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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
Foresight Wealth Management
Draper,
Utah
| USD 451 M | +USD 57.1 M | +14% | 5.61% | 19.1% | 142 | 19.72% | 1.3 |
|
| 3027 |
3027
Columbia Asset Management
Ann Arbor,
Michigan
| USD 451 M | -USD 101 M | -18% | 6.43% | 94.1% | 192 | 17.71% | 4.4 |
|
| 3028 |
3028
Buckhead Capital Management
Atlanta,
Georgia
| USD 451 M | +USD 21.8 M | +5% | 6.44% | 67.6% | 144 | 6.94% | 3.4 |
|
| 3029 |
3029
Security National Trust
Wheeling,
West Virginia
| USD 450 M | +USD 24.8 M | +6% | 7.29% | 58.3% | 422 | 10.43% | 5.4 |
|
| 3030 |
3030
Paradigm Financial Advisors
Des Peres,
Missouri
| USD 450 M | +USD 38.1 M | +9% | 9.66% | 114% | 235 | 12.77% | 2.3 |
|
| 3031 |
3031
Stonnington Group
Pasadena,
California
| USD 450 M | +USD 36.9 M | +9% | 11.1% | – | 288 | 18.75% | 0.2 |
|
| 3032 |
3032
Capital Investment Counsel Inc
Raleigh,
North Carolina
| USD 449 M | +USD 74.7 M | +20% | 10.7% | 174% | 210 | 13.81% | 4.1 |
|
| 3033 |
3033
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| USD 448 M | +USD 42 M | +10% | 8.14% | 116% | 296 | 36.82% | 0.9 |
|
| 3034 |
BPM
3034
Bowling Portfolio Management
Cincinnati,
Ohio
| USD 448 M | +USD 27.5 M | +7% | 7.64% | 45.7% | 236 | 28.39% | 3.4 |
|
| 3035 |
3035
Disruptive Technology Advisers
Austin,
Texas
| USD 448 M | +USD 306 M | +216% | 3.06% | – | 5 | 60% | 0.2 |
|
| 3036 |
3036
Lindbrook Capital
Calabasas,
California
| USD 447 M | +USD 3.29 M | +0.7% | 7.31% | 35.8% | 2,060 | 12.18% | 1.7 |
|
| 3037 |
3037
Oak Grove Capital
North Hampton,
New Hampshire
| USD 447 M | +USD 89.1 M | +25% | 13.4% | 470% | 118 | 19.49% | 1.1 |
|
| 3038 |
3038
FFT Wealth Management
Philadelphia,
Pennsylvania
| USD 447 M | +USD 142 M | +46% | 6.55% | 65.6% | 249 | 89.56% | 0.3 |
|
| 3039 |
PWW
3039
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 446 M | +USD 24.8 M | +6% | 5.6% | 70.9% | 161 | 5.59% | 5 |
|
| 3040 |
3040
Foundation Resource Management
Little Rock,
Arkansas
| USD 446 M | +USD 25.3 M | +6% | 7.82% | 84.5% | 52 | 5.77% | 6.1 |
|
| 3041 |
CRB
3041
Chad R. Baker
| USD 445 M | +USD 27.4 M | +7% | 8.97% | 123% | 54 | 7.41% | 4 |
|
| 3042 |
3042
Odey Asset Management Group
London,
United Kingdom
| USD 445 M | +USD 88 M | +25% | 8.07% | 259% | 96 | 57.29% | 1.5 |
|
| 3043 |
3043
Gryphon Financial Partners
Columbus,
Ohio
| USD 445 M | +USD 4.4 M | +1% | 4.6% | 93.7% | 194 | 21.13% | 2 |
|
| 3044 |
3044
Cahill Financial Advisors
Edina,
Minnesota
| USD 445 M | +USD 34.9 M | +9% | 5.76% | 55.9% | 212 | 8.02% | 3.4 |
|
| 3045 |
VHMC
3045
Value Holdings Management Company
Hampton Bays,
New York
| USD 445 M | +USD 5.74 M | +1% | 2.6% | 125% | 66 | 3.03% | 3 |
|
| 3046 |
3046
Winthrop Advisory Group
Boston,
Massachusetts
| USD 444 M | +USD 38.9 M | +10% | 7.1% | 78.3% | 142 | 12.68% | 2 |
|
| 3047 |
3047
Rosenblum Silverman Sutton
San Francisco,
California
| USD 444 M | +USD 54.4 M | +14% | 14.3% | 90.1% | 71 | 2.82% | 3.7 |
|
| 3048 |
GA
3048
GFS Advisors
Houston,
Texas
| USD 444 M | +USD 16 M | +4% | 6.46% | 97.9% | 158 | 16.46% | 3.8 |
|
| 3049 |
3049
Sky Investment Group
Hartford,
Connecticut
| USD 444 M | +USD 25.8 M | +6% | 6.54% | 68% | 125 | 4.8% | 4.3 |
|
| 3050 |
3050
Intellectus Partners
San Francisco,
California
| USD 443 M | +USD 79.4 M | +22% | 7.3% | 157% | 280 | 16.43% | 1.8 |
|