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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
SYM Financial Corp
Winona Lake,
Indiana
| USD 151 M | +USD 1.84 M | +1% | 5.56% | 64.3% | 98 | 36.73% | 1 |
|
| 4327 |
4327
Clarus Wealth Advisors
Peoria,
Arizona
| USD 151 M | +USD 14.5 M | +11% | 8.14% | 89.7% | 167 | 28.74% | 1.2 |
|
| 4328 |
4328
Towerpoint Wealth
Sacramento,
California
| USD 151 M | +USD 4.12 M | +3% | 4.43% | 67.7% | 87 | 33.33% | 1.3 |
|
| 4329 |
HS
4329
Haafor (Singapore)
Singapore
| USD 151 M | – | – | 8.39% | – | 275 | – | 0 |
|
| 4330 |
GTCM
4330
Gyon Technologies Capital Management
Denville,
New Jersey
| USD 151 M | – | – | 8.45% | 42.2% | 128 | – | 0 |
|
| 4331 |
4331
Peninsula Asset Management
Bradenton,
Florida
| USD 151 M | +USD 4.9 M | +3% | 6.03% | 44.1% | 47 | 4.26% | 4.9 |
|
| 4332 |
4332
Stonehearth Capital Management
Danvers,
Massachusetts
| USD 151 M | +USD 14 M | +10% | 5.23% | 87.5% | 63 | 19.05% | 2.2 |
|
| 4333 |
4333
Lipe & Dalton
Syracuse,
New York
| USD 151 M | +USD 13.9 M | +10% | 10.7% | 101% | 109 | 7.34% | 2.7 |
|
| 4334 |
4334
Wolff Financial Management
Kalamazoo,
Michigan
| USD 151 M | +USD 13.8 M | +10% | 5.68% | 56.7% | 83 | 3.61% | 0.9 |
|
| 4335 |
4335
AREX Capital Management
New York
| USD 151 M | – | – | 14.9% | 36.2% | 11 | – | 0 |
|
| 4336 |
4336
Sterling Investment Management
Tucson,
Arizona
| USD 151 M | +USD 13.8 M | +10% | 6.4% | 45.3% | 66 | 12.12% | 3.2 |
|
| 4337 |
4337
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| USD 151 M | +USD 5.37 M | +4% | 4.61% | 58.7% | 20 | 15% | 1.7 |
|
| 4338 |
4338
Shoker Investment Counsel
Oxford,
Ohio
| USD 150 M | +USD 11.1 M | +8% | 6.32% | 83.8% | 100 | 5% | 4.2 |
|
| 4339 |
4339
Laffer Tengler Investments
Nashville,
Tennessee
| USD 150 M | +USD 33.1 M | +28% | 2.94% | 96.5% | 147 | 24.49% | 1.4 |
|
| 4340 |
4340
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| USD 150 M | +USD 9.16 M | +6% | 5.94% | 66.8% | 133 | 6.02% | 1.7 |
|
| 4341 |
CCM
4341
Consolidated Capital Management
Burbank,
California
| USD 150 M | +USD 11.9 M | +9% | 11.1% | 166% | 37 | 8.11% | 2.5 |
|
| 4342 |
4342
Vigilare Wealth Management
Scottsdale,
Arizona
| USD 150 M | – | – | 6.11% | 56.9% | 150 | – | 0 |
|
| 4343 |
4343
BCS Wealth Management
Johnson City,
Tennessee
| USD 150 M | – | – | 4.5% | 46.7% | 113 | – | 0 |
|
| 4344 |
4344
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 150 M | +USD 15 M | +11% | 7.16% | 98.6% | 138 | 9.42% | 2 |
|
| 4345 |
4345
Innealta Capital
Austin,
Texas
| USD 150 M | +USD 36.6 M | +32% | 2.52% | 63.7% | 50 | 18% | 0.7 |
|
| 4346 |
BOCM
4346
Bontempo Ohly Capital Management
Bethesda,
Maryland
| USD 150 M | +USD 9.6 M | +7% | 5.86% | 49.6% | 32 | 9.38% | 3.1 |
|
| 4347 |
WFWM
4347
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| USD 150 M | -USD 8.49 M | -5% | 4.9% | 53.8% | 32 | 15.63% | 2 |
|
| 4348 |
4348
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| USD 150 M | -USD 4.73 M | -3% | 7.4% | 84.3% | 145 | 35.86% | 1.1 |
|
| 4349 |
4349
University of Massachusetts Foundation
Newton,
Massachusetts
| USD 150 M | – | – | 7.85% | 53.6% | 4 | – | 0 |
|
| 4350 |
4350
Pacific Capital Wealth Advisors
Corona,
California
| USD 150 M | – | – | 3.36% | 54.1% | 56 | – | 0 |
|