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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Spirit of America Management Corp
Syosset,
New York
| USD 507 M | +USD 35 M | +7% | 12.3% | 113% | 312 | 3.21% | 6 |
|
| 3602 |
3602
Moller Wealth Partners
| USD 507 M | +USD 29 M | +6% | 3.03% | 44.1% | 71 | 8.45% | 6.3 |
|
| 3603 |
3603
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| USD 506 M | -USD 48.9 M | -9% | 3.01% | 81.8% | 85 | 12.94% | 7.7 |
|
| 3604 |
3604
West Wealth Group
Irvine,
California
| USD 506 M | +USD 24 M | +5% | 1.78% | 79.8% | 142 | 19.01% | 1.8 |
|
| 3605 |
3605
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 506 M | -USD 2.78 M | -0.5% | 2.1% | 53.1% | 83 | 16.87% | 5.3 |
|
| 3606 |
3606
Manitou Investment Management
Toronto,
Ontario, Canada
| USD 506 M | -USD 65.1 M | -11% | 11.2% | 69.3% | 57 | 10.53% | 3.7 |
|
| 3607 |
3607
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| USD 506 M | -USD 3.86 M | -0.8% | 1.91% | 80.8% | 66 | 21.21% | 3.6 |
|
| 3608 |
CBTWT
3608
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 505 M | +USD 17.4 M | +4% | 3.39% | 124% | 164 | 8.54% | 6.2 |
|
| 3609 |
III
3609
Independent Investors Inc
Nesconset,
New York
| USD 504 M | -USD 34.6 M | -6% | 4.18% | 94.5% | 71 | 4.23% | 9 |
|
| 3610 |
3610
Tradewinds Capital Management
Bellingham,
Washington
| USD 504 M | +USD 29.4 M | +6% | 8.79% | 96.9% | 754 | 13.66% | 4.3 |
|
| 3611 |
3611
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| USD 503 M | +USD 27 M | +6% | 1.04% | 71.1% | 219 | 28.77% | 1.3 |
|
| 3612 |
3612
Single Point Partners
Boston,
Massachusetts
| USD 503 M | -USD 3.21 M | -0.6% | 1.61% | 56.4% | 90 | 11.11% | 2 |
|
| 3613 |
3613
Altrius Capital Management
New Bern,
North Carolina
| USD 503 M | +USD 30.7 M | +7% | 9.08% | 43.1% | 89 | 5.62% | 2.8 |
|
| 3614 |
3614
Northwest Bancshares
Warren,
Pennsylvania
| USD 502 M | -USD 15 M | -3% | 3.71% | 84.8% | 178 | 7.87% | 5 |
|
| 3615 |
3615
Holistic Planning
Nacogdoches,
Texas
| USD 502 M | +USD 32.7 M | +7% | 0.82% | 61.9% | 312 | 16.99% | 1.2 |
|
| 3616 |
3616
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| USD 502 M | +USD 18.7 M | +4% | 2.03% | 60.3% | 49 | 2.04% | 6.5 |
|
| 3617 |
3617
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| USD 502 M | +USD 22.3 M | +5% | 0.68% | 75.2% | 125 | 21.6% | 1.9 |
|
| 3618 |
3618
Peak Retirement Planning
Columbus,
Ohio
| USD 501 M | +USD 74.4 M | +17% | 0.58% | – | 166 | 22.29% | 0.8 |
|
| 3619 |
3619
Serenus Wealth Advisors
Santa Monica,
California
| USD 501 M | -USD 15.2 M | -3% | 2.64% | – | 77 | 15.58% | 1 |
|
| 3620 |
3620
Mission Creek Capital Partners
San Francisco,
California
| USD 501 M | +USD 6 M | +1% | 1.73% | 138% | 239 | 20.5% | 3.6 |
|
| 3621 |
3621
Auxano Advisors
Bellevue,
Washington
| USD 501 M | -USD 5.14 M | -1% | 2.9% | 103% | 207 | 13.04% | 2.6 |
|
| 3622 |
3622
Dividend Assets Capital
Ridgeland,
South Carolina
| USD 501 M | -USD 22 M | -4% | 2.62% | 67.4% | 146 | 10.96% | 7.3 |
|
| 3623 |
3623
Helen Stephens Group
Fort Worth,
Texas
| USD 501 M | +USD 25.1 M | +5% | 0.49% | 53.4% | 133 | 18.05% | 2.2 |
|
| 3624 |
3624
Centric Wealth Management
Chicago,
Illinois
| USD 501 M | +USD 27.5 M | +6% | 0.83% | 44.4% | 213 | 13.62% | 2.7 |
|
| 3625 |
H2CM
3625
H/2 Credit Manager
Stamford,
Connecticut
| USD 500 M | +USD 43.1 M | +9% | 12.2% | 97.4% | 19 | 0% | 3 |
|