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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 |
7826
Harbor Asset Planning
Belmont,
Massachusetts
| USD 133 M | +USD 14.3 M | +12% | 15.2% | – | 428 | 4.91% | 0.9 |
|
| 7827 |
7827
Aldebaran Capital
Carmel,
Indiana
| USD 133 M | +USD 2.28 M | +2% | 7.57% | 80.4% | 43 | 9.3% | 2.4 |
|
| 7828 |
7828
Winter & Associates
St. Paul,
Minnesota
| USD 133 M | +USD 18.9 M | +17% | 14.3% | – | 99 | 29.29% | 0.4 |
|
| 7829 |
AA
7829
Alpha Advisors
Richmond,
Virginia
| USD 133 M | +USD 6.36 M | +5% | 6.99% | – | 51 | 7.84% | 1.2 |
|
| 7830 |
7830
Perkins Capital Management
Wayzata,
Minnesota
| USD 133 M | +USD 26.3 M | +25% | 53.7% | 303% | 90 | 16.67% | 5.6 |
|
| 7831 |
7831
Bain Capital Venture Investors
Boston,
Massachusetts
| USD 133 M | -USD 42.1 M | -24% | 6.63% | 34.2% | 4 | 25% | 0.4 |
|
| 7832 |
7832
Sherman Wealth Management
Gaithersburg,
Maryland
| USD 133 M | +USD 16.4 M | +14% | 15.6% | – | 87 | 11.49% | 0.4 |
|
| 7833 |
7833
R.H. Investment Group
Scottsdale,
Arizona
| USD 133 M | +USD 3.1 M | +2% | 7.19% | – | 48 | 8.33% | 1 |
|
| 7834 |
7834
Severin Investments
St. Louis,
Missouri
| USD 133 M | +USD 16.2 M | +14% | 24.1% | – | 203 | 30.05% | 1 |
|
| 7835 |
7835
Frisco Financial Planning
Frisco,
Texas
| USD 133 M | +USD 11.5 M | +9% | 9.04% | – | 29 | 0% | 1.1 |
|
| 7836 |
7836
Centrica Wealth Management
Miami,
Florida
| USD 133 M | – | – | 18.4% | – | 7 | – | 0 |
|
| 7837 |
7837
New Covenant Trust Company
Jeffersonville,
Indiana
| USD 133 M | +USD 20.6 M | +18% | 18.2% | – | 108 | 12.04% | 1.6 |
|
| 7838 |
7838
H&F Corporate Investors VIII
San Francisco,
California
| USD 133 M | +USD 69.1 M | +109% | 109% | 33.8% | 1 | 0% | 5.5 |
|
| 7839 |
7839
Daventry Group
New York
| USD 133 M | +USD 44.7 M | +51% | 42.6% | 26.2% | 13 | 53.85% | 0.3 |
|
| 7840 |
7840
Veradace Capital Management
Dallas,
Texas
| USD 132 M | +USD 20 M | +18% | 36.2% | – | 31 | 29.03% | 0.4 |
|
| 7841 |
7841
Dynamic Financial Group
Cedar Falls,
Iowa
| USD 132 M | +USD 10.1 M | +8% | 5.43% | – | 79 | 16.46% | 1.2 |
|
| 7842 |
7842
New Dimensions Wealth Management
Allen,
Texas
| USD 132 M | +USD 14.9 M | +13% | 8.76% | – | 21 | 4.76% | 1.2 |
|
| 7843 |
7843
North Capital
Salt Lake City,
Utah
| USD 132 M | +USD 14.3 M | +12% | 11.6% | – | 106 | 16.04% | 1 |
|
| 7844 |
MSK
7844
Melissa S. Kampmann
| USD 132 M | +USD 7.75 M | +6% | 10.5% | 82.1% | 45 | 6.67% | 2.2 |
|
| 7845 |
7845
Cedarwood Wealth
Highlands Ranch,
Colorado
| USD 132 M | +USD 33.3 M | +34% | 25% | – | 101 | 24.75% | 0.4 |
|
| 7846 |
HPM
7846
Hudson Portfolio Management
Garrison,
New York
| USD 132 M | +USD 13.5 M | +11% | 8.8% | – | 122 | 13.11% | 3.5 |
|
| 7847 |
7847
Luts & Greenleigh Group
Bethesda,
Maryland
| USD 132 M | +USD 5.91 M | +5% | 8.91% | – | 108 | 20.37% | 2.1 |
|
| 7848 |
7848
Financial Planning Fort Collins
Fort Collins,
Colorado
| USD 132 M | -USD 1.37 M | -1% | 11.2% | – | 34 | 5.88% | 0.5 |
|
| 7849 |
7849
Vilga Financial Planning
Fair Lawn,
New Jersey
| USD 132 M | +USD 20.1 M | +18% | 18.4% | – | 97 | 18.56% | 0.4 |
|
| 7850 |
TWM
7850
Todd Wealth Management
Venice,
Florida
| USD 132 M | +USD 22 M | +20% | 23% | – | 116 | 12.07% | 0.4 |
|