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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Apollon Financial
Mount Pleasant,
South Carolina
| USD 309 M | +USD 19.6 M | +7% | 7.47% | 103% | 154 | 10.39% | 0.5 |
|
| 4127 |
AFS
4127
Annapolis Financial Services
Annapolis,
Maryland
| USD 309 M | +USD 4.98 M | +2% | 0.44% | 15% | 372 | 6.45% | 2.7 |
|
| 4128 |
4128
Heirloom Wealth Management
Greenwood Village,
Colorado
| USD 309 M | +USD 15 M | +5% | 5.5% | 81.8% | 51 | 11.76% | 1.5 |
|
| 4129 |
4129
Sanchez Wealth Management Group
Jacksonville,
Florida
| USD 309 M | +USD 13.3 M | +5% | 1.25% | 56.9% | 40 | 7.5% | 3.5 |
|
| 4130 |
4130
TruNorth Capital Management
Kalamazoo,
Michigan
| USD 308 M | +USD 18.1 M | +6% | 0.51% | – | 401 | 42.64% | 0.2 |
|
| 4131 |
MFGP
4131
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| USD 308 M | +USD 4.81 M | +2% | 0.88% | 65.5% | 59 | 15.25% | 4.3 |
|
| 4132 |
4132
Knuff & Co
Foster City,
California
| USD 308 M | +USD 10.6 M | +4% | 5.47% | 85.8% | 133 | 7.52% | 3.6 |
|
| 4133 |
CWM
4133
Cedar Wealth Management
Walnut Creek,
California
| USD 308 M | +USD 4.03 M | +1% | 1.71% | 68.1% | 356 | 18.54% | 3.1 |
|
| 4134 |
4134
Capasso Planning Partners
Charleston,
South Carolina
| USD 308 M | +USD 66.5 M | +28% | 2.18% | 51.6% | 153 | 35.95% | 1.3 |
|
| 4135 |
4135
Compton Financial Group
Towson,
Maryland
| USD 308 M | +USD 10.6 M | +4% | 1.24% | 37.7% | 34 | 8.82% | 2.6 |
|
| 4136 |
4136
Sentinus LLC
Oak Brook,
Illinois
| USD 308 M | +USD 23.8 M | +8% | 2.48% | – | 195 | 18.97% | 1.1 |
|
| 4137 |
4137
Access Investment Management
Atlanta,
Georgia
| USD 308 M | +USD 4.97 M | +2% | 4.81% | – | 104 | 6.73% | 0.4 |
|
| 4138 |
4138
Physicians Financial Services
Raleigh,
North Carolina
| USD 307 M | +USD 23.5 M | +8% | 7.21% | 100% | 110 | 8.18% | 6.3 |
|
| 4139 |
4139
Security Benefit Life Insurance Company
Topeka,
Kansas
| USD 307 M | -USD 18.5 M | -6% | 4.17% | 60.6% | 36 | 22.22% | 2.1 |
|
| 4140 |
4140
Wellington Shields & Co
New York
| USD 307 M | +USD 8.68 M | +3% | 3.37% | 109% | 322 | 11.18% | 3.3 |
|
| 4141 |
4141
TFB Advisors
Overland Park,
Kansas
| USD 307 M | +USD 31.4 M | +11% | 3.23% | 80.4% | 299 | 15.38% | 0.5 |
|
| 4142 |
4142
Brown, Lisle/Cummings
Providence,
Rhode Island
| USD 307 M | +USD 12.5 M | +4% | 1.94% | 82.3% | 624 | 12.18% | 1.9 |
|
| 4143 |
4143
Savvy Advisors Inc
New York
| USD 307 M | +USD 133 M | +77% | 2.94% | – | 312 | 32.37% | 0.3 |
|
| 4144 |
4144
Princeton Capital Management
Red Bank,
New Jersey
| USD 307 M | +USD 29.8 M | +11% | 13.5% | 206% | 122 | 23.77% | 4.3 |
|
| 4145 |
TM
4145
Tikvah Management
Charlotte,
North Carolina
| USD 307 M | -USD 12.5 M | -4% | 1.92% | 169% | 25 | 8% | 3.8 |
|
| 4146 |
4146
Essex Woodlands Management
The Woodlands,
Texas
| USD 307 M | -USD 38.1 M | -11% | 7.56% | 55% | 7 | 0% | 5.8 |
|
| 4147 |
4147
Prentice Wealth Management
Rochester,
New York
| USD 306 M | +USD 18.5 M | +6% | 1.37% | 47.8% | 107 | 1.87% | 2 |
|
| 4148 |
4148
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| USD 306 M | -USD 2.14 M | -0.7% | 0.27% | 34.2% | 45 | 4.44% | 5.2 |
|
| 4149 |
4149
Copperwynd Financial
Scottsdale,
Arizona
| USD 306 M | +USD 28.3 M | +10% | 3.29% | 90% | 155 | 15.48% | 3.1 |
|
| 4150 |
4150
Carrera Capital Advisors
Troy,
Michigan
| USD 306 M | – | – | 0.55% | – | 85 | – | 0 |
|