2 M | -2% | 5.41% | 29.5% | 7 | 0% | 3.1 |
|
| 6528 |
6528
Certus Wealth Management
Redwood City,
California
| USD 126 M | +USD 7.75 M | +7% | 5.42% | – | 57 | 17.54% | 0.7 |
|
| 6529 |
6529
EdgeRock Capital
Denver,
Colorado
| USD 126 M | -USD 11.5 M | -8% | 8.4% | 79.7% | 328 | 83.23% | 0.8 |
|
| 6530 |
6530
Union Square Park Capital Management
New York
| USD 126 M | -USD 9.5 M | -7% | 0.91% | 75.8% | 51 | 60.78% | 0.7 |
|
| 6531 |
6531
RiverGlades Family Offices
Naples,
Florida
| USD 126 M | +USD 2.04 M | +2% | 6.66% | – | 83 | 14.46% | 3.6 |
|
| 6532 |
6532
Terra Nova Asset Management
New York
| USD 126 M | +USD 11.5 M | +10% | 15.4% | 172% | 90 | 13.33% | 2.8 |
|
| 6533 |
6533
LifePlan Investment Advisors
Raleigh,
North Carolina
| USD 125 M | +USD 16.2 M | +15% | 5.7% | 60.9% | 88 | 31.82% | 0.5 |
|
| 6534 |
6534
FMB Wealth Management
Westlake Village,
California
| USD 125 M | +USD 15.9 M | +15% | 7.8% | 71.1% | 67 | 5.97% | 1 |
|
| 6535 |
6535
Clarity Capital Advisors
Lakewood Ranch,
Florida
| USD 125 M | +USD 10.1 M | +9% | 6.48% | 57.9% | 79 | 7.59% | 0.2 |
|
| 6536 |
JCFM
6536
JBR Co Financial Management
Ardmore,
Oklahoma
| USD 125 M | +USD 18.8 M | +18% | 18.3% | 126% | 102 | 18.63% | 0.2 |
|
| 6537 |
6537
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| USD 125 M | +USD 2.28 M | +2% | 5.16% | 38.5% | 58 | 12.07% | 2.5 |
|
| 6538 |
6538
Lancaster Investment Management
London,
United Kingdom
| USD 125 M | -USD 65.7 M | -34% | 2.23% | 0.78% | 9 | 55.56% | 0.6 |
|
| 6539 |
6539
Ulland Investment Advisors
Minneapolis,
Minnesota
| USD 125 M | +USD 26 M | +26% | 26.5% | 161% | 265 | 32.45% | 1.5 |
|
| 6540 |
6540
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| USD 125 M | +USD 22.1 M | +21% | 6.25% | – | 367 | 23.98% | 0.2 |
|
| 6541 |
6541
Valley Brook Capital Group
Venetia,
Pennsylvania
| USD 125 M | +USD 10.3 M | +9% | 9.99% | 122% | 123 | 11.38% | 2.5 |
|
| 6542 |
6542
Primoris Wealth Advisors
North Palm Beach,
Florida
| USD 125 M | +USD 19.1 M | +18% | 10.8% | 206% | 103 | 23.3% | 1.2 |
|
| 6543 |
6543
FCG Investment Company
Germantown,
Tennessee
| USD 125 M | +USD 23 M | +23% | 20.8% | – | 102 | 13.73% | 0.2 |
|
| 6544 |
6544
Atmos Advisory
Pittsburgh,
Pennsylvania
| USD 125 M | +USD 181 k | +0.1% | 3.14% | 31.9% | 21 | 4.76% | 2.2 |
|
| 6545 |
6545
Mosaic Financial Group
Chicago,
Illinois
| USD 125 M | – | – | 8.01% | – | 129 | – | 0 |
|
| 6546 |
6546
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| USD 125 M | +USD 12.7 M | +11% | 7.12% | 72.3% | 85 | 31.76% | 1.5 |
|
| 6547 |
6547
LWM Advisory Services
Plantation,
Florida
| USD 125 M | +USD 11 M | +10% | 9.21% | 64.9% | 91 | 15.38% | 1.4 |
|
| 6548 |
SIA
6548
Schear Investment Advisers
Cincinnati,
Ohio
| USD 125 M | +USD 20.8 M | +20% | 17% | 241% | 88 | 21.59% | 1.1 |
|
| 6549 |
6549
Brightwater Advisory
Tampa,
Florida
| USD 125 M | +USD 6.08 M | +5% | 6.62% | – | 66 | 36.36% | 0.2 |
|
| 6550 |
6550
Avid Wealth Partners
San Antonio,
Texas
| USD 124 M | +USD 23.6 M | +23% | 8.83% | 93.7% | 43 | 41.86% | 0.2 |
|