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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
Lloyd Advisory Services
Suwanee,
Georgia
| USD 469 M | +USD 258 M | +122% | 5.27% | 51.1% | 191 | 63.87% | 0.4 |
|
| 3202 |
3202
Brian C. Broderick
| USD 468 M | +USD 67.5 M | +17% | 11.1% | 98.6% | 86 | 18.6% | 6.1 |
|
| 3203 |
3203
Post Oak Energy Holdings
Houston,
Texas
| USD 468 M | +USD 97.9 M | +26% | 26.8% | 64.6% | 3 | 0% | 1.3 |
|
| 3204 |
3204
Sentinel Pension Advisors
Wakefield,
Massachusetts
| USD 468 M | +USD 47.2 M | +11% | 5.09% | 52.1% | 112 | 16.07% | 2.2 |
|
| 3205 |
3205
McNamara Financial Services
Marshfield,
Massachusetts
| USD 467 M | +USD 20.4 M | +5% | 4.39% | 42.6% | 70 | 8.57% | 4.5 |
|
| 3206 |
3206
Strategy Asset Managers
Pasadena,
California
| USD 467 M | +USD 45.2 M | +11% | 11.4% | 115% | 257 | 21.4% | 2.8 |
|
| 3207 |
3207
Capital Investment Counsel (Colorado)
Denver,
Colorado
| USD 466 M | +USD 201 M | +76% | 7.46% | 68.7% | 135 | 18.52% | 0.2 |
|
| 3208 |
3208
49 Wealth Management
Austin,
Texas
| USD 466 M | +USD 77.3 M | +20% | 4.74% | – | 140 | 22.14% | 0.2 |
|
| 3209 |
3209
Brigade Capital Management
New York
| USD 466 M | -USD 2309 M | -83% | 8.09% | 42.7% | 35 | 48.57% | 2 |
|
| 3210 |
3210
West Financial Advisors
Des Moines,
Iowa
| USD 466 M | +USD 27.5 M | +6% | 5.27% | 49.1% | 168 | 14.88% | 2.1 |
|
| 3211 |
3211
Summit Asset Management
Memphis,
Tennessee
| USD 466 M | +USD 48.1 M | +12% | 7.48% | 53.4% | 162 | 7.41% | 5.9 |
|
| 3212 |
3212
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| USD 466 M | +USD 47.8 M | +11% | 8.09% | 68.2% | 759 | 10.67% | 2.6 |
|
| 3213 |
3213
Cannell Capital
Alta,
Wyoming
| USD 466 M | +USD 4.41 M | +1% | 4.36% | 127% | 69 | 37.68% | 2 |
|
| 3214 |
3214
IAG Wealth Partners
Waukesha,
Wisconsin
| USD 466 M | +USD 27.3 M | +6% | 6.63% | 54.1% | 467 | 13.7% | 2.7 |
|
| 3215 |
3215
Logan Stone Capital
Chicago,
Illinois
| USD 465 M | -USD 29 M | -6% | 5.42% | 43.9% | 182 | 40.11% | 0.8 |
|
| 3216 |
3216
Trivium Point Advisory
Westport,
Connecticut
| USD 465 M | +USD 52.3 M | +13% | 11.7% | 106% | 234 | 20.51% | 2.6 |
|
| 3217 |
3217
Nebula Research & Development
New York
| USD 464 M | +USD 133 M | +40% | 4.65% | – | 1,048 | 73.85% | 0.1 |
|
| 3218 |
3218
Prestige Wealth Management Group
Flemington,
New Jersey
| USD 464 M | +USD 23.5 M | +5% | 6.7% | 55.8% | 1,058 | 6.71% | 3.6 |
|
| 3219 |
FRM
3219
Fox Run Management
Greenwich,
Connecticut
| USD 464 M | +USD 71.8 M | +18% | 6.55% | 64% | 1,135 | 76.39% | 0.2 |
|
| 3220 |
3220
Strategic Global Advisors
Newport Beach,
California
| USD 463 M | +USD 26.7 M | +6% | 14.1% | 137% | 164 | 26.22% | 2.1 |
|
| 3221 |
3221
TRB Advisors
New York
| USD 463 M | +USD 84.5 M | +22% | 8.51% | 76.1% | 12 | 66.67% | 2.4 |
|
| 3222 |
CFMC
3222
Curbstone Financial Management Corp
Manchester,
New Hampshire
| USD 463 M | +USD 22.3 M | +5% | 6.82% | 69.6% | 191 | 2.62% | 6.7 |
|
| 3223 |
3223
Kowal Investment Group
Brookfield,
Wisconsin
| USD 463 M | +USD 34.2 M | +8% | 6.36% | 21.1% | 186 | 17.74% | 1.8 |
|
| 3224 |
PWS
3224
Private Wealth Strategies
New Albany,
Ohio
| USD 462 M | +USD 11.4 M | +3% | 7.35% | 18.8% | 81 | 24.69% | 2.9 |
|
| 3225 |
3225
Pilgrim Global Advisors
Reno,
Nevada
| USD 462 M | +USD 184 M | +66% | 32.8% | – | 8 | 37.5% | 0.2 |
|