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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
Ashton Thomas Securities
Rochester,
New York
| USD 716 M | +USD 303 M | +73% | 6.89% | – | 427 | 39.34% | 0.7 |
|
| 2852 |
LWANC
2852
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| USD 715 M | +USD 46.6 M | +7% | 6.88% | 71.1% | 189 | 13.76% | 5.8 |
|
| 2853 |
2853
Troluce Capital Advisors
Dorado,
Puerto Rico
| USD 715 M | +USD 293 M | +69% | 9.16% | 61.1% | 53 | 75.47% | 0.1 |
|
| 2854 |
2854
Hohimer Wealth Management
Seattle,
Washington
| USD 715 M | +USD 152 M | +27% | 9.83% | 99.7% | 379 | 37.73% | 1.6 |
|
| 2855 |
2855
Berman McAleer
Timonium,
Maryland
| USD 715 M | – | – | 6.74% | – | 164 | – | 0 |
|
| 2856 |
ECM
2856
EagleClaw Capital Management
Boston,
Massachusetts
| USD 715 M | +USD 45.3 M | +7% | 6.12% | 104% | 149 | 5.37% | 6.7 |
|
| 2857 |
2857
Camden National Bank
Camden,
Maine
| USD 715 M | +USD 21 M | +3% | 5.42% | 48.8% | 173 | 9.25% | 4.2 |
|
| 2858 |
2858
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| USD 715 M | +USD 52.3 M | +8% | 6.74% | 61.6% | 198 | 7.07% | 1.9 |
|
| 2859 |
2859
Inspirion Wealth Advisors
Libertyville,
Illinois
| USD 715 M | -USD 40.9 M | -5% | 6.27% | 52.5% | 171 | 19.88% | 5 |
|
| 2860 |
2860
Auxier Asset Management
Aurora,
Oregon
| USD 714 M | +USD 32.7 M | +5% | 6.44% | 71.7% | 179 | 5.59% | 8.3 |
|
| 2861 |
2861
Oarsman Capital
Milwaukee,
Wisconsin
| USD 713 M | +USD 75.6 M | +12% | 7.14% | 70.6% | 272 | 16.54% | 4.2 |
|
| 2862 |
2862
Dean Investment Associates
Beavercreek,
Ohio
| USD 713 M | +USD 33.2 M | +5% | 6.35% | 63.5% | 216 | 12.04% | 4.5 |
|
| 2863 |
2863
George Kaiser Family Foundation
Tulsa,
Oklahoma
| USD 713 M | +USD 18.7 M | +3% | 4.37% | 106% | 70 | 5.71% | 1.2 |
|
| 2864 |
2864
Boulay Financial Advisors
Eden Prairie,
Minnesota
| USD 712 M | +USD 49.4 M | +7% | 6.62% | – | 4 | 0% | 0.4 |
|
| 2865 |
2865
Mechanics Bank - Trust Department
Walnut Creek,
California
| USD 712 M | +USD 14.6 M | +2% | 7.98% | 76.8% | 216 | 6.48% | 6.6 |
|
| 2866 |
2866
Glassman Wealth Services
Vienna,
Virginia
| USD 712 M | +USD 58.8 M | +9% | 7.35% | 62.6% | 192 | 8.33% | 4.6 |
|
| 2867 |
2867
Fortis Capital Management
Bellevue,
Washington
| USD 712 M | +USD 69.1 M | +11% | 7.11% | 82% | 186 | 11.29% | 2 |
|
| 2868 |
2868
Blueprint Investment Partners
Greensboro,
North Carolina
| USD 712 M | +USD 148 M | +26% | 7.8% | 91.9% | 125 | 54.4% | 1.1 |
|
| 2869 |
2869
Rule One Partners
Moreland,
Georgia
| USD 711 M | +USD 527 M | +286% | 7.4% | – | 11 | 18.18% | 0.7 |
|
| 2870 |
2870
Alpine Bank Wealth Management
Grand Junction,
Colorado
| USD 711 M | +USD 48.8 M | +7% | 6.46% | – | 446 | 12.78% | 0.8 |
|
| 2871 |
2871
Gratus Wealth Advisors
Virginia Beach,
Virginia
| USD 710 M | +USD 49.9 M | +8% | 6.33% | 65.2% | 137 | 9.49% | 1.5 |
|
| 2872 |
2872
RMG Wealth Management
Platteville,
Wisconsin
| USD 710 M | +USD 59.9 M | +9% | 5.84% | – | 368 | 17.66% | 0.2 |
|
| 2873 |
2873
Liberty Wealth Management
Oakland,
California
| USD 710 M | +USD 72.3 M | +11% | 8.15% | 64.2% | 260 | 14.23% | 2.1 |
|
| 2874 |
2874
LS Investment Advisors
Bloomfield Hills,
Michigan
| USD 710 M | +USD 25.6 M | +4% | 9.34% | 98.7% | 140 | 7.14% | 8.6 |
|
| 2875 |
2875
Cigna Investments
Bloomfield,
Connecticut
| USD 710 M | +USD 122 M | +21% | 11.6% | 154% | 487 | 10.06% | 6 |
|