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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Overbrook Management Corp
New York
| USD 663 M | +USD 134 M | +25% | 26% | 157% | 73 | 36.99% | 2.6 |
|
| 3302 |
3302
WFM Asia
Road Town, Tortola,
British Virgin Islands
| USD 663 M | +USD 30.7 M | +5% | 43.4% | 89.9% | 7 | 42.86% | 3.3 |
|
| 3303 |
3303
Wick Capital Partners
Wayne,
Pennsylvania
| USD 663 M | +USD 114 M | +21% | 14.8% | 60% | 296 | 41.22% | 1 |
|
| 3304 |
3304
Dudley & Shanley
Palm Beach,
Florida
| USD 662 M | +USD 51 M | +8% | 6.27% | 67.9% | 38 | 5.26% | 4.4 |
|
| 3305 |
3305
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
| USD 662 M | +USD 75.1 M | +13% | 12% | – | 232 | 17.67% | 1 |
|
| 3306 |
CA
3306
Clune & Associates
Chicago,
Illinois
| USD 661 M | +USD 130 M | +24% | 9.32% | – | 176 | 11.36% | 1.2 |
|
| 3307 |
3307
Providence Capital Advisors
Charlotte,
North Carolina
| USD 660 M | +USD 47.8 M | +8% | 8.89% | 47.4% | 387 | 48.84% | 1.9 |
|
| 3308 |
3308
Beck Bode LLC
Dedham,
Massachusetts
| USD 660 M | +USD 69.5 M | +12% | 16.6% | 155% | 135 | 45.93% | 1.2 |
|
| 3309 |
3309
Ellis Investment Partners
Berwyn,
Pennsylvania
| USD 660 M | +USD 83.7 M | +15% | 16.1% | 66.3% | 295 | 12.54% | 4.1 |
|
| 3310 |
3310
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
| USD 660 M | +USD 51.5 M | +8% | 4.34% | – | 37 | 62.16% | 0.4 |
|
| 3311 |
3311
Partners in Financial Planning
Salem,
Virginia
| USD 660 M | +USD 56.6 M | +9% | 8.9% | 38.9% | 133 | 9.77% | 3.4 |
|
| 3312 |
3312
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| USD 659 M | +USD 92.5 M | +16% | 18.9% | 130% | 170 | 31.76% | 2.1 |
|
| 3313 |
3313
Essex LLC
Deer Park,
Illinois
| USD 659 M | +USD 92.3 M | +16% | 26.4% | 91.4% | 189 | 12.17% | 3.1 |
|
| 3314 |
3314
West Financial Advisors
Des Moines,
Iowa
| USD 659 M | +USD 69.4 M | +12% | 10.3% | 45.1% | 228 | 17.11% | 2.7 |
|
| 3315 |
3315
Pandi LLC
Leawood,
Kansas
| USD 658 M | +USD 48.5 M | +8% | 14.8% | – | 4 | 0% | 0.9 |
|
| 3316 |
3316
Mengis Capital Management
Portland,
Oregon
| USD 658 M | +USD 76.7 M | +13% | 19% | 104% | 224 | 8.04% | 5.6 |
|
| 3317 |
3317
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| USD 658 M | -USD 37.8 M | -5% | 10.9% | 78.9% | 168 | 14.88% | 3.2 |
|
| 3318 |
3318
Mitchell Capital Management
Leawood,
Kansas
| USD 657 M | +USD 112 M | +21% | 38.7% | 219% | 127 | 18.9% | 3.2 |
|
| 3319 |
3319
Alpha Omega Wealth Management
Richmond,
Virginia
| USD 657 M | +USD 40.3 M | +7% | 10.4% | 60.7% | 215 | 7.44% | 6.8 |
|
| 3320 |
3320
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| USD 657 M | +USD 67.4 M | +11% | 12.3% | 56.7% | 630 | 10.79% | 2.1 |
|
| 3321 |
3321
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 655 M | +USD 72.9 M | +13% | 15.8% | 76.6% | 121 | 9.92% | 2.1 |
|
| 3322 |
3322
Clear Trail Advisors
Houston,
Texas
| USD 655 M | +USD 54.6 M | +9% | 4.49% | – | 166 | 13.25% | 0.4 |
|
| 3323 |
3323
Sovereign Financial Group
Stamford,
Connecticut
| USD 654 M | +USD 78.8 M | +14% | 18% | 90.7% | 407 | 15.23% | 2.8 |
|
| 3324 |
3324
WealthShield Partners
Cary,
North Carolina
| USD 654 M | -USD 244 M | -27% | 17% | 71% | 626 | 42.17% | 3.6 |
|
| 3325 |
3325
Marble Wealth
Montgomery,
Alabama
| USD 653 M | +USD 81.9 M | +14% | 16.9% | – | 244 | 13.11% | 0.4 |
|