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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
SignalPoint Asset Management
Springfield,
Missouri
| USD 307 M | +USD 23.9 M | +8% | 7.34% | 36% | 234 | 9.4% | 3.7 |
|
| 3752 |
3752
Socorro Asset Management
Dallas,
Texas
| USD 307 M | +USD 80.8 M | +36% | 6.89% | 43.8% | 34 | 11.76% | 0.4 |
|
| 3753 |
CC
3753
Claybrook Capital
Wellesley,
Massachusetts
| USD 307 M | +USD 135 M | +78% | 7.54% | 7.15% | 247 | 89.47% | 0.3 |
|
| 3754 |
3754
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| USD 307 M | +USD 31.9 M | +12% | 7.54% | 81.7% | 166 | 8.43% | 3.2 |
|
| 3755 |
3755
Strategic Wealth Partners
Independence,
Ohio
| USD 306 M | +USD 55.9 M | +22% | 6.74% | – | 266 | 35.71% | 1.2 |
|
| 3756 |
CBTWT
3756
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 306 M | +USD 11 M | +4% | 6.17% | 124% | 135 | 6.67% | 3.9 |
|
| 3757 |
3757
Pacifica Capital Investments
Leander,
Texas
| USD 306 M | +USD 21 M | +7% | 6.19% | 70.4% | 20 | 10% | 5.6 |
|
| 3758 |
3758
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| USD 306 M | +USD 40.5 M | +15% | 14.3% | 72.3% | 86 | 8.14% | 1.7 |
|
| 3759 |
3759
Bard Associates
Chicago,
Illinois
| USD 306 M | +USD 28.7 M | +10% | 10.7% | 241% | 178 | 13.48% | 4.3 |
|
| 3760 |
TLP
3760
Tri Locum Partners
New York
| USD 306 M | -USD 97.7 M | -24% | 12.2% | 357% | 48 | 68.75% | 0.2 |
|
| 3761 |
3761
Peninsula Wealth
San Francisco,
California
| USD 305 M | +USD 26.4 M | +9% | 7.32% | 30% | 21 | 4.76% | 2.2 |
|
| 3762 |
GTCM
3762
Gyon Technologies Capital Management
Denville,
New Jersey
| USD 305 M | +USD 75.6 M | +33% | 9.02% | 42.2% | 535 | 63.93% | 0.3 |
|
| 3763 |
SHCM
3763
Shelter Haven Capital Management
Summit,
New Jersey
| USD 305 M | -USD 11.8 M | -4% | 12% | – | 20 | 60% | 0.4 |
|
| 3764 |
3764
RMR Wealth Builders
Montclair,
New Jersey
| USD 305 M | -USD 79.9 M | -21% | 7.49% | 91.7% | 797 | 77.92% | 1.3 |
|
| 3765 |
3765
Stokes Capital Advisors
Greenwood,
South Carolina
| USD 305 M | +USD 61.1 M | +25% | 6.64% | 61.3% | 84 | 21.43% | 2.2 |
|
| 3766 |
3766
Lineweaver Wealth Advisors
Valley View,
Ohio
| USD 305 M | +USD 23 M | +8% | 6.1% | 68.4% | 134 | 23.13% | 0.9 |
|
| 3767 |
TC
3767
Teilinger Capital
Houston,
Texas
| USD 305 M | -USD 758 M | -71% | 6.25% | 30.2% | 48 | 72.92% | 0.1 |
|
| 3768 |
3768
Ellenbecker Investment Group
Waukesha,
Wisconsin
| USD 305 M | +USD 20 M | +7% | 6.88% | 56.3% | 71 | 8.45% | 2.4 |
|
| 3769 |
3769
Moller Wealth Partners
| USD 304 M | +USD 17.6 M | +6% | 5.28% | 44.1% | 48 | 2.08% | 5.2 |
|
| 3770 |
3770
Maso Capital Partners
Hong Kong
| USD 304 M | +USD 44.9 M | +17% | 4.49% | 8.67% | 63 | 39.68% | 0.4 |
|
| 3771 |
FNBOMD
3771
First National Bank of Mount Dora
Mount Dora,
Florida
| USD 304 M | +USD 17.1 M | +6% | 6.93% | 96.2% | 121 | 6.61% | 3.8 |
|
| 3772 |
3772
TSP Capital Management Group
Summit,
New Jersey
| USD 304 M | +USD 20.5 M | +7% | 8.15% | 186% | 54 | 100% | – |
|
| 3773 |
3773
Aaron Wealth Advisors
Chicago,
Illinois
| USD 304 M | +USD 31.3 M | +11% | 6.39% | 108% | 164 | 11.59% | 0.4 |
|
| 3774 |
KCP
3774
KDI Capital Partners
Raleigh,
North Carolina
| USD 304 M | +USD 46 M | +18% | 8.92% | 77.1% | 32 | 6.25% | 3.5 |
|
| 3775 |
3775
Oak Harvest Investment Services
Houston,
Texas
| USD 303 M | +USD 42.1 M | +16% | 8.05% | 120% | 79 | 11.39% | 0.4 |
|