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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
Stieven Capital Advisors
St. Louis,
Missouri
| USD 385 M | -USD 1.2 M | -0.3% | 5.65% | 117% | 43 | 23.26% | 3.9 |
|
| 3202 |
3202
Independent Solutions Wealth Management
Williamsville,
New York
| USD 385 M | -USD 12.3 M | -3% | 2.54% | 125% | 231 | 18.61% | 2.5 |
|
| 3203 |
3203
Planning Center Inc
Moline,
Illinois
| USD 385 M | -USD 8.68 M | -2% | 3.28% | 38.9% | 71 | 14.08% | 1.2 |
|
| 3204 |
FPFS
3204
First Personal Financial Services
Charlotte,
North Carolina
| USD 384 M | -USD 18.2 M | -5% | 4.75% | 31.5% | 403 | 9.18% | 4.7 |
|
| 3205 |
3205
OneAscent Financial Services
Birmingham,
Alabama
| USD 384 M | +USD 159 M | +71% | 3.19% | 63.8% | 295 | 66.1% | 0.4 |
|
| 3206 |
3206
Tiger Pacific Capital
New York
| USD 384 M | +USD 17.4 M | +5% | 8.66% | 84.5% | 12 | 25% | 1.9 |
|
| 3207 |
3207
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| USD 384 M | +USD 16.7 M | +5% | 4.64% | 26.4% | 2 | 0% | 2.9 |
|
| 3208 |
3208
Peavine Capital
Reno,
Nevada
| USD 384 M | -USD 40.4 M | -10% | 3.49% | 30.8% | 11 | 0% | 4.3 |
|
| 3209 |
3209
Cedar Brook Financial Partners
Cleveland,
Ohio
| USD 383 M | -USD 37 M | -9% | 3.49% | 47% | 427 | 15.69% | 2.8 |
|
| 3210 |
MTC
3210
Matrix Trust Company
Denver,
Colorado
| USD 383 M | -USD 4.66 M | -1% | 3.48% | 51.4% | 65 | 10.77% | 1.7 |
|
| 3211 |
3211
Capital Advisors Wealth Management
Yakima,
Washington
| USD 383 M | -USD 7.91 M | -2% | 2.56% | 70.5% | 148 | 14.86% | 1.6 |
|
| 3212 |
3212
ML&R Wealth Management
Austin,
Texas
| USD 383 M | -USD 70.4 M | -16% | 2.63% | – | 96 | 30.21% | 1.2 |
|
| 3213 |
3213
Investors Research Corp
Atlanta,
Georgia
| USD 383 M | -USD 13.3 M | -3% | 1.32% | 62.1% | 1,119 | 6.88% | 3.5 |
|
| 3214 |
3214
Hexagon Capital Partners
Rogers,
Arkansas
| USD 383 M | +USD 3.19 M | +0.8% | 0.43% | 104% | 1,478 | 7.92% | 2 |
|
| 3215 |
3215
ThornTree Capital Partners
Boston,
Massachusetts
| USD 382 M | -USD 38.4 M | -9% | 7.63% | 217% | 20 | 20% | 1 |
|
| 3216 |
3216
Strategy Asset Managers
Pasadena,
California
| USD 382 M | -USD 68.2 M | -15% | 2.7% | 115% | 272 | 27.21% | 2.5 |
|
| 3217 |
3217
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| USD 382 M | +USD 49.9 M | +15% | 2.52% | 65.8% | 77 | 24.68% | 0.6 |
|
| 3218 |
3218
Providence Capital Advisors
Charlotte,
North Carolina
| USD 382 M | -USD 12.2 M | -3% | 4.84% | 47.4% | 364 | 18.68% | 2.6 |
|
| 3219 |
FBT
3219
First Bank & Trust
Brookings,
South Dakota
| USD 382 M | -USD 12.7 M | -3% | 2.75% | 85.6% | 202 | 9.41% | 4 |
|
| 3220 |
3220
Savoie Capital
Chicago,
Illinois
| USD 382 M | – | – | 1.65% | – | 75 | – | 0 |
|
| 3221 |
3221
CFM Wealth Partners
Austin,
Texas
| USD 382 M | -USD 30.1 M | -7% | 2.6% | 152% | 167 | 17.96% | 3 |
|
| 3222 |
3222
Battery Management Corp
Boston,
Massachusetts
| USD 382 M | -USD 103 M | -21% | 3.85% | 45.1% | 7 | 28.57% | 2 |
|
| 3223 |
3223
Noesis Capital Mangement
Boca Raton,
Florida
| USD 381 M | -USD 24.9 M | -6% | 5.18% | 139% | 105 | 9.52% | 5.2 |
|
| 3224 |
3224
Tobias Financial Advisors
Plantation,
Florida
| USD 381 M | +USD 10 M | +3% | 3.29% | 44.5% | 99 | 12.12% | 1.4 |
|
| 3225 |
3225
Lincoln Capital
Lincoln,
Nebraska
| USD 381 M | -USD 7.48 M | -2% | 0.85% | 67.1% | 107 | 3.74% | 5.2 |
|