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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 |
7126
Silver Oak Wealth Advisors Services
Los Angeles,
California
| USD 167 M | +USD 13.1 M | +8% | 9.18% | – | 42 | 11.9% | 1.2 |
|
| 7127 |
7127
U.S. Wealth Group
Woodbury,
New York
| USD 167 M | +USD 19.1 M | +13% | 6.73% | – | 49 | 20.41% | 1.2 |
|
| 7128 |
7128
Robinson Smith Wealth Advisors
South Portland,
Maine
| USD 167 M | +USD 19.1 M | +13% | 11.1% | 62.6% | 101 | 19.8% | 1.8 |
|
| 7129 |
7129
Custos Family Office
Austin,
Texas
| USD 167 M | +USD 22.3 M | +15% | 13.8% | 57.4% | 72 | 15.28% | 2.1 |
|
| 7130 |
7130
Strong Retirement Solutions
Silverdale,
Washington
| USD 167 M | +USD 24.1 M | +17% | 18.8% | – | 89 | 11.24% | 0.5 |
|
| 7131 |
MFFIA
7131
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| USD 167 M | -USD 9.6 M | -5% | 34% | 136% | 87 | 10.34% | 2.2 |
|
| 7132 |
AAM
7132
Ackerman Asset Management
Rockville,
Maryland
| USD 167 M | +USD 23.3 M | +16% | 14.5% | – | 38 | 7.89% | 0.9 |
|
| 7133 |
EWP
7133
Evergreen Wealth Partners
Kalispell,
Montana
| USD 167 M | +USD 35.7 M | +27% | 8.83% | – | 97 | 21.65% | 0.4 |
|
| 7134 |
7134
Orca Wealth Management
New Port Richey,
Florida
| USD 167 M | +USD 26.1 M | +19% | 34.3% | – | 86 | 25.58% | 1 |
|
| 7135 |
7135
Lauer Wealth
Valparaiso,
Indiana
| USD 167 M | +USD 41 M | +33% | 12.7% | 89.4% | 101 | 59.41% | 0.8 |
|
| 7136 |
7136
Grand Alliance Asset Management
Central,
Hong Kong
| USD 167 M | +USD 1.38 M | +0.8% | 116% | – | 18 | 44.44% | 0.5 |
|
| 7137 |
7137
Wright Wealth
Atlanta,
Georgia
| USD 167 M | +USD 17 M | +11% | 9.09% | – | 54 | 5.56% | 0.5 |
|
| 7138 |
IR
7138
IAT Reinsurance
New York
| USD 167 M | -USD 143 M | -46% | 27.4% | 60.2% | 80 | 20% | 3.9 |
|
| 7139 |
7139
Copia Wealth Management
Bend,
Oregon
| USD 166 M | +USD 21 M | +14% | 11.1% | – | 583 | 10.98% | 1.2 |
|
| 7140 |
7140
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
| USD 166 M | +USD 17.8 M | +12% | 12.1% | – | 62 | 8.06% | 1.2 |
|
| 7141 |
7141
Harber Asset Management
Asheville,
North Carolina
| USD 166 M | +USD 10 M | +6% | 29.5% | 63.6% | 50 | 40% | 1 |
|
| 7142 |
7142
SeaTown Holdings
Singapore
| USD 166 M | +USD 13.7 M | +9% | 35.9% | 220% | 19 | 31.58% | 1.4 |
|
| 7143 |
7143
Silvia McColl Wealth Management
San Diego,
California
| USD 166 M | +USD 14.4 M | +9% | 13.7% | 82.7% | 124 | 5.65% | 2.7 |
|
| 7144 |
7144
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| USD 166 M | -USD 32 M | -16% | 8.62% | 51.3% | 286 | 26.57% | 2.2 |
|
| 7145 |
7145
Mainstream Capital Management
Los Angeles,
California
| USD 166 M | +USD 17 M | +11% | 17.7% | – | 92 | 6.52% | 1.4 |
|
| 7146 |
7146
Bitterroot Capital Advisors
Bozeman,
Montana
| USD 166 M | +USD 1.29 M | +0.8% | 8.63% | – | 62 | 17.74% | 0.5 |
|
| 7147 |
7147
Kurv Investment Management
San Francisco,
California
| USD 166 M | -USD 7.03 M | -4% | 52.3% | – | 76 | 48.68% | 0.3 |
|
| 7148 |
7148
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| USD 166 M | +USD 3.42 M | +2% | 16.1% | – | 139 | 23.02% | 1.1 |
|
| 7149 |
7149
Shum Financial Group
Alameda,
California
| USD 166 M | +USD 24.5 M | +17% | 15% | – | 110 | 19.09% | 1.4 |
|
| 7150 |
7150
Cottonwood Capital Advisors
Salt Lake City,
Utah
| USD 166 M | +USD 24.1 M | +17% | 18.6% | 79% | 90 | 6.67% | 3.7 |
|