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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
MC
6551
Marest Capital
Tarzana,
California
| USD 201 M | +USD 28 M | +16% | 12% | – | 37 | 40.54% | 1.1 |
|
| 6552 |
PWA
6552
Principia Wealth Advisory
Dallas,
Texas
| USD 201 M | +USD 24.3 M | +14% | 9.83% | – | 1,099 | 7.83% | 1.2 |
|
| 6553 |
VWMG
6553
Virginia Wealth Management Group
Virginia Beach,
Virginia
| USD 201 M | +USD 14 M | +7% | 4.25% | 49.4% | 58 | 10.34% | 3.2 |
|
| 6554 |
WFL
6554
Wealth Forward LLC
Fargo,
North Dakota
| USD 201 M | +USD 23.6 M | +13% | 10.3% | 48.8% | 51 | 19.61% | 1.7 |
|
| 6555 |
GMFG
6555
Greater Midwest Financial Group
St. Paul,
Minnesota
| USD 201 M | +USD 14.5 M | +8% | 42.7% | 157% | 70 | 14.29% | 1.6 |
|
| 6556 |
CV
6556
Counterweight Ventures
Wilmington,
North Carolina
| USD 201 M | +USD 22.4 M | +13% | 19% | – | 81 | 1.23% | 2 |
|
| 6557 |
JHWEPV
6557
J. H. Whitney Equity Partners VI
New Canaan,
Connecticut
| USD 201 M | -USD 126 M | -39% | 0.34% | – | 1 | 0% | 0.5 |
|
| 6558 |
CPP
6558
Capasso Planning Partners
Charleston,
South Carolina
| USD 201 M | +USD 15.2 M | +8% | 10.7% | 51.6% | 86 | 15.12% | 2.4 |
|
| 6559 |
MSRI
6559
Michael S. Ryan Inc
Latham,
New York
| USD 200 M | +USD 28.6 M | +17% | 15.6% | 63.3% | 61 | 16.39% | 1.8 |
|
| 6560 |
FFG
6560
Fortress Financial Group
Rochester,
Minnesota
| USD 200 M | +USD 65.1 M | +48% | 14.7% | – | 93 | 21.51% | 1.1 |
|
| 6561 |
SC
6561
Scholtz & Company
Stamford,
Connecticut
| USD 200 M | +USD 4.83 M | +2% | 15.8% | 89.2% | 60 | 38.33% | 2.2 |
|
| 6562 |
MCM
6562
McDonough Capital Management
Orlando,
Florida
| USD 200 M | +USD 17.2 M | +9% | 12.1% | 98.1% | 56 | 17.86% | 3.1 |
|
| 6563 |
TDB
6563
Thompson David Blair
| USD 200 M | +USD 25.4 M | +15% | 18.2% | – | 224 | 30.36% | 0.7 |
|
| 6564 |
BBFA
6564
Brindle & Bay Financial Advisors
Frisco,
Texas
| USD 200 M | +USD 37 M | +23% | 11.6% | – | 88 | 26.14% | 0.4 |
|
| 6565 |
DI
6565
Disciplined Investors
Waco,
Texas
| USD 200 M | +USD 32 M | +19% | 16.6% | – | 158 | 20.25% | 1.1 |
|
| 6566 |
GWAM
6566
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| USD 200 M | +USD 25.9 M | +15% | 13.4% | 57.3% | 66 | 3.03% | 4.2 |
|
| 6567 |
BGA
6567
Battery Global Advisors
Boston,
Massachusetts
| USD 200 M | +USD 13.6 M | +7% | 13.8% | – | 157 | 1.91% | 1.7 |
|
| 6568 |
6568
CastleKeep Investment Advisors
Westport,
Connecticut
| USD 200 M | +USD 15.2 M | +8% | 7.33% | – | 76 | 13.16% | 1.9 |
|
| 6569 |
S
6569
SharpePoint
Phoenix,
Arizona
| USD 200 M | +USD 31.9 M | +19% | 32% | – | 94 | 13.83% | 0.8 |
|
| 6570 |
RCA
6570
Rose Capital Advisors
Miami Beach,
Florida
| USD 200 M | – | – | 13% | – | 108 | – | 0 |
|
| 6571 |
IWAO
6571
Independence Wealth Advisors (Ohio)
Independence,
Ohio
| USD 199 M | +USD 11.7 M | +6% | 10.3% | – | 96 | 17.71% | 0.4 |
|
| 6572 |
CTC
6572
Cetera Trust Company
St. Paul,
Minnesota
| USD 199 M | +USD 22.4 M | +13% | 21.3% | – | 354 | 3.39% | 2.3 |
|
| 6573 |
SFC
6573
SEG Family Corp
Toronto,
| USD 199 M | -USD 26 M | -12% | 10.6% | – | 1 | 0% | 1 |
|
| 6574 |
ASI
6574
All-Stars Investment
Hong Kong
| USD 199 M | -USD 6.86 M | -3% | 2.29% | 41.7% | 11 | 63.64% | 0.7 |
|
| 6575 |
RWM
6575
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| USD 199 M | +USD 24.6 M | +14% | 17.2% | – | 180 | 17.78% | 1 |
|