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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Arkos Global Advisors
Houston,
Texas
| USD 844 M | +USD 47.7 M | +6% | 7.08% | 43.6% | 207 | 43.96% | 3.6 |
|
| 2852 |
2852
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
| USD 844 M | +USD 81.2 M | +11% | 10.4% | – | 226 | 8.41% | 1.2 |
|
| 2853 |
2853
Power Corp of Canada
Montreal, Quebec,
Canada
| USD 843 M | +USD 97.7 M | +13% | 40.9% | 14.4% | 1 | 0% | 2.5 |
|
| 2854 |
2854
Kora Management
Brooklyn,
New York
| USD 843 M | +USD 141 M | +20% | 32.7% | 307% | 10 | 10% | 2.3 |
|
| 2855 |
2855
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 842 M | +USD 38.9 M | +5% | 10.2% | 85.2% | 153 | 10.46% | 5 |
|
| 2856 |
2856
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| USD 842 M | +USD 67.1 M | +9% | 16% | 80.3% | 197 | 20.81% | 3 |
|
| 2857 |
2857
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| USD 842 M | -USD 3.38 M | -0.4% | 7.08% | 40.2% | 121 | 9.09% | 4 |
|
| 2858 |
2858
Range Advisory
Mclean,
Virginia
| USD 840 M | +USD 301 M | +56% | 16.5% | – | 363 | 31.13% | 0.3 |
|
| 2859 |
2859
First Pacific Financial
Vancouver,
Washington
| USD 839 M | +USD 62.7 M | +8% | 12% | 53.6% | 718 | 36.63% | 2.1 |
|
| 2860 |
2860
Financial Enhancement Group
Anderson,
Indiana
| USD 839 M | +USD 31.5 M | +4% | 10.4% | 62.2% | 146 | 13.7% | 3.3 |
|
| 2861 |
2861
Security National Bank
Omaha,
Nebraska
| USD 838 M | +USD 151 M | +22% | 19.7% | 113% | 449 | 20.94% | 2.4 |
|
| 2862 |
2862
St. Denis J. Villere & Co
New Orleans,
Louisiana
| USD 838 M | -USD 69.2 M | -8% | 8.76% | 32.6% | 88 | 17.05% | 4.6 |
|
| 2863 |
2863
Nottingham Advisors
Amherst,
New York
| USD 838 M | +USD 60.6 M | +8% | 7.37% | 44.3% | 123 | 9.76% | 4.5 |
|
| 2864 |
2864
Physician Wealth Advisors
Midvale,
Utah
| USD 837 M | +USD 119 M | +17% | 15.6% | 71.3% | 2,476 | 22.66% | 1.2 |
|
| 2865 |
2865
Professional Advisory Services
Vero Beach,
Florida
| USD 836 M | +USD 111 M | +15% | 18.9% | 69.3% | 96 | 19.79% | 5.6 |
|
| 2866 |
2866
Glassman Wealth Services
Vienna,
Virginia
| USD 835 M | +USD 99.1 M | +13% | 12.4% | 62.6% | 245 | 27.35% | 4 |
|
| 2867 |
2867
Artemis Wealth Advisors
New York
| USD 835 M | +USD 172 M | +26% | 48.5% | 174% | 60 | 33.33% | 2 |
|
| 2868 |
2868
Breakwater Capital Group
Paramus,
New Jersey
| USD 833 M | +USD 86.5 M | +12% | 13.1% | 67.4% | 395 | 10.13% | 2.2 |
|
| 2869 |
2869
Blue Edge Capital
Richmond,
Virginia
| USD 833 M | +USD 79.8 M | +11% | 15.3% | 67.4% | 143 | 10.49% | 5.2 |
|
| 2870 |
2870
HHLR Advisors
Grand Cayman,
Cayman Islands
| USD 832 M | -USD 841 M | -50% | 26.8% | 137% | 43 | 30.23% | 2.5 |
|
| 2871 |
2871
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| USD 832 M | +USD 118 M | +17% | 1.63% | 101% | 17 | 5.88% | 1.4 |
|
| 2872 |
2872
Noesis Capital Mangement
Boca Raton,
Florida
| USD 832 M | +USD 155 M | +23% | 29.3% | 128% | 131 | 9.92% | 5.1 |
|
| 2873 |
2873
Sargent Investment Group
Bethesda,
Maryland
| USD 832 M | +USD 72.4 M | +10% | 13.6% | 113% | 292 | 12.33% | 2.3 |
|
| 2874 |
2874
AA Financial Advisors
Columbus,
Ohio
| USD 832 M | +USD 122 M | +17% | 11.1% | – | 242 | 13.64% | 1.5 |
|
| 2875 |
2875
American Financial Advisors
Marietta,
Georgia
| USD 831 M | +USD 81.6 M | +11% | 14.2% | 52.7% | 175 | 12.57% | 3.7 |
|