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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Westbourne Investment Advisors
Annapolis,
Maryland
| USD 281 M | -USD 10.7 M | -4% | 2.42% | 107% | 85 | 2.35% | 4.5 |
|
| 4552 |
4552
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| USD 281 M | +USD 6.48 M | +2% | 0.71% | 78% | 186 | 16.67% | 2.2 |
|
| 4553 |
4553
JAT Capital Management
Greenwich,
Connecticut
| USD 281 M | -USD 351 M | -55% | 24.8% | 734% | 50 | 80% | 0.2 |
|
| 4554 |
NC
4554
Nokomis Capital
Dallas,
Texas
| USD 281 M | +USD 643 k | +0.2% | 0.95% | 145% | 67 | 29.85% | 1.9 |
|
| 4555 |
CWM
4555
Cedar Wealth Management
Walnut Creek,
California
| USD 281 M | +USD 4.54 M | +2% | 0.78% | 68.1% | 204 | 10.78% | 4.2 |
|
| 4556 |
4556
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| USD 281 M | -USD 10.3 M | -4% | 2.34% | 67.9% | 90 | 10% | 3.1 |
|
| 4557 |
4557
HGC Investment Management
Toronto,
Ontario, Canada
| USD 281 M | +USD 47.4 M | +20% | 3.77% | 33.2% | 95 | 44.21% | 0.7 |
|
| 4558 |
4558
Harber Asset Management
Asheville,
North Carolina
| USD 281 M | -USD 52.9 M | -16% | 0.64% | 63.6% | 42 | 47.62% | 1.2 |
|
| 4559 |
4559
Somerset Trust
Somerset,
Pennsylvania
| USD 281 M | +USD 15.1 M | +6% | 0.91% | 80.5% | 174 | 13.79% | 5.5 |
|
| 4560 |
4560
Fortitude Family Office
Scottsdale,
Arizona
| USD 281 M | +USD 533 k | +0.2% | 2.2% | 81.1% | 1,303 | 13.12% | 1 |
|
| 4561 |
4561
Beirne Wealth Consulting Services
Shelton,
Connecticut
| USD 281 M | +USD 3.39 M | +1% | 1.48% | 81.9% | 104 | 7.69% | 3.4 |
|
| 4562 |
4562
Cadent Capital Advisors
Tulsa,
Oklahoma
| USD 281 M | -USD 8.12 M | -3% | 0.99% | 106% | 167 | 20.96% | 2.2 |
|
| 4563 |
4563
Seven Springs Wealth Group
Brentwood,
Tennessee
| USD 281 M | +USD 12 M | +4% | 3.47% | 59.2% | 83 | 9.64% | 3 |
|
| 4564 |
4564
Seaside Wealth Management
Carlsbad,
California
| USD 280 M | +USD 7.1 M | +3% | 0.95% | 53.4% | 61 | 4.92% | 2.2 |
|
| 4565 |
4565
Chesapeake Wealth Management
Williamsburg,
Virginia
| USD 280 M | -USD 11.2 M | -4% | 1.2% | 65.9% | 160 | 3.75% | 5.4 |
|
| 4566 |
LJHT
4566
Laurie J. Hall Trustee
| USD 280 M | -USD 24.4 M | -8% | 0.34% | 105% | 251 | 56.18% | 8.8 |
|
| 4567 |
4567
Cypress Financial Planning
Haddon Heights,
New Jersey
| USD 280 M | +USD 7.63 M | +3% | 0.13% | 41.2% | 86 | 9.3% | 1.5 |
|
| 4568 |
4568
Plan Group Financial
Oklahoma City,
Oklahoma
| USD 280 M | +USD 90.8 M | +48% | 1.15% | 63.4% | 161 | 36.65% | 1 |
|
| 4569 |
4569
Bill Few Associates
Pittsburgh,
Pennsylvania
| USD 280 M | -USD 4.63 M | -2% | 1.15% | 91.5% | 180 | 6.67% | 2.4 |
|
| 4570 |
4570
Newton One Investments
Newark,
Delaware
| USD 280 M | +USD 20.2 M | +8% | 1.35% | 42% | 122 | 3.28% | 1.6 |
|
| 4571 |
4571
Highland Financial Advisors
Wayne,
New Jersey
| USD 280 M | -USD 9.08 M | -3% | 3.48% | 70% | 60 | 16.67% | 1.9 |
|
| 4572 |
LCM
4572
Lynx1 Capital Management
San Juan,
Puerto Rico
| USD 279 M | +USD 12.5 M | +5% | 4.47% | 883% | 20 | 40% | 1.2 |
|
| 4573 |
4573
SMART Wealth
Omaha,
Nebraska
| USD 279 M | -USD 1.91 M | -0.7% | 1.05% | 83.6% | 174 | 28.16% | 0.9 |
|
| 4574 |
4574
Redwood Grove Capital
Palo Alto,
California
| USD 279 M | -USD 44 M | -14% | 9.39% | 79.8% | 25 | 16% | 2.4 |
|
| 4575 |
FCT
4575
Family Capital Trust
Peabody,
Massachusetts
| USD 279 M | -USD 16.2 M | -5% | 2.99% | 39.1% | 65 | 13.85% | 6.7 |
|