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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Reston Wealth Management
Reston,
Virginia
| USD 127 M | +USD 2.43 M | +2% | 2.39% | 60.7% | 53 | 5.66% | 0.4 |
|
| 4302 |
4302
Peachtree Investment Partners
Indian River Shores,,
Florida
| USD 127 M | +USD 8.71 M | +7% | 8.18% | 92.2% | 72 | 16.67% | 0.4 |
|
| 4303 |
4303
American Financial Network Advisory Services
Calabasas,
California
| USD 127 M | -USD 8.14 M | -6% | 3.07% | – | 150 | 12% | 1.5 |
|
| 4304 |
NGA
4304
New Generation Advisors
Manchester,
Massachusetts
| USD 127 M | -USD 15.1 M | -11% | 8.53% | 45.1% | 35 | 14.29% | 1.5 |
|
| 4305 |
4305
Pratt Collard Advisory Partners
Buffalo,
New York
| USD 127 M | +USD 1.58 M | +1% | 6.08% | 91.7% | 113 | 10.62% | 1.3 |
|
| 4306 |
4306
Oak Hill Capital Management
New York
| USD 127 M | -USD 154 M | -55% | 10.4% | 1.19% | 3 | 33.33% | 2.9 |
|
| 4307 |
4307
Acima Private Wealth
Richmond,
Virginia
| USD 127 M | +USD 9.9 M | +8% | 3.23% | 51.1% | 266 | 4.89% | 0.5 |
|
| 4308 |
4308
KCS Wealth Advisory
Los Angeles,
California
| USD 127 M | +USD 11.9 M | +10% | 3.18% | 45.3% | 159 | 11.32% | 1.2 |
|
| 4309 |
4309
Congress Park Capital
Saratoga Springs,
New York
| USD 126 M | +USD 10.7 M | +9% | 5.1% | 99.9% | 98 | 18.37% | 1.2 |
|
| 4310 |
4310
Fort Baker Capital Management
Larkspur,
California
| USD 126 M | -USD 40.9 M | -24% | 8.07% | 46.3% | 49 | 91.84% | 0.1 |
|
| 4311 |
4311
Clare Market Investments
Dallas,
Texas
| USD 126 M | +USD 11.1 M | +10% | 4.54% | – | 107 | 22.43% | 0.4 |
|
| 4312 |
4312
Baugh & Associates
Atlanta,
Georgia
| USD 126 M | +USD 1.35 M | +1% | 1.4% | 98.8% | 41 | 4.88% | 1.4 |
|
| 4313 |
4313
Garrett Wealth Advisory Group
Weatherford,
Texas
| USD 126 M | +USD 3.77 M | +3% | 2.4% | 66.1% | 54 | 9.26% | 0.5 |
|
| 4314 |
VCA
4314
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| USD 126 M | +USD 12.8 M | +11% | 12.4% | 30.6% | 28 | 57.14% | 0.4 |
|
| 4315 |
4315
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| USD 125 M | +USD 3.08 M | +3% | 1.8% | 37.8% | 28 | 0% | 3.9 |
|
| 4316 |
4316
Aquiline Capital Partners
New York
| USD 125 M | +USD 4.17 M | +3% | 5.08% | 14.7% | 1 | 0% | 2 |
|
| 4317 |
FBT
4317
First Bank & Trust
Brookings,
South Dakota
| USD 125 M | -USD 2.81 M | -2% | 1.53% | 85.6% | 507 | 44.97% | 1.1 |
|
| 4318 |
4318
Keeler Thomas Management
Orem,
Utah
| USD 125 M | +USD 6.28 M | +5% | 3.52% | 46.1% | 57 | 14.04% | 1.3 |
|
| 4319 |
4319
Kathryn A. Hall
| USD 125 M | -USD 23.1 M | -16% | 12.9% | 95.2% | 39 | 28.21% | 0.7 |
|
| 4320 |
4320
Campbell Capital Management
Miami,
Florida
| USD 125 M | -USD 12.9 M | -9% | 1.8% | – | 53 | 37.74% | 0.4 |
|
| 4321 |
4321
Clearstead Trust
Portland,
Maine
| USD 125 M | +USD 5.42 M | +5% | 4.56% | 111% | 211 | 12.8% | 1.4 |
|
| 4322 |
4322
Centerpoint Advisors
Needham,
Massachusetts
| USD 125 M | +USD 7.35 M | +6% | 3.07% | 74.2% | 283 | 6.36% | 1.2 |
|
| 4323 |
4323
Colton Groome Financial Advisors
Asheville,
North Carolina
| USD 125 M | – | – | 2.23% | 65.8% | 48 | – | 0 |
|
| 4324 |
4324
AUA Capital Management
Camp Hill,
Pennsylvania
| USD 125 M | +USD 4.56 M | +4% | 3.03% | 70.2% | 189 | 2.12% | 2.3 |
|
| 4325 |
4325
TS Financial Group (TSFG)
Lake Forest,
Illinois
| USD 125 M | +USD 7.04 M | +6% | 2.46% | 72.9% | 832 | 7.45% | 0.2 |
|