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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
BDT Capital Partners
Chicago,
Illinois
| USD 502 M | +USD 111 M | +28% | 28% | 25.5% | 2 | 0% | 1.4 |
|
| 3202 |
3202
Spirit of America Management Corp
Syosset,
New York
| USD 502 M | +USD 8.73 M | +2% | 5.14% | 113% | 317 | 2.84% | 5 |
|
| 3203 |
3203
Horizon Wealth Management
La Grange,
Illinois
| USD 501 M | +USD 81.2 M | +19% | 5.42% | 97.2% | 91 | 15.38% | 1.8 |
|
| 3204 |
3204
American Money Management
Rancho Santa Fe,
California
| USD 500 M | +USD 31.8 M | +7% | 6.09% | 65% | 137 | 2.92% | 4.7 |
|
| 3205 |
3205
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| USD 500 M | +USD 107 M | +27% | 6.52% | 70.4% | 378 | 26.72% | 0.3 |
|
| 3206 |
RM
3206
Rudius Management
New York
| USD 500 M | +USD 39.2 M | +9% | 14.2% | 8.92% | 8 | 0% | 2.3 |
|
| 3207 |
3207
CenterStar Asset Management
Chicago,
Illinois
| USD 500 M | +USD 142 M | +40% | 3.36% | 104% | 424 | 78.3% | 0.3 |
|
| 3208 |
3208
Virtue Capital Management
Brentwood,
Tennessee
| USD 499 M | -USD 84.3 M | -14% | 5.37% | 97.9% | 404 | 42.33% | 1.9 |
|
| 3209 |
3209
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 499 M | +USD 38 M | +8% | 9.41% | 60% | 68 | 5.88% | 4.6 |
|
| 3210 |
3210
Tobias Financial Advisors
Plantation,
Florida
| USD 499 M | +USD 35.1 M | +8% | 4.93% | 44.5% | 111 | 9.01% | 2 |
|
| 3211 |
3211
Turtle Creek Wealth Advisors
Dallas,
Texas
| USD 499 M | +USD 66.9 M | +15% | 6.33% | 112% | 208 | 23.56% | 0.7 |
|
| 3212 |
3212
SR One Capital Management
Wayne,
Pennsylvania
| USD 499 M | +USD 179 M | +56% | 27.6% | 656% | 11 | 18.18% | 1.1 |
|
| 3213 |
3213
Edge Wealth Management
New York
| USD 498 M | +USD 23.3 M | +5% | 6.17% | 75.3% | 83 | 9.64% | 5.7 |
|
| 3214 |
3214
Accurate Wealth Management
Wesley Chapel,
Florida
| USD 498 M | +USD 80.8 M | +19% | 6.72% | 101% | 390 | 19.49% | 1.4 |
|
| 3215 |
3215
Huber Capital Management
El Segundo,
California
| USD 497 M | +USD 57.2 M | +13% | 4.81% | 70.4% | 100 | 6% | 4.5 |
|
| 3216 |
3216
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 497 M | +USD 22.9 M | +5% | 6.35% | 53.1% | 78 | 19.23% | 5.3 |
|
| 3217 |
3217
M. Kulyk & Associates
Decatur,
Georgia
| USD 497 M | +USD 66.8 M | +16% | 7.57% | 63.3% | 118 | 10.17% | 2.4 |
|
| 3218 |
3218
Capital Group Investment Management
Raffles Quay,
Singapore
| USD 497 M | +USD 34.1 M | +7% | 8.62% | 145% | 146 | 10.96% | 1.5 |
|
| 3219 |
3219
Rice Partnership
Honolulu,
Hawaii
| USD 497 M | +USD 36.5 M | +8% | 6.38% | 123% | 173 | 11.56% | 2.9 |
|
| 3220 |
3220
B.O.S.S. Retirement Advisors
Lehi,
Utah
| USD 497 M | +USD 106 M | +27% | 7.27% | 78.2% | 217 | 28.11% | 0.9 |
|
| 3221 |
3221
Fortis Capital Management
Bellevue,
Washington
| USD 496 M | +USD 27.6 M | +6% | 4.08% | 82% | 136 | 10.29% | 2.1 |
|
| 3222 |
3222
Breakwater Capital Group
Paramus,
New Jersey
| USD 496 M | +USD 55.6 M | +13% | 6.5% | 67.4% | 294 | 8.84% | 1.2 |
|
| 3223 |
3223
EAM Global Investors
Solana Beach,
California
| USD 496 M | +USD 50.9 M | +11% | 25.1% | 2,399% | 134 | 60.45% | 0.3 |
|
| 3224 |
3224
Partners in Financial Planning
Salem,
Virginia
| USD 496 M | +USD 35.6 M | +8% | 5.91% | 38.9% | 110 | 8.18% | 2.6 |
|
| 3225 |
3225
Citizens Business Bank
Ontario,
California
| USD 496 M | +USD 22.6 M | +5% | 6.61% | 108% | 107 | 4.67% | 5.8 |
|