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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 |
7776
Ulland Investment Advisors
Minneapolis,
Minnesota
| USD 136 M | +USD 19 M | +16% | 20.5% | 161% | 234 | 11.97% | 2.9 |
|
| 7777 |
BCG
7777
BRIA Capital Group
Wesley Chapel,
Florida
| USD 136 M | +USD 25.7 M | +23% | 21% | – | 92 | 56.52% | 0.3 |
|
| 7778 |
7778
Targeted Financial Services
Seminole,
Florida
| USD 136 M | +USD 13.6 M | +11% | 4.34% | – | 67 | 25.37% | 0.4 |
|
| 7779 |
7779
Tsai Capital
New York
| USD 135 M | +USD 912 k | +0.7% | 5% | 29.2% | 20 | 20% | 2.8 |
|
| 7780 |
1GI
7780
180 GPS Investments
St Peter Port,
| USD 135 M | – | – | 30.6% | – | 23 | – | 0.4 |
|
| 7781 |
IFO
7781
Intrepid Family Office
Sarasota,
Florida
| USD 135 M | +USD 11.6 M | +9% | 7.3% | – | 46 | 39.13% | 1.6 |
|
| 7782 |
7782
RD Lewis Holdings
Maitland,
Florida
| USD 135 M | +USD 19.7 M | +17% | 17.8% | – | 91 | 7.69% | 1.3 |
|
| 7783 |
7783
Granite Islands Private Wealth
Guilford,
Connecticut
| USD 135 M | +USD 26.7 M | +25% | 21.2% | – | 82 | 19.51% | 0.4 |
|
| 7784 |
7784
Lakeshore Capital Group
Rolling Meadows,
Illinois
| USD 135 M | +USD 12.6 M | +10% | 13.3% | – | 79 | 10.13% | 1.3 |
|
| 7785 |
7785
Barnett & Company
Chattanooga,
Tennessee
| USD 135 M | +USD 6.39 M | +5% | 14.2% | 65.9% | 95 | 16.84% | 3.9 |
|
| 7786 |
7786
Titan Investment Management
Indianapolis,
Indiana
| USD 135 M | +USD 21.7 M | +19% | 30.8% | – | 41 | 17.07% | 0.4 |
|
| 7787 |
7787
BFI Wealth Solutions
Dallas,
Texas
| USD 135 M | +USD 30.8 M | +30% | 7.68% | – | 83 | 10.84% | 0.4 |
|
| 7788 |
7788
Benningfield Financial Advisors
San Francisco,
California
| USD 135 M | +USD 8.28 M | +7% | 6.51% | – | 19 | 5.26% | 1.2 |
|
| 7789 |
7789
Paragon Capital Management (Utah)
Provo,
Utah
| USD 135 M | +USD 16.9 M | +14% | 27.6% | 72.3% | 90 | 33.33% | 1.6 |
|
| 7790 |
7790
Western Reserve Capital Management
Hudson,
Ohio
| USD 135 M | +USD 13.1 M | +11% | 9.61% | – | 56 | 16.07% | 0.4 |
|
| 7791 |
7791
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 135 M | +USD 32.9 M | +32% | 0.01% | 0.05% | 21 | 14.29% | 0.3 |
|
| 7792 |
7792
Stirlingshire Investments
New York
| USD 135 M | +USD 20.8 M | +18% | 15% | – | 255 | 36.47% | 0.3 |
|
| 7793 |
7793
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| USD 135 M | +USD 8.06 M | +6% | 16.6% | – | 143 | 30.07% | 1 |
|
| 7794 |
7794
Andrew Hill Investment Advisors
Naples,
Florida
| USD 135 M | +USD 22.5 M | +20% | 16.3% | 269% | 68 | 36.76% | 1.2 |
|
| 7795 |
7795
Oath Planning
Tulsa,
Oklahoma
| USD 135 M | +USD 22.2 M | +20% | 9.22% | – | 73 | 8.22% | 0.5 |
|
| 7796 |
7796
RM Financial Services
Falmouth,
Maine
| USD 135 M | +USD 18.6 M | +16% | 11.3% | – | 81 | 9.88% | 0.5 |
|
| 7797 |
7797
VanWeelden Wealth Management
West Chester Township,
Ohio
| USD 135 M | +USD 9.17 M | +7% | 6.4% | – | 34 | 52.94% | 1.3 |
|
| 7798 |
7798
BLVD Private Wealth
Prospect,
Kentucky
| USD 135 M | +USD 19.5 M | +17% | 23.8% | – | 79 | 29.11% | 0.7 |
|
| 7799 |
SIM
7799
Summitas Investment Management
Mckinney,
Texas
| USD 135 M | +USD 7.03 M | +6% | 11.6% | – | 10 | 0% | 0.5 |
|
| 7800 |
7800
Life Planning Partners
Jacksonville,
Florida
| USD 135 M | +USD 3.53 M | +3% | 9.67% | 50.3% | 74 | 12.16% | 3.4 |
|