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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Center for Financial Planning
Southfied,
Michigan
| USD 375 M | -USD 19 M | -5% | 5.74% | 64.4% | 696 | 24.43% | 1.7 |
|
| 3002 |
3002
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| USD 374 M | -USD 16.6 M | -4% | 4.87% | 78.9% | 140 | 7.14% | 0.5 |
|
| 3003 |
VCM
3003
V3 Capital Management
Dallas,
Texas
| USD 374 M | -USD 56.2 M | -13% | 10% | 20.5% | 14 | 42.86% | 1.2 |
|
| 3004 |
3004
59 North Capital Management
Houston,
Texas
| USD 374 M | +USD 24.8 M | +7% | 2.39% | 81.4% | 13 | 15.38% | 1 |
|
| 3005 |
3005
TAP Consulting
Kirkwood,
Missouri
| USD 374 M | +USD 13.2 M | +4% | 2.2% | 3.08% | 132 | 18.94% | 1.9 |
|
| 3006 |
3006
NBW Capital
Boston,
Massachusetts
| USD 373 M | +USD 8.45 M | +2% | 0.2% | 86% | 92 | 14.13% | 3.9 |
|
| 3007 |
MAA
3007
Mraz Amerine & Associates
Modesto,
California
| USD 372 M | -USD 16.7 M | -4% | 3.32% | 69.8% | 174 | 6.9% | 4.7 |
|
| 3008 |
3008
Capital Planning Advisors
Roseville,
California
| USD 372 M | -USD 5.43 M | -1% | 5.03% | 64.2% | 138 | 16.67% | 3.7 |
|
| 3009 |
3009
IMA Advisory Services
Denver,
Colorado
| USD 372 M | -USD 36.4 M | -9% | 2.69% | 74.5% | 413 | 24.21% | 2.7 |
|
| 3010 |
3010
CHI Advisors
New York
| USD 372 M | +USD 110 M | +42% | 63% | 88.2% | 30 | 23.33% | 1.7 |
|
| 3011 |
3011
DAFNA Capital Management
Los Angeles,
California
| USD 372 M | +USD 4.91 M | +1% | 13.8% | 313% | 97 | 18.56% | 2.3 |
|
| 3012 |
3012
Coastal Bridge Advisors
Westport,
Connecticut
| USD 372 M | +USD 46.8 M | +14% | 49.3% | 88.1% | 186 | 18.28% | 3 |
|
| 3013 |
HA
3013
Harbor Advisors
West Palm Beach,
Florida
| USD 372 M | -USD 40.3 M | -10% | 8.26% | 125% | 181 | 10.5% | 3.8 |
|
| 3014 |
3014
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| USD 372 M | +USD 12.7 M | +4% | 4.95% | 38.2% | 140 | 14.29% | 2.5 |
|
| 3015 |
3015
NFC Investments
Memphis,
Tennessee
| USD 371 M | +USD 2.6 M | +0.7% | 2.6% | – | 37 | 8.11% | 4.6 |
|
| 3016 |
3016
Rowlandmiller & Partners
Atlanta,
Georgia
| USD 371 M | -USD 19.4 M | -5% | 4.74% | 84% | 179 | 6.7% | 4.8 |
|
| 3017 |
3017
Capital Insight Partners
Scottsdale,
Arizona
| USD 371 M | -USD 57.2 M | -13% | 5.31% | 51.7% | 153 | 6.54% | 3.1 |
|
| 3018 |
LCM
3018
Lonestar Capital Management
San Francisco,
California
| USD 371 M | -USD 128 M | -26% | 5.33% | 260% | 32 | 50% | 0.7 |
|
| 3019 |
3019
Synergy Asset Management
Vancouver,
Washington
| USD 371 M | -USD 6.62 M | -2% | 3.11% | 97.3% | 145 | 60.69% | 0.5 |
|
| 3020 |
3020
Recurrent Investment Advisors
Houston,
Texas
| USD 371 M | +USD 40.8 M | +12% | 0.81% | 99.7% | 50 | 18% | 2.4 |
|
| 3021 |
3021
AdvisorShares Investments
Bethesda,
Maryland
| USD 370 M | +USD 11.1 M | +3% | 6.16% | 110% | 357 | 47.9% | 0.7 |
|
| 3022 |
VCM
3022
Vivaldi Capital Management
Chicago,
Illinois
| USD 370 M | -USD 13.9 M | -4% | 5.5% | 69.2% | 234 | 11.97% | 2.8 |
|
| 3023 |
3023
Octavia Wealth Advisors
Cincinnati,
Ohio
| USD 370 M | -USD 12 M | -3% | 5.49% | 67.9% | 179 | 11.17% | 1.4 |
|
| 3024 |
3024
Stockman Wealth Management
Billings,
Montana
| USD 370 M | -USD 22.4 M | -6% | 7.59% | 73.5% | 184 | 7.61% | 4.3 |
|
| 3025 |
3025
Divergent Wealth Advisors
South Jordan,
Utah
| USD 370 M | -USD 33.5 M | -8% | 5.13% | 14.7% | 20 | 15% | 3.1 |
|