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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7826 |
CWM
7826
Centrica Wealth Management
Miami,
Florida
| USD 133 M | – | – | 18.4% | – | 7 | – | 0 |
|
| 7827 |
NCTC
7827
New Covenant Trust Company
Jeffersonville,
Indiana
| USD 133 M | +USD 20.6 M | +18% | 18.2% | – | 108 | 12.04% | 1.6 |
|
| 7828 |
HFCIV
7828
H&F Corporate Investors VIII
San Francisco,
California
| USD 133 M | +USD 69.1 M | +109% | 109% | 33.8% | 1 | 0% | 5.5 |
|
| 7829 |
DG
7829
Daventry Group
New York
| USD 133 M | +USD 44.7 M | +51% | 42.6% | 26.2% | 13 | 53.85% | 0.3 |
|
| 7830 |
VCM
7830
Veradace Capital Management
Dallas,
Texas
| USD 132 M | +USD 20 M | +18% | 36.2% | – | 31 | 29.03% | 0.4 |
|
| 7831 |
DFG
7831
Dynamic Financial Group
Cedar Falls,
Iowa
| USD 132 M | +USD 10.1 M | +8% | 5.43% | – | 79 | 16.46% | 1.2 |
|
| 7832 |
NDWM
7832
New Dimensions Wealth Management
Allen,
Texas
| USD 132 M | +USD 14.9 M | +13% | 8.76% | – | 21 | 4.76% | 1.2 |
|
| 7833 |
NC
7833
North Capital
Salt Lake City,
Utah
| USD 132 M | +USD 14.3 M | +12% | 11.6% | – | 106 | 16.04% | 1 |
|
| 7834 |
MSK
7834
Melissa S. Kampmann
| USD 132 M | +USD 7.75 M | +6% | 10.5% | 70.4% | 45 | 6.67% | 2.2 |
|
| 7835 |
CW
7835
Cedarwood Wealth
Highlands Ranch,
Colorado
| USD 132 M | +USD 33.3 M | +34% | 25% | – | 101 | 24.75% | 0.4 |
|
| 7836 |
HPM
7836
Hudson Portfolio Management
Garrison,
New York
| USD 132 M | +USD 13.5 M | +11% | 8.8% | – | 122 | 13.11% | 3.5 |
|
| 7837 |
LGG
7837
Luts & Greenleigh Group
Bethesda,
Maryland
| USD 132 M | +USD 5.91 M | +5% | 8.91% | – | 108 | 20.37% | 2.1 |
|
| 7838 |
FPFC
7838
Financial Planning Fort Collins
Fort Collins,
Colorado
| USD 132 M | -USD 1.37 M | -1% | 11.2% | – | 34 | 5.88% | 0.5 |
|
| 7839 |
VFP
7839
Vilga Financial Planning
Fair Lawn,
New Jersey
| USD 132 M | +USD 20.1 M | +18% | 18.4% | – | 97 | 18.56% | 0.4 |
|
| 7840 |
TWML
7840
Todd Wealth Management, LLC
Venice,
Florida
| USD 132 M | +USD 22 M | +20% | 23% | – | 116 | 12.07% | 0.4 |
|
| 7841 |
GCM
7841
Goldstream Capital Management
Central,
Hong Kong
| USD 132 M | +USD 11.5 M | +10% | 98% | 686% | 47 | 40.43% | 1 |
|
| 7842 |
FGC
7842
First Growth Capital
Pikesville,
Maryland
| USD 132 M | +USD 21 M | +19% | 24% | – | 149 | 20.81% | 0.4 |
|
| 7843 |
MWM
7843
McCartney Wealth Management
Clayton,
Missouri
| USD 132 M | +USD 13.1 M | +11% | 10.5% | – | 66 | 3.03% | 0.5 |
|
| 7844 |
IAG
7844
Innovative Advisory Group
Lexington,
Massachusetts
| USD 132 M | +USD 10.1 M | +8% | 2.25% | – | 37 | 32.43% | 1.1 |
|
| 7845 |
QC
7845
Quantedge Capital
Singapore
| USD 132 M | -USD 50.9 M | -28% | 12.9% | 110% | 69 | 55.07% | 1.3 |
|
| 7846 |
FB
7846
Finward Bancorp
Munster,
Indiana
| USD 132 M | +USD 6.76 M | +5% | 12.6% | – | 112 | 11.61% | 1.3 |
|
| 7847 |
TWM
7847
Tortuga Wealth Management
Torrance,
California
| USD 132 M | +USD 24.9 M | +23% | 14.4% | – | 141 | 19.86% | 0.4 |
|
| 7848 |
KCWM
7848
Kane Co Wealth Management
Johnston,
Iowa
| USD 132 M | +USD 13.2 M | +11% | 8.93% | – | 54 | 7.41% | 0.5 |
|
| 7849 |
KF
7849
Kelsey Financial
Moorpark,
California
| USD 132 M | +USD 17.4 M | +15% | 14.2% | – | 68 | 11.76% | 0.4 |
|
| 7850 |
SGH
7850
Sivik Global Healthcare
Greenwich,
Connecticut
| USD 132 M | USD 0 | 0% | 10.1% | 83.8% | 34 | 0% | 2.6 |
|