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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
Compass Financial Management
Tampa,
Florida
| USD 829 M | – | – | 21.4% | – | 1,545 | – | 0 |
|
| 2877 |
2877
Sharkey, Howes & Javer
Denver,
Colorado
| USD 829 M | +USD 86.4 M | +12% | 12.9% | 54.6% | 166 | 9.64% | 3.4 |
|
| 2878 |
2878
AdvisorShares Investments
Bethesda,
Maryland
| USD 828 M | +USD 279 M | +51% | 15.3% | 110% | 333 | 35.14% | 1.4 |
|
| 2879 |
2879
Benchstone Capital Management
New York
| USD 828 M | -USD 31.7 M | -4% | 33.2% | – | 54 | 61.11% | 0.4 |
|
| 2880 |
2880
Arvest Investments
Lowell,
Arkansas
| USD 827 M | +USD 93.3 M | +13% | 11.4% | – | 228 | 16.67% | 1.5 |
|
| 2881 |
2881
Cullen Investment Group
Lafayette,
Louisiana
| USD 827 M | +USD 69 M | +9% | 13.6% | 102% | 188 | 8.51% | 2.1 |
|
| 2882 |
2882
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| USD 826 M | +USD 50.7 M | +7% | 11.1% | 77.6% | 142 | 7.04% | 8.8 |
|
| 2883 |
2883
Meridian Wealth Partners
Exton,
Pennsylvania
| USD 826 M | +USD 97.5 M | +13% | 13.2% | 54.2% | 132 | 15.91% | 3.5 |
|
| 2884 |
2884
Parsifal Capital Management
Greenwich,
Connecticut
| USD 826 M | -USD 23.4 M | -3% | 29.3% | 154% | 20 | 35% | 1.3 |
|
| 2885 |
2885
Strategic Wealth Investment Group
Louisville,
Kentucky
| USD 825 M | +USD 36.7 M | +5% | 6.64% | – | 109 | 18.35% | 2.3 |
|
| 2886 |
2886
John G. Ullman & Associates
Corning,
New York
| USD 824 M | +USD 70.1 M | +9% | 26.3% | 156% | 191 | 14.14% | 4.9 |
|
| 2887 |
2887
Rice Partnership
Honolulu,
Hawaii
| USD 824 M | +USD 92.1 M | +13% | 22.6% | 123% | 190 | 16.32% | 3.8 |
|
| 2888 |
2888
Werba Rubin Papier Wealth Management
San Jose,
California
| USD 824 M | +USD 105 M | +15% | 13% | 67% | 326 | 19.94% | 1.4 |
|
| 2889 |
2889
Intellus Advisors
Naples,
Florida
| USD 823 M | +USD 91.7 M | +13% | 17.9% | – | 139 | 13.67% | 1.2 |
|
| 2890 |
2890
McGowan Group Asset Management
Dallas,
Texas
| USD 823 M | +USD 37.8 M | +5% | 14.2% | 69.8% | 168 | 16.67% | 3.2 |
|
| 2891 |
2891
Hudson Valley Investment Advisors
Goshen,
New York
| USD 823 M | +USD 51.5 M | +7% | 16.8% | 94.6% | 152 | 10.53% | 7.2 |
|
| 2892 |
2892
Leelyn Smith
Geneva,
Illinois
| USD 822 M | +USD 109 M | +15% | 20.7% | 77.3% | 165 | 11.52% | 3.5 |
|
| 2893 |
2893
Sirios Capital Management
Boston,
Massachusetts
| USD 822 M | -USD 2.51 M | -0.3% | 22.5% | 177% | 95 | 24.21% | 1.5 |
|
| 2894 |
2894
Sivia Capital Partners
Mill Valley,
California
| USD 822 M | +USD 306 M | +59% | 25.9% | – | 608 | 36.35% | 0.9 |
|
| 2895 |
2895
Greenup Street Wealth Management
Ann Arbor,
Michigan
| USD 822 M | +USD 111 M | +16% | 15.8% | 65.6% | 153 | 24.84% | 1.8 |
|
| 2896 |
2896
Avenir Corporation
Alexandria,
Virginia
| USD 821 M | +USD 238 k | +0% | 4.1% | 34.4% | 82 | 15.85% | 6 |
|
| 2897 |
2897
Legacy Financial Advisors
Covington,
Kentucky
| USD 820 M | +USD 105 M | +15% | 19% | 86.3% | 453 | 14.79% | 2.6 |
|
| 2898 |
2898
Capital Advantage
Walnut Creek,
California
| USD 820 M | +USD 54.7 M | +7% | 11.4% | 49.2% | 161 | 16.77% | 2.7 |
|
| 2899 |
2899
Faithward Advisors
Lancaster,
Pennsylvania
| USD 819 M | +USD 119 M | +17% | 20.1% | 119% | 354 | 30.51% | 1.8 |
|
| 2900 |
2900
Canal Capital Management
Richmond,
Virginia
| USD 819 M | +USD 79.9 M | +11% | 13.2% | 67.8% | 243 | 24.28% | 3.7 |
|