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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Cypress Asset Management
Houston,
Texas
| USD 299 M | -USD 11.7 M | -4% | 3.23% | 141% | 123 | 10.57% | 6.2 |
|
| 3727 |
3727
True Wealth Design
Akron,
Ohio
| USD 299 M | +USD 25.3 M | +9% | 2.43% | 57% | 823 | 11.54% | 0.7 |
|
| 3728 |
GWM
3728
GSB Wealth Management
Guilford,
Connecticut
| USD 299 M | -USD 8.77 M | -3% | 3.63% | 61.8% | 215 | 11.16% | 2.3 |
|
| 3729 |
3729
Whitegate Investment Counselors
Concord,
New Hampshire
| USD 299 M | -USD 5.98 M | -2% | 3.25% | 48% | 62 | 4.84% | 6.2 |
|
| 3730 |
3730
CoreCommodity Management
Stamford,
Connecticut
| USD 298 M | -USD 41.6 M | -12% | 3.41% | 65.8% | 191 | 25.65% | 3.2 |
|
| 3731 |
3731
Concord Asset Management (Virginia)
Abingdon,
Virginia
| USD 298 M | +USD 14.7 M | +5% | 2.09% | 64.7% | 143 | 28.67% | 0.7 |
|
| 3732 |
3732
Carderock Capital Management
Chevy Chase,
Maryland
| USD 298 M | -USD 24.5 M | -8% | 4.4% | 97.6% | 59 | 5.08% | 6.1 |
|
| 3733 |
3733
Monument Capital Management
Alexandria,
Virginia
| USD 298 M | -USD 15.7 M | -5% | 0.93% | 170% | 190 | 29.47% | 1.8 |
|
| 3734 |
3734
Waypoint Capital Advisors
Minneapolis,
Minnesota
| USD 298 M | -USD 22.5 M | -7% | 4.29% | 50.3% | 136 | 18.38% | 1.4 |
|
| 3735 |
3735
Castle Rock Wealth Management
Walnut Creek,
California
| USD 298 M | +USD 5.15 M | +2% | 1.9% | 115% | 220 | 7.73% | 2.2 |
|
| 3736 |
3736
Mission Creek Capital Partners
San Francisco,
California
| USD 298 M | -USD 12.4 M | -4% | 2.68% | 138% | 227 | 5.73% | 3 |
|
| 3737 |
3737
Globe Life
Mckinney,
Texas
| USD 298 M | -USD 3.11 M | -1% | 3.71% | 60.1% | 2 | 50% | 3.4 |
|
| 3738 |
3738
Spinnaker Investment Group
Newport Beach,
California
| USD 298 M | -USD 6.15 M | -2% | 3.66% | 56.9% | 87 | 9.2% | 1.4 |
|
| 3739 |
3739
Lavaca Capital
Houston,
Texas
| USD 298 M | -USD 44 M | -13% | 2.84% | 46.5% | 155 | 10.97% | 2 |
|
| 3740 |
3740
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| USD 297 M | -USD 48.1 M | -14% | 3.13% | 87.9% | 257 | 17.51% | 3.1 |
|
| 3741 |
IBT
3741
International Biotechnology Trust
London,
United Kingdom
| USD 297 M | -USD 31.7 M | -10% | 7.62% | 11.1% | 70 | 20% | 1.8 |
|
| 3742 |
3742
B. Riley Financial
Los Angeles,
California
| USD 297 M | -USD 89.1 M | -23% | 18.5% | 682% | 32 | 34.38% | 1.4 |
|
| 3743 |
3743
Key Financial Inc
West Chester,
Pennsylvania
| USD 297 M | -USD 5.22 M | -2% | 4.05% | 55.5% | 1,412 | 7.08% | 2 |
|
| 3744 |
3744
Noble Family Wealth
Clearwater,
Florida
| USD 297 M | -USD 10.8 M | -4% | 3.89% | 60% | 68 | 13.24% | 0.5 |
|
| 3745 |
3745
Source Financial Advisors
New York
| USD 296 M | -USD 8.25 M | -3% | 2.96% | 18.5% | 137 | 16.06% | 1.8 |
|
| 3746 |
3746
Essex Savings Bank
Essex,
Connecticut
| USD 296 M | -USD 3.2 M | -1% | 0.81% | 95.2% | 243 | 11.93% | 3.2 |
|
| 3747 |
3747
Strategic Financial Concepts
San Antonio,
Texas
| USD 296 M | +USD 24.8 M | +9% | 3.32% | 56.8% | 288 | 19.1% | 0.4 |
|
| 3748 |
3748
Ardmore Road Asset Management
New York
| USD 296 M | -USD 35.9 M | -11% | 0.05% | 245% | 42 | 69.05% | 0.3 |
|
| 3749 |
3749
WESPAC Advisors SoCal
Pasadena,
California
| USD 296 M | +USD 3.9 M | +1% | 2.31% | 135% | 93 | 16.13% | 3.1 |
|
| 3750 |
3750
Cove Street Capital
El Segundo,
California
| USD 296 M | -USD 26.6 M | -8% | 6.99% | 84.2% | 85 | 10.59% | 3.3 |
|