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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 |
4276
Chessman Wealth Strategies RIA
Dallas,
Texas
| USD 114 M | +USD 109 k | +0.1% | 3.5% | – | 209 | 85.65% | 0.1 |
|
| 4277 |
4277
Quad-Cities Investment Group
Davenport,
Iowa
| USD 114 M | +USD 5.98 M | +6% | 4.53% | 67.3% | 900 | 6.78% | 0.3 |
|
| 4278 |
4278
Guardian Investment Management
Tiburon,
California
| USD 114 M | +USD 9 M | +9% | 7.44% | 89.7% | 54 | 3.7% | 3.5 |
|
| 4279 |
4279
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| USD 114 M | +USD 10.9 M | +11% | 8.69% | 87.9% | 103 | 6.8% | 0.6 |
|
| 4280 |
4280
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 113 M | +USD 6.67 M | +6% | 7.83% | 61% | 94 | 18.09% | 3.2 |
|
| 4281 |
4281
Euclidean Technologies Management
Seattle,
Washington
| USD 113 M | +USD 6.07 M | +6% | 5.58% | 124% | 68 | 14.71% | 1.7 |
|
| 4282 |
4282
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| USD 113 M | +USD 6.57 M | +6% | 2.35% | 31.1% | 60 | 6.67% | 0.9 |
|
| 4283 |
4283
Vista Investment Management
Pittsburgh,
Pennsylvania
| USD 113 M | +USD 10.8 M | +11% | 4.2% | 54.4% | 146 | 7.53% | 0.7 |
|
| 4284 |
4284
Western Standard LLC
Los Angeles,
California
| USD 113 M | +USD 14.4 M | +15% | 5.13% | 83.7% | 61 | 39.34% | 0.7 |
|
| 4285 |
4285
Trellis Advisors
Ellensburg,
Washington
| USD 113 M | +USD 6.56 M | +6% | 5.27% | 23.3% | 49 | 14.29% | 0.6 |
|
| 4286 |
4286
HC Financial Advisors
Lafayette,
California
| USD 113 M | +USD 10.5 M | +10% | 7.22% | 31.2% | 68 | 5.88% | 0.7 |
|
| 4287 |
4287
Sagil Capital
London,
United Kingdom
| USD 113 M | +USD 298 k | +0.3% | 1.5% | 104% | 27 | 55.56% | 0.4 |
|
| 4288 |
4288
RB Capital Management
Reno,
Nevada
| USD 113 M | -USD 22.3 M | -16% | 7.17% | 79.4% | 147 | 23.13% | 1.4 |
|
| 4289 |
4289
Axel Capital Management
New York
| USD 113 M | +USD 5.27 M | +5% | 8.11% | 194% | 34 | 41.18% | 1.1 |
|
| 4290 |
4290
Armor Investment Advisors
Raleigh,
North Carolina
| USD 113 M | +USD 1.26 M | +1% | 4.99% | 56.6% | 153 | 11.11% | 1.5 |
|
| 4291 |
4291
Edgbaston Investment Partners
| USD 112 M | +USD 11.3 M | +11% | 11.1% | 4.67% | 2 | 0% | 0.8 |
|
| 4292 |
LFGH
4292
Lee Financial Group Hawaii
Honolulu,
Hawaii
| USD 112 M | +USD 4.34 M | +4% | 6.68% | 12.9% | 34 | 17.65% | 0.6 |
|
| 4293 |
4293
Field & Main Bank
Henderson,
Kentucky
| USD 112 M | +USD 2.16 M | +2% | 8.26% | 107% | 229 | 3.49% | 3.1 |
|
| 4294 |
4294
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 112 M | – | – | 7.69% | 98.6% | 118 | – | 1.3 |
|
| 4295 |
4295
Martin Capital Partners
Eugene,
Oregon
| USD 112 M | +USD 12.8 M | +13% | 5.79% | 42.3% | 58 | 22.41% | 0.6 |
|
| 4296 |
4296
Paulson Wealth Management
Wheaton,
Illinois
| USD 111 M | +USD 10.2 M | +10% | 4.38% | 57.1% | 129 | 15.5% | 0.6 |
|
| 4297 |
4297
Matisse Capital
Portland,
Oregon
| USD 111 M | -USD 15 M | -12% | 2.59% | 66.9% | 133 | 18.8% | 1.5 |
|
| 4298 |
4298
Congress Park Capital
Saratoga Springs,
New York
| USD 111 M | +USD 7.16 M | +7% | 8.69% | 99.9% | 106 | 13.21% | 0.6 |
|
| 4299 |
4299
Aries Wealth Management
Portland,
Maine
| USD 111 M | +USD 3.19 M | +3% | 7% | 75% | 142 | 9.15% | 0.7 |
|
| 4300 |
DIS
4300
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 111 M | +USD 2.97 M | +3% | 6.51% | 86% | 43 | 6.98% | 3.2 |
|