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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
Oliver Luxxe Assets
Gladstone,
New Jersey
| USD 680 M | +USD 12.5 M | +2% | 18.6% | 137% | 216 | 15.28% | 3 |
|
| 3252 |
3252
Peak Asset Management
Louisville,
Colorado
| USD 680 M | +USD 113 M | +20% | 15.1% | 70.1% | 184 | 20.65% | 5.3 |
|
| 3253 |
FBT
3253
First Bank & Trust
Brookings,
South Dakota
| USD 680 M | +USD 59.2 M | +10% | 13% | 78.5% | 278 | 10.43% | 3.9 |
|
| 3254 |
3254
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| USD 680 M | +USD 40.1 M | +6% | 13.6% | 81.7% | 217 | 8.76% | 5.3 |
|
| 3255 |
CNBTD
3255
Citizens National Bank Trust Department
Meridian,
Mississippi
| USD 680 M | +USD 79.1 M | +13% | 22.9% | 114% | 386 | 2.33% | 4 |
|
| 3256 |
SFA
3256
Spectrum Financial Alliance
Nicholasville,
Kentucky
| USD 679 M | +USD 159 M | +31% | 45.5% | 185% | 33 | 15.15% | 2.6 |
|
| 3257 |
3257
Bourgeon Capital Management
Darien,
Connecticut
| USD 679 M | +USD 101 M | +18% | 22.1% | 117% | 123 | 27.64% | 3.4 |
|
| 3258 |
3258
Maia Wealth
Denver,
Colorado
| USD 679 M | +USD 87.7 M | +15% | 14.7% | – | 390 | 19.23% | 1.5 |
|
| 3259 |
3259
Huber Capital Management
El Segundo,
California
| USD 679 M | +USD 31.1 M | +5% | 8.17% | 70.4% | 101 | 3.96% | 5.6 |
|
| 3260 |
3260
Atlas Legacy Advisors
Los Angeles,
California
| USD 678 M | +USD 128 M | +23% | 17.9% | – | 225 | 18.67% | 1.2 |
|
| 3261 |
3261
Ashton Thomas Securities
Rochester,
New York
| USD 677 M | -USD 120 M | -15% | 14.8% | – | 505 | 37.23% | 1.2 |
|
| 3262 |
3262
Deltec Asset Management
New York
| USD 677 M | +USD 132 M | +24% | 19.3% | 128% | 304 | 35.86% | 2.2 |
|
| 3263 |
3263
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| USD 676 M | +USD 86.8 M | +15% | 15.9% | 58.2% | 154 | 14.29% | 2.7 |
|
| 3264 |
3264
Tempo Wealth
Independence,
Ohio
| USD 675 M | +USD 102 M | +18% | 23.6% | – | 240 | 12.5% | 0.4 |
|
| 3265 |
3265
Cadinha & Co
Honolulu,
Hawaii
| USD 675 M | +USD 138 M | +26% | 8.88% | 123% | 110 | 9.09% | 6.6 |
|
| 3266 |
3266
Bellwether Advisors
Lincoln,
Nebraska
| USD 675 M | +USD 84.9 M | +14% | 24.8% | 115% | 204 | 40.2% | 2.3 |
|
| 3267 |
3267
Carrera Capital Advisors
Troy,
Michigan
| USD 675 M | +USD 25.7 M | +4% | 2.68% | – | 220 | 19.09% | 1.1 |
|
| 3268 |
3268
WPWealth
Fort Worth,
Texas
| USD 674 M | +USD 19.6 M | +3% | 8.21% | 38.2% | 107 | 13.08% | 2.1 |
|
| 3269 |
3269
Orrstown Financial Services
Harrisburg,
Pennsylvania
| USD 674 M | +USD 76.2 M | +13% | 14.6% | 73.7% | 121 | 5.79% | 4.4 |
|
| 3270 |
3270
Vertex Planning Partners
Downers Grove,
Illinois
| USD 673 M | +USD 159 M | +31% | 13.1% | 55.4% | 162 | 19.14% | 1.8 |
|
| 3271 |
3271
Truvestments Capital
Sarasota,
Florida
| USD 673 M | +USD 119 M | +21% | 32.9% | 131% | 1,315 | 23.42% | 1.8 |
|
| 3272 |
3272
PAX Financial Group
San Antonio,
Texas
| USD 673 M | +USD 86.7 M | +15% | 13.7% | 56% | 226 | 20.35% | 3.4 |
|
| 3273 |
3273
MYDA Advisors
Woodmere,
New York
| USD 672 M | +USD 64 M | +11% | 28% | 232% | 250 | 67.2% | 0.4 |
|
| 3274 |
3274
Curran Financial Partners
Daniel Island,
South Carolina
| USD 672 M | +USD 113 M | +20% | 6.95% | 49.4% | 144 | 14.58% | 2.4 |
|
| 3275 |
3275
MA Private Wealth
San Carlos,
California
| USD 671 M | +USD 80 M | +14% | 15.9% | 57.5% | 90 | 6.67% | 3.3 |
|