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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Wealth Dimensions Group
Cincinnati,
Ohio
| USD 276 M | +USD 964 k | +0.4% | 3% | 57.1% | 138 | 5.8% | 2.3 |
|
| 3927 |
3927
Old Port Advisors
Portland,
Maine
| USD 276 M | – | – | 2.9% | 114% | 206 | – | 3.8 |
|
| 3928 |
3928
Wambolt & Associates
Littleton,
Colorado
| USD 276 M | -USD 5.47 M | -2% | 1.98% | 62.2% | 259 | 10.42% | 3.2 |
|
| 3929 |
3929
Covenant Partners
Nashville,
Tennessee
| USD 275 M | -USD 1.4 M | -0.5% | 3.52% | 70.3% | 200 | 19.5% | 2.6 |
|
| 3930 |
3930
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| USD 275 M | -USD 2.73 M | -1% | 3.92% | 81% | 96 | 5.21% | 5.4 |
|
| 3931 |
3931
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| USD 275 M | -USD 40.6 M | -13% | 3.47% | 70.2% | 280 | 19.64% | 3.5 |
|
| 3932 |
3932
Hamilton Capital Partners (Canada)
Toronto,
| USD 275 M | -USD 128 k | -0% | 3.58% | 143% | 78 | 7.69% | 0.6 |
|
| 3933 |
3933
ValueWorks
New York
| USD 275 M | -USD 1.36 M | -0.5% | 1.72% | 190% | 33 | 6.06% | 4.9 |
|
| 3934 |
3934
Peak Financial Management
Wellesley,
Massachusetts
| USD 275 M | -USD 5.98 M | -2% | 4.05% | 58.2% | 83 | 18.07% | 4 |
|
| 3935 |
MP
3935
Mediatel Partners
Fort Worth,
Texas
| USD 275 M | +USD 15 M | +6% | 5.89% | 11.6% | 3 | 0% | 7.3 |
|
| 3936 |
3936
Brahman Capital
New York
| USD 275 M | -USD 93.6 M | -25% | 8.2% | 16.6% | 24 | 25% | 1.9 |
|
| 3937 |
3937
L.M. Kohn & Company
Cincinnati,
Ohio
| USD 274 M | +USD 9.08 M | +3% | 3% | 97.9% | 253 | 12.65% | 1.2 |
|
| 3938 |
3938
SMI Advisory Services
Columbus,
Indiana
| USD 274 M | – | – | 0.5% | 80.7% | 43 | – | 1.1 |
|
| 3939 |
3939
Drive Wealth Management
Lehi,
Utah
| USD 274 M | +USD 4.18 M | +2% | 1.96% | 94.4% | 315 | 22.22% | 0.9 |
|
| 3940 |
HA
3940
Hamel Associates
Chatham,
New Jersey
| USD 274 M | -USD 12 M | -4% | 2.78% | 50.6% | 77 | 10.39% | 5.8 |
|
| 3941 |
3941
BCWM LLC
Overland Park,
Kansas
| USD 274 M | -USD 30 M | -10% | 6.35% | – | 61 | 0% | 4.1 |
|
| 3942 |
EGA
3942
E&G Advisors
Houston,
Texas
| USD 273 M | -USD 12.4 M | -4% | 2.1% | 97.7% | 202 | 6.44% | 1.8 |
|
| 3943 |
3943
O'Brien Greene & Co
Media,
Pennsylvania
| USD 273 M | -USD 14.3 M | -5% | 0.67% | 81.4% | 130 | 6.92% | 3.2 |
|
| 3944 |
3944
Platte River Wealth Advisors
Louisville,
Colorado
| USD 273 M | -USD 12 M | -4% | 2.93% | 28.6% | 102 | 11.76% | 2.6 |
|
| 3945 |
3945
Kozak & Associates
Highlands Ranch,
Colorado
| USD 273 M | +USD 25.4 M | +10% | 3.38% | 111% | 421 | 24.7% | 1.7 |
|
| 3946 |
CIM
3946
CIM Investment Management
Pittsburgh,
Pennsylvania
| USD 273 M | -USD 20.7 M | -7% | 3.86% | 123% | 297 | 12.79% | 3 |
|
| 3947 |
3947
Argyle Capital Management
Center Valley,
Pennsylvania
| USD 273 M | -USD 4.42 M | -2% | 1.38% | 106% | 125 | 2.4% | 8.6 |
|
| 3948 |
3948
Winmill & Co
Walpole,
New Hampshire
| USD 273 M | -USD 6.59 M | -2% | 2.07% | 146% | 75 | 9.33% | 2.4 |
|
| 3949 |
3949
Wittenberg Investment Management
Carlisle,
Massachusetts
| USD 273 M | -USD 3.43 M | -1% | 1.34% | 89.9% | 92 | 15.22% | 4.3 |
|
| 3950 |
3950
Bridger Management
New York
| USD 273 M | -USD 28.6 M | -9% | 0.82% | 103% | 36 | 27.78% | 1.8 |
|