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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
Bank of Stockton
Stockton,
California
| USD 349 M | -USD 1.46 M | -0.4% | 4.66% | 99.2% | 144 | 9.72% | 6.4 |
|
| 4552 |
4552
Arcataur Capital Management
Milwaukee,
Wisconsin
| USD 349 M | +USD 9.08 M | +3% | 2.18% | 65.4% | 104 | 3.85% | 2.2 |
|
| 4553 |
4553
Southern Financial Group
Birmingham,
Alabama
| USD 349 M | – | – | 0.68% | – | 84 | – | 0 |
|
| 4554 |
4554
Sterling Investment Counsel
Buffalo,
New York
| USD 349 M | +USD 37.1 M | +12% | 2.83% | 93.8% | 193 | 35.75% | 1.4 |
|
| 4555 |
4555
Ripple Effect Asset Management
New York
| USD 349 M | -USD 162 M | -32% | 3.33% | – | 50 | 72% | 0.3 |
|
| 4556 |
4556
Endeavor Private Wealth
Topeka,
Kansas
| USD 349 M | +USD 25.4 M | +8% | 2.17% | – | 213 | 11.27% | 0.6 |
|
| 4557 |
4557
Colton Groome Financial Advisors
Asheville,
North Carolina
| USD 349 M | +USD 22.9 M | +7% | 2.54% | 65.8% | 142 | 7.04% | 2.7 |
|
| 4558 |
4558
Rench Wealth Management
Denton,
Texas
| USD 349 M | +USD 7.96 M | +2% | 3.05% | 106% | 57 | 3.51% | 5.6 |
|
| 4559 |
4559
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| USD 348 M | +USD 16.1 M | +5% | 2.24% | 81.6% | 134 | 13.43% | 2.8 |
|
| 4560 |
4560
FC Advisory
West Chester,
Pennsylvania
| USD 348 M | +USD 6.19 M | +2% | 1.1% | 46.6% | 119 | 4.2% | 5 |
|
| 4561 |
4561
Fiduciary Family Office
Boca Raton,
Florida
| USD 348 M | -USD 3.6 M | -1% | 4.89% | 97.3% | 193 | 9.33% | 0.7 |
|
| 4562 |
4562
ForthRight Wealth Management
Alpharetta,
Georgia
| USD 348 M | +USD 3.69 M | +1% | 1.17% | 50.4% | 72 | 5.56% | 3.1 |
|
| 4563 |
4563
RiverPark Advisors
New York
| USD 348 M | +USD 117 M | +50% | 1% | 87.5% | 175 | 27.43% | 2.3 |
|
| 4564 |
4564
WT Wealth Management
Scottsdale,
Arizona
| USD 348 M | +USD 319 k | +0.1% | 2.55% | 72% | 150 | 19.33% | 2.4 |
|
| 4565 |
4565
Ping Capital Management
New York
| USD 348 M | +USD 53.5 M | +18% | 44.8% | – | 89 | 31.46% | 0.9 |
|
| 4566 |
4566
Findell Capital Management
New York
| USD 348 M | +USD 94.4 M | +37% | 35.7% | – | 20 | 40% | 0.6 |
|
| 4567 |
4567
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| USD 348 M | +USD 10 M | +3% | 0.89% | 40.3% | 175 | 13.71% | 3 |
|
| 4568 |
4568
Osprey Private Wealth
New York
| USD 347 M | +USD 72.3 M | +26% | 3.6% | – | 81 | 22.22% | 0.8 |
|
| 4569 |
4569
Lanham O'Dell & Company
Hurricane,
West Virginia
| USD 347 M | +USD 33.3 M | +11% | 1.23% | 81% | 47 | 19.15% | 1.7 |
|
| 4570 |
4570
SRH Advisors
Salina,
Kansas
| USD 347 M | +USD 4.77 M | +1% | 1.02% | 55.7% | 299 | 9.36% | 6.7 |
|
| 4571 |
4571
Acumen Wealth Advisors
Chattanooga,
Tennessee
| USD 347 M | – | – | 5.12% | – | 525 | – | 0 |
|
| 4572 |
4572
Field & Main Bank
Henderson,
Kentucky
| USD 347 M | +USD 8.47 M | +3% | 3.15% | 107% | 271 | 11.81% | 6.5 |
|
| 4573 |
SC
4573
Steph & Co
Marinette,
Wisconsin
| USD 347 M | +USD 19.5 M | +6% | 1.67% | 61.6% | 342 | 17.25% | 3.1 |
|
| 4574 |
4574
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| USD 347 M | +USD 20.2 M | +6% | 3.98% | 199% | 88 | 20.45% | 2.3 |
|
| 4575 |
EL
4575
EQ LLC
Bellevue,
Washington
| USD 347 M | +USD 52.2 M | +18% | 2.15% | 72.9% | 79 | 8.86% | 2.4 |
|