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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
Sunburst Financial Group
Vestavia Hills,
Alabama
| USD 209 M | +USD 5.88 M | +3% | 10.4% | 55.7% | 86 | 16.28% | 1.7 |
|
| 4277 |
AIA
4277
AIMZ Investment Advisors
Los Altos,
California
| USD 209 M | -USD 34.7 M | -14% | 12% | 81.3% | 116 | 6.03% | 5.6 |
|
| 4278 |
4278
Cardinal Point Wealth Management Partners
Irvine,
California
| USD 209 M | -USD 15.8 M | -7% | 12% | – | 61 | 34.43% | 0.4 |
|
| 4279 |
4279
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| USD 208 M | -USD 39.7 M | -16% | 14.1% | 72.3% | 105 | 11.43% | 2.2 |
|
| 4280 |
4280
Gradient Capital Advisors
San Diego,
California
| USD 208 M | -USD 27.6 M | -12% | 13.2% | 78.5% | 130 | 17.69% | 3.2 |
|
| 4281 |
4281
Sora Investors
Bryn Mawr,
Pennsylvania
| USD 208 M | -USD 7.41 M | -3% | 24.1% | 179% | 35 | 62.86% | 0.2 |
|
| 4282 |
LIC
4282
Laurus Investment Counsel
Toronto,
Canada
| USD 208 M | -USD 56.9 M | -21% | 18.1% | 14.1% | 45 | 13.33% | 2.4 |
|
| 4283 |
4283
Newman & Schimel
Deerfield,
Illinois
| USD 208 M | +USD 54.3 M | +35% | 10.8% | – | 52 | 23.08% | 1.2 |
|
| 4284 |
4284
Oxler Private Wealth
Rye Brook,
New York
| USD 208 M | -USD 14 M | -6% | 14.4% | 119% | 237 | 54.01% | 0.6 |
|
| 4285 |
4285
Bridge Advisory
Pasadena,
California
| USD 208 M | -USD 21.5 M | -9% | 11.7% | 6.7% | 125 | 30.4% | 0.9 |
|
| 4286 |
BDA
4286
Borer Denton & Associates
Blue Bell,
Pennsylvania
| USD 207 M | -USD 30.7 M | -13% | 12.1% | 44.2% | 53 | 1.89% | 0.3 |
|
| 4287 |
HWC
4287
Hill Winds Capital
High Falls,
New York
| USD 207 M | -USD 44.4 M | -18% | 18.6% | 8.52% | 49 | 55.1% | 0.6 |
|
| 4288 |
4288
Omega Financial Group
Santa Barbara,
California
| USD 207 M | -USD 23.6 M | -10% | 12.8% | 45.2% | 82 | 13.41% | 2.3 |
|
| 4289 |
4289
Teewinot Capital Advisers
New York
| USD 207 M | -USD 133 M | -39% | 30.4% | 149% | 27 | 14.81% | 3.9 |
|
| 4290 |
4290
Compass Group
New York
| USD 207 M | -USD 77 M | -27% | 7.63% | 64.6% | 21 | 38.1% | 2 |
|
| 4291 |
4291
Tri-Star Advisors
Houston,
Texas
| USD 207 M | -USD 10.2 M | -5% | 10.5% | 3.07% | 64 | 29.69% | 1.2 |
|
| 4292 |
4292
Arjuna Capital
Durham,
North Carolina
| USD 207 M | -USD 33.4 M | -14% | 14.4% | 105% | 96 | 20.83% | 2.3 |
|
| 4293 |
4293
Forefront Analytics
West Conshohocken,
Pennsylvania
| USD 206 M | -USD 62.9 M | -23% | 12.6% | 50.9% | 77 | 23.38% | 2.7 |
|
| 4294 |
4294
Lebenthal Global Advisors
Hauppauge,
New York
| USD 206 M | -USD 28.5 M | -12% | 14% | 50.8% | 155 | 21.29% | 0.9 |
|
| 4295 |
WA
4295
Wealth Advisors
Rancho Santa Fe,
California
| USD 206 M | -USD 70.6 M | -26% | 20.3% | 40% | 71 | 21.13% | 1.9 |
|
| 4296 |
4296
Warwick Investment Management
Bryan,
Texas
| USD 206 M | -USD 23.4 M | -10% | 15.4% | 69.9% | 59 | 11.86% | 0.5 |
|
| 4297 |
4297
Sara-Bay Financial
Sarasota,
Florida
| USD 206 M | -USD 46.4 M | -18% | 20.1% | 233% | 85 | 14.12% | 1.5 |
|
| 4298 |
4298
Richmond Hill Investments
New York
| USD 206 M | -USD 58.4 M | -22% | 20.1% | 55.2% | 7 | 14.29% | 3.1 |
|
| 4299 |
4299
Wind River Trust Company
Jackson,
Wyoming
| USD 206 M | -USD 44 M | -18% | 15.8% | 62.1% | 9 | 0% | 6.9 |
|
| 4300 |
4300
Gibraltar Capital Management
Tulsa,
Oklahoma
| USD 206 M | -USD 34.6 M | -14% | 10.2% | 56.6% | 85 | 7.06% | 2.4 |
|