¡Ya estamos en !
Descubre más
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Spirit of America Management Corp
Syosset,
New York
| USD 468 M | +USD 45.2 M | +11% | 11.1% | 113% | 241 | 6.64% | 4.4 |
|
| 2977 |
2977
Flaharty Asset Management
Clearwater,
Florida
| USD 468 M | +USD 34.7 M | +8% | 5.06% | 37.8% | 125 | 12% | 1.7 |
|
| 2978 |
2978
Crestone Asset Management
Boulder,
Colorado
| USD 468 M | +USD 81.9 M | +21% | 5.9% | 6.65% | 86 | 20.93% | 2.1 |
|
| 2979 |
2979
Bremer Bank National Association
St Paul,
Minnesota
| USD 467 M | +USD 29.4 M | +7% | 7.73% | 37.4% | 219 | 11.87% | 1.8 |
|
| 2980 |
2980
Astor Investment Management
Chicago,
Illinois
| USD 467 M | +USD 27.9 M | +6% | 5.3% | 23.3% | 64 | 23.44% | 1.3 |
|
| 2981 |
2981
American National Bank & Trust
Wichita Falls,
Texas
| USD 467 M | +USD 43 M | +10% | 7.29% | 102% | 320 | 23.13% | 2.5 |
|
| 2982 |
2982
Condire Management
Dallas,
Texas
| USD 467 M | +USD 132 M | +40% | 4.65% | 187% | 26 | 50% | 0.1 |
|
| 2983 |
2983
Formidable Asset Management
Cincinnati,
Ohio
| USD 466 M | +USD 5.68 M | +1% | 5.19% | 62.2% | 354 | 24.29% | 1.1 |
|
| 2984 |
2984
JGP Wealth Management
Bend,
Oregon
| USD 465 M | +USD 18.7 M | +4% | 6.2% | 87.8% | 171 | 21.64% | 1.9 |
|
| 2985 |
2985
Kelly Lawrence W & Associates
Pasadens,
California
| USD 465 M | +USD 42.6 M | +10% | 10% | 123% | 165 | 13.94% | 3.1 |
|
| 2986 |
HH
2986
Hernani Holdings
Jackson,
Wyoming
| USD 465 M | -USD 69.3 M | -13% | 5.08% | – | 13 | 7.69% | 0.7 |
|
| 2987 |
2987
Bourgeon Capital Management
Darien,
Connecticut
| USD 465 M | +USD 13.9 M | +3% | 6.3% | 121% | 299 | 9.36% | 1.8 |
|
| 2988 |
2988
L.J. Altfest & Co
New York
| USD 464 M | +USD 40.8 M | +10% | 5.44% | 95.6% | 306 | 23.53% | 2.3 |
|
| 2989 |
CAS
2989
Cascadia Advisory Services
Portland,
Oregon
| USD 463 M | +USD 12.1 M | +3% | 6.3% | – | 262 | 22.9% | 0.9 |
|
| 2990 |
LWANC
2990
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| USD 463 M | +USD 50.8 M | +12% | 6.34% | 71.1% | 774 | 16.93% | 1.5 |
|
| 2991 |
2991
DG Capital Management
New York
| USD 463 M | +USD 44.6 M | +11% | 7.72% | 76.7% | 252 | 73.41% | 0.2 |
|
| 2992 |
WWM
2992
Windsor Wealth Management
Indianapolis,
Indiana
| USD 463 M | +USD 43.1 M | +10% | 6.23% | 37.3% | 218 | 11.47% | 2.1 |
|
| 2993 |
2993
Grove Bank & Trust
Miami,
Florida
| USD 462 M | +USD 36.6 M | +9% | 6.62% | 80.5% | 222 | 4.95% | 3.2 |
|
| 2994 |
2994
Geller Advisors
New York
| USD 462 M | +USD 37.5 M | +9% | 8.36% | 20.4% | 141 | 14.89% | 1.2 |
|
| 2995 |
2995
New England Investment & Retirement Group
North Andover,
Massachusetts
| USD 460 M | +USD 46.4 M | +11% | 7.81% | 72.5% | 113 | 27.43% | 1.3 |
|
| 2996 |
2996
Hendershot Investments
Centreville,
Virginia
| USD 460 M | +USD 28.1 M | +7% | 6.29% | 50.5% | 93 | 5.38% | 4.4 |
|
| 2997 |
2997
Dimension Capital Management
Coral Gables,
Florida
| USD 460 M | +USD 34.7 M | +8% | 7.19% | 65.5% | 116 | 18.97% | 2.4 |
|
| 2998 |
2998
OLP Capital Management
Causeway Bay,
Hong Kong
| USD 459 M | +USD 167 M | +57% | 13.1% | 146% | 6 | 16.67% | 0.4 |
|
| 2999 |
2999
Magnus Financial Group
New York
| USD 459 M | +USD 45 M | +11% | 6.48% | 78.2% | 257 | 14.4% | 1.5 |
|
| 3000 |
3000
Aozora Bank
Tokyo,
Japan
| USD 459 M | +USD 68.3 M | +17% | 2.39% | 5.45% | 2 | 0% | 3.4 |
|