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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| USD 363 M | +USD 9.8 M | +3% | 1.46% | 70.3% | 48 | 6.25% | 2.9 |
|
| 3377 |
3377
Horst & Graben Wealth Management
Portland,
Oregon
| USD 363 M | +USD 4.71 M | +1% | 0.83% | 55.1% | 143 | 11.89% | 1.1 |
|
| 3378 |
3378
Family Management
New York
| USD 362 M | -USD 15.3 M | -4% | 0.09% | 69% | 210 | 22.86% | 1.8 |
|
| 3379 |
3379
Working Capital Advisors (UK)
London,
United Kingdom
| USD 362 M | -USD 8 M | -2% | 33.7% | 24.8% | 1 | 0% | 0.8 |
|
| 3380 |
3380
Harfst & Associates
Sheridan,
Wyoming
| USD 362 M | +USD 16.7 M | +5% | 1.1% | 88.1% | 136 | 10.29% | 2.8 |
|
| 3381 |
3381
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| USD 362 M | -USD 86.5 M | -19% | 1.16% | 116% | 307 | 46.91% | 1.1 |
|
| 3382 |
3382
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| USD 362 M | +USD 96.2 M | +36% | 0.43% | 38.2% | 122 | 17.21% | 2.2 |
|
| 3383 |
SC
3383
Saybrook Capital
Winston Salem,
North Carolina
| USD 361 M | -USD 5.08 M | -1% | 0.51% | 72.5% | 51 | 1.96% | 6.1 |
|
| 3384 |
3384
Barry Investment Advisors
New Bedford,
Massachusetts
| USD 361 M | -USD 12.2 M | -3% | 1.52% | 66.7% | 126 | 11.11% | 2.4 |
|
| 3385 |
3385
Mosaic Family Wealth
St. Louis,
Missouri
| USD 361 M | +USD 14.7 M | +4% | 0.75% | 85.2% | 181 | 13.26% | 3.7 |
|
| 3386 |
GF
3386
Greenfield FTC
Reno,
Nevada
| USD 361 M | -USD 143 M | -28% | 0.32% | 75.4% | 4 | 0% | 0.8 |
|
| 3387 |
3387
Essex LLC
Deer Park,
Illinois
| USD 361 M | – | – | 1% | 91.4% | 168 | – | 0 |
|
| 3388 |
3388
Bank Pictet & Cie (Asia)
Singapore
| USD 360 M | +USD 3.27 M | +0.9% | 0.32% | 30.4% | 98 | 13.27% | 2.8 |
|
| 3389 |
3389
Monarch Capital Management
Fort Wayne,
Indiana
| USD 360 M | +USD 9.7 M | +3% | 0.83% | 77% | 119 | 7.56% | 5.4 |
|
| 3390 |
3390
Meridian Wealth Advisors
Austin,
Texas
| USD 359 M | +USD 5.84 M | +2% | 0.24% | 79.9% | 201 | 5.97% | 1.8 |
|
| 3391 |
WCMN
3391
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| USD 359 M | +USD 2.54 M | +0.7% | 0.59% | 121% | 48 | 8.33% | 4.7 |
|
| 3392 |
3392
Beck Bode LLC
Dedham,
Massachusetts
| USD 359 M | -USD 3.72 M | -1% | 0.17% | 155% | 343 | 79.3% | 0.3 |
|
| 3393 |
3393
Forest Hill Capital
Little Rock,
Arkansas
| USD 358 M | +USD 23 M | +7% | 3.92% | 112% | 42 | 7.14% | 4 |
|
| 3394 |
3394
Benedict Financial Advisors
Atlanta,
Georgia
| USD 358 M | -USD 1.92 M | -0.5% | 1.05% | 72.4% | 135 | 11.85% | 4.1 |
|
| 3395 |
3395
Univest Financial
Souderton,
Pennsylvania
| USD 358 M | -USD 6.11 M | -2% | 0.71% | 82.6% | 113 | 7.08% | 3.8 |
|
| 3396 |
NIC
3396
Northwest Investment Counselors
Lake Oswego,
Oregon
| USD 358 M | -USD 3.68 M | -1% | 0.38% | 32.4% | 148 | 8.11% | 5.8 |
|
| 3397 |
H2CM
3397
H/2 Credit Manager
Stamford,
Connecticut
| USD 358 M | +USD 60.8 M | +20% | 1.14% | 97.4% | 12 | 16.67% | 0.6 |
|
| 3398 |
3398
BSW Wealth Partners
Boulder,
Colorado
| USD 358 M | -USD 5.89 M | -2% | 0.64% | 75.4% | 275 | 22.91% | 2.2 |
|
| 3399 |
3399
Iowa State Bank
Urbandale,
Iowa
| USD 358 M | +USD 1.24 M | +0.3% | 0.74% | 85.7% | 122 | 6.56% | 4.6 |
|
| 3400 |
3400
tru Independence
Portland,
Oregon
| USD 358 M | +USD 18 M | +5% | 2.75% | 67.4% | 349 | 65.33% | 0.6 |
|