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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
LWA
3276
Lowe Wealth Advisors
Columbia,
Maryland
| USD 149 M | +USD 3.11 M | +2% | 2.67% | 63.3% | 270 | 18.52% | 1.1 |
|
| 3277 |
3277
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 149 M | +USD 9.46 M | +7% | 3.09% | 112% | 53 | 5.66% | 1.4 |
|
| 3278 |
NJBEST
3278
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| USD 149 M | +USD 4.49 M | +3% | 1.51% | 42% | 235 | 44.68% | 1 |
|
| 3279 |
NFG
3279
Noven Financial Group
Denver,
Colorado
| USD 149 M | +USD 7.6 M | +5% | 2.87% | 45.1% | 47 | 27.66% | 1.1 |
|
| 3280 |
3280
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 148 M | +USD 4.78 M | +3% | 0.47% | 55% | 30 | 13.33% | 0.4 |
|
| 3281 |
3281
Heritage Wealth Advisors
Richmond,
Virginia
| USD 148 M | +USD 20.5 M | +16% | 2.78% | 65% | 94 | 11.7% | 1.6 |
|
| 3282 |
LCM
3282
Liberty Capital Management
Birmingham,
Michigan
| USD 148 M | +USD 14.8 M | +11% | 3.51% | – | 114 | 19.3% | 2.2 |
|
| 3283 |
BHA
3283
Beech Hill Advisors
New York
| USD 148 M | +USD 20.1 M | +16% | 3.27% | 105% | 83 | 36.14% | 1.4 |
|
| 3284 |
RCI
3284
Redwood Capital Investments
Hanover,
Maryland
| USD 148 M | +USD 2.06 M | +1% | 2.07% | – | 2 | 0% | 0.5 |
|
| 3285 |
KFP
3285
Keystone Financial Planning
Cleveland,
Ohio
| USD 148 M | +USD 7.97 M | +6% | 5.87% | 46% | 48 | 18.75% | 1.8 |
|
| 3286 |
MIC
3286
MU Investments Company
Tokyo,
Japan
| USD 148 M | -USD 10.7 M | -7% | 1.22% | 40.4% | 203 | 24.63% | 2 |
|
| 3287 |
MA
3287
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| USD 147 M | +USD 55 k | +0% | 3.38% | 166% | 72 | 8.33% | 2.4 |
|
| 3288 |
MIC
3288
Meridian Investment Counsel
Lafayette,
California
| USD 147 M | +USD 4.33 M | +3% | 3.88% | 116% | 176 | 6.25% | 2 |
|
| 3289 |
BI
3289
Boulegeris Investments
Sandy Springs,
Georgia
| USD 147 M | +USD 5.05 M | +4% | 6.37% | 39.1% | 52 | 13.46% | 1.4 |
|
| 3290 |
TG
3290
TLP Group
Evanston,
Illinois
| USD 147 M | -USD 17.7 M | -11% | 3.51% | 42.7% | 455 | 73.85% | 0.2 |
|
| 3291 |
MC
3291
MRJ Capital
New York
| USD 147 M | +USD 308 k | +0.2% | 1.7% | 127% | 55 | 14.55% | 2.1 |
|
| 3292 |
3292
Affinity Wealth Management
Wilmington,
Delaware
| USD 147 M | -USD 16 M | -10% | 2.61% | 116% | 60 | 23.33% | 1.2 |
|
| 3293 |
VWM
3293
Vector Wealth Management
Minneapolis,
Minnesota
| USD 147 M | +USD 11.7 M | +9% | 4.69% | 2.13% | 82 | 7.32% | 2.1 |
|
| 3294 |
MC
3294
Miles Capital
West Des Moines,
Iowa
| USD 147 M | -USD 2.09 M | -1% | 2.59% | 15.4% | 215 | 43.26% | 0.8 |
|
| 3295 |
FPA
3295
Fieldpoint Private Advisors
New York
| USD 147 M | +USD 5.69 M | +4% | 0.64% | 34% | 66 | 16.67% | 1.8 |
|
| 3296 |
AAM
3296
American Asset Management
Boca Raton,
Florida
| USD 147 M | +USD 15.3 M | +12% | 5.29% | 42.5% | 12 | 25% | 0.9 |
|
| 3297 |
DDC
3297
Daniel Devine & Co
Parkland,
Florida
| USD 147 M | -USD 6.83 M | -4% | 1.7% | 34.2% | 59 | 15.25% | 1.3 |
|
| 3298 |
SFA
3298
Stewardship Financial Advisors
Stockbridge,
Georgia
| USD 147 M | +USD 20.2 M | +16% | 2.67% | 39.1% | 47 | 21.28% | 0.5 |
|
| 3299 |
CAM
3299
Crestone Asset Management
Boulder,
Colorado
| USD 146 M | +USD 33.7 M | +30% | 4.65% | 6.65% | 27 | 25.93% | 0.5 |
|
| 3300 |
FCMI
3300
Foresite Capital Management II
Larkspur,
California
| USD 146 M | -USD 58 M | -28% | 1.06% | 66.2% | 20 | 25% | 1.2 |
|