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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
Adams Wealth Management
Logan,
Utah
| USD 523 M | +USD 56.8 M | +12% | 1.5% | 105% | 122 | 16.39% | 2.5 |
|
| 3202 |
JCP
3202
JB Capital Partners
Armonk,
New York
| USD 522 M | +USD 285 k | +0.1% | 2.32% | 142% | 82 | 8.54% | 3 |
|
| 3203 |
3203
Strategic Financial Concepts
San Antonio,
Texas
| USD 521 M | +USD 207 M | +66% | 0.75% | 56.8% | 341 | 31.67% | 0.7 |
|
| 3204 |
FA
3204
Financial Advisors
Andover,
Massachusetts
| USD 521 M | -USD 3.58 M | -0.7% | 0.19% | 71.5% | 84 | 8.33% | 4 |
|
| 3205 |
3205
Accurate Wealth Management
Wesley Chapel,
Florida
| USD 521 M | +USD 23.3 M | +5% | 3.34% | 101% | 408 | 15.2% | 1.6 |
|
| 3206 |
FBT
3206
First Bank & Trust
Brookings,
South Dakota
| USD 521 M | -USD 6.17 M | -1% | 0.43% | 85.6% | 247 | 10.12% | 3.7 |
|
| 3207 |
3207
Riposte Capital
New York
| USD 521 M | -USD 386 M | -43% | 12.2% | 370% | 33 | 54.55% | 0.3 |
|
| 3208 |
3208
Probity Advisors
Dallas,
Texas
| USD 520 M | -USD 2.67 M | -0.5% | 1.56% | 61.7% | 240 | 9.17% | 4.7 |
|
| 3209 |
3209
Standpoint Asset Management
Scottsdale,
Arizona
| USD 519 M | -USD 8.87 M | -2% | 1.4% | 71.9% | 8 | 0% | 2 |
|
| 3210 |
3210
West Financial Advisors
Des Moines,
Iowa
| USD 519 M | +USD 68.9 k | +0% | 1.72% | 49.1% | 226 | 26.11% | 2 |
|
| 3211 |
3211
Azzad Asset Management
Falls Church,
Virginia
| USD 518 M | -USD 373 M | -42% | 3.4% | 101% | 315 | 47.94% | 3.9 |
|
| 3212 |
MIC
3212
Maxi Investments CY
Limassol,
Cyprus
| USD 518 M | +USD 144 M | +38% | 4.85% | 83.2% | 163 | 66.87% | 0.5 |
|
| 3213 |
3213
AdvisorShares Investments
Bethesda,
Maryland
| USD 518 M | -USD 3.53 M | -0.7% | 1.97% | 110% | 345 | 45.8% | 1.3 |
|
| 3214 |
3214
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| USD 517 M | +USD 30 M | +6% | 5.3% | 70.3% | 80 | 10% | 3 |
|
| 3215 |
CEI
3215
Clark Estates Inc
New York
| USD 517 M | -USD 19.9 M | -4% | 4.03% | 34.5% | 101 | 19.8% | 2.2 |
|
| 3216 |
3216
Dechtman Wealth Management
Centennial,
Colorado
| USD 517 M | +USD 28.8 M | +6% | 1.51% | – | 67 | 7.46% | 1.2 |
|
| 3217 |
3217
Cyrus J. Lawrence
New York
| USD 517 M | +USD 7.33 M | +1% | 4.74% | – | 200 | 21.5% | 1.7 |
|
| 3218 |
3218
Third Avenue Management
New York
| USD 517 M | -USD 94.8 M | -16% | 6.29% | 113% | 61 | 6.56% | 5.3 |
|
| 3219 |
3219
Cornerstone Management
Duluth,
Georgia
| USD 517 M | +USD 37.5 M | +8% | 0.09% | 43.6% | 55 | 7.27% | 5.2 |
|
| 3220 |
3220
Regatta Capital Group
El Segundo,
California
| USD 516 M | +USD 608 k | +0.1% | 1.96% | 78.1% | 196 | 9.18% | 2.3 |
|
| 3221 |
3221
Strategy Asset Managers
Pasadena,
California
| USD 516 M | -USD 5.28 M | -1% | 4.1% | 115% | 258 | 10.08% | 3 |
|
| 3222 |
3222
Dividend Assets Capital
Ridgeland,
South Carolina
| USD 515 M | -USD 7.58 M | -1% | 0.38% | 67.4% | 140 | 5% | 7.1 |
|
| 3223 |
3223
Triasima Portfolio Management
Montreal,
Quebec, Canada
| USD 515 M | +USD 70.4 M | +16% | 3.37% | 224% | 152 | 49.34% | 0.9 |
|
| 3224 |
3224
River Global Investors
London,
United Kingdom
| USD 515 M | +USD 50.6 M | +11% | 6.58% | 49.7% | 153 | 20.26% | 3.7 |
|
| 3225 |
3225
Boston Standard Wealth Management
Winchester,
Massachusetts
| USD 515 M | +USD 983 k | +0.2% | 1.21% | 47.1% | 49 | 8.16% | 5.2 |
|