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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Founders Financial Alliance
Raleigh,
North Carolina
| USD 254 M | +USD 53.8 M | +27% | 7.09% | 84.9% | 521 | 14.97% | 2 |
|
| 4152 |
BDA
4152
Borer Denton & Associates
Blue Bell,
Pennsylvania
| USD 254 M | +USD 13.1 M | +5% | 6.71% | 44.2% | 63 | 1.59% | 1.1 |
|
| 4153 |
4153
Chesapeake Wealth Management
Williamsburg,
Virginia
| USD 254 M | +USD 13.9 M | +6% | 6.24% | 65.9% | 161 | 8.07% | 4.2 |
|
| 4154 |
4154
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| USD 254 M | +USD 33.3 M | +15% | 15.1% | 36.7% | 4 | 0% | 5.3 |
|
| 4155 |
4155
Beck Capital Management
Austin,
Texas
| USD 254 M | +USD 18.6 M | +8% | 12.3% | 291% | 132 | 39.39% | 1.4 |
|
| 4156 |
4156
Horizon Wealth Management
La Grange,
Illinois
| USD 254 M | +USD 120 M | +90% | 11.1% | 97.2% | 86 | 13.95% | 1.1 |
|
| 4157 |
OH
4157
Oikos Holdings
New York
| USD 253 M | +USD 13.2 M | +6% | 5.61% | 5.54% | 10 | 10% | 1.7 |
|
| 4158 |
4158
Cornerstone Planning Group
Fairfield,
New Jersey
| USD 253 M | – | – | 4.34% | 60% | 1,569 | – | 0.4 |
|
| 4159 |
4159
Mokosak Advisory Group
Urbandale,
Iowa
| USD 253 M | +USD 18.2 M | +8% | 5.26% | 59.2% | 25 | 8% | 3.4 |
|
| 4160 |
4160
Vesey Street Capital Partners
New York
| USD 253 M | +USD 105 M | +71% | 71% | 47.8% | 1 | 0% | 1.5 |
|
| 4161 |
4161
Roanoke Asset Management
Jersey City,
New Jersey
| USD 253 M | +USD 18.3 M | +8% | 8.91% | 50.3% | 107 | 1.87% | 6.2 |
|
| 4162 |
WFA
4162
Wade Financial Advisory
Campbell,
California
| USD 252 M | +USD 14.3 M | +6% | 5.09% | 15.9% | 78 | 8.97% | 2.6 |
|
| 4163 |
SC
4163
Stephens Consulting
Flint,
Michigan
| USD 252 M | +USD 86.4 M | +52% | 4.73% | 50.1% | 537 | 9.68% | 1.3 |
|
| 4164 |
DA
4164
Dash Acquisitions
Woodland Hills,
California
| USD 252 M | +USD 36.4 M | +17% | 10.8% | 52% | 51 | 29.41% | 1.6 |
|
| 4165 |
LJHT
4165
Laurie J. Hall Trustee
| USD 252 M | +USD 17.5 M | +7% | 7.76% | 105% | 275 | 5.82% | 5.8 |
|
| 4166 |
4166
Quattro Financial Advisors
The Woodlands,
Texas
| USD 252 M | +USD 7.95 M | +3% | 4.43% | 77.6% | 102 | 36.27% | 1.4 |
|
| 4167 |
4167
Columbus Macro
New Castle,
Pennsylvania
| USD 252 M | -USD 17.4 M | -6% | 1.72% | 48.7% | 186 | 27.42% | 2.6 |
|
| 4168 |
4168
Asset Allocation & Management Company
Chicago,
Illinois
| USD 252 M | +USD 2.11 M | +0.8% | 3.8% | 58.5% | 100 | 41% | 2.2 |
|
| 4169 |
4169
Boyd Watterson Asset Management
Cleveland,
Ohio
| USD 251 M | +USD 5.51 M | +2% | 7.4% | 101% | 428 | 3.04% | 2.2 |
|
| 4170 |
DMKJ
4170
David M. Knott Jr
| USD 251 M | -USD 3.22 M | -1% | 6.86% | 169% | 155 | 8.39% | 1.1 |
|
| 4171 |
4171
Wakefield Asset Management
Englewood,
Colorado
| USD 251 M | +USD 10.4 M | +4% | 5.87% | 139% | 194 | 43.3% | 1 |
|
| 4172 |
4172
Empire Financial Management Company
New York
| USD 251 M | +USD 5.79 M | +2% | 5.54% | 78.3% | 201 | 10.95% | 0.2 |
|
| 4173 |
4173
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| USD 251 M | +USD 3.89 M | +2% | 4.75% | 17.7% | 357 | 17.09% | 2.9 |
|
| 4174 |
4174
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| USD 251 M | +USD 18 M | +8% | 6.09% | 56.9% | 97 | 10.31% | 2.8 |
|
| 4175 |
4175
Tillman Hartley LLC
Denver,
Colorado
| USD 251 M | +USD 15.4 M | +7% | 3.1% | 46.6% | 76 | 2.63% | 0.5 |
|