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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8176 |
8176
Noble Wealth Partners
Denver,
Colorado
| USD 115 M | – | – | 10.9% | – | 76 | – | 0 |
|
| 8177 |
8177
Montgomery Financial Services
Ocean City,
Maryland
| USD 115 M | – | – | 10.3% | – | 334 | – | 0 |
|
| 8178 |
8178
Alan B. Lancz & Associates
Toledo,
Ohio
| USD 115 M | +USD 11.9 M | +12% | 19.2% | – | 145 | 15.86% | 3 |
|
| 8179 |
8179
Parsonex Advisory Services
Englewood,
Colorado
| USD 115 M | +USD 12.7 M | +12% | 20.4% | – | 59 | 20.34% | 0.9 |
|
| 8180 |
8180
Urban Wealth Management
El Segundo,
California
| USD 115 M | +USD 17 M | +17% | 20% | – | 120 | 33.33% | 1.3 |
|
| 8181 |
8181
Townsend Financial Planning
Mt Sterling,
Kentucky
| USD 115 M | +USD 11.4 M | +11% | 9.01% | – | 30 | 3.33% | 0.5 |
|
| 8182 |
SNPAM
8182
St. Nicholas Private Asset Management
Jacksonville,
Florida
| USD 115 M | +USD 7.82 M | +7% | 9.72% | – | 38 | 13.16% | 1.4 |
|
| 8183 |
8183
Cedrus Wealth Group LLC
Andover,
Minnesota
| USD 115 M | +USD 24.7 M | +27% | 4.13% | – | 66 | 50% | 0.3 |
|
| 8184 |
8184
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| USD 114 M | +USD 12.1 M | +12% | 14.3% | 80.2% | 52 | 26.92% | 3.6 |
|
| 8185 |
8185
JBGlobal.com
New York
| USD 114 M | +USD 12.8 M | +13% | 6.4% | – | 33 | 21.21% | 0.8 |
|
| 8186 |
8186
Premier Private Wealth Management
Palm Harbor,
Florida
| USD 114 M | +USD 19.5 M | +21% | 11.9% | – | 60 | 11.67% | 0.4 |
|
| 8187 |
8187
Vavra Capital Management
Collegeville,
Pennsylvania
| USD 114 M | +USD 11.4 M | +11% | 11% | – | 24 | 8.33% | 0.5 |
|
| 8188 |
8188
Explore Capital Management
Wilmington,
Delaware
| USD 114 M | +USD 7.27 M | +7% | 30.5% | – | 12 | 16.67% | 0.7 |
|
| 8189 |
8189
TSG Consumer Partners
Larkspur,
California
| USD 114 M | -USD 1.51 M | -1% | 41.7% | 70.1% | 1 | 0% | 4.5 |
|
| 8190 |
8190
Fremen Capital Management
Stamford,
Connecticut
| USD 114 M | -USD 2.86 M | -2% | 39.7% | – | 20 | 45% | 0.4 |
|
| 8191 |
8191
Redwood Family Wealth
Addison,
Texas
| USD 114 M | +USD 11.6 M | +11% | 10.4% | – | 118 | 20.34% | 0.4 |
|
| 8192 |
8192
Shepherd Street Advisors
Larkspur,
California
| USD 114 M | +USD 12.5 M | +12% | 17.8% | – | 90 | 8.89% | 0.5 |
|
| 8193 |
8193
Lane Generational
Dover,
Massachusetts
| USD 114 M | -USD 11.7 M | -9% | 20.5% | 148% | 48 | 29.17% | 1.9 |
|
| 8194 |
SFO
8194
Standard Family Office
Sioux Falls,
South Dakota
| USD 114 M | +USD 17 M | +18% | 14.3% | 67.6% | 31 | 0% | 2.2 |
|
| 8195 |
8195
Royal Palms Capital
Whitefish,
Montana
| USD 114 M | +USD 12.8 M | +13% | 12.7% | – | 57 | 12.28% | 0.4 |
|
| 8196 |
8196
Surience Private Wealth
Yakima,
Washington
| USD 114 M | +USD 20.5 M | +22% | 12.7% | 169% | 57 | 50.88% | 0.4 |
|
| 8197 |
8197
River's Edge Wealth Management
Beaver,
Pennsylvania
| USD 114 M | +USD 7.11 M | +7% | 11.4% | – | 46 | 4.35% | 0.5 |
|
| 8198 |
8198
IFC & Insurance Marketing
Auburn,
California
| USD 114 M | +USD 17.8 M | +19% | 13% | – | 83 | 19.28% | 0.4 |
|
| 8199 |
8199
Michael Brady & Co
Westlake,
Ohio
| USD 113 M | +USD 13.8 M | +14% | 13.4% | – | 58 | 6.9% | 0.5 |
|
| 8200 |
8200
Ally Bridge Group
New York
| USD 113 M | -USD 10.7 M | -9% | 16% | 844% | 39 | 66.67% | 0.4 |
|