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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Pettinga Financial Advisors
Evansville,
Indiana
| USD 513 M | +USD 56.6 M | +12% | 9.22% | 78.1% | 144 | 13.19% | 3.2 |
|
| 3502 |
3502
Praesidium Investment Management Company
New York
| USD 513 M | -USD 54.6 M | -10% | 7.1% | 79% | 15 | 26.67% | 2.3 |
|
| 3503 |
3503
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| USD 513 M | +USD 45 M | +10% | 9.62% | 130% | 154 | 27.92% | 1.9 |
|
| 3504 |
3504
TBH Global Asset Management
Brentwood,
Tennessee
| USD 512 M | +USD 44.7 M | +10% | 9.19% | 70.7% | 260 | 39.23% | 2.3 |
|
| 3505 |
KC
3505
Keenan Capital
Burlingame,
California
| USD 512 M | +USD 84 M | +20% | 29.7% | 110% | 8 | 0% | 4.4 |
|
| 3506 |
3506
Cambridge Advisors
Omaha,
Nebraska
| USD 512 M | +USD 33.3 M | +7% | 6.27% | 58.6% | 172 | 4.07% | 6.7 |
|
| 3507 |
3507
Ripple Effect Asset Management
New York
| USD 511 M | -USD 164 M | -24% | 13.1% | – | 57 | 56.14% | 0.3 |
|
| 3508 |
3508
JFG Wealth Management
Denver,
Colorado
| USD 511 M | +USD 32.6 M | +7% | 6.72% | 65.2% | 68 | 10.29% | 2.3 |
|
| 3509 |
3509
WestHill Financial Advisors
San Rafael,
California
| USD 510 M | +USD 38.8 M | +8% | 6.4% | 62.9% | 79 | 10.13% | 3.3 |
|
| 3510 |
3510
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 510 M | +USD 16.2 M | +3% | 5.78% | 53.1% | 75 | 4% | 5.3 |
|
| 3511 |
3511
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| USD 510 M | +USD 77.2 M | +18% | 6.63% | 106% | 372 | 26.61% | 1.5 |
|
| 3512 |
3512
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| USD 510 M | +USD 49.5 M | +11% | 6.15% | 56.9% | 128 | 7.81% | 3.4 |
|
| 3513 |
3513
Vishria Bird Financial Group
Memphis,
Tennessee
| USD 510 M | +USD 209 M | +69% | 6.1% | 74.3% | 105 | 22.86% | 2.7 |
|
| 3514 |
3514
Kesler Norman & Wride
Ogden,
Utah
| USD 510 M | -USD 53.9 M | -10% | 4.27% | 76% | 245 | 20% | 2.7 |
|
| 3515 |
SFC
3515
SEG Family Corp
Toronto,
| USD 510 M | -USD 150 M | -23% | 22.8% | – | 1 | 0% | 0.3 |
|
| 3516 |
3516
ESL Trust Services
Rochester,
New York
| USD 510 M | +USD 20.1 M | +4% | 5.77% | 53.9% | 310 | 30% | 1 |
|
| 3517 |
3517
Long Run Wealth Advisors
Lake Placid,
New York
| USD 509 M | +USD 32.8 M | +7% | 5.55% | 50.5% | 113 | 10.62% | 2.4 |
|
| 3518 |
3518
Rowlandmiller & Partners
Atlanta,
Georgia
| USD 509 M | +USD 24.6 M | +5% | 7.71% | 84% | 194 | 7.22% | 6.2 |
|
| 3519 |
3519
AA Financial Advisors
Columbus,
Ohio
| USD 509 M | +USD 44.8 M | +10% | 6.83% | 68.8% | 201 | 12.94% | 1.2 |
|
| 3520 |
3520
Mengis Capital Management
Portland,
Oregon
| USD 509 M | +USD 37.9 M | +8% | 7.05% | 104% | 211 | 7.58% | 5.5 |
|
| 3521 |
3521
Kozak & Associates
Highlands Ranch,
Colorado
| USD 508 M | +USD 17.2 M | +4% | 8.22% | 111% | 500 | 26.4% | 2.5 |
|
| 3522 |
LT
3522
Legacy Trust
Grand Rapids,
Michigan
| USD 507 M | +USD 100 M | +24% | 9.36% | 95% | 190 | 25.26% | 1.9 |
|
| 3523 |
GF
3523
Greenfield FTC
Reno,
Nevada
| USD 507 M | +USD 36.1 M | +8% | 7.68% | 75.4% | 3 | 0% | 4.8 |
|
| 3524 |
EFL
3524
ERn Financial LLC
Middleton,
Wisconsin
| USD 506 M | +USD 32.5 M | +7% | 6.07% | 61.2% | 152 | 12.5% | 4 |
|
| 3525 |
3525
Thomist Capital Management
Houston,
Texas
| USD 506 M | +USD 237 M | +88% | 18.9% | 71.2% | 96 | 76.04% | 0.2 |
|