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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6901 |
TM
6901
TFJ Management
Somerville,
Massachusetts
| USD 148 M | +USD 20.3 M | +16% | 28.4% | – | 13 | 30.77% | 0.6 |
|
| 6902 |
6902
Financial Harvest
Winter Park,
Florida
| USD 148 M | +USD 14.6 M | +11% | 7.18% | – | 60 | 11.67% | 0.2 |
|
| 6903 |
6903
Synergy Financial Group
San Ramon,
California
| USD 148 M | +USD 12.5 M | +9% | 9.26% | 133% | 117 | 5.98% | 2.3 |
|
| 6904 |
6904
Broadview Financial Management
Wauwatosa,
Wisconsin
| USD 148 M | +USD 1.08 M | +0.7% | 6.25% | 52.4% | 41 | 2.44% | 6 |
|
| 6905 |
6905
Nalls Sherbakoff Group
Knoxville,
Tennessee
| USD 148 M | +USD 10.8 M | +8% | 7.93% | – | 438 | 5.25% | 4.2 |
|
| 6906 |
PWM
6906
Pinnacle Wealth Management
Roseville,
California
| USD 148 M | +USD 28.6 M | +24% | 14.1% | 194% | 47 | 38.3% | 1.2 |
|
| 6907 |
6907
Oppenheimer & Close
New York
| USD 148 M | +USD 17.5 M | +13% | 23.6% | 149% | 60 | 21.67% | 4.5 |
|
| 6908 |
6908
Five Pine Wealth Management
Coeur D Alene,
Idaho
| USD 148 M | +USD 12.8 M | +9% | 5.14% | – | 42 | 4.76% | 0.7 |
|
| 6909 |
6909
B. Riley Financial
Los Angeles,
California
| USD 148 M | +USD 58.9 M | +66% | 112% | 682% | 46 | 65.22% | 1 |
|
| 6910 |
6910
Empirical Capital Management
Hendersonville,
Tennessee
| USD 148 M | -USD 13.6 M | -8% | 13.2% | 205% | 15 | 26.67% | 3.4 |
|
| 6911 |
6911
IMG Wealth Management
Jacksonville,
Florida
| USD 148 M | +USD 18.8 M | +15% | 6.4% | – | 567 | 17.46% | 0.4 |
|
| 6912 |
6912
Three Cord True Wealth Management
Beaver,
Pennsylvania
| USD 148 M | +USD 13.8 M | +10% | 7.28% | – | 33 | 18.18% | 0.6 |
|
| 6913 |
6913
Affinity Investment Advisors
Newport Beach,
California
| USD 148 M | +USD 15.6 M | +12% | 13.2% | 189% | 142 | 7.75% | 3.4 |
|
| 6914 |
6914
Silvia McColl Wealth Management
San Diego,
California
| USD 148 M | +USD 10.1 M | +7% | 9.35% | 82.7% | 118 | 2.54% | 2.2 |
|
| 6915 |
6915
Steadtrust
Allen,
Texas
| USD 148 M | +USD 20.4 M | +16% | 22% | – | 128 | 17.97% | 0.2 |
|
| 6916 |
6916
Allen Wealth Management
Boone,
North Carolina
| USD 148 M | +USD 4.54 M | +3% | 6.07% | 60.3% | 62 | 12.9% | 1.5 |
|
| 6917 |
6917
Somnio Financial Group
Glastonbury,
Connecticut
| USD 147 M | +USD 7.75 M | +6% | 4.91% | – | 13 | 0% | 1.3 |
|
| 6918 |
HCM
6918
Helios Capital Management
Singapore
| USD 147 M | +USD 17.5 M | +13% | 7.54% | 124% | 37 | 10.81% | 2 |
|
| 6919 |
6919
NDWM LLC
La Jolla,
California
| USD 147 M | +USD 10.8 M | +8% | 6.08% | – | 34 | 8.82% | 1.2 |
|
| 6920 |
EP
6920
Elkhorn Partners
Omaha,
Nebraska
| USD 147 M | +USD 9.8 M | +7% | 9.88% | 32.2% | 40 | 15% | 6.1 |
|
| 6921 |
6921
Soapstone Management
Bethesda,
Maryland
| USD 147 M | -USD 3.36 M | -2% | 8.89% | 30.3% | 17 | 35.29% | 2.7 |
|
| 6922 |
6922
1620 Investment Advisors
Plymouth,
Massachusetts
| USD 147 M | +USD 6.26 M | +4% | 7.15% | 68.9% | 710 | 12.68% | 1.4 |
|
| 6923 |
PIP
6923
PB Investment Partners
Burlingame,
California
| USD 147 M | +USD 234 k | +0.2% | 2.48% | 81.1% | 8 | 0% | 2.8 |
|
| 6924 |
6924
Pacific Asset Management
Gig Harbor,
Washington
| USD 147 M | +USD 23 M | +18% | 7.6% | – | 65 | 13.85% | 0.6 |
|
| 6925 |
6925
Reyes Financial Architecture
San Diego,
California
| USD 147 M | +USD 31.3 M | +27% | 12.1% | – | 326 | 22.39% | 0.6 |
|