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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Stellar Capital Management
Phoenix,
Arizona
| USD 152 M | -USD 2.37 M | -2% | 0.66% | 23.4% | 83 | 7.23% | 3 |
|
| 3777 |
3777
Mosaic Financial Partners
San Francisco,
California
| USD 152 M | -USD 12.8 M | -8% | 0.34% | 6.05% | 54 | 14.81% | 3.4 |
|
| 3778 |
3778
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| USD 152 M | +USD 19.7 M | +15% | 2.19% | 68.6% | 59 | 18.64% | 0.4 |
|
| 3779 |
3779
Advocacy Wealth Management Services
Atlanta,
Georgia
| USD 152 M | +USD 6.61 M | +5% | 0.99% | 48.3% | 236 | 22.46% | 2.2 |
|
| 3780 |
3780
Davis Rea
Toronto,
Ontario, Canada
| USD 152 M | -USD 5.46 M | -3% | 2.62% | 66.9% | 49 | 6.12% | 3.1 |
|
| 3781 |
3781
Dean Capital Management
Overland Park,
Kansas
| USD 152 M | -USD 50 M | -25% | 3.75% | 89.7% | 75 | 21.33% | 0.8 |
|
| 3782 |
KCM
3782
Kempner Capital Management
Galveston,
Texas
| USD 152 M | +USD 5.38 M | +4% | 2.55% | 60.9% | 66 | 12.12% | 3 |
|
| 3783 |
HCIA
3783
Hochman Cole Investment Advisors
Deerfield,
Illinois
| USD 152 M | +USD 8.78 M | +6% | 2.52% | 42.7% | 106 | 8.49% | 1.8 |
|
| 3784 |
TWS
3784
Thomas W. Smith
| USD 152 M | +USD 16.3 M | +12% | 17% | – | 10 | 0% | 4.3 |
|
| 3785 |
3785
Truvvo Partners
New York
| USD 152 M | -USD 118 M | -44% | 2.05% | 21.1% | 96 | 52.08% | 1.8 |
|
| 3786 |
3786
American Asset Management
Boca Raton,
Florida
| USD 152 M | +USD 36.3 M | +31% | 1.95% | 42.5% | 113 | 14.16% | 1.3 |
|
| 3787 |
3787
Rice Partnership
Honolulu,
Hawaii
| USD 152 M | +USD 1.89 M | +1% | 3.13% | 123% | 74 | 10.81% | 0.5 |
|
| 3788 |
3788
Israel Discount Bank of New York
New York
| USD 152 M | +USD 1.48 M | +1% | 0.26% | 40.8% | 418 | 4.07% | 1.4 |
|
| 3789 |
3789
Fluent Financial
Dallas,
Texas
| USD 151 M | +USD 7.53 M | +5% | 1.26% | 46.9% | 88 | 50% | 0.3 |
|
| 3790 |
3790
GoodHaven Capital Management
Millburn,
New Jersey
| USD 151 M | -USD 1.96 M | -1% | 2.13% | 80.7% | 24 | 16.67% | 3.2 |
|
| 3791 |
NERM
3791
New England Research & Management
Chicago,
Illinois
| USD 151 M | +USD 2.01 M | +1% | 0.26% | 65% | 189 | 30.69% | 1.8 |
|
| 3792 |
3792
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| USD 151 M | +USD 5.02 M | +3% | 0.92% | 13.1% | 81 | 9.88% | 0.8 |
|
| 3793 |
3793
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| USD 151 M | +USD 3.38 M | +2% | 7.01% | 70.3% | 51 | 17.65% | 1.9 |
|
| 3794 |
3794
Northwestern University
Evanston,
Illinois
| USD 151 M | -USD 118 M | -44% | 2.94% | 28.2% | 4 | 50% | 1.7 |
|
| 3795 |
3795
First United Bank & Trust
Oakland,
Maryland
| USD 151 M | -USD 1.13 M | -0.7% | 2.2% | 69.2% | 113 | 4.42% | 3.2 |
|
| 3796 |
3796
First Capital Advisors Group
Little Silver,
New Jersey
| USD 151 M | -USD 21.7 M | -13% | 2.59% | – | 910 | 82.64% | 1.1 |
|
| 3797 |
3797
Blankinship & Foster
Solana Beach,
California
| USD 151 M | -USD 82 k | -0.1% | 0.82% | 67.1% | 39 | 10.26% | 1.2 |
|
| 3798 |
3798
Emory University
Atlanta,
Georgia
| USD 151 M | +USD 10.6 M | +8% | 3.88% | – | 53 | 26.42% | 1.1 |
|
| 3799 |
3799
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 151 M | -USD 26.8 M | -15% | 13.7% | 55% | 59 | 18.64% | 1.4 |
|
| 3800 |
PS
3800
Portfolio Strategies
Monsey,
New York
| USD 151 M | +USD 20.8 M | +16% | 6.16% | 120% | 278 | 20.14% | 0.4 |
|