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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
SAM
4276
Stringer Asset Management
Memphis,
Tennessee
| USD 112 M | – | – | 3.67% | 16.4% | 24 | – | 0.8 |
|
| 4277 |
ILM
4277
Indigo Latam Management
Phoenix,
Arizona
| USD 112 M | -USD 53.7 M | -32% | 32.4% | 39.3% | 1 | 0% | 4 |
|
| 4278 |
CCCPI
4278
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| USD 112 M | -USD 24.6 M | -18% | 3.38% | 47.7% | 4 | 25% | 3 |
|
| 4279 |
LAIC
4279
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 112 M | +USD 6.81 M | +7% | 5.92% | 75.5% | 89 | 6.74% | 1.9 |
|
| 4280 |
4280
Alphinity Investment Management
Sydney,
Australia
| USD 112 M | – | – | 8.02% | 151% | 21 | – | 0 |
|
| 4281 |
4281
Wealth Alliance Advisory Group
Wichita,
Kansas
| USD 111 M | – | – | 3.74% | 72.7% | 92 | – | 0 |
|
| 4282 |
PFT
4282
Providence First Trust
Scottsdale,
Arizona
| USD 111 M | -USD 6.04 M | -5% | 5.09% | 64.1% | 80 | 18.75% | 0.4 |
|
| 4283 |
4283
Bedel Financial Consulting
Indianapolis,
Indiana
| USD 111 M | – | – | 4.76% | 104% | 132 | – | 0 |
|
| 4284 |
ACM
4284
AUA Capital Management
Camp Hill,
Pennsylvania
| USD 111 M | +USD 2.31 M | +2% | 4% | 70.2% | 211 | 3.79% | 0.9 |
|
| 4285 |
4285
Kiley Juergens Wealth Management
Olympia,
Washington
| USD 111 M | – | – | 7.52% | 106% | 719 | – | 0 |
|
| 4286 |
WA1
4286
Wimmer Associates 1
Pasadena,
California
| USD 111 M | +USD 2.55 M | +2% | 7.28% | 78.9% | 108 | 3.7% | 1.8 |
|
| 4287 |
PM
4287
Penbrook Management
New York
| USD 111 M | – | – | 9.19% | 107% | 105 | – | 2.8 |
|
| 4288 |
BWM
4288
Biltmore Wealth Management
Tempe,
Arizona
| USD 111 M | +USD 15.9 M | +17% | 4.69% | 59.8% | 40 | 15% | 1.6 |
|
| 4289 |
4289
Cassaday & Co
Mclean,
Virginia
| USD 111 M | +USD 15.3 M | +16% | 1.96% | 62.5% | 36 | 19.44% | 2 |
|
| 4290 |
BMC
4290
Beaton Management Company
Haverhill,
Massachusetts
| USD 111 M | +USD 4.74 M | +4% | 6.52% | 95.9% | 116 | 3.45% | 0.5 |
|
| 4291 |
SPI
4291
Santori & Peters Inc
Canonsburg,
Pennsylvania
| USD 111 M | – | – | 7.14% | 88% | 644 | – | 0 |
|
| 4292 |
SMP
4292
Santa Monica Partners
Palm Beach Gardens,
Florida
| USD 111 M | – | – | 11.3% | 135% | 30 | – | 0 |
|
| 4293 |
SWM
4293
Sequoia Wealth Management
Hoffman Estates,
Illinois
| USD 111 M | – | – | 4.36% | – | 58 | – | 0 |
|
| 4294 |
HS
4294
Horan Securities
Cincinnati,
United States
| USD 111 M | +USD 9 M | +9% | 2.65% | 50.1% | 216 | 15.28% | 0.8 |
|
| 4295 |
4295
Peterson Wealth Advisors
Orem,
Utah
| USD 111 M | – | – | 4.67% | 50.9% | 45 | – | 0 |
|
| 4296 |
AIA
4296
Armor Investment Advisors
Raleigh,
North Carolina
| USD 111 M | +USD 5.44 M | +5% | 3.64% | 56.6% | 156 | 12.18% | 0.9 |
|
| 4297 |
FLI
4297
Family Legacy Inc
Greenville,
South Carolina
| USD 111 M | +USD 71.3 M | +181% | 6.72% | 89% | 103 | 62.14% | 0.3 |
|
| 4298 |
OKSA
4298
O'Keefe Stevens Advisory
Rochester,
New York
| USD 110 M | +USD 2.76 M | +3% | 4.08% | 208% | 49 | 18.37% | 0.2 |
|
| 4299 |
SNBOSCI
4299
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 110 M | +USD 8.21 M | +8% | 6.39% | 61% | 87 | 12.64% | 3 |
|
| 4300 |
DIS
4300
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 110 M | +USD 6.83 M | +7% | 7.18% | 86% | 46 | 10.87% | 2.8 |
|