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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Confluence Wealth Services
Mcmurray,
Pennsylvania
| USD 385 M | +USD 148 M | +63% | 11.6% | 64.5% | 244 | 12.3% | 0.8 |
|
| 3077 |
LHC
3077
Lodge Hill Capital
New York
| USD 385 M | +USD 114 M | +42% | 12.4% | 17.9% | 33 | 39.39% | 0.8 |
|
| 3078 |
3078
Oak Harvest Investment Services
Houston,
Texas
| USD 384 M | +USD 9.5 M | +3% | 10.4% | 120% | 102 | 15.69% | 1.5 |
|
| 3079 |
3079
Bornite Capital Management
New York
| USD 384 M | +USD 30.6 M | +9% | 10% | 208% | 45 | 73.33% | 0.2 |
|
| 3080 |
3080
Systelligence LLC
Bloomington,
Minnesota
| USD 384 M | +USD 56.8 M | +17% | 8.64% | 57.3% | 48 | 22.92% | 0.9 |
|
| 3081 |
3081
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| USD 384 M | +USD 36.7 M | +11% | 11.7% | 17.8% | 1 | 0% | 9.5 |
|
| 3082 |
3082
Prestige Wealth Management Group
Flemington,
New Jersey
| USD 384 M | +USD 27.8 M | +8% | 6.37% | 55.8% | 1,202 | 15.89% | 2.4 |
|
| 3083 |
3083
Matthew Goff Investment Advisor
Houston,
Texas
| USD 384 M | +USD 33.8 M | +10% | 10.2% | 89.6% | 89 | 15.73% | 3.3 |
|
| 3084 |
3084
Peak Asset Management
Louisville,
Colorado
| USD 384 M | +USD 32.4 M | +9% | 11.2% | 70.1% | 142 | 7.04% | 4.7 |
|
| 3085 |
3085
Seven Eight Capital
New York
| USD 383 M | -USD 117 M | -23% | 4.49% | 13.6% | 686 | 75.8% | 0.2 |
|
| 3086 |
LA
3086
Lynch & Associates
Newburgh,
Indiana
| USD 383 M | +USD 40.7 M | +12% | 13.8% | 73.5% | 107 | 4.67% | 7 |
|
| 3087 |
3087
Resource Consulting Group
Orlando,
Florida
| USD 382 M | +USD 31.6 M | +9% | 13.1% | – | 49 | 32.65% | 0.9 |
|
| 3088 |
3088
Horst & Graben Wealth Management
Portland,
Oregon
| USD 382 M | +USD 29.6 M | +8% | 6.21% | 55.1% | 133 | 12.78% | 2 |
|
| 3089 |
3089
Bedell Frazier Investment Counselling
Walnut Creek,
California
| USD 382 M | +USD 26.3 M | +7% | 7.87% | 72.5% | 104 | 12.5% | 2.4 |
|
| 3090 |
3090
TAP Consulting
Kirkwood,
Missouri
| USD 382 M | +USD 8.13 M | +2% | 3.65% | 3.08% | 135 | 18.52% | 1.9 |
|
| 3091 |
3091
Miramar Capital
Northbrook,
Illinois
| USD 381 M | +USD 18.2 M | +5% | 13.5% | 47.3% | 91 | 7.69% | 2 |
|
| 3092 |
JCP
3092
JB Capital Partners
Armonk,
New York
| USD 381 M | +USD 41.3 M | +12% | 17.4% | 142% | 80 | 6.25% | 1.6 |
|
| 3093 |
3093
Howard Financial Services
Dallas,
Texas
| USD 381 M | +USD 72.2 M | +23% | 9.04% | 55.9% | 151 | 20.53% | 2.1 |
|
| 3094 |
3094
Fourthstone LLC
St Louis,
Missouri
| USD 381 M | +USD 69.1 M | +22% | 11.6% | 104% | 66 | 43.94% | 1.1 |
|
| 3095 |
3095
Benjamin Edwards Inc
Clayton,
Missouri
| USD 380 M | +USD 47.3 M | +14% | 8.7% | 66.5% | 775 | 13.03% | 1.7 |
|
| 3096 |
3096
Wilkins Investment Counsel
Boston,
Massachusetts
| USD 380 M | +USD 38.4 M | +11% | 13.1% | 56.2% | 76 | 2.63% | 7.2 |
|
| 3097 |
3097
HBW Advisory Services
Simi Valley,
California
| USD 380 M | +USD 21.3 M | +6% | 6.49% | 68.6% | 278 | 24.46% | 1.5 |
|
| 3098 |
PPP
3098
Private Portfolio Partners
Paramus,
New Jersey
| USD 380 M | +USD 28.5 M | +8% | 8.15% | 16.9% | 279 | 9.68% | 2.5 |
|
| 3099 |
JCM
3099
JS Capital Management
New York
| USD 379 M | -USD 31.4 M | -8% | 33.2% | 52.4% | 27 | 55.56% | 1.3 |
|
| 3100 |
3100
Bay Colony Advisors
Concord,
Massachusetts
| USD 379 M | +USD 42.3 M | +13% | 8.29% | 91.8% | 373 | 20.64% | 2.1 |
|