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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6626 |
6626
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 196 M | +USD 27.7 M | +16% | 26.3% | 164% | 34 | 5.88% | 5 |
|
| 6627 |
LFWA
6627
LBJ Family Wealth Advisors
Austin,
Texas
| USD 196 M | +USD 25.5 M | +15% | 13.6% | 64.9% | 28 | 0% | 8 |
|
| 6628 |
CF
6628
Carlson Financial
Canby,
Oregon
| USD 196 M | +USD 26.4 M | +16% | 19.1% | – | 205 | 16.59% | 0.4 |
|
| 6629 |
6629
Lunate Capital
Al Maryah Island, Abu Dhabi,
United Arab Emirates
| USD 196 M | +USD 75.6 M | +63% | 13.8% | – | 12 | 66.67% | 0.4 |
|
| 6630 |
6630
Echo Wealth Management
Plymouth,
Minnesota
| USD 196 M | +USD 22.3 M | +13% | 7.36% | 42.9% | 49 | 8.16% | 3.1 |
|
| 6631 |
MG
6631
McHugh Group
Bratenahl,
Ohio
| USD 196 M | +USD 26.7 M | +16% | 21.8% | – | 88 | 9.09% | 1.2 |
|
| 6632 |
6632
Quantum Financial Partners
Overland Park,
Kansas
| USD 196 M | – | – | 13.4% | – | 153 | – | 0 |
|
| 6633 |
6633
Octahedron Capital Management
Burlingame,
California
| USD 195 M | +USD 57.8 M | +42% | 61.1% | 234% | 22 | 50% | 1 |
|
| 6634 |
BAM
6634
Bosun Asset Management
Chicago,
Illinois
| USD 195 M | +USD 9.2 M | +5% | 14.5% | 278% | 77 | 5.19% | 2.9 |
|
| 6635 |
6635
Momentous Wealth Management
Vancouver,
Washington
| USD 195 M | +USD 20.1 M | +12% | 9.6% | – | 50 | 22% | 1.1 |
|
| 6636 |
6636
WestCap Management
San Francisco,
California
| USD 195 M | +USD 187 k | +0.1% | 102% | – | 2 | 0% | 0.5 |
|
| 6637 |
6637
SFM LLC
Manchester,
New Hampshire
| USD 195 M | +USD 29.6 M | +18% | 10.9% | 67.5% | 73 | 19.18% | 1.8 |
|
| 6638 |
6638
Delos Wealth Advisors
Dallas,
Texas
| USD 195 M | +USD 20.3 M | +12% | 9.77% | 58% | 355 | 39.44% | 1 |
|
| 6639 |
6639
Trust Company of Kansas
Wichita,
Kansas
| USD 195 M | +USD 13.8 M | +8% | 13.7% | 87% | 63 | 17.46% | 3.3 |
|
| 6640 |
6640
Finivi Inc
Westborough,
Massachusetts
| USD 195 M | +USD 11.8 M | +6% | 15.6% | 144% | 119 | 20.17% | 2.3 |
|
| 6641 |
6641
Secured Retirement Advisors
St Louis Park,
Minnesota
| USD 195 M | +USD 18.2 M | +10% | 15.4% | – | 157 | 31.85% | 1.2 |
|
| 6642 |
6642
Constitution Capital
Shelton,
Connecticut
| USD 195 M | -USD 5.29 M | -3% | 10.7% | 91.1% | 66 | 13.64% | 3.9 |
|
| 6643 |
6643
Cosner Financial Group
Windsor,
Colorado
| USD 195 M | +USD 12.7 M | +7% | 12.2% | 56.1% | 37 | 8.11% | 2.2 |
|
| 6644 |
6644
Conscious Wealth Investments
Coral Gables,
Florida
| USD 195 M | +USD 15 M | +8% | 31.3% | – | 68 | 16.18% | 1.5 |
|
| 6645 |
6645
Peoples Bank (Ohio)
Marietta,
Ohio
| USD 195 M | +USD 31.6 M | +19% | 16.4% | 78.9% | 109 | 15.6% | 6.1 |
|
| 6646 |
6646
Birch Financial Group
Keene,
New Hampshire
| USD 195 M | +USD 23.3 M | +14% | 13.2% | – | 153 | 22.88% | 1 |
|
| 6647 |
6647
Old North State Trust
Greensboro,
North Carolina
| USD 194 M | +USD 26.1 M | +16% | 23.1% | – | 159 | 10.69% | 4.5 |
|
| 6648 |
6648
SVRN Asset Management
Austin,
Texas
| USD 194 M | +USD 91.2 M | +88% | 9.6% | – | 53 | 33.96% | 0.3 |
|
| 6649 |
6649
Ehrlich Financial Group
Laguna Niguel,
California
| USD 194 M | +USD 20.4 M | +12% | 10.9% | 56.2% | 128 | 19.53% | 1.4 |
|
| 6650 |
6650
Aurora Investment Counsel
Atlanta,
Georgia
| USD 194 M | +USD 14.1 M | +8% | 10.4% | 31.7% | 127 | 27.56% | 1.1 |
|