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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Frontier Asset Management
Sheridan,
Wyoming
| USD 221 M | +USD 552 k | +0.3% | 3.48% | 57.1% | 62 | 14.52% | 1.1 |
|
| 4427 |
SM
4427
Sciencast Management
Princeton,
New Jersey
| USD 220 M | +USD 97.6 M | +79% | 3.46% | 72.5% | 475 | 87.58% | 0.1 |
|
| 4428 |
4428
Clarity Wealth Advisors
San Jose,
California
| USD 220 M | -USD 2.28 M | -1% | 3.04% | 94.1% | 79 | 8.86% | 2.5 |
|
| 4429 |
4429
Triumph Capital Management
Denver,
Colorado
| USD 220 M | -USD 317 k | -0.1% | 3.35% | 55.5% | 261 | 29.89% | 1 |
|
| 4430 |
4430
Parisi Gray Wealth Management
Mendham,
New Jersey
| USD 220 M | +USD 1.35 M | +0.6% | 2.14% | 137% | 112 | 21.43% | 3.4 |
|
| 4431 |
4431
O'Keefe Stevens Advisory
Rochester,
New York
| USD 220 M | -USD 13.2 M | -6% | 3.68% | 208% | 45 | 8.89% | 3.9 |
|
| 4432 |
4432
Aspire Capital Advisors
Seattle,
Washington
| USD 220 M | +USD 13.9 M | +7% | 3.61% | 59.3% | 68 | 16.18% | 1.1 |
|
| 4433 |
4433
Garrett Wealth Advisory Group
Weatherford,
Texas
| USD 220 M | -USD 5.69 M | -3% | 3.17% | 74.6% | 59 | 11.86% | 2.6 |
|
| 4434 |
IAA
4434
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| USD 220 M | -USD 15.8 M | -7% | 5.71% | 49.3% | 101 | 18.81% | 2.6 |
|
| 4435 |
4435
Western Asset Management Company
Pasadena,
California
| USD 220 M | -USD 3.78 M | -2% | 0.97% | 2.29% | 21 | 9.52% | 2.1 |
|
| 4436 |
4436
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| USD 219 M | +USD 16.2 M | +8% | 3.97% | 61.9% | 82 | 17.07% | 2.1 |
|
| 4437 |
4437
Somerset Trust
Somerset,
Pennsylvania
| USD 219 M | -USD 13.2 M | -6% | 3.41% | 80.5% | 150 | 8.67% | 5.3 |
|
| 4438 |
AB
4438
Atlas Brown
Louisville,
Kentucky
| USD 219 M | -USD 8.07 M | -4% | 3.36% | 115% | 185 | 5.41% | 6.2 |
|
| 4439 |
4439
American Assets Inc
San Diego,
California
| USD 219 M | -USD 977 k | -0.4% | 0.35% | 49.9% | 10 | 0% | 4.5 |
|
| 4440 |
4440
Madrona Financial Services
Everett,
Washington
| USD 219 M | +USD 14.5 M | +7% | 3.19% | 85.1% | 100 | 12% | 2.7 |
|
| 4441 |
4441
Trellis Advisors
Ellensburg,
Washington
| USD 219 M | -USD 5.4 M | -2% | 3.59% | 23.3% | 93 | 8.6% | 3.4 |
|
| 4442 |
4442
Argent Advisors
Monroe,
Louisiana
| USD 219 M | +USD 628 k | +0.3% | 3.02% | 63.1% | 138 | 11.59% | 2.7 |
|
| 4443 |
4443
Flagstone Financial Management
Lincoln,
Nebraska
| USD 219 M | +USD 5.7 M | +3% | 2.43% | 43.9% | 39 | 5.13% | 0.7 |
|
| 4444 |
4444
Richard W. Paul & Associates
Novi,
Michigan
| USD 219 M | -USD 10.9 M | -5% | 3.77% | 65.2% | 571 | 14.71% | 0.7 |
|
| 4445 |
FP
4445
Financial Perspectives
Minneapolis,
Minnesota
| USD 218 M | -USD 8.85 M | -4% | 4.39% | 87.8% | 713 | 4.91% | 2.9 |
|
| 4446 |
4446
Heathbridge Capital Management
Toronto,
Ontario, Canada
| USD 218 M | -USD 11.4 M | -5% | 6.55% | 73.6% | 30 | 6.67% | 5.1 |
|
| 4447 |
4447
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| USD 218 M | +USD 118 k | +0.1% | 3.06% | 63.1% | 841 | 10.34% | 0.7 |
|
| 4448 |
RI
4448
Rinkey Investments
San Diego,
California
| USD 218 M | -USD 416 k | -0.2% | 3.01% | 42.1% | 63 | 28.57% | 1.1 |
|
| 4449 |
BE
4449
Bonness Enterprises
Washington,
District of Columbia
| USD 218 M | -USD 3.99 M | -2% | 1.22% | 98.6% | 40 | 0% | 9.4 |
|
| 4450 |
4450
Jeppson Wealth Management
Manhattan Beach,
California
| USD 218 M | -USD 11.6 M | -5% | 3.42% | 107% | 202 | 14.36% | 2.3 |
|