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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Benedict Financial Advisors
Atlanta,
Georgia
| USD 240 M | +USD 9.37 M | +4% | 3.21% | 72.4% | 107 | 3.74% | 3.7 |
|
| 3202 |
3202
Diker Management
New York
| USD 240 M | +USD 75.9 M | +46% | 9.76% | 210% | 43 | 34.88% | 2.3 |
|
| 3203 |
3203
White Lighthouse Investment Management
Bedford,
Massachusetts
| USD 240 M | +USD 21.8 M | +10% | 2.68% | 62% | 136 | 16.91% | 1.2 |
|
| 3204 |
3204
Nicolet Bankshares
Green Bay,
Wisconsin
| USD 240 M | -USD 2.35 M | -1% | 3.65% | 75.5% | 180 | 5% | 2.6 |
|
| 3205 |
3205
Bessemer Securities
New York
| USD 239 M | -USD 54.9 M | -19% | 3.31% | 45% | 106 | 6.6% | 0.5 |
|
| 3206 |
3206
McNamara Financial Services
Marshfield,
Massachusetts
| USD 239 M | +USD 24.1 M | +11% | 1.8% | 42.6% | 40 | 7.5% | 2.7 |
|
| 3207 |
3207
Brickley Wealth Management
San Mateo,
California
| USD 239 M | +USD 12.5 M | +6% | 2.6% | 62.6% | 45 | 17.78% | 1 |
|
| 3208 |
3208
Empowered Funds
Havertown,
Pennsylvania
| USD 239 M | -USD 40.4 M | -14% | 2.52% | 127% | 125 | 50.4% | 0.5 |
|
| 3209 |
3209
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| USD 239 M | +USD 27.7 M | +13% | 2.05% | 42.8% | 122 | 23.77% | 1.5 |
|
| 3210 |
3210
Chesapeake Wealth Management
Williamsburg,
Virginia
| USD 239 M | +USD 11.7 M | +5% | 4.1% | 65.9% | 196 | 16.33% | 1 |
|
| 3211 |
3211
Cavalier Investments
Alpharetta,
Georgia
| USD 239 M | -USD 4.04 M | -2% | 5.21% | 171% | 153 | 50.98% | 0.6 |
|
| 3212 |
3212
Zhang Financial
Portage,
Michigan
| USD 239 M | +USD 6.77 M | +3% | 2.97% | 67.9% | 95 | 14.74% | 3.6 |
|
| 3213 |
3213
Winthrop Advisory Group
Boston,
Massachusetts
| USD 239 M | +USD 11.7 M | +5% | 3.03% | 78.3% | 97 | 14.43% | 1.2 |
|
| 3214 |
3214
Mosaic Family Wealth
St. Louis,
Missouri
| USD 239 M | -USD 9.44 M | -4% | 3.01% | 85.2% | 707 | 76.24% | 3 |
|
| 3215 |
3215
Armbruster Capital Management
Pittsford,
New York
| USD 238 M | +USD 7.14 M | +3% | 2.41% | 66.7% | 73 | 4.11% | 3 |
|
| 3216 |
3216
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| USD 238 M | -USD 6.12 M | -3% | 3.98% | 72.3% | 66 | 1.52% | 4.2 |
|
| 3217 |
3217
Birinyi Associates
Westport,
Connecticut
| USD 238 M | +USD 4.6 M | +2% | 4.94% | 113% | 85 | 20% | 4.1 |
|
| 3218 |
3218
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| USD 238 M | +USD 7.54 M | +3% | 4.71% | 83.3% | 87 | 4.6% | 2.7 |
|
| 3219 |
3219
Twin Focus Capital Partners
Boston,
Massachusetts
| USD 238 M | +USD 24.5 M | +11% | 2.65% | 92.5% | 146 | 34.93% | 2.1 |
|
| 3220 |
3220
Inspire Investing
Meridian,
Idaho
| USD 238 M | +USD 22.4 M | +10% | 1.51% | 107% | 334 | 12.87% | 0.9 |
|
| 3221 |
3221
HT Partners
Centerbrook,
Connecticut
| USD 237 M | +USD 6.96 M | +3% | 2.7% | 71.1% | 29 | 6.9% | 2.9 |
|
| 3222 |
3222
Burleson & Co
Petaluma,
California
| USD 237 M | +USD 1.82 M | +0.8% | 1.59% | 49.1% | 109 | 9.17% | 1.2 |
|
| 3223 |
3223
Northwest Bancshares
Warren,
Pennsylvania
| USD 237 M | +USD 5.4 M | +2% | 3.67% | 84.8% | 149 | 11.41% | 1.2 |
|
| 3224 |
3224
Dynamo Administracao de Recursos
Rio De Janeiro,
Brazil
| USD 237 M | +USD 26.8 M | +13% | 20.3% | 350% | 8 | 50% | 0.5 |
|
| 3225 |
DMK
3225
David M. Knott
| USD 237 M | -USD 13.8 M | -6% | 1.61% | 81% | 121 | 17.36% | 2.4 |
|