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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
HORAN Wealth
Cincinnati,
Ohio
| USD 327 M | – | – | 7.98% | – | 120 | – | 0 |
|
| 4377 |
SCM
4377
Sophron Capital Management
Summit,
New Jersey
| USD 327 M | +USD 32.6 M | +11% | 5.58% | – | 47 | 34.04% | 0.4 |
|
| 4378 |
4378
Trinity Financial Advisors
Columbus,
Ohio
| USD 327 M | +USD 49.2 M | +18% | 8.21% | 74.5% | 97 | 15.46% | 2.1 |
|
| 4379 |
4379
Ceera Investments
Bellaire,
Texas
| USD 327 M | +USD 36.2 M | +12% | 5.34% | 47.9% | 116 | 16.38% | 2 |
|
| 4380 |
4380
Claar Advisors
New York
| USD 326 M | +USD 30.3 M | +10% | 13.5% | 65.5% | 20 | 15% | 4.5 |
|
| 4381 |
4381
Magnitude Capital
New York
| USD 326 M | +USD 13.4 M | +4% | 4.29% | – | 1 | 0% | 1.5 |
|
| 4382 |
4382
NovaPoint Capital
Atlanta,
Georgia
| USD 326 M | +USD 1.7 M | +0.5% | 10.9% | 94% | 137 | 43.8% | 3.7 |
|
| 4383 |
4383
Droms Strauss Advisors
St. Louis,
Missouri
| USD 326 M | +USD 34.7 M | +12% | 9.68% | 68.7% | 72 | 12.5% | 3.4 |
|
| 4384 |
4384
EnRich Financial Partners
Madison,
Wisconsin
| USD 326 M | +USD 28 M | +9% | 6.49% | 50.7% | 60 | 10% | 1.3 |
|
| 4385 |
4385
CV Advisors
Aventura,
Florida
| USD 326 M | +USD 41.3 M | +15% | 15.3% | 112% | 39 | 12.82% | 1.4 |
|
| 4386 |
4386
Blueshift Asset Management
Red Bank,
New Jersey
| USD 325 M | +USD 73.1 M | +29% | 11% | 38.8% | 630 | 71.11% | 0.2 |
|
| 4387 |
4387
PFW Advisors
Atlanta,
Georgia
| USD 325 M | +USD 6.11 M | +2% | 7.07% | – | 130 | 10.77% | 4.6 |
|
| 4388 |
EFH
4388
Eaton Financial Holdings
Coral Springs,
Florida
| USD 325 M | +USD 84.1 M | +35% | 9% | – | 119 | 49.58% | 0.9 |
|
| 4389 |
4389
Westend Capital Management
Sausalito,
California
| USD 325 M | +USD 61.6 M | +23% | 30.9% | – | 257 | 21.01% | 1.7 |
|
| 4390 |
EE
4390
EWG Elevate
Roseville,
California
| USD 325 M | +USD 57 M | +21% | 8.32% | 76% | 157 | 32.48% | 1.9 |
|
| 4391 |
4391
Howard Bailey Securities
Fort Wayne,
Indiana
| USD 324 M | +USD 24.3 M | +8% | 7.42% | – | 178 | 29.21% | 0.6 |
|
| 4392 |
4392
Pinnacle Bancorp
Beatrice,
Nebraska
| USD 324 M | +USD 17.3 M | +6% | 6.06% | 72.9% | 951 | 9.99% | 4.5 |
|
| 4393 |
4393
Wells Trecaso Financial Group
Akron,
Ohio
| USD 324 M | +USD 24.1 M | +8% | 11.8% | 108% | 93 | 4.3% | 5.2 |
|
| 4394 |
4394
FC Advisory
West Chester,
Pennsylvania
| USD 324 M | +USD 28.1 M | +9% | 7.49% | 46.6% | 115 | 11.3% | 4.8 |
|
| 4395 |
4395
Ogorek Anthony Joseph
Williamsville,
New York
| USD 324 M | +USD 19.7 M | +6% | 8.59% | 61.1% | 703 | 8.25% | 1.9 |
|
| 4396 |
4396
Argent Advisors
Monroe,
Louisiana
| USD 324 M | +USD 24.7 M | +8% | 6.23% | 63.1% | 157 | 9.55% | 3.6 |
|
| 4397 |
4397
Empirical Asset Management
Wellesley,
Massachusetts
| USD 323 M | +USD 30.1 M | +10% | 8.85% | 94.5% | 333 | 15.62% | 1.4 |
|
| 4398 |
4398
Gator Capital Management
Tampa,
Florida
| USD 323 M | +USD 60.7 M | +23% | 27.5% | 245% | 74 | 9.46% | 2.8 |
|
| 4399 |
4399
Brady Family Wealth
Saint Louis,
Missouri
| USD 323 M | +USD 10.3 M | +3% | 7.14% | 61.8% | 115 | 3.48% | 2.3 |
|
| 4400 |
4400
Palumbo Wealth Management
Great Neck,
New York
| USD 323 M | +USD 23.7 M | +8% | 8.55% | 115% | 212 | 18.87% | 1.9 |
|