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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Wells Trecaso Financial Group
Akron,
Ohio
| USD 210 M | +USD 1.73 M | +0.8% | 0.8% | 108% | 96 | 7.29% | 2.4 |
|
| 4502 |
4502
JFG Wealth Management
Denver,
Colorado
| USD 210 M | -USD 17.6 M | -8% | 3.57% | 65.2% | 46 | 8.7% | 0.9 |
|
| 4503 |
4503
Ategra Capital Management
Vienna,
Virginia
| USD 210 M | +USD 3.59 M | +2% | 0.34% | 114% | 119 | 10.08% | 1.6 |
|
| 4504 |
4504
Centerpoint Advisors
Needham,
Massachusetts
| USD 210 M | -USD 2.79 M | -1% | 0.04% | 74.2% | 329 | 11.55% | 2.2 |
|
| 4505 |
4505
Rainey & Randall Wealth Advisors
Celebration,
Florida
| USD 209 M | +USD 5.18 M | +3% | 1.06% | 52.3% | 59 | 13.56% | 1.5 |
|
| 4506 |
PP
4506
Professional Planning
Thousand Oaks,
California
| USD 209 M | -USD 8.38 M | -4% | 1.71% | 99.9% | 135 | 11.85% | 1.1 |
|
| 4507 |
AIP
4507
Ahrens Investment Partners
Lafayette,
Louisiana
| USD 209 M | -USD 7.24 M | -3% | 0.84% | 82.3% | 253 | 22.92% | 2.1 |
|
| 4508 |
4508
Stolper & Co
Tulsa,
Oklahoma
| USD 209 M | -USD 2.86 M | -1% | 1.74% | 77.1% | 92 | 11.96% | 1.3 |
|
| 4509 |
4509
Sitrin Capital Management
Century City,
California
| USD 209 M | -USD 13.1 M | -6% | 0.07% | 139% | 37 | 13.51% | 2.8 |
|
| 4510 |
4510
Pathway Capital Management
Irvine,
California
| USD 209 M | -USD 43 M | -17% | 1.42% | 659% | 34 | 85.29% | 0.1 |
|
| 4511 |
4511
IRON Financial
Northbrook,
Illinois
| USD 208 M | -USD 5.23 M | -2% | 0.76% | 60.6% | 129 | 31.78% | 2.2 |
|
| 4512 |
4512
Black Diamond Financial
Towson,
Maryland
| USD 208 M | -USD 47.7 M | -19% | 0.71% | 68.3% | 87 | 12.64% | 2.1 |
|
| 4513 |
APSP
4513
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| USD 208 M | +USD 138 k | +0.1% | 0.68% | 62.1% | 75 | 6.67% | 5 |
|
| 4514 |
4514
Droms Strauss Advisors
St. Louis,
Missouri
| USD 208 M | -USD 3.75 M | -2% | 0.37% | 68.7% | 52 | 9.62% | 1.7 |
|
| 4515 |
ODFS
4515
O'Donnell Financial Services
San Rafael,
California
| USD 208 M | – | – | 0.33% | 61% | 49 | – | 0 |
|
| 4516 |
4516
Teza Capital Management
Chicago,
Illinois
| USD 208 M | -USD 409 M | -66% | 0.01% | 133% | 665 | 71.88% | 0.3 |
|
| 4517 |
4517
West Branch Capital
Amherst,
Massachusetts
| USD 208 M | +USD 4.33 M | +2% | 0.78% | 156% | 461 | 6.29% | 0.7 |
|
| 4518 |
WCM
4518
Wunderlich Capital Managemnt
Memphis,
Tennessee
| USD 208 M | +USD 10.1 M | +5% | 1.29% | 33.6% | 96 | 19.79% | 3.8 |
|
| 4519 |
4519
J. Arnold Wealth Management
Youngstown,
Ohio
| USD 207 M | +USD 1.66 M | +0.8% | 1.5% | 46.2% | 110 | 50% | 1 |
|
| 4520 |
4520
Sturgeon Ventures
London,
United Kingdom
| USD 207 M | +USD 5.71 M | +3% | 1.01% | 85.9% | 50 | 20% | 1.6 |
|
| 4521 |
4521
Brand Asset Management Group
Chesterfield,
Missouri
| USD 207 M | +USD 1.34 M | +0.7% | 1.88% | 70.2% | 79 | 6.33% | 2.9 |
|
| 4522 |
4522
Beacon Wealthcare LLC
Raleigh,
North Carolina
| USD 207 M | +USD 5.11 M | +3% | 0.5% | 47% | 14 | 21.43% | 0.5 |
|
| 4523 |
4523
Chou Associates Management
Toronto,
Ontario, Canada
| USD 207 M | -USD 21.6 M | -9% | 2.1% | 66.4% | 19 | 0% | 4.8 |
|
| 4524 |
4524
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 207 M | +USD 2.1 M | +1% | 0.57% | 93.3% | 144 | 6.25% | 5.4 |
|
| 4525 |
4525
Q3 Asset Management
Birmingham,
Michigan
| USD 207 M | +USD 3.06 M | +2% | 0.01% | 96.2% | 68 | 76.47% | 0.3 |
|