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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
McDonald Partners
Cleveland,
Ohio
| USD 373 M | +USD 9.7 M | +3% | 1.61% | 90.7% | 244 | 4.51% | 2.3 |
|
| 3702 |
3702
Financial & Tax Architects
St Louis,
Missouri
| USD 373 M | +USD 9.6 M | +3% | 0.04% | 50.2% | 93 | 20.43% | 1.8 |
|
| 3703 |
3703
Catalyst Funds Management
Sydney NSW,
Australia
| USD 373 M | +USD 14.7 M | +4% | 7.61% | – | 1,707 | 69.19% | 0.1 |
|
| 3704 |
HM
3704
HCEP Management
Hong Kong
| USD 373 M | -USD 159 M | -30% | 4.33% | 182% | 18 | 61.11% | 0.8 |
|
| 3705 |
3705
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| USD 373 M | +USD 15.2 M | +4% | 2.98% | 74% | 152 | 6.58% | 3.3 |
|
| 3706 |
3706
RR Advisors
Dallas,
Texas
| USD 373 M | -USD 4.45 M | -1% | 6.9% | 115% | 25 | 16% | 3.2 |
|
| 3707 |
3707
Valicenti Advisory Services
Elmira,
New York
| USD 372 M | +USD 13.5 M | +4% | 5.3% | 134% | 88 | 21.59% | 5 |
|
| 3708 |
3708
Waller Financial Planning Group
Columbus,
Ohio
| USD 372 M | -USD 3.12 M | -0.8% | 1.15% | 47.5% | 72 | 15.28% | 3.3 |
|
| 3709 |
3709
Hamilton Wealth
Encino,
California
| USD 372 M | +USD 51.7 M | +16% | 6.71% | 108% | 126 | 40.48% | 1.4 |
|
| 3710 |
RS
3710
Retirement Solution
Redmond,
Washington
| USD 372 M | +USD 3.08 M | +0.8% | 1.54% | 77.3% | 41 | 12.2% | 2 |
|
| 3711 |
3711
REAP Financial Group
Austin,
Texas
| USD 372 M | +USD 7.33 M | +2% | 2.53% | – | 611 | 15.22% | 0.5 |
|
| 3712 |
3712
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| USD 372 M | +USD 12.2 M | +3% | 2.31% | 56.9% | 109 | 7.34% | 3.1 |
|
| 3713 |
3713
Arjuna Capital
Durham,
North Carolina
| USD 372 M | +USD 19 M | +5% | 6.42% | 105% | 113 | 22.12% | 2.5 |
|
| 3714 |
3714
Essex Savings Bank
Essex,
Connecticut
| USD 372 M | +USD 27.5 M | +8% | 2.9% | 95.2% | 281 | 12.1% | 3.4 |
|
| 3715 |
LHC
3715
Lodge Hill Capital
New York
| USD 371 M | -USD 46.1 M | -11% | 9.93% | 17.9% | 27 | 37.04% | 0.9 |
|
| 3716 |
H2CM
3716
H/2 Credit Manager
Stamford,
Connecticut
| USD 371 M | -USD 18.8 M | -5% | 5.12% | 97.4% | 15 | 0% | 2.4 |
|
| 3717 |
3717
Nepsis Inc
Minneapolis,
Minnesota
| USD 371 M | +USD 1.29 M | +0.3% | 1.81% | 131% | 29 | 6.9% | 4.2 |
|
| 3718 |
3718
Drive Wealth Management
Lehi,
Utah
| USD 371 M | +USD 13.8 M | +4% | 2.62% | 94.4% | 340 | 12.65% | 1.3 |
|
| 3719 |
PTB
3719
Pioneer Trust Bank
Salem,
Oregon
| USD 371 M | +USD 11 M | +3% | 3.21% | 61.4% | 76 | 1.32% | 7.5 |
|
| 3720 |
3720
Pathway Financial Advisors
South Burlington,
Vermont
| USD 370 M | +USD 421 k | +0.1% | 1.68% | 52.7% | 181 | 10.5% | 3.5 |
|
| 3721 |
3721
Manhattan West Asset Management
Los Angeles,
California
| USD 370 M | -USD 46.7 M | -11% | 3.83% | 65.6% | 160 | 17.5% | 1.5 |
|
| 3722 |
3722
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 370 M | +USD 14.2 M | +4% | 5.81% | 111% | 143 | 6.29% | 5 |
|
| 3723 |
3723
GE Investment Management
Norwalk,
Connecticut
| USD 370 M | -USD 684 M | -65% | 7.76% | – | 5 | 0% | 0.4 |
|
| 3724 |
3724
Sio Capital Management
New York
| USD 370 M | +USD 33.7 M | +10% | 9.83% | 564% | 64 | 45.31% | 0.7 |
|
| 3725 |
3725
L.M. Kohn & Company
Cincinnati,
Ohio
| USD 369 M | +USD 13.5 M | +4% | 6.14% | 97.9% | 300 | 20% | 1.6 |
|