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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
Penobscot Wealth Management
Portland,
Maine
| USD 374 M | +USD 35.5 M | +10% | 10.9% | 56.7% | 119 | 11.76% | 2.4 |
|
| 4652 |
4652
Harbor Advisory Corp
Portsmouth,
New Hampshire
| USD 374 M | +USD 40.9 M | +12% | 15.5% | 63.2% | 86 | 12.79% | 4.6 |
|
| 4653 |
4653
Pine Harbor Wealth Management
Silver Spring,
Maryland
| USD 373 M | +USD 39.2 M | +12% | 9.72% | – | 112 | 8.93% | 1.8 |
|
| 4654 |
4654
Friday Financial
Dubuque,
Iowa
| USD 373 M | +USD 83.2 M | +29% | 12.3% | – | 110 | 17.27% | 1.1 |
|
| 4655 |
4655
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| USD 373 M | +USD 56.7 M | +18% | 14.6% | 83% | 172 | 20.35% | 2.1 |
|
| 4656 |
4656
3G Capital Partners
New York
| USD 373 M | +USD 91.5 M | +32% | 78.8% | 351% | 20 | 60% | 0.6 |
|
| 4657 |
4657
Retail Employees Superannuation Trust
Sydney,
| USD 373 M | -USD 299 M | -45% | 6.34% | – | 31 | 22.58% | 0.4 |
|
| 4658 |
4658
Omnia Family Wealth
Aventura,
Florida
| USD 373 M | +USD 55.8 M | +18% | 11.8% | 80.6% | 108 | 21.3% | 3.9 |
|
| 4659 |
4659
Rench Wealth Management
Denton,
Texas
| USD 372 M | +USD 40.1 M | +12% | 20.2% | 106% | 68 | 10.29% | 5.1 |
|
| 4660 |
AB
4660
Atlas Brown
Louisville,
Kentucky
| USD 372 M | +USD 40.3 M | +12% | 18.1% | 115% | 242 | 8.68% | 6.6 |
|
| 4661 |
4661
Harmony Asset Management
Scottsdale,
Arizona
| USD 372 M | +USD 45.2 M | +14% | 21.1% | 138% | 214 | 14.95% | 1.6 |
|
| 4662 |
KA
4662
Kooman & Associates
Altoona,
Pennsylvania
| USD 372 M | +USD 37 M | +11% | 12% | 66% | 60 | 23.33% | 2.3 |
|
| 4663 |
4663
Veery Capital
Wilmington,
Delaware
| USD 372 M | +USD 46.2 M | +14% | 13.6% | 63.4% | 109 | 20.18% | 3.1 |
|
| 4664 |
4664
Lifestyle Asset Management
Friendswood,
Texas
| USD 372 M | +USD 65.9 M | +22% | 18.3% | 88.3% | 146 | 19.86% | 1.4 |
|
| 4665 |
4665
Aspen Investment Management
Grand Rapids,
Michigan
| USD 372 M | +USD 45.4 M | +14% | 18.3% | 92.6% | 189 | 10.58% | 5.8 |
|
| 4666 |
4666
HealthInvest Partners
Stockholm,
Sweden
| USD 372 M | +USD 62 M | +20% | 19.1% | – | 42 | 14.29% | 1.7 |
|
| 4667 |
4667
Cornell Pochily Investment Advisors
Ithaca,
New York
| USD 372 M | +USD 31.3 M | +9% | 14.5% | 97% | 192 | 10.94% | 5 |
|
| 4668 |
4668
MIO Partners
New York
| USD 372 M | +USD 31.9 M | +9% | 14.8% | – | 7 | 28.57% | 0.4 |
|
| 4669 |
4669
Graybill Wealth Management
Elmhurst,
Illinois
| USD 372 M | +USD 43.1 M | +13% | 18% | – | 84 | 3.57% | 5.2 |
|
| 4670 |
4670
Strathmore Capital Advisors
Charlotte,
North Carolina
| USD 371 M | +USD 17.5 M | +5% | 8.9% | – | 144 | 5.56% | 0.9 |
|
| 4671 |
4671
Boyd Watterson Asset Management
Cleveland,
Ohio
| USD 371 M | +USD 45.6 M | +14% | 18.3% | 101% | 401 | 4.49% | 4.9 |
|
| 4672 |
4672
Regimen Wealth
Atlanta,
Georgia
| USD 371 M | +USD 28.8 M | +8% | 6.82% | 34.4% | 77 | 10.39% | 2.3 |
|
| 4673 |
4673
Reston Wealth Management
Reston,
Virginia
| USD 371 M | +USD 44.6 M | +14% | 13.3% | 66.4% | 67 | 10.45% | 3.8 |
|
| 4674 |
4674
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| USD 371 M | +USD 33.6 M | +10% | 11% | 49.9% | 578 | 17.13% | 1.7 |
|
| 4675 |
4675
Wealth Effects
Boston,
Massachusetts
| USD 370 M | +USD 88.3 M | +31% | 43.5% | 235% | 265 | 13.96% | 2.5 |
|