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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
GWN Securities
Palm Beach Gardens,
Florida
| USD 432 M | -USD 107 M | -20% | 7.51% | – | 456 | 27.19% | 0.5 |
|
| 3877 |
3877
Morton Community Bank
East Peoria,
Illinois
| USD 432 M | +USD 29.7 M | +7% | 5.53% | – | 116 | 4.31% | 1.5 |
|
| 3878 |
CWAG
3878
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| USD 432 M | +USD 36.7 M | +9% | 8.13% | 76.1% | 86 | 9.3% | 4.5 |
|
| 3879 |
3879
Beacon Financial Advisory
Cleveland,
Ohio
| USD 432 M | +USD 45 M | +12% | 6.96% | 76.8% | 388 | 10.31% | 2.3 |
|
| 3880 |
3880
Herold Advisors
New York
| USD 432 M | -USD 45.5 M | -10% | 7.85% | 90.2% | 316 | 23.1% | 2.9 |
|
| 3881 |
3881
Bridgewealth Advisory Group
Fresno,
California
| USD 431 M | +USD 37.4 M | +9% | 4.79% | 39.1% | 129 | 5.43% | 0.9 |
|
| 3882 |
3882
Addison Advisors
Middlebury,
Vermont
| USD 431 M | +USD 30.5 M | +8% | 5.24% | 50.2% | 918 | 7.73% | 2.8 |
|
| 3883 |
3883
AMI Investment Management
Kendallville,
Indiana
| USD 431 M | +USD 43.7 M | +11% | 5.31% | 52% | 77 | 14.29% | 5.7 |
|
| 3884 |
3884
Camrose Capital Investment Partners
London,
United Kingdom
| USD 431 M | +USD 31.5 M | +8% | 2.43% | – | 9 | 0% | 0.8 |
|
| 3885 |
WWMSC
3885
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| USD 431 M | -USD 7.62 M | -2% | 4.47% | 36.4% | 271 | 14.39% | 3.2 |
|
| 3886 |
3886
Wolff Financial Management
Kalamazoo,
Michigan
| USD 431 M | +USD 43.6 M | +11% | 5.16% | 56.7% | 102 | 4.9% | 2.5 |
|
| 3887 |
3887
Bluescape Energy Partners
Dallas,
Texas
| USD 431 M | +USD 19.6 M | +5% | 5.8% | 57.9% | 6 | 0% | 3.6 |
|
| 3888 |
3888
Alpine Woods Capital Investors
Purchase,
New York
| USD 430 M | +USD 9.2 M | +2% | 9.44% | 105% | 167 | 16.17% | 5.2 |
|
| 3889 |
3889
Stokes Capital Advisors
Greenwood,
South Carolina
| USD 430 M | +USD 21.4 M | +5% | 4.7% | 61.3% | 69 | 4.35% | 5 |
|
| 3890 |
3890
Frisch Financial Group
Melville,
New York
| USD 430 M | +USD 21.1 M | +5% | 7.56% | 66.6% | 168 | 20.83% | 3.1 |
|
| 3891 |
EGA
3891
E&G Advisors
Houston,
Texas
| USD 430 M | +USD 44 M | +11% | 9.43% | 97.7% | 232 | 11.64% | 3 |
|
| 3892 |
3892
Wendel SE
Paris,
| USD 429 M | +USD 79.3 M | +23% | 22.7% | – | 1 | 0% | 0.5 |
|
| 3893 |
3893
Matthews International Capital Management
San Francisco,
California
| USD 429 M | -USD 5.29 M | -1% | 14% | 227% | 42 | 9.52% | 2.7 |
|
| 3894 |
3894
Siemens
Munich,
Germany
| USD 429 M | +USD 163 M | +61% | 61% | 16.8% | 1 | 0% | 3 |
|
| 3895 |
3895
Capco Asset Management
Tampa,
Florida
| USD 429 M | -USD 46.6 M | -10% | 2.79% | 46.1% | 27 | 0% | 4.5 |
|
| 3896 |
3896
Paradiem
Covington,
Louisiana
| USD 429 M | +USD 32.6 M | +8% | 10.9% | 107% | 76 | 40.79% | 1.5 |
|
| 3897 |
3897
DecisionPoint Financial
Mesa,
Arizona
| USD 429 M | +USD 37.3 M | +10% | 5.25% | 48% | 678 | 8.41% | 0.8 |
|
| 3898 |
3898
Prosight Management
Dallas,
Texas
| USD 429 M | +USD 18.7 M | +5% | 25% | 39.5% | 50 | 38% | 1 |
|
| 3899 |
3899
Ipswich Investment Management
Beverly,
Massachusetts
| USD 428 M | +USD 13.7 M | +3% | 6.66% | 104% | 190 | 5.26% | 6.2 |
|
| 3900 |
3900
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| USD 428 M | +USD 27.2 M | +7% | 12.3% | 143% | 89 | 39.33% | 1.9 |
|