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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Rempart Asset Management
Montreal,
Canada
| USD 529 M | -USD 11.6 M | -2% | 3.65% | 70.5% | 35 | 0% | 4.4 |
|
| 3527 |
3527
Brian C. Broderick
| USD 529 M | +USD 2.55 M | +0.5% | 5.44% | 98.6% | 88 | 3.41% | 6.8 |
|
| 3528 |
LA
3528
Lynch & Associates
Newburgh,
Indiana
| USD 529 M | +USD 11.1 M | +2% | 3.23% | 73.5% | 129 | 5.43% | 7.8 |
|
| 3529 |
3529
Goodman Financial
Houston,
Texas
| USD 528 M | +USD 14.3 M | +3% | 2.17% | 52.5% | 79 | 24.05% | 2.4 |
|
| 3530 |
3530
West Virginia University Foundation
Morgantown,
West Virginia
| USD 528 M | +USD 148 M | +39% | 2.3% | – | 2 | 0% | 1 |
|
| 3531 |
3531
RWC Asset Advisors
Miami,
Florida
| USD 528 M | -USD 83 M | -14% | 17.9% | 267% | 19 | 42.11% | 2.3 |
|
| 3532 |
3532
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| USD 528 M | +USD 42.8 M | +9% | 3.3% | 85% | 1,369 | 25.64% | 1.2 |
|
| 3533 |
3533
Pettinga Financial Advisors
Evansville,
Indiana
| USD 527 M | +USD 14.4 M | +3% | 4.15% | 78.1% | 151 | 11.26% | 3.2 |
|
| 3534 |
3534
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| USD 527 M | +USD 50.9 M | +11% | 2.08% | 64.9% | 65 | 21.54% | 2 |
|
| 3535 |
3535
McNamara Financial Services
Marshfield,
Massachusetts
| USD 527 M | -USD 10.8 M | -2% | 1.72% | 42.6% | 103 | 9.71% | 4.1 |
|
| 3536 |
3536
Requisite Capital Management
Dallas,
Texas
| USD 527 M | -USD 68.6 M | -12% | 0.87% | 41% | 389 | 74.81% | 1.4 |
|
| 3537 |
3537
TruNorth Capital Management
Kalamazoo,
Michigan
| USD 527 M | +USD 21.3 M | +4% | 1.45% | – | 414 | 72.71% | 1.4 |
|
| 3538 |
3538
Virtus Wealth Solutions
Cranford,
New Jersey
| USD 527 M | +USD 7.17 M | +1% | 9.71% | – | 65 | 43.08% | 0.6 |
|
| 3539 |
3539
Ashton Thomas Securities
Rochester,
New York
| USD 527 M | -USD 190 M | -26% | 1.54% | – | 423 | 34.52% | 1.1 |
|
| 3540 |
3540
Curran Financial Partners
Daniel Island,
South Carolina
| USD 527 M | +USD 21.2 M | +4% | 0.18% | 53.5% | 139 | 14.39% | 2.2 |
|
| 3541 |
3541
Conversant Capital
Summit,
New Jersey
| USD 526 M | -USD 63.5 M | -11% | 7.8% | 228% | 15 | 46.67% | 0.6 |
|
| 3542 |
3542
WestHill Financial Advisors
San Rafael,
California
| USD 526 M | +USD 16.2 M | +3% | 2.76% | 62.9% | 83 | 8.43% | 3.4 |
|
| 3543 |
3543
Waterfront Wealth
Overland Park,
Kansas
| USD 526 M | +USD 38 M | +8% | 3.8% | 77.2% | 281 | 7.47% | 3.2 |
|
| 3544 |
3544
Whalerock Point Partners
Providence,
Rhode Island
| USD 526 M | +USD 33.2 M | +7% | 3.95% | 103% | 206 | 16.5% | 5.5 |
|
| 3545 |
3545
Hamilton Wealth
Encino,
California
| USD 526 M | +USD 46.3 M | +10% | 5.74% | 108% | 135 | 30.37% | 1.8 |
|
| 3546 |
3546
Cambridge Advisors
Omaha,
Nebraska
| USD 525 M | +USD 13.6 M | +3% | 1.54% | 58.6% | 179 | 7.26% | 6.6 |
|
| 3547 |
3547
Systelligence LLC
Bloomington,
Minnesota
| USD 525 M | -USD 1.97 M | -0.4% | 2.29% | 57.3% | 67 | 43.28% | 1 |
|
| 3548 |
3548
MYDA Advisors
Woodmere,
New York
| USD 525 M | +USD 62 M | +13% | 2.81% | 232% | 238 | 75.21% | 0.4 |
|
| 3549 |
3549
FFT Wealth Management
Philadelphia,
Pennsylvania
| USD 525 M | -USD 19.6 M | -4% | 2.47% | 65.6% | 92 | 11.96% | 3.1 |
|
| 3550 |
3550
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| USD 525 M | +USD 14.7 M | +3% | 1.74% | 56.9% | 133 | 9.02% | 3.6 |
|