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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7126 |
APW
7126
Aurora Private Wealth
Rockaway,
New Jersey
| USD 152 M | – | – | 1.17% | – | 163 | – | 2.7 |
|
| 7127 |
7127
Empirical Capital Management
Hendersonville,
Tennessee
| USD 152 M | +USD 4.25 M | +3% | 8.16% | 205% | 13 | 23.08% | 3.4 |
|
| 7128 |
7128
Leigh Baldwin & Co
Cazenovia,
New York
| USD 152 M | -USD 25.5 M | -14% | 3.82% | – | 212 | 28.77% | 0.8 |
|
| 7129 |
7129
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
| USD 152 M | – | – | 2.87% | – | 115 | – | 0 |
|
| 7130 |
7130
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| USD 152 M | +USD 4.84 M | +3% | 3.18% | – | 47 | 8.51% | 0.9 |
|
| 7131 |
CAM
7131
Crown Advisors Management
Larkspur,
California
| USD 152 M | +USD 2.57 M | +2% | 3.18% | 284% | 41 | 17.07% | 3 |
|
| 7132 |
7132
Albert D. Mason Inc
Boston,
Massachusetts
| USD 152 M | -USD 1.63 M | -1% | 2.64% | 83.4% | 149 | 10.74% | 6.3 |
|
| 7133 |
7133
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| USD 152 M | -USD 4.53 M | -3% | 1.33% | 74.9% | 47 | 12.77% | 2.2 |
|
| 7134 |
7134
Terra Nova Asset Management
New York
| USD 152 M | -USD 6.67 M | -4% | 3.68% | 172% | 97 | 17.53% | 3.7 |
|
| 7135 |
7135
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 152 M | -USD 2.55 M | -2% | 2.02% | 36.9% | 76 | 6.58% | 7.7 |
|
| 7136 |
7136
Travelers Companies
Saint Paul,
Minnesota
| USD 152 M | +USD 19.7 M | +15% | 4.71% | – | 3 | 33.33% | 0.8 |
|
| 7137 |
7137
U.S. Wealth Group
Woodbury,
New York
| USD 152 M | -USD 1.31 M | -0.9% | 2.32% | – | 43 | 4.65% | 0.9 |
|
| 7138 |
7138
WealthGarden F.S.
El Segundo,
California
| USD 152 M | +USD 11.4 M | +8% | 2.37% | – | 165 | 13.33% | 1 |
|
| 7139 |
7139
Processus Wealth & Capital Management
Brentwood,
Tennessee
| USD 152 M | +USD 12.2 M | +9% | 6.59% | 160% | 35 | 0% | 1.8 |
|
| 7140 |
7140
Delos Wealth Advisors
Dallas,
Texas
| USD 152 M | +USD 3.19 M | +2% | 2.39% | 58% | 319 | 24.76% | 1 |
|
| 7141 |
MCM
7141
Monimus Capital Management
Woodbridge,
New Jersey
| USD 152 M | -USD 10.7 M | -7% | 5.46% | – | 76 | 47.37% | 0.5 |
|
| 7142 |
7142
Scalar Gauge Management
Dallas,
Texas
| USD 152 M | -USD 44.9 M | -23% | 6.47% | – | 48 | 66.67% | 0.3 |
|
| 7143 |
7143
Good Steward Wealth Advisors
Clarksville,
Tennessee
| USD 152 M | +USD 6.8 M | +5% | 1.45% | – | 81 | 18.52% | 0.7 |
|
| 7144 |
7144
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| USD 151 M | -USD 4.54 M | -3% | 0.91% | – | 653 | 49.62% | 0.9 |
|
| 7145 |
LWA
7145
Legacy Wealth Advisors
Miami,
Florida
| USD 151 M | – | – | 0.24% | – | 86 | – | 0 |
|
| 7146 |
FP
7146
Factorial Partners
Mt. Kisco,
New York
| USD 151 M | +USD 6.14 M | +4% | 7.19% | 88.7% | 70 | 15.71% | 3.1 |
|
| 7147 |
7147
Somnio Financial Group
Glastonbury,
Connecticut
| USD 151 M | +USD 3.8 M | +3% | 0.74% | – | 14 | 7.14% | 1.4 |
|
| 7148 |
7148
Vista Finance
Clayton,
Missouri
| USD 151 M | +USD 629 k | +0.4% | 2.25% | 50.7% | 59 | 18.64% | 1.3 |
|
| 7149 |
CFP
7149
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| USD 151 M | +USD 5.29 M | +4% | 2.08% | – | 432 | 23.61% | 0.7 |
|
| 7150 |
7150
Caspian Capital
New York
| USD 151 M | – | – | 27.7% | – | 11 | – | 1.1 |
|