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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
Trust Company of Oklahoma
Tulsa,
Oklahoma
| USD 280 M | -USD 15.8 M | -5% | 0.73% | 101% | 141 | 9.22% | 4.8 |
|
| 3902 |
3902
Kanen Wealth Management
Coconut Creek,
Florida
| USD 279 M | -USD 159 M | -36% | 6.15% | 328% | 34 | 32.35% | 0.4 |
|
| 3903 |
3903
CAZ Investments
Houston,
Texas
| USD 279 M | -USD 31 M | -10% | 1.41% | 263% | 44 | 9.09% | 1.5 |
|
| 3904 |
3904
Trinity Legacy Partners
Houston,
Texas
| USD 279 M | +USD 6.49 M | +2% | 2.63% | 63.3% | 132 | 29.55% | 1.2 |
|
| 3905 |
LFM
3905
Lumina Fund Management
New York
| USD 279 M | +USD 61.1 M | +28% | 0.51% | 28.1% | 54 | 40.74% | 1.5 |
|
| 3906 |
3906
Compass Ion Advisors
Conshohocken,
Pennsylvania
| USD 278 M | +USD 20.9 M | +8% | 2.17% | 75.6% | 95 | 10.53% | 1 |
|
| 3907 |
3907
PCJ Investment Counsel
Toronto,
Ontario, Canada
| USD 278 M | +USD 11.2 M | +4% | 0.53% | 164% | 93 | 46.24% | 1.7 |
|
| 3908 |
3908
NVWM LLC
Yardley,
Pennsylvania
| USD 278 M | -USD 260 k | -0.1% | 0.96% | 119% | 555 | 25.59% | 1.7 |
|
| 3909 |
3909
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| USD 278 M | -USD 7.58 M | -3% | 0.94% | 72.9% | 177 | 10.17% | 3.6 |
|
| 3910 |
3910
Ayalon Insurance Company
Ramat Gan,
Israel
| USD 278 M | -USD 22.8 M | -8% | 0.28% | 99.6% | 167 | 23.95% | 2.4 |
|
| 3911 |
3911
High Note Wealth
Deephaven,
Minnesota
| USD 277 M | +USD 1.92 M | +0.7% | 1.42% | 82.8% | 84 | 4.76% | 0.7 |
|
| 3912 |
3912
Tucker Asset Management
Littleton,
Colorado
| USD 277 M | +USD 56 M | +25% | 0.05% | 71.6% | 407 | 21.87% | 0.6 |
|
| 3913 |
3913
Soundmark Wealth Management
Kirkland,
Washington
| USD 277 M | +USD 34.3 M | +14% | 1.7% | 17.2% | 74 | 18.92% | 0.6 |
|
| 3914 |
3914
Red Wave Investments
Dillsburg,
Pennsylvania
| USD 277 M | +USD 9.14 M | +3% | 1.03% | 58% | 99 | 8.08% | 0.7 |
|
| 3915 |
3915
Radnor Financial Advisors
Wayne,
Pennsylvania
| USD 277 M | -USD 476 k | -0.2% | 2.03% | 3.04% | 26 | 0% | 1.3 |
|
| 3916 |
3916
Tamar Securities
Woodland Hills,
California
| USD 277 M | +USD 17 M | +7% | 1.97% | 84.8% | 55 | 10.91% | 1 |
|
| 3917 |
3917
Gleason Group
Prospect,
Kentucky
| USD 277 M | +USD 854 k | +0.3% | 1.56% | 69.1% | 211 | 4.74% | 1.5 |
|
| 3918 |
3918
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| USD 277 M | +USD 3.36 M | +1% | 0.09% | 84.7% | 163 | 4.29% | 4.5 |
|
| 3919 |
3919
Nixon Peabody Trust
Boston,
Massachusetts
| USD 277 M | +USD 17.2 M | +7% | 1.53% | 101% | 74 | 13.51% | 3.8 |
|
| 3920 |
3920
AlphaMark Advisors
Ft. Wright,
Kentucky
| USD 277 M | +USD 2.45 M | +0.9% | 0.62% | 26.4% | 627 | 9.89% | 3.3 |
|
| 3921 |
3921
American National Registered Investment Advisor
Galveston,
Texas
| USD 276 M | -USD 3.05 M | -1% | 0.43% | 95.8% | 238 | 1.68% | 5.2 |
|
| 3922 |
LCP
3922
Legacy Capital Partners
Milwaukee,
Wisconsin
| USD 276 M | -USD 3.16 M | -1% | 0.21% | 85.6% | 147 | 12.93% | 4.9 |
|
| 3923 |
3923
TRB Advisors
New York
| USD 276 M | -USD 165 M | -37% | 1.88% | 64% | 13 | 38.46% | 3.2 |
|
| 3924 |
3924
Summit Financial Group
Moorefield,
West Virginia
| USD 276 M | +USD 9.02 M | +3% | 0.83% | 26.1% | 208 | 7.69% | 2.4 |
|
| 3925 |
3925
Voce Capital Management
San Francisco,
California
| USD 276 M | -USD 2.47 M | -0.9% | 0.11% | 69.2% | 12 | 16.67% | 2.2 |
|