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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 |
8001
Haven Capital Group
Westlake Village,
California
| USD 125 M | +USD 16.8 M | +16% | 20.5% | – | 40 | 15% | 1.2 |
|
| 8002 |
8002
Platt Wealth Management
San Diego,
California
| USD 124 M | +USD 21.8 M | +21% | 14.2% | – | 58 | 15.52% | 0.4 |
|
| 8003 |
8003
Bristlecone Value Partners
Los Angeles,
California
| USD 124 M | +USD 10.7 M | +9% | 11.8% | – | 71 | 5.63% | 0.4 |
|
| 8004 |
8004
Miller Financial Services
Marshall,
Michigan
| USD 124 M | +USD 32.9 M | +36% | 7.8% | – | 152 | 27.63% | 0.9 |
|
| 8005 |
8005
EDMP Inc
Lutz,
Florida
| USD 124 M | +USD 555 k | +0.4% | 6.25% | 78% | 76 | 14.47% | 4.3 |
|
| 8006 |
8006
Sherwood Financial Partners
Westlake Village,
California
| USD 124 M | +USD 11.1 M | +10% | 10.2% | – | 8 | 0% | 1.3 |
|
| 8007 |
8007
Palatine Hill Wealth Management
Birmingham,
Michigan
| USD 124 M | +USD 9.29 M | +8% | 11.6% | – | 57 | 19.3% | 0.4 |
|
| 8008 |
8008
Concorde Financial
Dallas,
Texas
| USD 124 M | -USD 3.19 M | -3% | 0.13% | 81.3% | 26 | 0% | 3.1 |
|
| 8009 |
8009
Prospect Financial Group
Arlington,
Virginia
| USD 124 M | +USD 15.8 M | +15% | 12.6% | – | 72 | 15.28% | 1.2 |
|
| 8010 |
8010
Connecticut Capital Management Group
Milford,
Connecticut
| USD 124 M | +USD 18.3 M | +17% | 17.7% | – | 133 | 21.05% | 0.4 |
|
| 8011 |
8011
Opus Financial Solutions
Downers Grove,
Illinois
| USD 124 M | +USD 17.9 M | +17% | 8.3% | – | 118 | 18.64% | 0.4 |
|
| 8012 |
8012
Burnham & Co
Grand Rapids,
Michigan
| USD 124 M | – | – | 13.1% | – | 197 | – | 0 |
|
| 8013 |
8013
Conquis Financial
Milbrae,
California
| USD 124 M | +USD 3.37 M | +3% | 10.8% | – | 54 | 0% | 1.4 |
|
| 8014 |
8014
Robocap Asset Management
London,
United Kingdom
| USD 124 M | +USD 30.5 M | +33% | 85.1% | 259% | 26 | 26.92% | 2 |
|
| 8015 |
8015
Corps Capital Advisors
Southlake,
Texas
| USD 124 M | +USD 8.73 M | +8% | 23.3% | – | 110 | 22.73% | 0.9 |
|
| 8016 |
8016
Clarion Wealth Managment Partners
Fairfax,
Virginia
| USD 124 M | +USD 13.5 M | +12% | 12.3% | – | 92 | 14.13% | 0.9 |
|
| 8017 |
CI
8017
Cria Inc
New York
| USD 124 M | -USD 13.9 M | -10% | 9.35% | – | 2 | 0% | 0.5 |
|
| 8018 |
WWMP
8018
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
| USD 124 M | +USD 12.4 M | +11% | 12.9% | – | 117 | 25.64% | 0.4 |
|
| 8019 |
8019
Friends of the Cornell Lab of Ornithology
Riverside,
Connecticut
| USD 124 M | +USD 17.9 M | +17% | 14.4% | – | 5 | 0% | 0.5 |
|
| 8020 |
8020
Infinity Wealth Counsel
Loveland,
Ohio
| USD 124 M | +USD 14.9 M | +14% | 8.52% | – | 67 | 8.96% | 1.3 |
|
| 8021 |
8021
DB Fitzpatrick & Co
Boise,
Idaho
| USD 124 M | +USD 6.93 M | +6% | 7.7% | 42.7% | 112 | 16.07% | 2.6 |
|
| 8022 |
8022
AG Asset Advisory
Los Angeles,
California
| USD 124 M | +USD 3.06 M | +3% | 6.18% | – | 28 | 10.71% | 1.2 |
|
| 8023 |
8023
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| USD 124 M | +USD 15.7 M | +15% | 11.5% | – | 88 | 12.5% | 1.2 |
|
| 8024 |
8024
Niles Investment Management
Plantation,
Florida
| USD 123 M | +USD 12.1 M | +11% | 26.3% | – | 39 | 87.18% | 0.1 |
|
| 8025 |
8025
City Center Advisors LLC
Troy,
Michigan
| USD 123 M | +USD 15.3 M | +14% | 17.9% | – | 191 | 29.84% | 1.1 |
|