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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7051 |
7051
Fidato Wealth
Middleburg Heights,
Ohio
| USD 171 M | +USD 17.1 M | +11% | 12.6% | 61.1% | 16 | 18.75% | 2.6 |
|
| 7052 |
CPC
7052
CFC Planning Company
Cicero,
Indiana
| USD 171 M | +USD 30.9 M | +22% | 24.5% | – | 88 | 37.5% | 0.9 |
|
| 7053 |
7053
Guided Capital Wealth Management
Houston,
Texas
| USD 171 M | +USD 19.4 M | +13% | 10.3% | – | 37 | 13.51% | 1.1 |
|
| 7054 |
7054
Alexis Investment Partners
Montgomery,
Texas
| USD 171 M | +USD 25.8 M | +18% | 13.8% | – | 42 | 26.19% | 1.1 |
|
| 7055 |
7055
Longview Financial Advisors
Huntsville,
Alabama
| USD 171 M | +USD 7.33 M | +4% | 5.15% | 47.4% | 162 | 73.46% | 2.1 |
|
| 7056 |
7056
Ridgeline Wealth
Mesa,
Arizona
| USD 171 M | +USD 31.3 M | +22% | 13.7% | – | 61 | 16.39% | 1.1 |
|
| 7057 |
7057
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| USD 171 M | +USD 10.8 M | +7% | 7.66% | – | 107 | 72.9% | 0.3 |
|
| 7058 |
7058
Strategic Value Partners
Greenwich,
Connecticut
| USD 171 M | +USD 37.9 M | +28% | 28.5% | – | 1 | 0% | 0.5 |
|
| 7059 |
7059
Invariant Investment Management
Camp Hill,
Pennsylvania
| USD 171 M | +USD 8.13 M | +5% | 6.08% | – | 72 | 8.33% | 0.5 |
|
| 7060 |
7060
Cathy Pareto & Associates
Coral Gables,
Florida
| USD 171 M | +USD 21.6 M | +14% | 12% | – | 107 | 14.95% | 1.2 |
|
| 7061 |
7061
Wilson & Boucher Capital Management
Moraga,
California
| USD 170 M | +USD 19.7 M | +13% | 17% | 69.8% | 122 | 8.2% | 3.5 |
|
| 7062 |
7062
Banco de Sabadell
Miami,
Florida
| USD 170 M | +USD 19.6 M | +13% | 12.3% | 75.1% | 62 | 1.61% | 5.6 |
|
| 7063 |
7063
Pfizer
New York
| USD 170 M | -USD 68.4 M | -29% | 6.77% | – | 18 | 5.56% | 1.4 |
|
| 7064 |
7064
NDWM LLC
La Jolla,
California
| USD 170 M | +USD 16 M | +10% | 9.88% | – | 42 | 16.67% | 1.6 |
|
| 7065 |
7065
WPG Advisers
Baltimore,
Maryland
| USD 170 M | +USD 34.4 M | +25% | 19.8% | – | 1,588 | 9.51% | 1.2 |
|
| 7066 |
7066
Evolution Wealth Management
Fort Myers,
Florida
| USD 170 M | +USD 33.3 M | +24% | 13.5% | – | 981 | 17.84% | 0.7 |
|
| 7067 |
7067
Harbourvest Partners
Boston,
Massachusetts
| USD 170 M | +USD 69.1 M | +69% | 47.4% | 8.96% | 6 | 16.67% | 1.9 |
|
| 7068 |
7068
Gordian Advisors
Tucson,
Arizona
| USD 170 M | +USD 19.9 M | +13% | 11.4% | 55.4% | 67 | 20.9% | 1.4 |
|
| 7069 |
7069
OEP Capital Advisors
New York
| USD 170 M | -USD 24.1 M | -12% | 12.4% | 23.2% | 1 | 0% | 5.5 |
|
| 7070 |
7070
Chatterton & Associates
Anaheim,
California
| USD 170 M | +USD 27.2 M | +19% | 13.2% | – | 110 | 20% | 0.4 |
|
| 7071 |
7071
Aspetuck Financial Management
Westport,
Connecticut
| USD 170 M | +USD 23.9 M | +16% | 19.4% | – | 81 | 9.88% | 1.3 |
|
| 7072 |
7072
Jackson Wealth Management
Lake Mary,
Florida
| USD 170 M | -USD 802 M | -83% | 12.3% | 72.1% | 152 | 46.05% | 2.5 |
|
| 7073 |
PCM
7073
Park Capital Management
Madison,
Wisconsin
| USD 170 M | +USD 67.2 M | +65% | 56.2% | – | 175 | 65.14% | 0.5 |
|
| 7074 |
7074
Providence Wealth Advisors
Frankfort,
Illinois
| USD 170 M | +USD 12.4 M | +8% | 15.4% | 121% | 88 | 13.64% | 5.3 |
|
| 7075 |
7075
Nicholson Wealth Management Group
Charlestown,
South Carolina
| USD 170 M | -USD 2.1 M | -1% | 5.83% | – | 120 | 12.5% | 1.4 |
|