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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Sara-Bay Financial
Sarasota,
Florida
| USD 180 M | -USD 26.3 M | -13% | 1.02% | 233% | 87 | 13.79% | 1.7 |
|
| 4477 |
4477
Carnegie Mellon University
Pittsburgh,
Pennsylvania
| USD 179 M | -USD 19.4 M | -10% | 6.26% | 61.6% | 6 | 0% | 0.8 |
|
| 4478 |
4478
Mathes Company
New York
| USD 179 M | -USD 26.3 M | -13% | 4.93% | 121% | 131 | 8.4% | 5.1 |
|
| 4479 |
4479
Denver PWM
Denver,
Colorado
| USD 179 M | -USD 33 M | -16% | 5.18% | 48.6% | 97 | 12.37% | 2.5 |
|
| 4480 |
4480
Henry James International Management
New York
| USD 179 M | -USD 20.4 M | -10% | 7.82% | 125% | 131 | 3.05% | 2.9 |
|
| 4481 |
4481
TFG Advisers
Auburn Hills,
Michigan
| USD 179 M | -USD 8.56 M | -5% | 5.1% | 61.8% | 197 | 5.08% | 3 |
|
| 4482 |
4482
Garrett Wealth Advisory Group
Weatherford,
Texas
| USD 179 M | -USD 4.67 M | -3% | 5.51% | 74.6% | 51 | 17.65% | 2.5 |
|
| 4483 |
4483
Atwater Malick
Lancaster,
Pennsylvania
| USD 179 M | -USD 11.1 M | -6% | 5.14% | 83.4% | 58 | 13.79% | 2.6 |
|
| 4484 |
DA
4484
Dash Acquisitions
Woodland Hills,
California
| USD 179 M | -USD 4 M | -2% | 7.62% | 52% | 38 | 7.89% | 1.5 |
|
| 4485 |
4485
Adirondack Trust Company
Saratoga Springs,
New York
| USD 179 M | -USD 7.58 M | -4% | 5.11% | 96.7% | 501 | 10.38% | 4.7 |
|
| 4486 |
4486
Oxler Private Wealth
Rye Brook,
New York
| USD 179 M | -USD 28.8 M | -14% | 5.77% | 119% | 467 | 38.54% | 0.4 |
|
| 4487 |
4487
UNC Management Company
Chapel Hill,
North Carolina
| USD 179 M | -USD 10.2 M | -5% | 5.18% | 92% | 4 | 75% | 0.2 |
|
| 4488 |
4488
Cadent Capital Advisors
Tulsa,
Oklahoma
| USD 179 M | +USD 1.74 M | +1% | 1.81% | 106% | 124 | 16.13% | 1.2 |
|
| 4489 |
4489
Excalibur Management
Waltham,
Massachusetts
| USD 179 M | -USD 13.5 M | -7% | 4.3% | 81.7% | 156 | 5.77% | 4.2 |
|
| 4490 |
4490
US Financial Advisors
Braintree,
Massachusetts
| USD 179 M | +USD 479 k | +0.3% | 4.98% | 12.6% | 69 | 15.94% | 2.5 |
|
| 4491 |
4491
Secure Asset Management
Troy,
Michigan
| USD 179 M | -USD 2.05 M | -1% | 3.91% | 97.2% | 178 | 19.66% | 1.5 |
|
| 4492 |
4492
Compass Advisory Group
Melville,
New York
| USD 178 M | -USD 5.68 M | -3% | 3.58% | 49.2% | 72 | 18.06% | 1.2 |
|
| 4493 |
4493
Analog Century Management
New York
| USD 178 M | -USD 5.74 M | -3% | 2.73% | 785% | 19 | 15.79% | 1.4 |
|
| 4494 |
FP
4494
Financial Perspectives
Minneapolis,
Minnesota
| USD 178 M | +USD 1.11 M | +0.6% | 5.78% | 87.8% | 711 | 4.22% | 2.1 |
|
| 4495 |
4495
Rench Wealth Management
Denton,
Texas
| USD 178 M | -USD 16.8 M | -9% | 7.7% | 106% | 40 | 2.5% | 6.9 |
|
| 4496 |
T
4496
TRUADVICE
Sarasota,
Florida
| USD 178 M | -USD 10.9 M | -6% | 4.4% | 21.6% | 158 | 20.89% | 1.3 |
|
| 4497 |
4497
Triune Financial Partners
Overland Park,
Kansas
| USD 178 M | -USD 9.09 M | -5% | 7.03% | 61.6% | 23 | 0% | 1.2 |
|
| 4498 |
4498
Schroders
London,
United Kingdom
| USD 178 M | -USD 167 M | -48% | 4.85% | 5.82% | 83 | 96.39% | 0.7 |
|
| 4499 |
4499
Bull Street Advisors
Savannah,
Georgia
| USD 178 M | -USD 9.24 M | -5% | 4.15% | 48.5% | 92 | 4.35% | 2.8 |
|
| 4500 |
4500
Townsend Asset Management
Raleigh,
North Carolina
| USD 178 M | -USD 16 M | -8% | 4.58% | 77% | 215 | 12.09% | 2.2 |
|