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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7701 |
7701
HBE Wealth Management
Lincoln,
Nebraska
| USD 139 M | +USD 24.5 M | +21% | 10.6% | – | 61 | 16.39% | 0.4 |
|
| 7702 |
7702
Brickwood Asset Management
London,
United Kingdom
| USD 139 M | +USD 5.93 M | +4% | 9.37% | – | 12 | 33.33% | 0.6 |
|
| 7703 |
7703
Petiole USA
New York
| USD 139 M | -USD 3.86 M | -3% | 16.8% | 105% | 32 | 3.13% | 3.4 |
|
| 7704 |
7704
Synergy Financial Group
San Ramon,
California
| USD 139 M | +USD 5.88 M | +4% | 21.4% | 133% | 133 | 18.05% | 2.5 |
|
| 7705 |
7705
Liberty Atlantic Advisors
Allen,
Texas
| USD 139 M | +USD 22 M | +19% | 7.01% | – | 86 | 15.12% | 0.4 |
|
| 7706 |
7706
SeedSafe Financial
Austin,
Texas
| USD 139 M | +USD 17.4 M | +14% | 8.98% | – | 40 | 17.5% | 0.4 |
|
| 7707 |
7707
BG Investment Services
Hagatna,
Guam
| USD 139 M | +USD 18.4 M | +15% | 12.2% | – | 53 | 11.32% | 1.7 |
|
| 7708 |
7708
Karani Asset Management
New York
| USD 139 M | +USD 16.6 M | +14% | 29.6% | – | 63 | 23.81% | 1.7 |
|
| 7709 |
7709
New Mountain Capital
New York
| USD 139 M | +USD 28.8 M | +26% | 26.3% | 64.8% | 1 | 0% | 3.8 |
|
| 7710 |
7710
Purewater Capital
Fort Worth,
Texas
| USD 139 M | +USD 34.1 M | +33% | 31.7% | – | 75 | 34.67% | 0.2 |
|
| 7711 |
7711
GS Investments
Minneapolis,
Minnesota
| USD 138 M | -USD 36.2 M | -21% | 19.2% | 94.1% | 139 | 7.91% | 4.3 |
|
| 7712 |
7712
Sandro Wealth Management
Fairfield,
New Jersey
| USD 138 M | +USD 13.5 M | +11% | 17.4% | – | 108 | 12.96% | 0.4 |
|
| 7713 |
7713
First Financial Group
Raleigh,
North Carolina
| USD 138 M | +USD 15.9 M | +13% | 9.48% | – | 85 | 10.59% | 1.2 |
|
| 7714 |
7714
E-Wealth Partners
Minnetonka,
Minnesota
| USD 138 M | +USD 14.5 M | +12% | 13.8% | – | 62 | 14.52% | 0.4 |
|
| 7715 |
7715
Hillman Capital Management
Bethesda,
Maryland
| USD 138 M | -USD 5.85 M | -4% | 4.93% | 20.2% | 58 | 10.34% | 3.4 |
|
| 7716 |
7716
Prosperity Advisers
Fort Washington,
Pennsylvania
| USD 138 M | +USD 17.8 M | +15% | 13.5% | – | 45 | 15.56% | 0.4 |
|
| 7717 |
WA
7717
Wilmar Advisors
Juno Beach,
Florida
| USD 138 M | +USD 22.4 M | +19% | 29.9% | – | 28 | 21.43% | 1.2 |
|
| 7718 |
7718
ArborFi Advisors
Ann Arbor,
Michigan
| USD 138 M | +USD 15.4 M | +13% | 11.7% | – | 48 | 12.5% | 1.2 |
|
| 7719 |
ACM
7719
Appalachian Capital Management
St Clairsville,
Ohio
| USD 138 M | +USD 12.9 M | +10% | 11.5% | – | 45 | 4.44% | 0.5 |
|
| 7720 |
7720
Broadwater Capital
Boston,
Massachusetts
| USD 138 M | +USD 4.04 M | +3% | 14.6% | – | 218 | 7.8% | 2.4 |
|
| 7721 |
7721
Cassilly Financial Group
Severna Park,
Maryland
| USD 138 M | +USD 22.6 M | +20% | 10% | – | 79 | 24.05% | 0.4 |
|
| 7722 |
7722
Orca Investment Management
Roseburg,
Oregon
| USD 138 M | +USD 20.2 M | +17% | 25.2% | 139% | 61 | 8.2% | 7.9 |
|
| 7723 |
7723
Approach Retirement Advisors
Vestavia,
Alabama
| USD 138 M | +USD 17.5 M | +15% | 9.42% | – | 86 | 12.79% | 0.5 |
|
| 7724 |
7724
Windsor Advisory Group
Columbus,
Ohio
| USD 138 M | +USD 18 M | +15% | 9.26% | 48.2% | 112 | 40.18% | 1.4 |
|
| 7725 |
7725
Littlejohn Financial Services
Roseburg,
Oregon
| USD 138 M | +USD 4.5 M | +3% | 10.2% | – | 86 | 46.51% | 0.8 |
|