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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
BCWM LLC
Overland Park,
Kansas
| USD 247 M | -USD 2.9 M | -1% | 1.34% | – | 74 | 10.81% | 2.8 |
|
| 3152 |
3152
Delta Financial Advisors
New Orleans,
Louisiana
| USD 247 M | +USD 4.64 M | +2% | 1.91% | 107% | 116 | 2.59% | 0.2 |
|
| 3153 |
3153
McNamara Financial Services
Marshfield,
Massachusetts
| USD 246 M | +USD 7.16 M | +3% | 0.7% | 42.6% | 39 | 2.56% | 2.9 |
|
| 3154 |
3154
Crestview Partners III
New York
| USD 246 M | -USD 121 M | -33% | 22.1% | 51.2% | 4 | 0% | 1.3 |
|
| 3155 |
3155
Patten Group
Chattanooga,
Tennessee
| USD 246 M | +USD 1.54 M | +0.6% | 1.92% | 99% | 216 | 11.57% | 3.6 |
|
| 3156 |
3156
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| USD 246 M | +USD 1.79 M | +0.7% | 0.96% | 62.3% | 125 | 20.8% | 2.5 |
|
| 3157 |
ECM
3157
EagleClaw Capital Management
Boston,
Massachusetts
| USD 245 M | +USD 15.6 M | +7% | 2.07% | 104% | 132 | 10.61% | 3.6 |
|
| 3158 |
3158
Chesapeake Wealth Management
Williamsburg,
Virginia
| USD 245 M | +USD 6.13 M | +3% | 1.87% | 65.9% | 190 | 11.58% | 1.2 |
|
| 3159 |
3159
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| USD 245 M | +USD 10.8 M | +5% | 2.61% | 79.3% | 73 | 2.74% | 4.1 |
|
| 3160 |
3160
Vantage Wealth
Pasadena,
California
| USD 245 M | +USD 2.76 M | +1% | 2.16% | 56.1% | 31 | 0% | 3.5 |
|
| 3161 |
3161
Alta Park Capital
San Francisco,
California
| USD 244 M | -USD 54 M | -18% | 2.43% | 1,071% | 30 | 43.33% | 1.1 |
|
| 3162 |
3162
Brickley Wealth Management
San Mateo,
California
| USD 244 M | +USD 4.76 M | +2% | 1.08% | 62.6% | 48 | 14.58% | 1.1 |
|
| 3163 |
3163
Starfire Investment Advisers
Southfield,
Michigan
| USD 244 M | +USD 20.4 M | +9% | 0.34% | 19.2% | 178 | 12.92% | 1.5 |
|
| 3164 |
FCT
3164
Family Capital Trust
Peabody,
Massachusetts
| USD 244 M | -USD 5.65 M | -2% | 1.47% | 39.1% | 56 | 5.36% | 4.5 |
|
| 3165 |
3165
Benedict Financial Advisors
Atlanta,
Georgia
| USD 244 M | +USD 3.76 M | +2% | 3.07% | 72.4% | 105 | 2.86% | 4 |
|
| 3166 |
PTB
3166
Pioneer Trust Bank
Salem,
Oregon
| USD 244 M | +USD 1.71 M | +0.7% | 2.48% | 61.4% | 74 | 5.41% | 5.1 |
|
| 3167 |
3167
G.F.W. Energy X
Dallas,
Texas
| USD 243 M | -USD 88.5 M | -27% | 24% | 71.3% | 4 | 0% | 1.5 |
|
| 3168 |
3168
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| USD 243 M | +USD 10.5 M | +5% | 4.84% | 18.2% | 15 | 6.67% | 3.5 |
|
| 3169 |
3169
Burt Wealth Advisors
North Bethesda,
Maryland
| USD 243 M | +USD 14.7 M | +6% | 0.11% | 57.3% | 359 | 8.64% | 3.4 |
|
| 3170 |
3170
Harfst & Associates
Sheridan,
Wyoming
| USD 243 M | -USD 1.92 M | -0.8% | 0.29% | 88.1% | 101 | 13.86% | 2.3 |
|
| 3171 |
3171
WESCAP Management Group
Glendale,
California
| USD 243 M | +USD 881 k | +0.4% | 0.93% | 45.7% | 82 | 10.98% | 2.4 |
|
| 3172 |
3172
Forefront Analytics
West Conshohocken,
Pennsylvania
| USD 243 M | +USD 7.82 M | +3% | 1.35% | 50.9% | 46 | 13.04% | 1.4 |
|
| 3173 |
3173
Mosaic Family Wealth
St. Louis,
Missouri
| USD 242 M | +USD 3.7 M | +2% | 1.35% | 85.2% | 177 | 9.04% | 3.1 |
|
| 3174 |
3174
Northwest Bancshares
Warren,
Pennsylvania
| USD 242 M | +USD 5.16 M | +2% | 3.06% | 84.8% | 144 | 6.25% | 1.5 |
|
| 3175 |
3175
Advisors Management Group
La Crosse,
Wisconsin
| USD 242 M | +USD 12.8 M | +6% | 2.67% | 125% | 90 | 4.44% | 2.7 |
|