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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7226 |
AWM
7226
Aureum Wealth Management
North Palm Beach,
Florida
| USD 161 M | +USD 17.6 M | +12% | 7.76% | – | 65 | 12.31% | 0.4 |
|
| 7227 |
GT
7227
GreatBanc Trust
Lisle,
Illinois
| USD 161 M | +USD 18.3 M | +13% | 12.9% | – | 74 | 14.86% | 0.6 |
|
| 7228 |
BWM
7228
Bosman Wealth Management
Redlands,
California
| USD 161 M | +USD 47.6 M | +42% | 75.7% | – | 66 | 36.36% | 0.7 |
|
| 7229 |
MWA
7229
Merkkuri Wealth Advisors
Hicksville,
New York
| USD 161 M | +USD 10.1 M | +7% | 12.5% | – | 387 | 79.84% | 1.6 |
|
| 7230 |
MMCM
7230
Murphy & Mullick Capital Management
Smithtown,
New York
| USD 161 M | +USD 26 M | +19% | 26.9% | – | 748 | 13.9% | 1.3 |
|
| 7231 |
BFS
7231
Burr Financial Services
Pleasant Hill,
California
| USD 161 M | +USD 35.3 M | +28% | 57.7% | 478% | 27 | 11.11% | 1.6 |
|
| 7232 |
LWM
7232
Lighthouse Wealth Management
Ashland,
Ohio
| USD 161 M | +USD 13.9 M | +9% | 10.3% | – | 49 | 16.33% | 1.2 |
|
| 7233 |
SFCM
7233
Savoir Faire Capital Management
Norwalk,
Connecticut
| USD 161 M | -USD 4.58 M | -3% | 5.98% | 1.22% | 45 | 6.67% | 1.4 |
|
| 7234 |
SR
7234
Summer Road
West Palm Beach,
Florida
| USD 161 M | +USD 19 M | +13% | 11.8% | 130% | 26 | 26.92% | 1.8 |
|
| 7235 |
MWM
7235
Mascagni Wealth Management
Clinton,
Mississippi
| USD 161 M | +USD 20.6 M | +15% | 17.6% | – | 145 | 14.48% | 1.1 |
|
| 7236 |
MCM
7236
MidAtlantic Capital Management
Richmond,
Virginia
| USD 161 M | +USD 16 M | +11% | 12.1% | – | 91 | 13.19% | 2.1 |
|
| 7237 |
ACM
7237
Arlington Capital Management
Arlington Heights,
Illinois
| USD 161 M | -USD 16.5 M | -9% | 13.5% | 154% | 159 | 59.75% | 0.9 |
|
| 7238 |
SAM
7238
Steinberg Asset Management
New York
| USD 161 M | +USD 6.3 M | +4% | 7.85% | 130% | 46 | 17.39% | 4 |
|
| 7239 |
EB
7239
Exchange Bank
Santa Rosa,
California
| USD 161 M | +USD 16.3 M | +11% | 12% | 75.2% | 133 | 14.29% | 2.2 |
|
| 7240 |
MLIM
7240
Mountain Lake Investment Management
Boca Raton,
Florida
| USD 161 M | +USD 5.77 M | +4% | 0.65% | 64% | 33 | 18.18% | 1.5 |
|
| 7241 |
PIP
7241
Philadelphia Investment Partners
Voorhees,
New Jersey
| USD 161 M | +USD 13.6 M | +9% | 11.1% | – | 204 | 15.69% | 0.2 |
|
| 7242 |
ACM
7242
Arthedge Capital Management
Jericho,
New York
| USD 161 M | +USD 45.1 M | +39% | 23.9% | 80.7% | 14 | 28.57% | 3.3 |
|
| 7243 |
AFA
7243
Avant Financial Advisors
Austin,
Texas
| USD 161 M | +USD 18.3 M | +13% | 9.83% | – | 70 | 8.57% | 1.3 |
|
| 7244 |
FFWM
7244
Future Financial Wealth Management
Cincinnati,
Ohio
| USD 160 M | +USD 5.27 M | +3% | 15.1% | 65.2% | 140 | 14.29% | 3.1 |
|
| 7245 |
PCM
7245
Palouse Capital Management
Spokane,
Washington
| USD 160 M | +USD 9.14 M | +6% | 22.5% | 67.8% | 144 | 20.14% | 2.8 |
|
| 7246 |
CWP
7246
Corepath Wealth Partners
Scottsdale,
Arizona
| USD 160 M | +USD 12 M | +8% | 13.1% | 56% | 47 | 14.89% | 2.8 |
|
| 7247 |
PS
7247
Planning Strategies
Lancaster,
Pennsylvania
| USD 160 M | – | – | 10.4% | – | 1,068 | – | 0 |
|
| 7248 |
BRIA
7248
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| USD 160 M | +USD 17.8 M | +12% | 10.2% | – | 105 | 11.43% | 1.9 |
|
| 7249 |
GWA
7249
Gibson Wealth Advisors
Tyler,
Texas
| USD 160 M | +USD 11.1 M | +7% | 11% | – | 38 | 23.68% | 4 |
|
| 7250 |
HA
7250
HFG Advisors
Cincinatti,
Ohio
| USD 160 M | +USD 18.2 M | +13% | 16.3% | 69.7% | 130 | 20% | 2.5 |
|