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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7751 |
GBFP
7751
Golden Bell Financial Planning
Alpharetta,
Georgia
| USD 136 M | +USD 10.6 M | +8% | 4.92% | – | 41 | 9.76% | 1.3 |
|
| 7752 |
RIA
7752
Rhodes Investment Advisors
Fort Worth,
Texas
| USD 136 M | +USD 19.9 M | +17% | 19.2% | – | 137 | 22.63% | 0.4 |
|
| 7753 |
RCWM
7753
Red Crane Wealth Management
San Francisco,
California
| USD 136 M | +USD 14.4 M | +12% | 10.9% | – | 80 | 11.25% | 1.2 |
|
| 7754 |
HMS
7754
Hanseatic Management Services
Albuquerque,
New Mexico
| USD 136 M | +USD 31.5 M | +30% | 53.5% | – | 96 | 30.21% | 0.8 |
|
| 7755 |
CWM
7755
Challenger Wealth Management
Aliso Viejo,
California
| USD 136 M | +USD 10.7 M | +9% | 13% | – | 65 | 10.77% | 1.3 |
|
| 7756 |
PWP
7756
Phillips Wealth Planners
Starkville,
Mississippi
| USD 136 M | +USD 2.85 M | +2% | 12% | 82% | 228 | 12.72% | 1.9 |
|
| 7757 |
CWAI
7757
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
| USD 136 M | +USD 5.65 M | +4% | 11.9% | – | 37 | 16.22% | 0.4 |
|
| 7758 |
DFP
7758
Donalies Financial Planning
Washington,
District of Columbia
| USD 136 M | +USD 18.4 M | +16% | 14.9% | – | 80 | 10% | 0.5 |
|
| 7759 |
TF
7759
Telligent Fund
Hong Kong
| USD 136 M | +USD 42.1 M | +45% | 88.5% | – | 28 | 32.14% | 0.7 |
|
| 7760 |
VA
7760
Valor Advisors
Miami,
Florida
| USD 136 M | +USD 16.8 M | +14% | 13.4% | – | 37 | 18.92% | 0.5 |
|
| 7761 |
MCI
7761
MRP Capital Investments
Alpharetta,
Georgia
| USD 136 M | +USD 20.9 M | +18% | 37.4% | 222% | 240 | 19.58% | 1.5 |
|
| 7762 |
UIA
7762
Ulland Investment Advisors
Minneapolis,
Minnesota
| USD 136 M | +USD 19 M | +16% | 20.5% | 161% | 234 | 11.97% | 2.9 |
|
| 7763 |
TFS
7763
Targeted Financial Services
Seminole,
Florida
| USD 136 M | +USD 13.6 M | +11% | 4.34% | – | 67 | 25.37% | 0.4 |
|
| 7764 |
TC
7764
Tsai Capital
New York
| USD 135 M | +USD 912 k | +0.7% | 5% | 29.2% | 20 | 20% | 2.8 |
|
| 7765 |
1GI
7765
180 GPS Investments
St Peter Port,
| USD 135 M | – | – | 30.6% | – | 23 | – | 0.4 |
|
| 7766 |
IFO
7766
Intrepid Family Office
Sarasota,
Florida
| USD 135 M | +USD 11.6 M | +9% | 7.3% | – | 46 | 39.13% | 1.6 |
|
| 7767 |
RLH
7767
RD Lewis Holdings
Maitland,
Florida
| USD 135 M | +USD 19.7 M | +17% | 17.8% | – | 91 | 7.69% | 1.3 |
|
| 7768 |
GIPW
7768
Granite Islands Private Wealth
Guilford,
Connecticut
| USD 135 M | +USD 26.7 M | +25% | 21.2% | – | 82 | 19.51% | 0.4 |
|
| 7769 |
LCG
7769
Lakeshore Capital Group
Rolling Meadows,
Illinois
| USD 135 M | +USD 12.6 M | +10% | 13.3% | – | 79 | 10.13% | 1.3 |
|
| 7770 |
BC
7770
Barnett & Company
Chattanooga,
Tennessee
| USD 135 M | +USD 6.39 M | +5% | 14.2% | 65.9% | 95 | 16.84% | 3.9 |
|
| 7771 |
TIM
7771
Titan Investment Management
Indianapolis,
Indiana
| USD 135 M | +USD 21.7 M | +19% | 30.8% | – | 41 | 17.07% | 0.4 |
|
| 7772 |
BWS
7772
BFI Wealth Solutions
Dallas,
Texas
| USD 135 M | +USD 30.8 M | +30% | 7.68% | – | 83 | 10.84% | 0.4 |
|
| 7773 |
BFA
7773
Benningfield Financial Advisors
San Francisco,
California
| USD 135 M | +USD 8.28 M | +7% | 6.51% | – | 19 | 5.26% | 1.2 |
|
| 7774 |
PCMU
7774
Paragon Capital Management (Utah)
Provo,
Utah
| USD 135 M | +USD 16.9 M | +14% | 27.6% | 72.3% | 90 | 33.33% | 1.6 |
|
| 7775 |
WRCM
7775
Western Reserve Capital Management
Hudson,
Ohio
| USD 135 M | +USD 13.1 M | +11% | 9.61% | – | 56 | 16.07% | 0.4 |
|