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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Patten Group
Chattanooga,
Tennessee
| USD 643 M | +USD 68 M | +12% | 17.6% | 88.1% | 342 | 18.42% | 5.1 |
|
| 3352 |
3352
Centric Wealth Management
Chicago,
Illinois
| USD 643 M | +USD 142 M | +28% | 11.8% | 44.4% | 209 | 2.87% | 2.9 |
|
| 3353 |
3353
Holistic Planning
Nacogdoches,
Texas
| USD 643 M | +USD 141 M | +28% | 11% | – | 349 | 19.48% | 1.2 |
|
| 3354 |
3354
Foresite Capital Management VI
Larkspur,
California
| USD 643 M | +USD 182 M | +40% | 21.6% | – | 25 | 40% | 0.5 |
|
| 3355 |
3355
GenWealth Group
Maplewood,
New Jersey
| USD 642 M | +USD 57.4 M | +10% | 11.8% | 73.9% | 98 | 22.45% | 4.6 |
|
| 3356 |
3356
Martin & Co
Knoxville,
Tennessee
| USD 640 M | +USD 52.7 M | +9% | 12.5% | 67.8% | 102 | 2.94% | 9.8 |
|
| 3357 |
AMCA
3357
Arthur M. Cohen & Associates
Northbrook,
Illinois
| USD 640 M | +USD 77.5 M | +14% | 18.8% | 110% | 140 | 10% | 5.1 |
|
| 3358 |
3358
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| USD 639 M | +USD 14.1 M | +2% | 18% | 45.5% | 42 | 4.76% | 5.5 |
|
| 3359 |
3359
Ironwood Financial
Tucson,
Arizona
| USD 639 M | +USD 66 M | +12% | 10.5% | 48.8% | 182 | 9.34% | 5.5 |
|
| 3360 |
3360
Kiley Juergens Wealth Management
Olympia,
Washington
| USD 639 M | +USD 71.8 M | +13% | 17.5% | 106% | 248 | 8.06% | 1.8 |
|
| 3361 |
3361
Scott Capital Advisors
Portland,
Oregon
| USD 639 M | +USD 145 M | +29% | 8.85% | 50.9% | 68 | 17.65% | 2.6 |
|
| 3362 |
3362
FFT Wealth Management
Philadelphia,
Pennsylvania
| USD 638 M | +USD 85.9 M | +16% | 14.4% | 65.6% | 110 | 22.73% | 2.9 |
|
| 3363 |
3363
Adventist Health System West
Roseville,
California
| USD 638 M | +USD 74.2 M | +13% | 13.5% | 60.2% | 13 | 7.69% | 1.7 |
|
| 3364 |
3364
Grey Fox Wealth Advisors
Rockland,
Delaware
| USD 637 M | +USD 119 M | +23% | 9.18% | 41.9% | 186 | 28.49% | 1.9 |
|
| 3365 |
3365
Sky Investment Group
Hartford,
Connecticut
| USD 637 M | +USD 53.5 M | +9% | 11.8% | 68% | 151 | 9.27% | 6.5 |
|
| 3366 |
3366
Sunriver Management
Greenwich,
Connecticut
| USD 637 M | +USD 45.5 M | +8% | 12.7% | 9.27% | 29 | 65.52% | 0.7 |
|
| 3367 |
3367
Leonard Rickey Investment Advisors
Yakima,
Washington
| USD 637 M | +USD 58.9 M | +10% | 15.2% | 55.9% | 135 | 20% | 3.7 |
|
| 3368 |
MAM
3368
Milestone Asset Management
Pittsburgh,
Pennsylvania
| USD 636 M | +USD 93.5 M | +17% | 14% | 64% | 296 | 32.09% | 1.3 |
|
| 3369 |
3369
Maytus Capital Management
New York
| USD 636 M | +USD 73.8 M | +13% | 73% | 442% | 99 | 74.75% | 0.3 |
|
| 3370 |
3370
Martel Wealth Advisors
Vancouver,
Washington
| USD 636 M | +USD 48.2 M | +8% | 7.8% | 43.4% | 78 | 28.21% | 4.3 |
|
| 3371 |
3371
Mountain Pacific Investment Advisers
Boise,
Idaho
| USD 635 M | +USD 51.6 M | +9% | 18.6% | 79.5% | 149 | 7.38% | 7.9 |
|
| 3372 |
3372
TFG Asset Management
Grand Cayman,
Cayman Islands
| USD 635 M | +USD 120 M | +23% | 13.2% | 72.1% | 46 | 36.96% | 1.1 |
|
| 3373 |
3373
Golden Reserve Retirement
Dublin,
Ohio
| USD 635 M | +USD 150 M | +31% | 17% | – | 131 | 35.11% | 0.4 |
|
| 3374 |
3374
Gould Asset Management
Claremont,
California
| USD 635 M | +USD 59.1 M | +10% | 7.81% | 42.8% | 181 | 8.29% | 6 |
|
| 3375 |
3375
Altiora Financial Group
Lebanon,
Ohio
| USD 634 M | +USD 27.4 M | +5% | 6.97% | 38.3% | 117 | 10.26% | 2.2 |
|