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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 |
CNBTD
4301
Citizens National Bank Trust Department
Meridian,
Mississippi
| USD 248 M | -USD 15 M | -6% | 0.59% | 114% | 322 | 10.56% | 0.9 |
|
| 4302 |
4302
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| USD 248 M | -USD 63.8 M | -20% | 12.7% | 83.8% | 109 | 11.93% | 2 |
|
| 4303 |
4303
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| USD 248 M | -USD 20.4 M | -8% | 0.57% | – | 208 | 14.9% | 0.2 |
|
| 4304 |
4304
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| USD 248 M | -USD 6.22 M | -2% | 4.47% | 83% | 120 | 14.17% | 4.9 |
|
| 4305 |
4305
Front Row Advisors
Tiburon,
California
| USD 248 M | -USD 20 M | -7% | 5.47% | 142% | 979 | 4.49% | 3.1 |
|
| 4306 |
4306
First Washington Corp
Seattle,
Washington
| USD 248 M | -USD 10.6 M | -4% | 6.81% | 142% | 83 | 31.33% | 3.7 |
|
| 4307 |
4307
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| USD 248 M | +USD 2.72 M | +1% | 6.81% | 71.1% | 101 | 19.8% | 2.4 |
|
| 4308 |
4308
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| USD 247 M | -USD 1.12 M | -0.4% | 4.96% | 47.9% | 208 | 29.33% | 1.6 |
|
| 4309 |
4309
DeDora Capital
Napa,
California
| USD 247 M | +USD 71.6 M | +41% | 5.6% | 91.2% | 418 | 88.28% | 0.3 |
|
| 4310 |
4310
Otter Creek Advisors
Palm Beach Gardens,
Florida
| USD 247 M | +USD 92.8 M | +60% | 13.1% | 173% | 69 | 53.62% | 0.6 |
|
| 4311 |
CWM
4311
Cedar Wealth Management
Walnut Creek,
California
| USD 247 M | -USD 318 k | -0.1% | 3.47% | 68.1% | 390 | 9.23% | 1.8 |
|
| 4312 |
4312
Taylor Wealth Management Partners
Boston,
Massachusetts
| USD 247 M | -USD 36.7 M | -13% | 5.37% | 62% | 69 | 13.04% | 2.4 |
|
| 4313 |
4313
Blankinship & Foster
Solana Beach,
California
| USD 247 M | -USD 16.8 M | -6% | 4.98% | 67.1% | 56 | 10.71% | 3.4 |
|
| 4314 |
4314
Parisi Gray Wealth Management
Mendham,
New Jersey
| USD 247 M | -USD 20.6 M | -8% | 5.36% | 137% | 136 | 16.91% | 3 |
|
| 4315 |
4315
Mokosak Advisory Group
Urbandale,
Iowa
| USD 247 M | -USD 14 M | -5% | 5.34% | 59.2% | 27 | 11.11% | 2.4 |
|
| 4316 |
4316
Prudent Man Advisors
Naperville,
Illinois
| USD 247 M | -USD 16.1 M | -6% | 3.71% | 82.8% | 201 | 15.42% | 1.3 |
|
| 4317 |
ACM
4317
Aljian Capital Management
Carson City,
Nevada
| USD 247 M | -USD 17.3 M | -7% | 4.91% | 162% | 63 | 14.29% | 2.3 |
|
| 4318 |
4318
Round Rock Advisors
Wilton,
Connecticut
| USD 247 M | +USD 20.9 M | +9% | 4.68% | 87.4% | 147 | 21.77% | 0.6 |
|
| 4319 |
AFT
4319
Alpha Family Trust
Los Angeles,
California
| USD 246 M | -USD 110 M | -31% | 17.1% | 198% | 22 | 22.73% | 1 |
|
| 4320 |
4320
Fairhaven Wealth Management
Oak Brook,
Illinois
| USD 246 M | -USD 9.9 M | -4% | 5.62% | – | 136 | 16.91% | 1.9 |
|
| 4321 |
4321
Sage Capital Advisors
Sioux Falls,
South Dakota
| USD 246 M | -USD 17.3 M | -7% | 2.98% | 105% | 117 | 17.09% | 2.5 |
|
| 4322 |
4322
IAM Advisory
Easton,
Pennsylvania
| USD 246 M | -USD 6.67 M | -3% | 3.43% | 74.5% | 87 | 31.03% | 0.4 |
|
| 4323 |
4323
Maso Capital Partners
Hong Kong
| USD 246 M | +USD 28.2 M | +13% | 4.67% | 8.67% | 65 | 41.54% | 0.7 |
|
| 4324 |
4324
RP Management
New York
| USD 246 M | +USD 6.96 M | +3% | 13.8% | 208% | 5 | 0% | 2.3 |
|
| 4325 |
4325
One01 Capital
Burlingame,
California
| USD 246 M | -USD 13.9 M | -5% | 9.67% | 123% | 29 | 75.86% | 0.3 |
|