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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
Calton & Associates
Tampa,
Florida
| USD 249 M | +USD 180 M | +263% | 9.22% | 73.9% | 290 | 81.03% | 0.9 |
|
| 4477 |
4477
Your Advocates Ltd
Houston,
Texas
| USD 248 M | +USD 80.9 M | +48% | 8.04% | 53.6% | 305 | 24.26% | 2.1 |
|
| 4478 |
4478
Stolper & Co
Tulsa,
Oklahoma
| USD 248 M | +USD 17.7 M | +8% | 9.93% | 77.1% | 89 | 7.87% | 2.9 |
|
| 4479 |
4479
Gateway Wealth Partners
Appleton,
Wisconsin
| USD 248 M | -USD 307 M | -55% | 9.53% | 58.9% | 296 | 37.5% | 0.7 |
|
| 4480 |
4480
O'Keefe Stevens Advisory
Rochester,
New York
| USD 248 M | +USD 28.5 M | +13% | 14.1% | 208% | 46 | 6.52% | 3.9 |
|
| 4481 |
4481
Princeton Capital Management
Red Bank,
New Jersey
| USD 248 M | +USD 31.1 M | +14% | 15.9% | 206% | 105 | 19.05% | 4.5 |
|
| 4482 |
4482
S.E.E.D. Planning Group
Binghamton,
New York
| USD 248 M | -USD 11.2 M | -4% | 12.1% | 57.3% | 91 | 12.09% | 2.5 |
|
| 4483 |
DS
4483
Dalal Street
West Lake Hills,
Texas
| USD 248 M | +USD 78.5 M | +46% | 18.4% | 92.7% | 4 | 25% | 0.3 |
|
| 4484 |
4484
Wells Trecaso Financial Group
Akron,
Ohio
| USD 248 M | +USD 23.2 M | +10% | 12.1% | 108% | 92 | 3.26% | 4 |
|
| 4485 |
4485
Old Point Trust & Financial Services N A
Newport News,
Virginia
| USD 248 M | +USD 26.5 M | +12% | 9.42% | 87.3% | 263 | 68.82% | 2.2 |
|
| 4486 |
RG
4486
Retirement Group
San Diego,
California
| USD 248 M | +USD 7.74 M | +3% | 6.49% | 33.7% | 857 | 12.02% | 2.1 |
|
| 4487 |
4487
Maia Wealth
Denver,
Colorado
| USD 248 M | – | – | 9.72% | – | 192 | – | 0 |
|
| 4488 |
4488
Missouri Trust & Investment Company
Springfield,
Missouri
| USD 247 M | +USD 25.3 M | +11% | 12.6% | 81.6% | 455 | 14.73% | 1.5 |
|
| 4489 |
4489
All-Stars Investment
Hong Kong
| USD 247 M | -USD 20.9 M | -8% | 4.63% | 30.1% | 3 | 0% | 1.7 |
|
| 4490 |
ACM
4490
Aljian Capital Management
Carson City,
Nevada
| USD 247 M | +USD 30.9 M | +14% | 15% | 162% | 41 | 9.76% | 4 |
|
| 4491 |
4491
Kelly Financial Services
Braintree,
Massachusetts
| USD 247 M | +USD 29.3 M | +13% | 9.9% | 64.3% | 820 | 11.22% | 3 |
|
| 4492 |
4492
Hengistbury Investment Partners
London,
United Kingdom
| USD 247 M | +USD 9.35 M | +4% | 15.8% | 108% | 7 | 28.57% | 4 |
|
| 4493 |
AIA
4493
AIMZ Investment Advisors
Los Altos,
California
| USD 247 M | +USD 22 M | +10% | 11.2% | 81.3% | 117 | 6.84% | 6.4 |
|
| 4494 |
4494
Parisi Gray Wealth Management
Mendham,
New Jersey
| USD 247 M | +USD 26.6 M | +12% | 11.1% | 137% | 105 | 6.67% | 3.6 |
|
| 4495 |
FCP
4495
Fosse Capital Partners
London,
United Kingdom
| USD 247 M | +USD 16.5 M | +7% | 10.1% | 80% | 5 | 40% | 3 |
|
| 4496 |
4496
Beaconlight Capital
New York
| USD 247 M | +USD 15.4 M | +7% | 14.2% | 282% | 38 | 34.21% | 1.1 |
|
| 4497 |
4497
AMI Investment Management
Kendallville,
Indiana
| USD 247 M | +USD 24.1 M | +11% | 8.64% | 52% | 68 | 16.18% | 5 |
|
| 4498 |
4498
Astoria Portfolio Advisors
New York
| USD 247 M | +USD 39.5 M | +19% | 8.95% | 75.4% | 206 | 30.1% | 1.1 |
|
| 4499 |
FP
4499
Financial Perspectives
Minneapolis,
Minnesota
| USD 246 M | +USD 27.9 M | +13% | 11.3% | 104% | 731 | 7.11% | 3.1 |
|
| 4500 |
4500
Aspire Capital Advisors
Seattle,
Washington
| USD 246 M | +USD 26.7 M | +12% | 11.1% | 59.3% | 76 | 21.05% | 1.2 |
|