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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 174 M | -USD 41.4 M | -19% | 0.98% | 76.8% | 65 | 27.69% | 1.3 |
|
| 3027 |
AIA
3027
Allegis Investment Advisors
Idaho Falls,
Idaho
| USD 174 M | -USD 4.66 M | -3% | 1.29% | – | 1,171 | 84.03% | 0.2 |
|
| 3028 |
KL
3028
Kinsight LLC
Birmingham,
Alabama
| USD 174 M | +USD 2.45 M | +1% | 1.64% | 15.7% | 35 | 8.57% | 2.1 |
|
| 3029 |
IIC
3029
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| USD 174 M | +USD 46.9 M | +37% | 1.75% | 70.2% | 598 | 80.6% | 0 |
|
| 3030 |
BA
3030
Bard Associates
Chicago,
Illinois
| USD 174 M | +USD 4.06 M | +2% | 2.33% | 241% | 169 | 7.69% | 2.1 |
|
| 3031 |
PSC
3031
Prentiss Smith & Co
Brattleboro,
Vermont
| USD 174 M | -USD 15.4 M | -8% | 0.08% | 63.9% | 366 | 16.12% | 1.7 |
|
| 3032 |
3032
Summit Partners
Boston,
Massachusetts
| USD 173 M | -USD 146 M | -46% | 1.64% | 13.7% | 3 | 0% | 2.4 |
|
| 3033 |
RCM
3033
Riverpark Capital Management
New York
| USD 173 M | +USD 19.8 M | +13% | 0.59% | 152% | 49 | 36.73% | 1.4 |
|
| 3034 |
LWM
3034
LBA Wealth Management
Jacksonville,
Florida
| USD 173 M | -USD 673 k | -0.4% | 1.2% | 19.2% | 463 | 18.79% | 1.3 |
|
| 3035 |
CS
3035
Credential Securities
Vancouver,
| USD 173 M | +USD 20.4 M | +13% | 6.75% | 32.5% | 242 | 15.29% | 1.5 |
|
| 3036 |
WFC
3036
West Face Capital
Toronto,
Ontario, Canada
| USD 173 M | -USD 32.5 M | -16% | 1.05% | 10.9% | 5 | 20% | 1.9 |
|
| 3037 |
BCCM
3037
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| USD 173 M | +USD 7.28 M | +4% | 3.13% | 76.5% | 82 | 3.66% | 0.2 |
|
| 3038 |
BSWMG
3038
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| USD 173 M | +USD 1.66 M | +1% | 0.79% | 17.9% | 101 | 7.92% | 2.2 |
|
| 3039 |
FCT
3039
Family Capital Trust
Peabody,
Massachusetts
| USD 173 M | -USD 10.6 M | -6% | 0.65% | 32.3% | 81 | 24.69% | 2.1 |
|
| 3040 |
3040
IMA Advisory Services
Denver,
Colorado
| USD 172 M | +USD 7.68 M | +5% | 1.76% | 74.5% | 138 | 37.68% | 1.7 |
|
| 3041 |
VNA
3041
VNBTrust National Association
Charlottesville,
Virginia
| USD 172 M | -USD 11.1 M | -6% | 1.75% | 42.9% | 157 | 22.29% | 2 |
|
| 3042 |
HP
3042
HT Partners
Centerbrook,
Connecticut
| USD 172 M | +USD 17.7 M | +11% | 0.85% | 71.1% | 49 | 71.43% | 1.2 |
|
| 3043 |
GHA
3043
Garcia Hamilton & Associates
Houston,
Texas
| USD 172 M | +USD 1.34 M | +0.8% | 1.9% | 39.1% | 73 | 15.07% | 1.7 |
|
| 3044 |
RCS
3044
Retirement Capital Strategies
San Jose,
California
| USD 172 M | +USD 8.66 M | +5% | 1.98% | 59% | 17 | 17.65% | 1.4 |
|
| 3045 |
3045
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 172 M | +USD 5.76 M | +3% | 2.84% | 88.9% | 55 | 1.82% | 1.8 |
|
| 3046 |
FSA
3046
Financial Sense Advisors
San Diego,
California
| USD 172 M | -USD 41.9 M | -20% | 6.35% | 152% | 109 | 44.95% | 1 |
|
| 3047 |
MMEA
3047
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| USD 172 M | +USD 13.5 M | +9% | 0.05% | 18.2% | 28 | 10.71% | 0.3 |
|
| 3048 |
OCM
3048
Oskie Capital Management
New York
| USD 172 M | -USD 8.16 M | -5% | 1.88% | 69.3% | 29 | 41.38% | 0.5 |
|
| 3049 |
3049
Gemmer Asset Management
Walnut Creek,
California
| USD 171 M | +USD 2.18 M | +1% | 0.11% | 96.8% | 1,387 | 13.05% | 1.7 |
|
| 3050 |
3050
Gladius Capital Management
Chicago,
Illinois
| USD 171 M | +USD 1.76 M | +1% | 1.09% | 78% | 2 | 0% | 2.3 |
|