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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
HEM
6676
Henson-Edgewater Management
Avon,
Ohio
| USD 192 M | +USD 34.8 M | +22% | 30.5% | – | 70 | 11.43% | 0.5 |
|
| 6677 |
CF
6677
Cyr Financial
Hennepin,
Illinois
| USD 192 M | +USD 22.1 M | +13% | 7.62% | – | 63 | 9.52% | 1.3 |
|
| 6678 |
SF
6678
Seros Financial
Tempe,
Arizona
| USD 192 M | +USD 34.9 M | +22% | 19.4% | – | 69 | 20.29% | 1 |
|
| 6679 |
AIM
6679
Atlantic Investment Management
New York
| USD 192 M | +USD 20.3 M | +12% | 4.87% | 28.8% | 14 | 28.57% | 0.8 |
|
| 6680 |
CWR
6680
Chico Wealth RIA
Chico,
California
| USD 192 M | +USD 28.2 M | +17% | 17.3% | 74.7% | 49 | 24.49% | 1.8 |
|
| 6681 |
BCG
6681
BayBridge Capital Group
Pleasanton,
California
| USD 192 M | +USD 30.5 M | +19% | 12.7% | 78.5% | 106 | 19.81% | 1.6 |
|
| 6682 |
GCM
6682
Granby Capital Management
Miami Beach,
Florida
| USD 192 M | +USD 17.2 M | +10% | 9.8% | 50% | 15 | 13.33% | 2.9 |
|
| 6683 |
WWWM
6683
White Wing Wealth Management
The Wodlands,
Texas
| USD 192 M | +USD 25.1 M | +15% | 15.2% | – | 44 | 25% | 1.6 |
|
| 6684 |
PFA
6684
Presper Financial Architects
Akron,
Ohio
| USD 192 M | +USD 23.4 M | +14% | 17.5% | – | 58 | 18.97% | 0.8 |
|
| 6685 |
SFP
6685
Strategic Financial Planning
Plano,
Texas
| USD 192 M | +USD 20.7 M | +12% | 12.4% | 47.5% | 69 | 82.61% | 1 |
|
| 6686 |
HPM
6686
H. Partners Management
New York
| USD 191 M | +USD 37.7 M | +25% | 19.1% | 13.5% | 2 | 0% | 1.3 |
|
| 6687 |
EMCIP
6687
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| USD 191 M | -USD 30.7 M | -14% | 12.4% | 63.5% | 101 | 26.73% | 1.1 |
|
| 6688 |
AA
6688
Atmos Advisory
Pittsburgh,
Pennsylvania
| USD 191 M | +USD 15.2 M | +9% | 7.56% | 31.9% | 20 | 0% | 4.5 |
|
| 6689 |
NWM
6689
Navigoe Wealth Management
Redondo Beach,
California
| USD 191 M | +USD 21.9 M | +13% | 9.73% | – | 1,235 | 82.43% | 0.2 |
|
| 6690 |
LKWM
6690
Lee-Kelleher Wealth Management
Fulton,
Maryland
| USD 191 M | +USD 23.2 M | +14% | 13.1% | – | 50 | 20% | 1.1 |
|
| 6691 |
PFA
6691
Pillar Financial Advisors
Louisville,
Kentucky
| USD 191 M | +USD 20.1 M | +12% | 10.4% | – | 116 | 10.34% | 1.3 |
|
| 6692 |
ALWM
6692
Andrews Lucia Wealth Management
Danville,
California
| USD 191 M | +USD 23.8 M | +14% | 12% | 59.7% | 39 | 10.26% | 2.8 |
|
| 6693 |
PBM
6693
Propel Bio Management
Los Angeles,
California
| USD 191 M | +USD 32.4 M | +20% | 40.6% | – | 41 | 36.59% | 0.8 |
|
| 6694 |
CFG
6694
Capital Financial Group
Greenwood Village,
Colorado
| USD 191 M | +USD 9.03 M | +5% | 7.08% | – | 113 | 15.93% | 0.5 |
|
| 6695 |
MWM
6695
Magnolia Wealth Management
Dothan,
Alabama
| USD 191 M | +USD 19.4 M | +11% | 11.7% | 48.7% | 212 | 91.98% | 2.4 |
|
| 6696 |
MCA
6696
Martin Capital Advisors
San Antonio,
Texas
| USD 191 M | +USD 32.4 M | +20% | 28.5% | 140% | 78 | 7.69% | 3.4 |
|
| 6697 |
KFGG
6697
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| USD 191 M | -USD 1.87 M | -1% | 7.44% | – | 137 | 13.87% | 1.3 |
|
| 6698 |
GP
6698
Gridiron Partners
Wexford,
Pennsylvania
| USD 191 M | +USD 26.8 M | +16% | 3.43% | 15.5% | 51 | 7.84% | 2.2 |
|
| 6699 |
GWM
6699
GK Wealth Management
Reno,
Nevada
| USD 190 M | +USD 75.5 M | +66% | 33.3% | – | 269 | 94.05% | 0.1 |
|
| 6700 |
RS
6700
R Squared
Central,
Hong Kong
| USD 190 M | +USD 8.35 M | +5% | 15.5% | – | 725 | 64% | 0.3 |
|