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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Howard Financial Services
Dallas,
Texas
| USD 130 M | – | – | 12.3% | 55.9% | 95 | – | 0 |
|
| 4027 |
4027
Israel Discount Bank of New York
New York
| USD 130 M | -USD 22.8 M | -15% | 10.5% | 40.8% | 461 | 14.32% | 1.6 |
|
| 4028 |
4028
Portland Investment Counsel
Burlington,
Ontario, Canada
| USD 130 M | +USD 32.3 M | +33% | 19.7% | 108% | 39 | 25.64% | 3.8 |
|
| 4029 |
4029
Vienna Insurance Group
Warsaw,
Poland
| USD 130 M | -USD 20.1 M | -13% | 8.77% | 188% | 70 | 21.43% | 1 |
|
| 4030 |
4030
Wills Financial Group
Richmond,
Virginia
| USD 130 M | -USD 21.4 M | -14% | 9.01% | 57.5% | 70 | 18.57% | 3.1 |
|
| 4031 |
4031
Concentric Wealth Management
Lafayette,
California
| USD 130 M | -USD 12.6 M | -9% | 11.2% | 33.4% | 94 | 12.77% | 1.9 |
|
| 4032 |
4032
Heritage Way Advisors
Rockford,
Illinois
| USD 130 M | -USD 14.6 M | -10% | 11% | 79.4% | 64 | 17.19% | 1.7 |
|
| 4033 |
WCM
4033
Wunderlich Capital Managemnt
Memphis,
Tennessee
| USD 130 M | -USD 10.9 M | -8% | 11.1% | 33.6% | 103 | 32.04% | 2.9 |
|
| 4034 |
4034
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| USD 130 M | +USD 123 k | +0.1% | 12.3% | 49.6% | 45 | 22.22% | 0.7 |
|
| 4035 |
4035
Tidal Investments
Milwaukee,
Wisconsin
| USD 130 M | – | – | 13% | 208% | 92 | – | 0 |
|
| 4036 |
4036
Peachtree Investment Advisors
Atlanta,
Georgia
| USD 130 M | -USD 16.9 M | -12% | 12.2% | 24.2% | 81 | 17.28% | 3.9 |
|
| 4037 |
AB
4037
Atlas Brown
Louisville,
Kentucky
| USD 130 M | -USD 33.2 M | -20% | 12% | 115% | 149 | 10.07% | 3.7 |
|
| 4038 |
4038
West Paces Advisors
Atlanta,
Georgia
| USD 130 M | -USD 9.29 M | -7% | 9.63% | 57.7% | 484 | 2.27% | 1.8 |
|
| 4039 |
4039
Smart Portfolios LLC
Seattle,
Washington
| USD 130 M | -USD 32.1 M | -20% | 8.03% | 41.3% | 226 | 49.12% | 0.5 |
|
| 4040 |
AIA
4040
AIMZ Investment Advisors
Los Altos,
California
| USD 130 M | -USD 25.9 M | -17% | 13.5% | 81.3% | 105 | 13.33% | 3.6 |
|
| 4041 |
4041
Financial Life Advisors
San Antonio,
Texas
| USD 129 M | -USD 7.2 M | -5% | 7.96% | 47% | 49 | 8.16% | 0.9 |
|
| 4042 |
4042
LexAurum Advisors
Overland Park,
Kansas
| USD 129 M | -USD 13.4 M | -9% | 10.9% | – | 176 | 24.43% | 0.8 |
|
| 4043 |
4043
Adirondack Trust Company
Saratoga Springs,
New York
| USD 129 M | -USD 19.1 M | -13% | 10.8% | 96.7% | 376 | 12.77% | 3.7 |
|
| 4044 |
4044
Perkins Capital Management
Wayzata,
Minnesota
| USD 129 M | -USD 37.6 M | -23% | 13.7% | 303% | 142 | 16.9% | 2 |
|
| 4045 |
4045
NKCFO LLC
Geneva,
Illinois
| USD 129 M | – | – | 7.24% | 211% | 86 | – | 0 |
|
| 4046 |
4046
Mokosak Advisory Group
Urbandale,
Iowa
| USD 129 M | -USD 15.3 M | -11% | 13% | 59.2% | 24 | 54.17% | 0.5 |
|
| 4047 |
SWMG
4047
Signature Wealth Management Group
Atlanta,
Georgia
| USD 129 M | -USD 5.88 M | -4% | 8.2% | – | 337 | 78.93% | 0.9 |
|
| 4048 |
LBC
4048
Lawrence B. Cohen
| USD 129 M | -USD 18.4 M | -13% | 11.3% | 41.8% | 68 | 0% | 4.1 |
|
| 4049 |
CAGAS
4049
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| USD 129 M | -USD 21.1 M | -14% | 11.6% | 54.8% | 438 | 17.35% | 0.6 |
|
| 4050 |
MA
4050
Menlo Advisors
Menlo Park,
California
| USD 129 M | -USD 19.4 M | -13% | 9.63% | 108% | 43 | 18.6% | 3.6 |
|