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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8151 |
SAM
8151
Stembrook Asset Management
Red Bank,
New Jersey
| USD 116 M | +USD 13.7 M | +13% | 14.1% | – | 52 | 9.62% | 0.5 |
|
| 8152 |
VWA
8152
Vistica Wealth Advisors
Carlsbad,
California
| USD 116 M | +USD 15.2 M | +15% | 12.5% | – | 55 | 12.73% | 0.4 |
|
| 8153 |
PCP
8153
Pacific Capital Partners
London,
| USD 116 M | +USD 14.2 M | +14% | 24.6% | 49.8% | 48 | 37.5% | 0.3 |
|
| 8154 |
JBC
8154
Jefferson Bridge Capital
Nashville,
Tennessee
| USD 115 M | +USD 14.7 M | +15% | 22.4% | – | 54 | 3.7% | 0.5 |
|
| 8155 |
IIWM
8155
Investment Insight Wealth Management
North Massapequa,
New York
| USD 115 M | +USD 22.7 M | +24% | 26.9% | – | 44 | 18.18% | 0.4 |
|
| 8156 |
JBI
8156
John Boyer Inc
Tampa,
Florida
| USD 115 M | +USD 15.3 M | +15% | 15.8% | – | 42 | 9.52% | 0.7 |
|
| 8157 |
BWM
8157
Bluebird Wealth Management
Medfield,
Massachusetts
| USD 115 M | +USD 17.7 M | +18% | 30.6% | – | 97 | 28.87% | 0.3 |
|
| 8158 |
VFM
8158
Vision Financial Markets
Stamford,
Connecticut
| USD 115 M | +USD 12.8 M | +12% | 11.3% | – | 439 | 9.11% | 1.3 |
|
| 8159 |
TY
8159
Titiun Yejiel
| USD 115 M | +USD 16 M | +16% | 36.1% | – | 63 | 46.03% | 0.4 |
|
| 8160 |
NWP
8160
Noble Wealth Partners
Denver,
Colorado
| USD 115 M | – | – | 10.9% | – | 76 | – | 0 |
|
| 8161 |
MFS
8161
Montgomery Financial Services
Ocean City,
Maryland
| USD 115 M | – | – | 10.3% | – | 334 | – | 0 |
|
| 8162 |
ABLA
8162
Alan B. Lancz & Associates
Toledo,
Ohio
| USD 115 M | +USD 11.9 M | +12% | 19.2% | – | 145 | 15.86% | 3 |
|
| 8163 |
PAS
8163
Parsonex Advisory Services
Englewood,
Colorado
| USD 115 M | +USD 12.7 M | +12% | 20.4% | – | 59 | 20.34% | 0.9 |
|
| 8164 |
UWM
8164
Urban Wealth Management
El Segundo,
California
| USD 115 M | +USD 17 M | +17% | 20% | – | 120 | 33.33% | 1.3 |
|
| 8165 |
TFP
8165
Townsend Financial Planning
Mt Sterling,
Kentucky
| USD 115 M | +USD 11.4 M | +11% | 9.01% | – | 30 | 3.33% | 0.5 |
|
| 8166 |
SNPAM
8166
St. Nicholas Private Asset Management
Jacksonville,
Florida
| USD 115 M | +USD 7.82 M | +7% | 9.72% | – | 38 | 13.16% | 1.4 |
|
| 8167 |
CWGL
8167
Cedrus Wealth Group LLC
Andover,
Minnesota
| USD 115 M | +USD 24.7 M | +27% | 4.13% | – | 66 | 50% | 0.3 |
|
| 8168 |
RHCA
8168
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| USD 114 M | +USD 12.1 M | +12% | 14.3% | 91.9% | 52 | 26.92% | 3.6 |
|
| 8169 |
JC
8169
JBGlobal.com
New York
| USD 114 M | +USD 12.8 M | +13% | 6.4% | – | 33 | 21.21% | 0.8 |
|
| 8170 |
PPWM
8170
Premier Private Wealth Management
Palm Harbor,
Florida
| USD 114 M | +USD 19.5 M | +21% | 11.9% | – | 60 | 11.67% | 0.4 |
|
| 8171 |
VCM
8171
Vavra Capital Management
Collegeville,
Pennsylvania
| USD 114 M | +USD 11.4 M | +11% | 11% | – | 24 | 8.33% | 0.5 |
|
| 8172 |
ECM
8172
Explore Capital Management
Wilmington,
Delaware
| USD 114 M | +USD 7.27 M | +7% | 30.5% | – | 12 | 16.67% | 0.7 |
|
| 8173 |
TCP
8173
TSG Consumer Partners
Larkspur,
California
| USD 114 M | -USD 1.51 M | -1% | 41.7% | 70.1% | 1 | 0% | 4.5 |
|
| 8174 |
FCM
8174
Fremen Capital Management
Stamford,
Connecticut
| USD 114 M | -USD 2.86 M | -2% | 39.7% | – | 20 | 45% | 0.4 |
|
| 8175 |
RFW
8175
Redwood Family Wealth
Addison,
Texas
| USD 114 M | +USD 11.6 M | +11% | 10.4% | – | 118 | 20.34% | 0.4 |
|