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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6726 |
MSFP
6726
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| USD 188 M | -USD 526 k | -0.3% | 9.4% | 92.4% | 551 | 14.34% | 4.6 |
|
| 6727 |
LWA
6727
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| USD 188 M | +USD 10.7 M | +6% | 9.38% | 42.8% | 81 | 14.81% | 2 |
|
| 6728 |
ICM
6728
Isabella Capital Management
London,
| USD 188 M | +USD 53.4 M | +40% | 0.05% | – | 9 | 33.33% | 0.3 |
|
| 6729 |
TFP
6729
Traction Financial Partners
Encampment,
Wyoming
| USD 188 M | +USD 25.8 M | +16% | 14% | – | 61 | 6.56% | 1.9 |
|
| 6730 |
AWP
6730
Astra Wealth Partners
Jersey City,
New Jersey
| USD 188 M | +USD 20.5 M | +12% | 15% | – | 112 | 22.32% | 1 |
|
| 6731 |
RMSCM
6731
R.M. Sincerbeaux Capital Management
New York
| USD 188 M | +USD 16.5 M | +10% | 11% | 76.4% | 39 | 2.56% | 10.2 |
|
| 6732 |
IJWM
6732
Inman Jager Wealth Management
Hattiesburg,
Mississippi
| USD 188 M | +USD 16.8 M | +10% | 9.78% | – | 92 | 10.87% | 1.3 |
|
| 6733 |
PR
6733
PSP Research
Newtown Square,
Pennsylvania
| USD 188 M | +USD 46.6 M | +33% | 15.6% | – | 89 | 26.97% | 0.4 |
|
| 6734 |
TCPG
6734
Trivant Custom Portfolio Group
San Diego,
California
| USD 188 M | +USD 5.39 M | +3% | 15.3% | 86.1% | 91 | 19.78% | 1.9 |
|
| 6735 |
KCPT
6735
Kingstone Capital Partners Texas
Frisco,
Texas
| USD 188 M | +USD 25.4 M | +16% | 17.9% | – | 66 | 22.73% | 1.1 |
|
| 6736 |
DWS
6736
Dynamic Wealth Strategies
Granite Bay,
California
| USD 188 M | +USD 14.9 M | +9% | 10.7% | 52.2% | 295 | 3.73% | 1.3 |
|
| 6737 |
AIMA
6737
Ables Iannone Moore & Associates
Savannah,
Georgia
| USD 188 M | +USD 19.5 M | +12% | 13.3% | 116% | 63 | 7.94% | 2 |
|
| 6738 |
NCPF
6738
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| USD 188 M | -USD 12.5 M | -6% | 0.22% | – | 1 | 0% | 1.5 |
|
| 6739 |
CFP
6739
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| USD 188 M | +USD 43.2 M | +30% | 36.3% | – | 444 | 16.67% | 1.1 |
|
| 6740 |
SLFPAM
6740
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| USD 188 M | +USD 11.1 M | +6% | 36.9% | 139% | 45 | 60% | 0.7 |
|
| 6741 |
TCM
6741
Thoma Capital Management
Towson,
Maryland
| USD 188 M | +USD 18.4 M | +11% | 14.4% | – | 59 | 16.95% | 1.3 |
|
| 6742 |
ASM
6742
AI-Squared Management
Hong Kong
| USD 187 M | +USD 50.1 M | +36% | 47.9% | – | 27 | 59.26% | 0.4 |
|
| 6743 |
IC
6743
Innealta Capital
Austin,
Texas
| USD 187 M | +USD 26.4 M | +16% | 12.2% | 63.7% | 102 | 37.25% | 2.1 |
|
| 6744 |
FF
6744
Farrow Financial
Randolph,
Vermont
| USD 187 M | +USD 11.2 M | +6% | 10.3% | – | 56 | 7.14% | 2 |
|
| 6745 |
CVSC
6745
C.V. Starr & Co
New York
| USD 187 M | -USD 4.47 M | -2% | 1.12% | – | 5 | 0% | 1.8 |
|
| 6746 |
PFP
6746
Paragon Financial Partners
Woodland Hills,
California
| USD 187 M | +USD 10.7 M | +6% | 13.9% | 90.6% | 80 | 3.75% | 3.6 |
|
| 6747 |
MAG
6747
Meadowbrook Advisors Group
Bedminster,
New Jersey
| USD 187 M | +USD 18.9 M | +11% | 16.4% | – | 180 | 30.56% | 0.4 |
|
| 6748 |
JIM
6748
JCP Investment Management
Houston,
Texas
| USD 187 M | +USD 36.8 M | +24% | 23.1% | 94.7% | 32 | 43.75% | 0.9 |
|
| 6749 |
MSA
6749
McAlister Sweet & Associates
Houston,
Texas
| USD 187 M | +USD 26.5 M | +17% | 15.2% | 83.6% | 44 | 34.09% | 1.5 |
|
| 6750 |
WSFG
6750
Wall Street Financial Group
Carlinville,
Illinois
| USD 187 M | +USD 18.2 M | +11% | 33.2% | – | 670 | 82.69% | 1 |
|