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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 |
3276
Orrstown Financial Services
Harrisburg,
Pennsylvania
| USD 674 M | +USD 76.2 M | +13% | 14.6% | 73.7% | 121 | 5.79% | 4.4 |
|
| 3277 |
3277
Vertex Planning Partners
Downers Grove,
Illinois
| USD 673 M | +USD 159 M | +31% | 13.1% | 55.4% | 162 | 19.14% | 1.8 |
|
| 3278 |
3278
Truvestments Capital
Sarasota,
Florida
| USD 673 M | +USD 119 M | +21% | 32.9% | 131% | 1,315 | 23.42% | 1.8 |
|
| 3279 |
3279
PAX Financial Group
San Antonio,
Texas
| USD 673 M | +USD 86.7 M | +15% | 13.7% | 56% | 226 | 20.35% | 3.4 |
|
| 3280 |
3280
MYDA Advisors
Woodmere,
New York
| USD 672 M | +USD 64 M | +11% | 28% | 232% | 250 | 67.2% | 0.4 |
|
| 3281 |
3281
Curran Financial Partners
Daniel Island,
South Carolina
| USD 672 M | +USD 113 M | +20% | 6.95% | 53.5% | 144 | 14.58% | 2.4 |
|
| 3282 |
3282
MA Private Wealth
San Carlos,
California
| USD 671 M | +USD 80 M | +14% | 15.9% | 57.5% | 90 | 6.67% | 3.3 |
|
| 3283 |
3283
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| USD 671 M | +USD 77.2 M | +13% | 13.2% | 31.3% | 245 | 46.94% | 0.8 |
|
| 3284 |
3284
Avenir Tech
Hong Kong
| USD 671 M | -USD 119 M | -15% | 0.19% | – | 36 | 50% | 0.6 |
|
| 3285 |
3285
Armbruster Capital Management
Pittsford,
New York
| USD 671 M | +USD 60.6 M | +10% | 14.6% | 66.7% | 134 | 8.21% | 5.9 |
|
| 3286 |
3286
Square Wave Capital
Brooklyn,
New York
| USD 670 M | +USD 257 M | +62% | 71.1% | – | 14 | 35.71% | 0.4 |
|
| 3287 |
3287
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 670 M | +USD 61.7 M | +10% | 11.1% | 99.9% | 80 | 8.75% | 6.6 |
|
| 3288 |
3288
Strategy Asset Managers
Pasadena,
California
| USD 670 M | +USD 60.4 M | +10% | 16.7% | 115% | 289 | 17.3% | 3.5 |
|
| 3289 |
3289
Verum Partners
Charlotte,
North Carolina
| USD 669 M | +USD 142 M | +27% | 11.2% | 57.7% | 207 | 16.91% | 2.2 |
|
| 3290 |
3290
Montecito Bank & Trust
Santa Barbara,
California
| USD 668 M | +USD 61.1 M | +10% | 14.5% | – | 280 | 8.21% | 6.5 |
|
| 3291 |
3291
General Pension Society PZU Joint Stock
Warsaw,
Poland
| USD 668 M | +USD 13.9 M | +2% | 8.76% | 116% | 16 | 6.25% | 7.7 |
|
| 3292 |
3292
ORG Wealth Partners
Dallas,
Texas
| USD 667 M | +USD 159 M | +31% | 39.1% | – | 745 | 13.15% | 1.2 |
|
| 3293 |
3293
Vancity Investment Management
Vancouver,
British Columbia, Canada
| USD 666 M | +USD 37 M | +6% | 12% | – | 107 | 26.17% | 2.3 |
|
| 3294 |
3294
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| USD 666 M | +USD 41.8 M | +7% | 15.6% | 85% | 1,347 | 75.35% | 2.1 |
|
| 3295 |
3295
Steginsky Capital
Port Washington,
New York
| USD 666 M | +USD 61.2 M | +10% | 8.21% | 99.4% | 8 | 0% | 8.3 |
|
| 3296 |
CM
3296
Capital Management
Glen Allen,
Virginia
| USD 666 M | +USD 81.1 M | +14% | 12.4% | 63.6% | 75 | 9.33% | 4.9 |
|
| 3297 |
3297
Cynosure Group
Salt Lake City,
Utah
| USD 666 M | -USD 135 M | -17% | 12.2% | 63% | 269 | 59.48% | 1.3 |
|
| 3298 |
3298
Advocate Group
Minnetonka,
Minnesota
| USD 665 M | +USD 25.8 M | +4% | 8.29% | 56.3% | 134 | 14.93% | 3.1 |
|
| 3299 |
3299
Cantillon Capital Management
New York
| USD 665 M | -USD 14.4 mil M | -96% | 19% | 105% | 38 | 28.95% | 6.8 |
|
| 3300 |
ARG
3300
Advisory Resource Group
Tulsa,
Oklahoma
| USD 665 M | +USD 83.8 M | +14% | 13.7% | 72% | 192 | 15.1% | 3 |
|