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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Opus Capital Group
Cincinnati,
Ohio
| USD 564 M | -USD 13.8 M | -2% | 2.9% | 49.7% | 126 | 8.73% | 4.5 |
|
| 2577 |
2577
Cornerstone Wealth Group
Huntersville,
North Carolina
| USD 564 M | +USD 12 M | +2% | 3.11% | 96% | 160 | 17.5% | 2.4 |
|
| 2578 |
2578
SYM Financial Corp
Winona Lake,
Indiana
| USD 563 M | +USD 70.1 M | +14% | 4.33% | 64.3% | 201 | 44.78% | 1.6 |
|
| 2579 |
2579
Intelligence Driven Advisers
Carlsbad,
California
| USD 563 M | -USD 7.33 M | -1% | 2.81% | 65.6% | 101 | 20.79% | 1.9 |
|
| 2580 |
2580
Discovery Capital Management
South Norwalk,
Connecticut
| USD 563 M | -USD 388 M | -41% | 6.95% | 871% | 75 | 65.33% | 0.6 |
|
| 2581 |
2581
Thompson Investment Management
Madison,
Wisconsin
| USD 563 M | -USD 53.3 M | -9% | 5.51% | 100% | 425 | 5.65% | 2.9 |
|
| 2582 |
2582
One Day In July LLC
Burlington,
Vermont
| USD 562 M | +USD 9.4 M | +2% | 4.72% | 43.1% | 106 | 16.98% | 2.4 |
|
| 2583 |
2583
City Holding Co
Charleston,
West Virginia
| USD 561 M | -USD 19.5 M | -3% | 2.09% | 89.2% | 538 | 10.22% | 5.6 |
|
| 2584 |
2584
Acorn Financial Advisory Services
Reston,
Virginia
| USD 560 M | -USD 2.74 M | -0.5% | 2.55% | 96.9% | 254 | 9.45% | 2.4 |
|
| 2585 |
2585
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 559 M | -USD 30.3 M | -5% | 3.24% | 80.3% | 213 | 7.04% | 5.5 |
|
| 2586 |
2586
Baker Ellis Asset Management
Vancouver,
Washington
| USD 557 M | -USD 31.2 M | -5% | 2.99% | 91.9% | 216 | 11.11% | 5.2 |
|
| 2587 |
2587
Hartline Investment Corp
Winnetka,
Illinois
| USD 557 M | -USD 30 M | -5% | 2.81% | 201% | 117 | 11.97% | 2.4 |
|
| 2588 |
GIM
2588
Greylin Investment Management
Orange,
Virginia
| USD 557 M | +USD 2.97 M | +0.5% | 2.53% | 52.1% | 74 | 12.16% | 5.6 |
|
| 2589 |
2589
Lake Street Private Wealth
Chicago,
Illinois
| USD 556 M | -USD 13.2 M | -2% | 2.24% | 105% | 305 | 12.13% | 2.4 |
|
| 2590 |
2590
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| USD 555 M | +USD 149 M | +37% | 2.78% | 82.3% | 33 | 60.61% | 0.9 |
|
| 2591 |
2591
Moloney Securities Asset Management
Manchester,
Missouri
| USD 555 M | -USD 10.6 M | -2% | 2.05% | 86% | 479 | 18.37% | 3.2 |
|
| 2592 |
2592
Great Lakes Retirement
Sandusky,
Ohio
| USD 555 M | -USD 10.8 M | -2% | 2.3% | 118% | 236 | 16.95% | 1.6 |
|
| 2593 |
2593
Gateway Wealth Partners
Appleton,
Wisconsin
| USD 555 M | -USD 4.69 M | -0.8% | 3.39% | 58.9% | 273 | 18.32% | 0.6 |
|
| 2594 |
2594
Institute for Wealth Management
Denver,
Colorado
| USD 554 M | -USD 38.4 M | -6% | 2.39% | 137% | 481 | 8.94% | 3.6 |
|
| 2595 |
2595
Perennial Investment Advisors
Los Angeles,
California
| USD 554 M | -USD 14.4 M | -3% | 3.27% | 84.3% | 381 | 12.34% | 1.6 |
|
| 2596 |
2596
Mark Asset Management
New York
| USD 553 M | -USD 65.4 M | -11% | 3.21% | 325% | 61 | 37.7% | 2.6 |
|
| 2597 |
2597
NTV Asset Management
Charleston,
West Virginia
| USD 552 M | -USD 21.4 M | -4% | 2.59% | 110% | 266 | 8.27% | 5.8 |
|
| 2598 |
2598
Nemes Rush Group
Novi,
Michigan
| USD 552 M | -USD 15.4 M | -3% | 3.44% | 111% | 734 | 17.98% | 0.2 |
|
| 2599 |
2599
Hardy Reed
Tupelo,
Mississippi
| USD 552 M | -USD 15.8 M | -3% | 3.71% | 69.7% | 108 | 12.96% | 2.7 |
|
| 2600 |
2600
Strategic Wealth Investment Group
Louisville,
Kentucky
| USD 552 M | -USD 78.5 M | -12% | 3.91% | – | 117 | 14.53% | 2.3 |
|