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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
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| USD 224 M | +USD 20.6 M | +10% | 0.26% | 70.6% | 88 | 20.45% | 0.9 |
|
| 4327 |
4327
VisionPoint Advisory Group
Dallas,
Texas
| USD 224 M | -USD 256 k | -0.1% | 1.04% | 79.3% | 114 | 33.33% | 0.9 |
|
| 4328 |
4328
Mirsky Financial Management
Rochester,
New York
| USD 224 M | -USD 1.02 M | -0.5% | 1.37% | 39.3% | 47 | 6.38% | 1.8 |
|
| 4329 |
4329
FC Advisory
West Chester,
Pennsylvania
| USD 224 M | -USD 1.34 M | -0.6% | 0.96% | 46.6% | 65 | 0% | 4.1 |
|
| 4330 |
4330
Astoria Strategic Wealth
Conroe,
Texas
| USD 224 M | +USD 5.24 M | +2% | 1.06% | 42.1% | 31 | 3.23% | 1.5 |
|
| 4331 |
4331
Financial Strategies Group
Okemos,
Michigan
| USD 224 M | +USD 7.61 M | +4% | 1.33% | 44.9% | 73 | 0% | 1.2 |
|
| 4332 |
KSCM
4332
Kamunting Street Capital Management
Miami Beach,
Florida
| USD 224 M | -USD 23.4 M | -9% | 12% | 7.47% | 107 | 71.03% | 0.5 |
|
| 4333 |
4333
Global Trust Asset Management
West Palm Beach,
Florida
| USD 224 M | +USD 13.6 M | +6% | 0.18% | 178% | 445 | 12.58% | 2.3 |
|
| 4334 |
4334
Pinnacle Family Advisors
Springfield,
Missouri
| USD 224 M | -USD 5.37 M | -2% | 2.03% | 85.8% | 161 | 33.54% | 1 |
|
| 4335 |
4335
New Vernon Capital Holdings II
Morristown,
New Jersey
| USD 224 M | -USD 37.5 M | -14% | 0.67% | 114% | 21 | 23.81% | 1.5 |
|
| 4336 |
4336
Sycale Advisors
New York
| USD 224 M | +USD 25.2 M | +13% | 7.01% | 31.5% | 23 | 30.43% | 0.8 |
|
| 4337 |
4337
SMI Advisory Services
Columbus,
Indiana
| USD 223 M | -USD 10 M | -4% | 0.79% | 80.7% | 31 | 32.26% | 0.4 |
|
| 4338 |
4338
Sonata Capital Group
Seattle,
Washington
| USD 223 M | +USD 3.19 M | +1% | 0.75% | 66.5% | 131 | 9.16% | 4.3 |
|
| 4339 |
4339
Affinity Investment Advisors
Newport Beach,
California
| USD 223 M | +USD 1.4 M | +0.6% | 0.02% | 189% | 178 | 15.73% | 2 |
|
| 4340 |
4340
Sanchez Wealth Management Group
Jacksonville,
Florida
| USD 223 M | +USD 3.76 M | +2% | 0.37% | 56.9% | 34 | 2.94% | 1.9 |
|
| 4341 |
4341
Neumann Capital Management
Foster City,
California
| USD 223 M | +USD 110 k | +0% | 0.31% | 89.9% | 88 | 5.68% | 5 |
|
| 4342 |
4342
Wills Financial Group
Richmond,
Virginia
| USD 223 M | -USD 8.04 M | -3% | 2.11% | 57.5% | 72 | 8.33% | 3.6 |
|
| 4343 |
4343
SimpliFi Inc
San Diego,
California
| USD 223 M | +USD 1.83 M | +0.8% | 0.73% | 27.9% | 27 | 11.11% | 1.8 |
|
| 4344 |
4344
BigSur Wealth Management
Miami,
Florida
| USD 223 M | +USD 1.04 M | +0.5% | 0.99% | 94.8% | 127 | 7.87% | 2.7 |
|
| 4345 |
4345
Auxano Advisors
Bellevue,
Washington
| USD 223 M | +USD 3.76 M | +2% | 0.89% | 85.4% | 70 | 8.57% | 1.1 |
|
| 4346 |
4346
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| USD 223 M | -USD 3.35 M | -1% | 1.6% | 106% | 39 | 7.69% | 1.6 |
|
| 4347 |
4347
Shorepoint Capital Partners
Norwood,
Massachusetts
| USD 223 M | – | – | 1.62% | – | 78 | – | 1.9 |
|
| 4348 |
HRC
4348
Hoertkorn Richard Charles
| USD 222 M | -USD 986 k | -0.4% | 0.57% | 172% | 82 | 2.44% | 5.8 |
|
| 4349 |
4349
Worth Venture Partners
Fort Lee,
New Jersey
| USD 222 M | -USD 46.5 M | -17% | 2.79% | 105% | 145 | 31.03% | 0.7 |
|
| 4350 |
4350
Family Legacy Inc
Greenville,
South Carolina
| USD 222 M | -USD 1.92 M | -0.9% | 1.14% | 89% | 110 | 2.73% | 3.2 |
|