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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
North Point Portfolio Managers
Orange Village,
Ohio
| USD 605 M | +USD 21.7 M | +4% | 7.26% | 72.8% | 74 | 5.41% | 4.8 |
|
| 3177 |
3177
Capital Insight Partners
Scottsdale,
Arizona
| USD 604 M | +USD 28.6 M | +5% | 5.49% | 51.7% | 168 | 6.55% | 3.6 |
|
| 3178 |
3178
Burling Wealth Partners
Chicago,
Illinois
| USD 604 M | +USD 62.3 M | +11% | 7.37% | – | 185 | 11.35% | 0.7 |
|
| 3179 |
3179
Creekmur Asset Management
Morton,
Illinois
| USD 603 M | +USD 37.2 M | +7% | 8.26% | – | 892 | 10.76% | 1.3 |
|
| 3180 |
3180
Trust Company of the South
Greensboro,
North Carolina
| USD 603 M | +USD 39.5 M | +7% | 7.82% | 70.2% | 136 | 8.09% | 1.4 |
|
| 3181 |
3181
Princeton Global Asset Management
Princeton,
New Jersey
| USD 602 M | +USD 51.4 M | +9% | 9.95% | 110% | 794 | 8.94% | 3.1 |
|
| 3182 |
3182
Vanderbilt University
Nashville,
Tennessee
| USD 602 M | +USD 72.4 M | +14% | 14.8% | 61.8% | 88 | 29.55% | 1.6 |
|
| 3183 |
3183
Northwest Bancshares
Warren,
Pennsylvania
| USD 602 M | +USD 28.5 M | +5% | 7.72% | 84.8% | 192 | 9.38% | 4.7 |
|
| 3184 |
3184
High Ground Investment Management
London,
United Kingdom
| USD 602 M | +USD 125 M | +26% | 3.09% | 25.9% | 8 | 25% | 1.5 |
|
| 3185 |
3185
Brass Tax Wealth Management
Cincinnati,
Ohio
| USD 602 M | +USD 82.3 M | +16% | 6.13% | – | 252 | 11.9% | 1 |
|
| 3186 |
3186
Apollon Financial
Mount Pleasant,
South Carolina
| USD 601 M | +USD 122 M | +26% | 9.08% | 103% | 226 | 7.96% | 1.2 |
|
| 3187 |
3187
Alpha Omega Wealth Management
Richmond,
Virginia
| USD 601 M | +USD 42.6 M | +8% | 6.7% | 65.9% | 214 | 8.41% | 6.5 |
|
| 3188 |
3188
Sycomore Asset Management
Paris,
France
| USD 601 M | -USD 43.5 M | -7% | 4.05% | 163% | 71 | 21.13% | 2.6 |
|
| 3189 |
3189
American Money Management
Rancho Santa Fe,
California
| USD 599 M | +USD 33.5 M | +6% | 5.74% | 65% | 161 | 11.8% | 4.7 |
|
| 3190 |
3190
Citizens Business Bank
Ontario,
California
| USD 599 M | +USD 84.6 M | +16% | 8.79% | 108% | 152 | 36.84% | 4.2 |
|
| 3191 |
3191
Rainey & Randall Wealth Advisors
Celebration,
Florida
| USD 599 M | +USD 52.5 M | +10% | 6.93% | 52.3% | 78 | 7.69% | 2.8 |
|
| 3192 |
3192
HughesLittle Investment Management
Vancouver,
| USD 598 M | +USD 43.9 M | +8% | 9.37% | 106% | 16 | 6.25% | 5.7 |
|
| 3193 |
3193
Compass Rose Asset Management
New York
| USD 598 M | +USD 97.9 M | +20% | 4.52% | 41% | 31 | 80.65% | 0.2 |
|
| 3194 |
3194
Pacific Sage Partners
Edmonds,
Washington
| USD 598 M | +USD 94.6 M | +19% | 4.99% | 58.9% | 121 | 11.57% | 2 |
|
| 3195 |
3195
Endurance Services Ltd
Purchase,
New York
| USD 597 M | +USD 22.8 M | +4% | 3.97% | – | 16 | 25% | 1.2 |
|
| 3196 |
3196
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| USD 597 M | +USD 134 M | +29% | 7.27% | 72.9% | 270 | 18.15% | 3.7 |
|
| 3197 |
3197
Riversedge Advisors
Wilmington,
Delaware
| USD 597 M | +USD 85.4 M | +17% | 8.04% | 71.3% | 200 | 38% | 1.5 |
|
| 3198 |
3198
Capital Group Investment Management
Raffles Quay,
Singapore
| USD 597 M | +USD 35.2 M | +6% | 8.91% | 145% | 147 | 7.48% | 2 |
|
| 3199 |
3199
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| USD 596 M | +USD 63.6 M | +12% | 6.61% | 67.5% | 159 | 14.47% | 4.2 |
|
| 3200 |
3200
Sky Investment Group
Hartford,
Connecticut
| USD 596 M | +USD 25.8 M | +5% | 6.55% | 81.4% | 144 | 3.47% | 6.4 |
|