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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8001 |
OFS
8001
Opus Financial Solutions
Downers Grove,
Illinois
| USD 124 M | +USD 17.9 M | +17% | 8.3% | – | 118 | 18.64% | 0.4 |
|
| 8002 |
BC
8002
Burnham & Co
Grand Rapids,
Michigan
| USD 124 M | – | – | 13.1% | – | 197 | – | 0 |
|
| 8003 |
CF
8003
Conquis Financial
Milbrae,
California
| USD 124 M | +USD 3.37 M | +3% | 10.8% | – | 54 | 0% | 1.4 |
|
| 8004 |
RAM
8004
Robocap Asset Management
London,
United Kingdom
| USD 124 M | +USD 30.5 M | +33% | 85.1% | 259% | 26 | 26.92% | 2 |
|
| 8005 |
CCA
8005
Corps Capital Advisors
Southlake,
Texas
| USD 124 M | +USD 8.73 M | +8% | 23.3% | – | 110 | 22.73% | 0.9 |
|
| 8006 |
CWMP
8006
Clarion Wealth Managment Partners
Fairfax,
Virginia
| USD 124 M | +USD 13.5 M | +12% | 12.3% | – | 92 | 14.13% | 0.9 |
|
| 8007 |
CI
8007
Cria Inc
New York
| USD 124 M | -USD 13.9 M | -10% | 9.35% | – | 2 | 0% | 0.5 |
|
| 8008 |
WWMP
8008
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
| USD 124 M | +USD 12.4 M | +11% | 12.9% | – | 117 | 25.64% | 0.4 |
|
| 8009 |
FOTCLOO
8009
Friends of the Cornell Lab of Ornithology
Riverside,
Connecticut
| USD 124 M | +USD 17.9 M | +17% | 14.4% | – | 5 | 0% | 0.5 |
|
| 8010 |
IWC
8010
Infinity Wealth Counsel
Loveland,
Ohio
| USD 124 M | +USD 14.9 M | +14% | 8.52% | – | 67 | 8.96% | 1.3 |
|
| 8011 |
DFC
8011
DB Fitzpatrick & Co
Boise,
Idaho
| USD 124 M | +USD 6.93 M | +6% | 7.7% | 37.1% | 112 | 16.07% | 2.6 |
|
| 8012 |
AAA
8012
AG Asset Advisory
Los Angeles,
California
| USD 124 M | +USD 3.06 M | +3% | 6.18% | – | 28 | 10.71% | 1.2 |
|
| 8013 |
LSL
8013
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| USD 124 M | +USD 15.7 M | +15% | 11.5% | – | 88 | 12.5% | 1.2 |
|
| 8014 |
NIM
8014
Niles Investment Management
Plantation,
Florida
| USD 123 M | +USD 12.1 M | +11% | 26.3% | – | 39 | 87.18% | 0.1 |
|
| 8015 |
CCAL
8015
City Center Advisors LLC
Troy,
Michigan
| USD 123 M | +USD 15.3 M | +14% | 17.9% | – | 191 | 29.84% | 1.1 |
|
| 8016 |
WCL
8016
Wealth Care LLC
Merritt Island,
Florida
| USD 123 M | +USD 10.9 M | +10% | 11% | – | 76 | 15.79% | 0.2 |
|
| 8017 |
BI
8017
Bolthouse Investments
Bakersfield,
California
| USD 123 M | +USD 12.8 M | +12% | 10.3% | – | 88 | 22.73% | 1.1 |
|
| 8018 |
SRL
8018
Scientech Research LLC
Jersey City,
New Jersey
| USD 123 M | +USD 3.5 M | +3% | 111% | – | 635 | 94.02% | 0.1 |
|
| 8019 |
AFP
8019
ATLas Financial Planning
Alpharetta,
Georgia
| USD 123 M | +USD 11.8 M | +11% | 7.25% | – | 72 | 8.33% | 0.5 |
|
| 8020 |
AF
8020
Aldebaran Financial
| USD 123 M | +USD 17.9 M | +17% | 20.2% | 89.7% | 85 | 14.12% | 5.8 |
|
| 8021 |
WAT
8021
Wealth Advisory Team
Bellevue,
Kentucky
| USD 123 M | – | – | 9.46% | – | 39 | – | 0.9 |
|
| 8022 |
PA
8022
Powerhouse Assets
Lincoln,
Massachusetts
| USD 123 M | +USD 7.92 M | +7% | 11.9% | – | 58 | 6.9% | 0.5 |
|
| 8023 |
AIM
8023
Alamut Investment Management
London,
| USD 123 M | +USD 22.4 M | +22% | 1.15% | – | 3 | 0% | 0.8 |
|
| 8024 |
BF
8024
Benchmark Financial
Wilmington,
Delaware
| USD 123 M | +USD 11.3 M | +10% | 8.07% | – | 57 | 14.04% | 0.4 |
|
| 8025 |
FA
8025
Fairlight Advisors
San Francisco,
California
| USD 123 M | – | – | 5.67% | – | 30 | – | 0 |
|