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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Key Financial Inc
West Chester,
Pennsylvania
| USD 460 M | +USD 19.6 M | +4% | 0.95% | 64.1% | 1,417 | 4.94% | 3.1 |
|
| 3402 |
3402
Fiduciary Financial Group
San Rafael,
California
| USD 459 M | -USD 265 k | -0.1% | 0.1% | – | 323 | 26.93% | 0.6 |
|
| 3403 |
3403
Fortress Investment Group
New York
| USD 459 M | -USD 170 M | -27% | 12.4% | 97.5% | 47 | 70.21% | 0.8 |
|
| 3404 |
3404
Legacy Financial Strategies
Overland Park,
Kansas
| USD 459 M | -USD 5.73 M | -1% | 2.69% | 76.7% | 127 | 12.6% | 2.8 |
|
| 3405 |
3405
Financial Gravity Asset Management
Lakeway,
Texas
| USD 459 M | – | – | 1.75% | – | 1,080 | – | 1.4 |
|
| 3406 |
3406
Vertex Planning Partners
Downers Grove,
Illinois
| USD 458 M | +USD 4.89 M | +1% | 1.66% | 55.4% | 196 | 15.82% | 1.6 |
|
| 3407 |
3407
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| USD 458 M | +USD 44.9 M | +11% | 2.22% | 63.5% | 241 | 13.28% | 2 |
|
| 3408 |
3408
Towle & Co
Denver,
Colorado
| USD 458 M | -USD 124 M | -21% | 11.8% | 172% | 56 | 17.86% | 2 |
|
| 3409 |
3409
SkyOak Wealth
Southfield,
Michigan
| USD 457 M | -USD 10.9 M | -2% | 2.27% | 80.7% | 280 | 21.43% | 3.1 |
|
| 3410 |
3410
Cambridge Advisors
Omaha,
Nebraska
| USD 457 M | +USD 8.55 M | +2% | 0.3% | 58.6% | 178 | 7.3% | 6.3 |
|
| 3411 |
3411
Safeguard Financial
Minocqua,
Wisconsin
| USD 456 M | -USD 3.72 M | -0.8% | 3.57% | 21.9% | 117 | 12.82% | 1.7 |
|
| 3412 |
3412
Alpine Investment Management
Hong Kong
| USD 456 M | +USD 102 M | +29% | 9.28% | 33.7% | 17 | 58.82% | 0.5 |
|
| 3413 |
CPA
3413
Capital Performance Advisors
Walnut Creek,
California
| USD 456 M | +USD 143 M | +46% | 1.88% | 77.1% | 287 | 50.17% | 0.8 |
|
| 3414 |
3414
Herold Advisors
New York
| USD 455 M | -USD 3.53 M | -0.8% | 0.31% | 90.2% | 291 | 8.59% | 2.4 |
|
| 3415 |
3415
Chemung Canal Trust
Elmira,
New York
| USD 455 M | -USD 24.6 M | -5% | 0.13% | 93.4% | 126 | 4.76% | 7.3 |
|
| 3416 |
3416
Boston Standard Wealth Management
Winchester,
Massachusetts
| USD 455 M | -USD 59.7 M | -12% | 1.49% | 47.1% | 49 | 8.16% | 5.4 |
|
| 3417 |
3417
Gagnon Securities
New York
| USD 455 M | -USD 41.8 M | -8% | 8.61% | 210% | 99 | 9.09% | 4.4 |
|
| 3418 |
3418
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
| USD 454 M | +USD 20.9 M | +5% | 0.11% | – | 161 | 14.91% | 0.6 |
|
| 3419 |
3419
Covenant Asset Management
Chester,
New Jersey
| USD 454 M | -USD 198 M | -30% | 6.62% | 177% | 177 | 10.17% | 4 |
|
| 3420 |
3420
Pinion Investment Advisors
Wichita,
Kansas
| USD 454 M | +USD 202 M | +81% | 2.84% | 81.7% | 165 | 15.15% | 3.3 |
|
| 3421 |
3421
Concord Asset Management (Virginia)
Abingdon,
Virginia
| USD 454 M | -USD 1.29 M | -0.3% | 0.83% | 69% | 141 | 21.99% | 1.7 |
|
| 3422 |
3422
GenWealth Group
Maplewood,
New Jersey
| USD 454 M | +USD 14.3 M | +3% | 2.85% | 73.9% | 80 | 18.75% | 4.7 |
|
| 3423 |
3423
Winslow Asset Management
Beachwood,
Ohio
| USD 453 M | -USD 48.5 M | -10% | 4.54% | 89.9% | 80 | 7.5% | 7.2 |
|
| 3424 |
3424
ThornTree Capital Partners
Boston,
Massachusetts
| USD 453 M | -USD 317 M | -41% | 5.5% | 217% | 29 | 44.83% | 1.4 |
|
| 3425 |
3425
RV Capital
Schindellegi,
Switzerland
| USD 453 M | -USD 13.6 M | -3% | 1.53% | 250% | 11 | 0% | 2.5 |
|