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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7776 |
PSC
7776
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 135 M | +USD 32.9 M | +32% | 0.01% | 0.04% | 21 | 14.29% | 0.3 |
|
| 7777 |
SI
7777
Stirlingshire Investments
New York
| USD 135 M | +USD 20.8 M | +18% | 15% | – | 255 | 36.47% | 0.3 |
|
| 7778 |
PAG
7778
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| USD 135 M | +USD 8.06 M | +6% | 16.6% | – | 143 | 30.07% | 1 |
|
| 7779 |
AHIA
7779
Andrew Hill Investment Advisors
Naples,
Florida
| USD 135 M | +USD 22.5 M | +20% | 16.3% | – | 68 | 36.76% | 1.2 |
|
| 7780 |
OP
7780
Oath Planning
Tulsa,
Oklahoma
| USD 135 M | +USD 22.2 M | +20% | 9.22% | – | 73 | 8.22% | 0.5 |
|
| 7781 |
RFS
7781
RM Financial Services
Falmouth,
Maine
| USD 135 M | +USD 18.6 M | +16% | 11.3% | – | 81 | 9.88% | 0.5 |
|
| 7782 |
VWM
7782
VanWeelden Wealth Management
West Chester Township,
Ohio
| USD 135 M | +USD 9.17 M | +7% | 6.4% | – | 34 | 52.94% | 1.3 |
|
| 7783 |
BPW
7783
BLVD Private Wealth
Prospect,
Kentucky
| USD 135 M | +USD 19.5 M | +17% | 23.8% | – | 79 | 29.11% | 0.7 |
|
| 7784 |
SIM
7784
Summitas Investment Management
Mckinney,
Texas
| USD 135 M | +USD 7.03 M | +6% | 11.6% | – | 10 | 0% | 0.5 |
|
| 7785 |
LPP
7785
Life Planning Partners
Jacksonville,
Florida
| USD 135 M | +USD 3.53 M | +3% | 9.67% | – | 74 | 12.16% | 3.4 |
|
| 7786 |
FA
7786
Fountainhead AM
Warren,
New Jersey
| USD 135 M | +USD 23.1 M | +21% | 16.6% | 65.6% | 250 | 25.6% | 1.8 |
|
| 7787 |
CBCM
7787
Cook & Bynum Capital Management
Birmingham,
Alabama
| USD 135 M | +USD 10.3 M | +8% | 10.1% | 46.8% | 6 | 0% | 7.7 |
|
| 7788 |
TWP
7788
Tenet Wealth Partners
Champaign,
Illinois
| USD 134 M | – | – | 11.1% | – | 101 | – | 0 |
|
| 7789 |
AWM
7789
Athena Wealth Management
Reno,
Nevada
| USD 134 M | +USD 12.2 M | +10% | 8.93% | – | 126 | 33.33% | 0.4 |
|
| 7790 |
TWA
7790
Talisman Wealth Advisors
Mountainside,
New Jersey
| USD 134 M | +USD 10.3 M | +8% | 13% | 70.8% | 151 | 60.26% | 1.6 |
|
| 7791 |
PL
7791
PeakShares LLC
Tampa,
Florida
| USD 134 M | +USD 25.4 M | +23% | 34.2% | – | 133 | 21.05% | 0.4 |
|
| 7792 |
RTC
7792
Real Talk Capital
Franklin,
Tennessee
| USD 134 M | +USD 28.3 M | +27% | 16.4% | – | 105 | 13.33% | 1.1 |
|
| 7793 |
HIFS
7793
Hingham Institution for Savings
Hingham,
Massachusetts
| USD 134 M | +USD 21.1 M | +19% | 14.4% | – | 16 | 12.5% | 0.4 |
|
| 7794 |
BCM
7794
Boreal Capital Management
Miami,
Florida
| USD 134 M | +USD 11.3 M | +9% | 18.4% | – | 523 | 15.87% | 0.8 |
|
| 7795 |
KIA
7795
Kraematon Investment Advisors
Braintree,
Massachusetts
| USD 134 M | +USD 11.4 M | +9% | 15.2% | 80.5% | 107 | 11.21% | 2.6 |
|
| 7796 |
VCWM
7796
Vista Cima Wealth Management
Surprise,
Arizona
| USD 134 M | +USD 33 M | +33% | 18.9% | – | 52 | 13.46% | 1.2 |
|
| 7797 |
LA
7797
LWM Advisors
El Dorado Hills,
California
| USD 134 M | +USD 18.8 M | +16% | 14.1% | – | 37 | 24.32% | 1.1 |
|
| 7798 |
AFP
7798
Arnold Financial Planning
Hiawatha,
Iowa
| USD 134 M | +USD 27.1 M | +25% | 9.94% | – | 42 | 40.48% | 0.3 |
|
| 7799 |
WA
7799
Waystone Advisors
Redmond,
Washington
| USD 134 M | +USD 22.2 M | +20% | 14.9% | – | 120 | 24.17% | 0.4 |
|
| 7800 |
AWA
7800
Asempa Wealth Advisors
Baton Rouge,
Louisiana
| USD 134 M | +USD 19.3 M | +17% | 14.5% | – | 125 | 12.8% | 0.4 |
|