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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Seven Springs Wealth Group
Brentwood,
Tennessee
| USD 413 M | +USD 9.5 M | +2% | 7.15% | 59.2% | 87 | 8.05% | 3.3 |
|
| 3977 |
3977
Cornerstone Wealth Advisors
Edina,
Minnesota
| USD 413 M | +USD 26.2 M | +7% | 5.11% | 46.1% | 51 | 5.88% | 3.3 |
|
| 3978 |
3978
Watchman Group
Plano,
Texas
| USD 413 M | +USD 29.5 M | +8% | 6.79% | 54% | 81 | 8.64% | 3.2 |
|
| 3979 |
3979
Brave Asset Management
Summit,
New Jersey
| USD 413 M | +USD 42.1 M | +11% | 10.2% | 76.3% | 183 | 13.66% | 4.9 |
|
| 3980 |
3980
Wealth Advisory Solutions
Indiianapolis,
Indiana
| USD 413 M | +USD 18 M | +5% | 5.77% | 60.5% | 144 | 6.94% | 2 |
|
| 3981 |
3981
Ballast Inc
Lexington,
Kentucky
| USD 413 M | +USD 30.8 M | +8% | 6.5% | 71.3% | 137 | 8.76% | 4.5 |
|
| 3982 |
3982
Kelly Lawrence W & Associates
Pasadens,
California
| USD 413 M | +USD 31 M | +8% | 8.06% | 123% | 162 | 3.7% | 5.7 |
|
| 3983 |
3983
Winmill & Co
Walpole,
New Hampshire
| USD 412 M | +USD 52.8 M | +15% | 16.7% | 146% | 59 | 13.56% | 3.3 |
|
| 3984 |
3984
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| USD 412 M | +USD 37.2 M | +10% | 4.14% | 89.7% | 39 | 23.08% | 2.8 |
|
| 3985 |
3985
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 412 M | +USD 29.4 M | +8% | 8.7% | 86.1% | 216 | 7.87% | 6.9 |
|
| 3986 |
3986
Davis Rea
Toronto,
Ontario, Canada
| USD 412 M | +USD 9 M | +2% | 5.09% | 66.9% | 69 | 28.99% | 3.7 |
|
| 3987 |
3987
Silverlake Wealth Management
Williston,
Vermont
| USD 412 M | +USD 67.9 M | +20% | 6.81% | 73.3% | 359 | 15.32% | 2 |
|
| 3988 |
3988
Progressive Investment Management
Lake Oswego,
Oregon
| USD 412 M | +USD 19.1 M | +5% | 9.32% | 139% | 59 | 11.86% | 5.2 |
|
| 3989 |
3989
Legacy Wealth Asset Management
Woodbury,
Minnesota
| USD 412 M | +USD 18 M | +5% | 6.46% | 116% | 378 | 12.7% | 2.9 |
|
| 3990 |
3990
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| USD 411 M | +USD 5.67 M | +1% | 6.63% | 62.3% | 131 | 7.63% | 4.8 |
|
| 3991 |
3991
Carderock Capital Management
Chevy Chase,
Maryland
| USD 411 M | +USD 20.9 M | +5% | 4.57% | 97.6% | 139 | 48.2% | 5.7 |
|
| 3992 |
3992
Sunflower Bank
Dallas,
Texas
| USD 411 M | +USD 15.7 M | +4% | 5.37% | 42.7% | 150 | 10% | 3.1 |
|
| 3993 |
3993
Integris Wealth Management
Monterey,
California
| USD 411 M | +USD 27.6 M | +7% | 6.59% | 60.3% | 122 | 6.56% | 1.9 |
|
| 3994 |
KDA
3994
Kraft Davis & Associates
St. Louis,
Missouri
| USD 411 M | +USD 46.5 M | +13% | 7.6% | 81.8% | 153 | 13.73% | 1.6 |
|
| 3995 |
3995
Old Mission Investment Co
Traverse City,
Michigan
| USD 411 M | +USD 44.7 M | +12% | 8.17% | 82% | 149 | 25.5% | 3.5 |
|
| 3996 |
3996
Tradewinds LLC
Raleigh,
North Carolina
| USD 411 M | +USD 279 M | +212% | 9.38% | – | 272 | 92.65% | 0.2 |
|
| 3997 |
3997
HGC Investment Management
Toronto,
Ontario, Canada
| USD 411 M | +USD 50.6 M | +14% | 1.31% | 33.2% | 167 | 64.67% | 0.4 |
|
| 3998 |
3998
MilWealth Group
Milwaukee,
Wisconsin
| USD 410 M | +USD 22 M | +6% | 4.9% | 39.6% | 69 | 2.9% | 4.9 |
|
| 3999 |
NICM
3999
Neo Ivy Capital Management
New York
| USD 410 M | +USD 96.8 M | +31% | 10.7% | – | 560 | 71.96% | 0.2 |
|
| 4000 |
4000
VELA Investment Management
New Albany,
Ohio
| USD 410 M | +USD 41.1 M | +11% | 6.21% | 56.8% | 190 | 24.74% | 1.7 |
|