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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 |
6726
FWG Investments
Lexington,
Kentucky
| USD 189 M | +USD 31.6 M | +20% | 12.1% | – | 137 | 29.93% | 1.1 |
|
| 6727 |
6727
Madrid Financial Services
Manhattan Beach,
California
| USD 189 M | +USD 19.6 M | +12% | 10.3% | – | 28 | 14.29% | 0.8 |
|
| 6728 |
6728
FFG Retirement Advisors
Centennial,
Colorado
| USD 189 M | +USD 17.1 M | +10% | 9.42% | 43.4% | 48 | 20.83% | 1.9 |
|
| 6729 |
6729
Councilmark Asset Management
Knoxville,
Tennessee
| USD 189 M | +USD 14.6 M | +8% | 12.5% | – | 86 | 3.49% | 2 |
|
| 6730 |
6730
Bauman Advisory Group
Las Vegas,
Nevada
| USD 189 M | +USD 46.2 M | +32% | 14.8% | – | 86 | 32.56% | 0.3 |
|
| 6731 |
SHC
6731
SALT Holding Corp
Wilmington,
Delaware
| USD 189 M | +USD 23.3 M | +14% | 12.1% | – | 27 | 18.52% | 0.7 |
|
| 6732 |
6732
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| USD 189 M | +USD 7.21 M | +4% | 16.4% | 80.6% | 252 | 27.78% | 1.7 |
|
| 6733 |
6733
General Catalyst Group Management
Cambridge,
Massachusetts
| USD 189 M | +USD 4.95 M | +3% | 19.2% | 161% | 16 | 37.5% | 0.7 |
|
| 6734 |
6734
Cincinnati Casualty Company
Fairfield,
Ohio
| USD 188 M | -USD 2.99 M | -2% | 7.81% | 56% | 25 | 8% | 9.2 |
|
| 6735 |
6735
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| USD 188 M | -USD 526 k | -0.3% | 9.4% | 92.4% | 551 | 14.34% | 4.6 |
|
| 6736 |
6736
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| USD 188 M | +USD 10.7 M | +6% | 9.38% | 42.8% | 81 | 14.81% | 2 |
|
| 6737 |
ICM
6737
Isabella Capital Management
London,
| USD 188 M | +USD 53.4 M | +40% | 0.05% | – | 9 | 33.33% | 0.3 |
|
| 6738 |
6738
Traction Financial Partners
Encampment,
Wyoming
| USD 188 M | +USD 25.8 M | +16% | 14% | – | 61 | 6.56% | 1.9 |
|
| 6739 |
6739
Astra Wealth Partners
Jersey City,
New Jersey
| USD 188 M | +USD 20.5 M | +12% | 15% | – | 112 | 22.32% | 1 |
|
| 6740 |
RMSCM
6740
R.M. Sincerbeaux Capital Management
New York
| USD 188 M | +USD 16.5 M | +10% | 11% | 76.4% | 39 | 2.56% | 10.2 |
|
| 6741 |
6741
Inman Jager Wealth Management
Hattiesburg,
Mississippi
| USD 188 M | +USD 16.8 M | +10% | 9.78% | – | 92 | 10.87% | 1.3 |
|
| 6742 |
PR
6742
PSP Research
Newtown Square,
Pennsylvania
| USD 188 M | +USD 46.6 M | +33% | 15.6% | – | 89 | 26.97% | 0.4 |
|
| 6743 |
6743
Trivant Custom Portfolio Group
San Diego,
California
| USD 188 M | +USD 5.39 M | +3% | 15.3% | 86.1% | 91 | 19.78% | 1.9 |
|
| 6744 |
6744
Kingstone Capital Partners Texas
Frisco,
Texas
| USD 188 M | +USD 25.4 M | +16% | 17.9% | – | 66 | 22.73% | 1.1 |
|
| 6745 |
6745
Dynamic Wealth Strategies
Granite Bay,
California
| USD 188 M | +USD 14.9 M | +9% | 10.7% | 52.2% | 295 | 3.73% | 1.3 |
|
| 6746 |
6746
Ables Iannone Moore & Associates
Savannah,
Georgia
| USD 188 M | +USD 19.5 M | +12% | 13.3% | 116% | 63 | 7.94% | 2 |
|
| 6747 |
6747
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| USD 188 M | -USD 12.5 M | -6% | 0.22% | – | 1 | 0% | 1.5 |
|
| 6748 |
CFP
6748
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| USD 188 M | +USD 43.2 M | +30% | 36.3% | – | 444 | 16.67% | 1.1 |
|
| 6749 |
SLFPAM
6749
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| USD 188 M | +USD 11.1 M | +6% | 36.9% | 139% | 45 | 60% | 0.7 |
|
| 6750 |
TCM
6750
Thoma Capital Management
Towson,
Maryland
| USD 188 M | +USD 18.4 M | +11% | 14.4% | – | 59 | 16.95% | 1.3 |
|