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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 |
3826
West Michigan Advisors
Holland,
Michigan
| USD 455 M | +USD 19.6 M | +5% | 3.15% | 86.6% | 332 | 29.22% | 1.8 |
|
| 3827 |
AIS
3827
AM Investment Strategies
Chattanooga,
Tennessee
| USD 455 M | -USD 26 M | -5% | 4.53% | 135% | 122 | 13.93% | 3.1 |
|
| 3828 |
3828
Garden State Investment Advisory Services
Red Bank,
New Jersey
| USD 455 M | +USD 811 k | +0.2% | 2.08% | 94% | 384 | 27.08% | 1.6 |
|
| 3829 |
3829
Aries Wealth Management
Portland,
Maine
| USD 455 M | +USD 3.18 M | +0.7% | 0.43% | 87.7% | 245 | 9.39% | 3 |
|
| 3830 |
TPWM
3830
Twelve Points Wealth Management
Concord,
Massachusetts
| USD 455 M | +USD 10.4 M | +2% | 1.52% | 56.8% | 211 | 12.32% | 2.8 |
|
| 3831 |
3831
Paradiem
Covington,
Louisiana
| USD 454 M | +USD 36 M | +9% | 8.6% | 107% | 75 | 30.67% | 1.5 |
|
| 3832 |
3832
Barry Investment Advisors
New Bedford,
Massachusetts
| USD 454 M | +USD 4.35 M | +1% | 6.88% | 66.7% | 109 | 15.6% | 4.3 |
|
| 3833 |
3833
Peddock Capital Advisors
Braintree,
Massachusetts
| USD 453 M | -USD 23.8 M | -5% | 1.25% | 113% | 170 | 8.24% | 6.5 |
|
| 3834 |
3834
Vodafone Ventures
Newbury,
United Kingdom
| USD 453 M | +USD 56 M | +14% | 14.1% | – | 1 | 0% | 0.3 |
|
| 3835 |
3835
Farmers National Bank
Danville,
Kentucky
| USD 453 M | +USD 5.3 M | +1% | 0.03% | – | 197 | 12.18% | 6.2 |
|
| 3836 |
3836
Act Two Investors
Santa Cruz,
California
| USD 453 M | -USD 103 M | -18% | 10.2% | 53% | 40 | 15% | 3.7 |
|
| 3837 |
3837
Waller Financial Planning Group
Columbus,
Ohio
| USD 453 M | +USD 2.73 M | +0.6% | 0.59% | 47.5% | 79 | 11.39% | 4.5 |
|
| 3838 |
3838
Bulltick Wealth Management
Miami,
Florida
| USD 453 M | -USD 17.9 M | -4% | 4.45% | 58.2% | 162 | 34.57% | 1.5 |
|
| 3839 |
3839
Compton Financial Group
Towson,
Maryland
| USD 453 M | +USD 11.1 M | +3% | 1.48% | 37.7% | 72 | 15.28% | 2.1 |
|
| 3840 |
3840
Wolff Financial Management
Kalamazoo,
Michigan
| USD 453 M | +USD 7.89 M | +2% | 0.42% | 56.7% | 104 | 3.85% | 2.9 |
|
| 3841 |
3841
Addison Advisors
Middlebury,
Vermont
| USD 452 M | +USD 7.33 M | +2% | 0.2% | 54.5% | 999 | 12.11% | 2.9 |
|
| 3842 |
3842
Blankinship & Foster
Solana Beach,
California
| USD 452 M | -USD 10.4 M | -2% | 1.4% | 67.1% | 80 | 7.5% | 4.8 |
|
| 3843 |
3843
Waterway Wealth Management
The Woodlands,
Texas
| USD 452 M | +USD 10.4 M | +2% | 3.38% | 52.2% | 99 | 25.25% | 1 |
|
| 3844 |
3844
Essex Savings Bank
Essex,
Connecticut
| USD 452 M | -USD 9.38 M | -2% | 3.86% | 95.2% | 324 | 9.57% | 4.2 |
|
| 3845 |
3845
Leverty Financial Group
Hudson,
Wisconsin
| USD 452 M | +USD 33.8 M | +8% | 1.69% | 57.3% | 53 | 24.53% | 2.2 |
|
| 3846 |
3846
HGC Investment Management
Toronto,
Ontario, Canada
| USD 451 M | -USD 20.3 M | -4% | 0.69% | 33.2% | 205 | 39.02% | 0.4 |
|
| 3847 |
3847
Marion Wealth Management
Monroeville,
Pennsylvania
| USD 451 M | +USD 1.29 M | +0.3% | 1.6% | 51.7% | 154 | 11.69% | 2.6 |
|
| 3848 |
3848
CDAM (UK)
London,
United Kingdom
| USD 451 M | -USD 99 M | -18% | 15.5% | 7.89% | 12 | 16.67% | 3.8 |
|
| 3849 |
3849
Lind Value II ApS
Aarhus C,
Denmark
| USD 451 M | +USD 141 M | +46% | 12% | – | 11 | 45.45% | 0.5 |
|
| 3850 |
SIM
3850
SW Investment Management
Telluride,
Colorado
| USD 451 M | +USD 74.8 M | +20% | 8.59% | 143% | 8 | 12.5% | 2.6 |
|