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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Euro Pacific Asset Management
Dorado,
Puerto Rico
| USD 880 M | -USD 130 M | -13% | 10.4% | 172% | 96 | 0% | 3.5 |
|
| 2777 |
2777
Foguth Wealth Management
Brighton,
Michigan
| USD 879 M | +USD 21.7 M | +3% | 11.1% | – | 226 | 12.39% | 1.2 |
|
| 2778 |
2778
Cannon Financial Strategists
Athens,
Georgia
| USD 879 M | +USD 118 M | +15% | 10.8% | 52.4% | 137 | 23.36% | 3.2 |
|
| 2779 |
2779
Absher Wealth Management
Chapel Hill,
North Carolina
| USD 878 M | +USD 25.4 M | +3% | 5.81% | 54.5% | 76 | 10.53% | 4 |
|
| 2780 |
2780
Eclectic Associates
Fullerton,
California
| USD 878 M | +USD 125 M | +17% | 10.3% | 53.8% | 167 | 7.78% | 2.7 |
|
| 2781 |
2781
Vision Capital Management
Portland,
Oregon
| USD 876 M | +USD 84 M | +11% | 14.3% | 67.4% | 158 | 6.33% | 4.6 |
|
| 2782 |
2782
St Louis Trust
Saint Louis,
Missouri
| USD 875 M | +USD 18.9 M | +2% | 18.3% | 71.4% | 150 | 20% | 5.1 |
|
| 2783 |
2783
Managed Asset Portfolios
Rochester,
Michigan
| USD 875 M | +USD 40.5 M | +5% | 17.5% | 99.2% | 56 | 17.86% | 4.3 |
|
| 2784 |
2784
Lake Street Private Wealth
Chicago,
Illinois
| USD 874 M | +USD 88.9 M | +11% | 17.1% | 92.5% | 290 | 12.07% | 3.7 |
|
| 2785 |
2785
Inspirion Wealth Advisors
Libertyville,
Illinois
| USD 874 M | +USD 70.4 M | +9% | 9.53% | 52.5% | 199 | 14.07% | 4.4 |
|
| 2786 |
2786
Concord Wealth Partners
Abingdon,
Virginia
| USD 873 M | +USD 103 M | +13% | 14.3% | 66% | 886 | 76.64% | 0.9 |
|
| 2787 |
2787
Thompson Investment Management
Madison,
Wisconsin
| USD 872 M | +USD 98.1 M | +13% | 12.6% | 100% | 519 | 6.74% | 4.1 |
|
| 2788 |
CFGSD
2788
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| USD 872 M | +USD 157 M | +22% | 16.3% | 72% | 120 | 13.33% | 2.5 |
|
| 2789 |
2789
Walkner Condon Financial Advisors
Madison,
Wisconsin
| USD 871 M | +USD 113 M | +15% | 10.4% | 56.8% | 360 | 15% | 2.8 |
|
| 2790 |
2790
Mint Tower Capital Management
Amsterdam,
Netherlands
| USD 871 M | -USD 246 M | -22% | 3.83% | 40% | 404 | 32.67% | 0.6 |
|
| 2791 |
2791
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| USD 871 M | +USD 166 M | +24% | 30.7% | 183% | 65 | 9.23% | 7.4 |
|
| 2792 |
2792
Scarborough Advisors
Annapolis,
Maryland
| USD 871 M | -USD 42.7 M | -5% | 12.3% | 63.3% | 764 | 81.28% | 1.4 |
|
| 2793 |
MO
2793
McMillan Office
St. Clair Shores,
Michigan
| USD 871 M | +USD 89.2 M | +11% | 15.1% | – | 512 | 3.32% | 0.5 |
|
| 2794 |
SCM
2794
SIR Capital Management
New York
| USD 870 M | -USD 201 M | -19% | 1.05% | 71.1% | 107 | 43.93% | 0.9 |
|
| 2795 |
2795
Premier Path Wealth Partners
Madison,
New Jersey
| USD 870 M | +USD 102 M | +13% | 18.4% | 98.8% | 416 | 8.17% | 2 |
|
| 2796 |
2796
Oslo Pensjonsforsikring
Oslo,
| USD 869 M | +USD 227 M | +35% | 16.6% | 79% | 496 | 17.14% | 1.7 |
|
| 2797 |
2797
Gilbert & Cook
West Des Moines,
Iowa
| USD 869 M | +USD 94.7 M | +12% | 13% | 63.2% | 238 | 10.92% | 3.8 |
|
| 2798 |
2798
Tran Capital Management
San Rafael,
California
| USD 869 M | +USD 140 M | +19% | 34.3% | 149% | 78 | 24.36% | 3 |
|
| 2799 |
2799
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| USD 868 M | +USD 35.4 M | +4% | 8.23% | 56.1% | 67 | 16.42% | 2.8 |
|
| 2800 |
2800
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| USD 868 M | +USD 112 M | +15% | 18.7% | 76.1% | 298 | 9.4% | 4.7 |
|