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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
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| USD 260 M | -USD 35.3 M | -12% | 14.7% | 65.7% | 97 | 18.56% | 1.2 |
|
| 3777 |
BCH
3777
Berkshire Capital Holdings
San Jose,
California
| USD 260 M | -USD 230 M | -47% | 34.5% | 2,748% | 96 | 12.5% | 1.8 |
|
| 3778 |
3778
Peak Financial Management
Wellesley,
Massachusetts
| USD 260 M | -USD 38.4 M | -13% | 12.9% | 58.2% | 77 | 16.88% | 3.7 |
|
| 3779 |
3779
Scissortail Wealth Management
Tulsa,
Oklahoma
| USD 260 M | +USD 56.4 M | +28% | 12.5% | 65% | 147 | 55.1% | 0.3 |
|
| 3780 |
3780
Rezny Wealth Management
Fort Myers,
Florida
| USD 260 M | -USD 47.7 M | -16% | 15% | 99.6% | 20 | 5% | 2.8 |
|
| 3781 |
WA
3781
Wealthstar Advisors
Plano,
Texas
| USD 259 M | -USD 10.4 M | -4% | 16.2% | – | 97 | 13.4% | 2 |
|
| 3782 |
3782
Cutler Capital Management
Worcester,
Massachusetts
| USD 259 M | -USD 22 M | -8% | 5.66% | 39.7% | 122 | 19.67% | 2.4 |
|
| 3783 |
3783
Summit Financial Group
Moorefield,
West Virginia
| USD 259 M | -USD 36.3 M | -12% | 10.3% | 26.1% | 216 | 12.5% | 3 |
|
| 3784 |
3784
Frisch Financial Group
Melville,
New York
| USD 259 M | -USD 52.5 M | -17% | 14.3% | 66.6% | 147 | 21.09% | 2.3 |
|
| 3785 |
3785
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| USD 259 M | -USD 43 M | -14% | 13.7% | – | 105 | 9.52% | 4.5 |
|
| 3786 |
3786
Lowell Blake & Associates
Boston,
Massachusetts
| USD 259 M | -USD 6.39 M | -2% | 14.6% | 44.2% | 58 | 12.07% | 1.9 |
|
| 3787 |
3787
44 Wealth Management
Eugene,
Oregon
| USD 259 M | -USD 18.6 M | -7% | 10.4% | – | 185 | 19.46% | 1.1 |
|
| 3788 |
MKC
3788
M. Kraus & Co
Shelburne,
Vermont
| USD 259 M | -USD 38.5 M | -13% | 10.6% | 65.9% | 72 | 4.17% | 4.5 |
|
| 3789 |
3789
Old Port Advisors
Portland,
Maine
| USD 259 M | -USD 35.3 M | -12% | 11.2% | 114% | 232 | 8.19% | 2.8 |
|
| 3790 |
MM
3790
Meridian Management
Little Rock,
Arkansas
| USD 258 M | -USD 56.9 M | -18% | 13.4% | 57.8% | 86 | 19.77% | 5 |
|
| 3791 |
3791
Cannon Financial Strategists
Athens,
Georgia
| USD 258 M | -USD 18.3 M | -7% | 12.1% | 56.7% | 76 | 21.05% | 2.3 |
|
| 3792 |
3792
Manchester Financial
Westlake Village,
California
| USD 258 M | -USD 20 M | -7% | 13.2% | 73% | 123 | 28.46% | 1.7 |
|
| 3793 |
3793
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 258 M | -USD 189 M | -42% | 30.8% | 167% | 85 | 25.88% | 1.1 |
|
| 3794 |
SWK
3794
Stephen W. Kidder
| USD 258 M | -USD 51.3 M | -17% | 13.4% | 94.7% | 75 | 5.33% | 6 |
|
| 3795 |
3795
Long Run Wealth Advisors
Lake Placid,
New York
| USD 258 M | -USD 28 M | -10% | 10.8% | 50.5% | 97 | 8.25% | 0.5 |
|
| 3796 |
3796
Princeton Capital Management
Red Bank,
New Jersey
| USD 258 M | -USD 64 M | -20% | 17% | 180% | 112 | 16.07% | 4.3 |
|
| 3797 |
3797
Elgethun Capital Management
Sioux Falls,
South Dakota
| USD 258 M | -USD 37.2 M | -13% | 14.5% | 61.5% | 118 | 5.93% | 3.4 |
|
| 3798 |
3798
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| USD 258 M | -USD 40.4 M | -14% | 13.5% | 90.7% | 234 | 8.97% | 5.1 |
|
| 3799 |
3799
Vise Technologies
New York
| USD 258 M | -USD 8.45 M | -3% | 10.1% | – | 329 | 35.26% | 0.3 |
|
| 3800 |
3800
Cartica Management
Washington,
District of Columbia
| USD 258 M | -USD 91.1 M | -26% | 21.1% | 92.9% | 16 | 12.5% | 1.2 |
|