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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
PK
3826
Pflug Koory
Omaha,
Nebraska
| USD 122 M | +USD 3.95 M | +3% | 4.23% | – | 411 | 4.87% | 0.7 |
|
| 3827 |
PFS
3827
Physicians Financial Services
Raleigh,
North Carolina
| USD 122 M | +USD 4.21 M | +4% | 5.15% | 100% | 114 | 6.14% | 1.6 |
|
| 3828 |
PC
3828
Pecaut & Co
Sioux City,
Iowa
| USD 122 M | +USD 1.4 M | +1% | 4.84% | 67.6% | 53 | 3.77% | 2.3 |
|
| 3829 |
3829
RPg Family Wealth Advisory
Burlington,
Massachusetts
| USD 122 M | +USD 7.45 M | +6% | 5.03% | 117% | 321 | 23.36% | 0.9 |
|
| 3830 |
HWA
3830
Heritage Way Advisors
Rockford,
Illinois
| USD 122 M | +USD 4.94 M | +4% | 4.06% | 79.4% | 65 | 20% | 0.6 |
|
| 3831 |
AIA
3831
AIMZ Investment Advisors
Los Altos,
California
| USD 122 M | +USD 3.07 M | +3% | 6.16% | 81.3% | 99 | 4.04% | 2.4 |
|
| 3832 |
AWM
3832
AllSquare Wealth Management
Albany,
New York
| USD 122 M | +USD 23.6 M | +24% | 3.23% | 62.4% | 391 | 56.52% | 0.9 |
|
| 3833 |
MIM
3833
Midwest Investment Management
Cleveland,
Ohio
| USD 121 M | +USD 2.88 M | +2% | 4.72% | 26% | 55 | 5.45% | 2.6 |
|
| 3834 |
IC
3834
Investment Counsel
Petoskey,
Michigan
| USD 121 M | +USD 1.64 M | +1% | 2.19% | 50.1% | 60 | 3.33% | 1.6 |
|
| 3835 |
BIMC
3835
Benson Investment Management Company
Roanoke,
Virginia
| USD 121 M | +USD 10.6 M | +10% | 5.48% | 99.8% | 100 | 22% | 0.6 |
|
| 3836 |
IOOF
3836
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 121 M | +USD 592 k | +0.5% | 2.22% | 66.3% | 114 | 7.02% | 3.3 |
|
| 3837 |
TCM
3837
TCS Capital Management
New York
| USD 121 M | -USD 71.8 M | -37% | 0.89% | 271% | 7 | 71.43% | 4.3 |
|
| 3838 |
RW
3838
REDW Wealth
Albuquerque,
New Mexico
| USD 121 M | +USD 18.6 M | +18% | 2.95% | 54.1% | 82 | 13.41% | 0.6 |
|
| 3839 |
SKK
3839
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| USD 121 M | -USD 50.9 M | -30% | 5.38% | 38.5% | 263 | 25.48% | 2 |
|
| 3840 |
FCMT
3840
Founders Capital Management (Texas)
Houston,
Texas
| USD 121 M | +USD 7.81 M | +7% | 4.78% | 131% | 372 | 6.72% | 0.5 |
|
| 3841 |
3841
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| USD 121 M | +USD 5.34 M | +5% | 3.09% | 130% | 551 | 11.8% | 1.3 |
|
| 3842 |
CAM
3842
Capco Asset Management
Tampa,
Florida
| USD 121 M | +USD 6.39 M | +6% | 5.9% | 46.1% | 19 | 10.53% | 0.7 |
|
| 3843 |
CC
3843
Caldera Capital
Dallas,
Texas
| USD 121 M | +USD 13.2 M | +12% | 8.15% | 84.5% | 27 | 51.85% | 0.4 |
|
| 3844 |
LFPWM
3844
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 120 M | +USD 4.16 M | +4% | 1.73% | 46.3% | 25 | 8% | 0.7 |
|
| 3845 |
SFG
3845
Summit Financial Group
Moorefield,
West Virginia
| USD 120 M | +USD 4.71 M | +4% | 4.06% | 26.1% | 120 | 10.83% | 0.2 |
|
| 3846 |
3846
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| USD 120 M | +USD 1.34 M | +1% | 3.33% | 58.7% | 77 | 16.88% | 0.6 |
|
| 3847 |
AC
3847
Axon Capital
New York
| USD 120 M | +USD 31.3 M | +35% | 5.73% | – | 14 | 35.71% | 0.7 |
|
| 3848 |
AFM
3848
Abbot Financial Management
Andover,
Massachusetts
| USD 120 M | +USD 8.5 M | +8% | 4.54% | 102% | 98 | 3.06% | 0.2 |
|
| 3849 |
CIA
3849
Cascade Investment Advisors
Oregon City,
Oregon
| USD 120 M | +USD 2.39 M | +2% | 4.58% | 71.4% | 190 | 13.68% | 0.9 |
|
| 3850 |
PHIMC
3850
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| USD 120 M | -USD 2.26 M | -2% | 3.77% | 82.6% | 86 | 6.98% | 3.1 |
|