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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 |
6676
M3 Advisory Group
Needham Heights,
Massachusetts
| USD 193 M | +USD 30.6 M | +19% | 20.8% | – | 167 | 17.37% | 1.7 |
|
| 6677 |
6677
Manuka Financial
Richmond,
Virginia
| USD 193 M | +USD 30.7 M | +19% | 12.4% | – | 59 | 11.86% | 1.3 |
|
| 6678 |
6678
Occam Crest Management
Darien,
Connecticut
| USD 193 M | +USD 27.9 M | +17% | 45.8% | – | 44 | 54.55% | 0.4 |
|
| 6679 |
6679
Wernau Asset Management
Gloucester,
Massachusetts
| USD 193 M | +USD 49.1 M | +34% | 11.4% | – | 53 | 9.43% | 1.4 |
|
| 6680 |
6680
Mustard Seed Financial
Magnolia,
Arkansas
| USD 192 M | +USD 25.6 M | +15% | 8.51% | 59.2% | 101 | 12.87% | 1.9 |
|
| 6681 |
6681
Emergent Wealth Advisors
Williamsville,
New York
| USD 192 M | +USD 23.2 M | +14% | 16.1% | 74.2% | 133 | 14.29% | 1.6 |
|
| 6682 |
6682
Anderson Financial Strategies
Dayton,
Ohio
| USD 192 M | +USD 10.5 M | +6% | 10.3% | – | 41 | 34.15% | 0.9 |
|
| 6683 |
6683
Richmond Brothers
Jackson,
Michigan
| USD 192 M | +USD 42.1 M | +28% | 16% | 77.2% | 97 | 63.92% | 0.8 |
|
| 6684 |
6684
Klein Pavlis & Peasley Financial
Irvine,
California
| USD 192 M | +USD 11.2 M | +6% | 9.43% | 97.4% | 96 | 10.42% | 1.3 |
|
| 6685 |
6685
Henson-Edgewater Management
Avon,
Ohio
| USD 192 M | +USD 34.8 M | +22% | 30.5% | – | 70 | 11.43% | 0.5 |
|
| 6686 |
6686
Cyr Financial
Hennepin,
Illinois
| USD 192 M | +USD 22.1 M | +13% | 7.62% | – | 63 | 9.52% | 1.3 |
|
| 6687 |
6687
Seros Financial
Tempe,
Arizona
| USD 192 M | +USD 34.9 M | +22% | 19.4% | – | 69 | 20.29% | 1 |
|
| 6688 |
6688
Atlantic Investment Management
New York
| USD 192 M | +USD 20.3 M | +12% | 4.87% | 28.8% | 14 | 28.57% | 0.8 |
|
| 6689 |
6689
Chico Wealth RIA
Chico,
California
| USD 192 M | +USD 28.2 M | +17% | 17.3% | 74.7% | 49 | 24.49% | 1.8 |
|
| 6690 |
6690
BayBridge Capital Group
Pleasanton,
California
| USD 192 M | +USD 30.5 M | +19% | 12.7% | 78.5% | 106 | 19.81% | 1.6 |
|
| 6691 |
GCM
6691
Granby Capital Management
Miami Beach,
Florida
| USD 192 M | +USD 17.2 M | +10% | 9.8% | 50% | 15 | 13.33% | 2.9 |
|
| 6692 |
6692
White Wing Wealth Management
The Wodlands,
Texas
| USD 192 M | +USD 25.1 M | +15% | 15.2% | – | 44 | 25% | 1.6 |
|
| 6693 |
6693
Presper Financial Architects
Akron,
Ohio
| USD 192 M | +USD 23.4 M | +14% | 17.5% | – | 58 | 18.97% | 0.8 |
|
| 6694 |
6694
Strategic Financial Planning
Plano,
Texas
| USD 192 M | +USD 20.7 M | +12% | 12.4% | 47.5% | 69 | 82.61% | 1 |
|
| 6695 |
HPM
6695
H. Partners Management
New York
| USD 191 M | +USD 37.7 M | +25% | 19.1% | 13.5% | 2 | 0% | 1.3 |
|
| 6696 |
6696
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 |
|
| 6697 |
6697
Atmos Advisory
Pittsburgh,
Pennsylvania
| USD 191 M | +USD 15.2 M | +9% | 7.56% | 31.9% | 20 | 0% | 4.5 |
|
| 6698 |
NWM
6698
Navigoe Wealth Management
Redondo Beach,
California
| USD 191 M | +USD 21.9 M | +13% | 9.73% | – | 1,235 | 82.43% | 0.2 |
|
| 6699 |
6699
Lee-Kelleher Wealth Management
Fulton,
Maryland
| USD 191 M | +USD 23.2 M | +14% | 13.1% | – | 50 | 20% | 1.1 |
|
| 6700 |
6700
Pillar Financial Advisors
Louisville,
Kentucky
| USD 191 M | +USD 20.1 M | +12% | 10.4% | – | 116 | 10.34% | 1.3 |
|