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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
West Paces Advisors
Atlanta,
Georgia
| USD 160 M | +USD 17.4 M | +12% | 3.49% | 57.7% | 476 | 2.52% | 2.3 |
|
| 3902 |
BE
3902
Bonness Enterprises
Washington,
District of Columbia
| USD 160 M | +USD 6.19 M | +4% | 4.17% | 98.6% | 46 | 4.35% | 5 |
|
| 3903 |
3903
Centerstone Investors
New York
| USD 160 M | +USD 19.9 M | +14% | 3.85% | 73.7% | 30 | 6.67% | 0.5 |
|
| 3904 |
3904
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| USD 160 M | +USD 4.58 M | +3% | 2.99% | 62.2% | 69 | 7.25% | 1.6 |
|
| 3905 |
SV
3905
Stilwell Value
New York
| USD 160 M | +USD 9.21 M | +6% | 9.7% | 87.9% | 42 | 7.14% | 2.5 |
|
| 3906 |
3906
Optimum Quantvest Corp
Stamford,
Connecticut
| USD 160 M | – | – | 3.97% | – | 13 | – | 0 |
|
| 3907 |
MWM
3907
Mascoma Wealth Management
Hanover,
New Hampshire
| USD 160 M | +USD 10.7 M | +7% | 2.57% | 40% | 422 | 13.51% | 1.8 |
|
| 3908 |
SFA
3908
Spectrum Financial Alliance
Nicholasville,
Kentucky
| USD 160 M | +USD 13.7 M | +9% | 12% | 185% | 16 | 25% | 1.1 |
|
| 3909 |
3909
Pacific Wealth Strategies Group
Santa Barbara,
California
| USD 160 M | +USD 4.77 M | +3% | 3.31% | 75.5% | 82 | 2.44% | 2.1 |
|
| 3910 |
3910
Nicollet Investment Management
Minneapolis,
Minnesota
| USD 159 M | +USD 7.48 M | +5% | 5.13% | 104% | 68 | 5.88% | 1.4 |
|
| 3911 |
3911
Evergreen Advisors
Chattanooga,
Tennessee
| USD 159 M | +USD 40.6 M | +34% | 2.9% | – | 18 | 27.78% | 0.4 |
|
| 3912 |
3912
Spectrum Asset Management (California)
Newport Beach,
California
| USD 159 M | +USD 10.6 M | +7% | 3.07% | 68.3% | 94 | 23.4% | 1.8 |
|
| 3913 |
3913
Innealta Capital
Austin,
Texas
| USD 159 M | -USD 8.88 M | -5% | 2.13% | 63.7% | 64 | 26.56% | 0.4 |
|
| 3914 |
3914
Delta Capital Management
Red Bank,
New Jersey
| USD 159 M | +USD 3.58 M | +2% | 4.42% | 129% | 68 | 7.35% | 4.1 |
|
| 3915 |
PP
3915
Parplus Partners
New York
| USD 158 M | +USD 16.6 M | +12% | 3.72% | – | 1 | 0% | 0.5 |
|
| 3916 |
3916
Stratos Investment Management
Beachwood,
Ohio
| USD 158 M | +USD 31.6 M | +25% | 3.31% | 58.2% | 77 | 18.18% | 0.2 |
|
| 3917 |
3917
Peoples Bank (Ohio)
Marietta,
Ohio
| USD 158 M | +USD 146 k | +0.1% | 3.17% | 71.7% | 102 | 6.86% | 2.7 |
|
| 3918 |
3918
Peterson Wealth Advisors
Orem,
Utah
| USD 158 M | +USD 8.46 M | +6% | 2.46% | 50.9% | 42 | 7.14% | 1.3 |
|
| 3919 |
3919
Chartist Inc
Seal Beach,
California
| USD 158 M | +USD 38.8 M | +33% | 4.1% | – | 36 | 33.33% | 3.1 |
|
| 3920 |
3920
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| USD 158 M | +USD 28 M | +22% | 1.38% | 58.7% | 29 | 48.28% | 1.3 |
|
| 3921 |
3921
Avestar Capital
New York
| USD 158 M | +USD 5.54 M | +4% | 3.05% | 101% | 1,027 | 9.64% | 1.2 |
|
| 3922 |
3922
Hedeker Wealth
Lincolnshire,
Illinois
| USD 158 M | +USD 25.2 M | +19% | 4.85% | 141% | 66 | 15.15% | 3.2 |
|
| 3923 |
SCA
3923
Sander Capital Advisors
Seattle,
Washington
| USD 158 M | +USD 16.5 M | +12% | 13% | 113% | 13 | 30.77% | 1 |
|
| 3924 |
3924
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 158 M | +USD 3.46 M | +2% | 3.34% | 71.9% | 69 | 4.35% | 4.3 |
|
| 3925 |
3925
Diametric Capital
Boston,
Massachusetts
| USD 158 M | +USD 36 M | +30% | 4.31% | 175% | 164 | 65.85% | 0.4 |
|