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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7726 |
7726
Talisman Wealth Advisors
Mountainside,
New Jersey
| USD 94.3 M | -USD 713 k | -0.8% | 0.39% | 70.8% | 115 | 17.39% | 1.5 |
|
| 7727 |
7727
Global Value Investment Corporation
Milwaukee,
Wisconsin
| USD 94.2 M | – | – | 3.81% | – | 23 | – | 0 |
|
| 7728 |
7728
BIOS Capital Management
Fort Worth,
Texas
| USD 94.1 M | – | – | 5.74% | – | 6 | – | 0 |
|
| 7729 |
7729
Bingham Private Wealth
San Francisco,
California
| USD 94 M | – | – | 3.86% | – | 142 | – | 0 |
|
| 7730 |
7730
Axim Planning & Wealth
Springboro,
Ohio
| USD 93.9 M | +USD 5.08 M | +6% | 8.04% | 32.3% | 42 | 19.05% | 1.1 |
|
| 7731 |
7731
Aozora Bank
Tokyo,
Japan
| USD 93.9 M | -USD 4.16 M | -4% | 4.24% | 5.45% | 2 | 0% | 3.5 |
|
| 7732 |
7732
GGM Financials
Columbus,
Ohio
| USD 93.9 M | -USD 22.1 M | -19% | 0.06% | – | 60 | 18.33% | 0.4 |
|
| 7733 |
7733
Infinity Wealth Counsel
Loveland,
Ohio
| USD 93.7 M | – | – | 0.78% | – | 58 | – | 0 |
|
| 7734 |
7734
Defined Financial Planning
San Rafael,
California
| USD 93.7 M | – | – | 0.49% | – | 78 | – | 0 |
|
| 7735 |
7735
Inkwell Capital
Miami,
Florida
| USD 93.5 M | – | – | 2.1% | – | 32 | – | 0 |
|
| 7736 |
CPC
7736
CFC Planning Company
Cicero,
Indiana
| USD 93.4 M | – | – | 1.27% | – | 61 | – | 0 |
|
| 7737 |
7737
Vision Financial Markets
Stamford,
Connecticut
| USD 93.2 M | – | – | 4.36% | – | 233 | – | 0 |
|
| 7738 |
7738
Sincerus Advisory
New York
| USD 93.2 M | – | – | 1.94% | – | 63 | – | 0 |
|
| 7739 |
7739
Red Mountain Financial
Fort Collins,
Colorado
| USD 93 M | -USD 1.04 M | -1% | 0.63% | – | 71 | 15.49% | 0.8 |
|
| 7740 |
7740
swisspartners Advisors
Zurich,
Switzerland
| USD 92.9 M | -USD 15.8 M | -15% | 4.47% | 75.9% | 29 | 17.24% | 2.8 |
|
| 7741 |
CC
7741
CF Capital
Cohasset,
Massachusetts
| USD 92.9 M | – | – | 4.02% | – | 46 | – | 0 |
|
| 7742 |
7742
Raffles Associates
New York
| USD 92.8 M | -USD 4.61 M | -5% | 4.42% | 50% | 59 | 35.59% | 2.5 |
|
| 7743 |
7743
Baer Investment Advisory
Corte Madera,
California
| USD 92.8 M | – | – | 3.68% | – | 24 | – | 0 |
|
| 7744 |
7744
Trustco Bank (New York)
Albany,
New York
| USD 92.7 M | -USD 6.85 M | -7% | 2.23% | 131% | 69 | 4.35% | 7.5 |
|
| 7745 |
UFA
7745
Uptown Financial Advisors
Dallas,
Texas
| USD 92.7 M | – | – | 0.17% | – | 65 | – | 0 |
|
| 7746 |
7746
Petros Family Wealth
Bloomington,
Minnesota
| USD 92.7 M | – | – | 2.25% | – | 130 | – | 0 |
|
| 7747 |
7747
Grant Private Wealth Management
Pleasanton,
California
| USD 92.7 M | – | – | 9.34% | – | 111 | – | 0 |
|
| 7748 |
7748
Camelot Portfolios
Maumee,
Ohio
| USD 92.7 M | -USD 9.02 M | -9% | 0.23% | 41.3% | 148 | 13.51% | 4.3 |
|
| 7749 |
7749
Palacios Wealth Management
Ormond Beach,
Florida
| USD 92.6 M | – | – | 9.07% | – | 63 | – | 0 |
|
| 7750 |
7750
Kennondale Capital Management
Richmond,
Virginia
| USD 92.6 M | – | – | 1.68% | – | 80 | – | 0 |
|