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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7426 |
7426
Cathy Pareto & Associates
Coral Gables,
Florida
| USD 109 M | – | – | 0.83% | – | 77 | – | 0 |
|
| 7427 |
7427
AtlasMark Financial
Austin,
Texas
| USD 109 M | +USD 1.23 M | +1% | 0.02% | – | 40 | 2.5% | 3.9 |
|
| 7428 |
7428
DB Fitzpatrick & Co
Boise,
Idaho
| USD 109 M | -USD 5.24 M | -5% | 2.38% | 42.7% | 91 | 10.99% | 2.1 |
|
| 7429 |
7429
Foresite Capital Management IV
Larkspur,
California
| USD 109 M | -USD 44.2 M | -29% | 9.15% | 151% | 5 | 20% | 3.1 |
|
| 7430 |
7430
Flywheel Private Wealth
Los Altos,
California
| USD 109 M | – | – | 1.41% | – | 82 | – | 0 |
|
| 7431 |
7431
Cooksen Wealth
The Woodlands,
Texas
| USD 109 M | +USD 1.76 M | +2% | 0.57% | 70.7% | 45 | 2.22% | 1 |
|
| 7432 |
CAG
7432
Cypress Advisory Group
Scottsdale,
Arizona
| USD 109 M | – | – | 0.89% | – | 60 | – | 0 |
|
| 7433 |
7433
Coign Capital Advisors
Draper,
Utah
| USD 109 M | – | – | 0.62% | – | 74 | – | 0 |
|
| 7434 |
7434
Forefront Wealth Management
Malvern,
Pennsylvania
| USD 109 M | – | – | 1.88% | – | 49 | – | 1.4 |
|
| 7435 |
7435
Murphy & Mullick Capital Management
Smithtown,
New York
| USD 109 M | – | – | 4.36% | – | 686 | – | 0 |
|
| 7436 |
7436
Davidson Kahn Capital Management
Sherman Oaks,
California
| USD 109 M | – | – | 4.07% | – | 54 | – | 0 |
|
| 7437 |
RL
7437
RPO LLC
Stamford,
Connecticut
| USD 108 M | -USD 16.3 M | -13% | 17.9% | 66.2% | 87 | 64.37% | 0.3 |
|
| 7438 |
7438
Revisor Wealth Management
Akron,
Ohio
| USD 108 M | -USD 51.6 M | -32% | 0.21% | 72% | 182 | 36.26% | 1.4 |
|
| 7439 |
7439
Carbahal Olsen Financial Services Group
Davis,
California
| USD 108 M | – | – | 0.58% | – | 34 | – | 0 |
|
| 7440 |
DCM
7440
Dilation Capital Management
New York
| USD 108 M | – | – | 8.08% | – | 20 | – | 0 |
|
| 7441 |
7441
Amara Financial
San Francisco,
California
| USD 108 M | +USD 3.85 M | +4% | 0.36% | – | 47 | 10.64% | 0.2 |
|
| 7442 |
7442
EntreWealth
Austin,
Texas
| USD 108 M | – | – | 2.24% | – | 58 | – | 0 |
|
| 7443 |
7443
Kintayl Capital
New York
| USD 108 M | – | – | 2.37% | – | 22 | – | 0 |
|
| 7444 |
7444
Stephen J. Garry & Associates
Garden City,
New York
| USD 108 M | +USD 3.09 M | +3% | 1.51% | 67.2% | 45 | 13.33% | 0.8 |
|
| 7445 |
7445
Bolthouse Investments
Bakersfield,
California
| USD 108 M | – | – | 4.78% | – | 79 | – | 0 |
|
| 7446 |
7446
Life Planning Partners
Jacksonville,
Florida
| USD 108 M | -USD 3.86 M | -3% | 1.95% | 50.3% | 61 | 4.92% | 2.6 |
|
| 7447 |
WA
7447
Wilmar Advisors
Juno Beach,
Florida
| USD 108 M | – | – | 5.4% | – | 16 | – | 0 |
|
| 7448 |
7448
Rik Saylor Financial
Fairfield,
Ohio
| USD 108 M | – | – | 1.26% | – | 79 | – | 0 |
|
| 7449 |
7449
IMG Wealth Management
Jacksonville,
Florida
| USD 108 M | – | – | 1.18% | – | 258 | – | 0 |
|
| 7450 |
7450
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| USD 108 M | +USD 8.37 M | +8% | 6.83% | 80.2% | 43 | 11.63% | 3.4 |
|