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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
4701
Howard Bailey Securities
Fort Wayne,
Indiana
| USD 264 M | – | – | 5.3% | – | 164 | – | 0 |
|
| 4702 |
4702
Omega Financial Group
Santa Barbara,
California
| USD 264 M | +USD 16.8 M | +7% | 7.65% | 47% | 86 | 10.47% | 4 |
|
| 4703 |
4703
Veracity Capital
Atlanta,
Georgia
| USD 264 M | +USD 23.7 M | +10% | 6.68% | 149% | 217 | 16.13% | 2.6 |
|
| 4704 |
4704
Beech Hill Advisors
New York
| USD 264 M | +USD 21.5 M | +9% | 7.78% | 105% | 104 | 8.65% | 4.4 |
|
| 4705 |
4705
Vishria Bird Financial Group
Memphis,
Tennessee
| USD 264 M | +USD 25.7 M | +11% | 2.34% | 74.3% | 82 | 24.39% | 2.7 |
|
| 4706 |
4706
Bourne Lent Asset Management
Pawling,
New York
| USD 264 M | +USD 2.7 M | +1% | 2.4% | 76.1% | 63 | 4.76% | 6.5 |
|
| 4707 |
4707
OneAscent Wealth Management
Birmingham,
Alabama
| USD 263 M | +USD 71.1 M | +37% | 5.45% | 50.6% | 185 | 51.35% | 0.7 |
|
| 4708 |
4708
Socorro Asset Management
Dallas,
Texas
| USD 263 M | +USD 6.65 M | +3% | 5.93% | 43.8% | 33 | 6.06% | 2.5 |
|
| 4709 |
4709
Denver PWM
Denver,
Colorado
| USD 263 M | +USD 12.6 M | +5% | 4.75% | 48.6% | 241 | 36.93% | 1.3 |
|
| 4710 |
4710
Heathbridge Capital Management
Toronto,
Ontario, Canada
| USD 263 M | +USD 27.1 M | +12% | 12.6% | 73.6% | 29 | 3.45% | 4.9 |
|
| 4711 |
4711
One Charles Private Wealth Services
Hingham,
Massachusetts
| USD 263 M | +USD 22.7 M | +9% | 9.04% | 99.7% | 161 | 11.8% | 2.1 |
|
| 4712 |
4712
Bishop & Co Investment Management
Erie,
Pennsylvania
| USD 263 M | +USD 97.8 M | +59% | 7.29% | 47.6% | 25 | 8% | 5.6 |
|
| 4713 |
4713
Intergy Private Wealth
Colorado Springs,
Colorado
| USD 263 M | +USD 20.1 M | +8% | 5.79% | 73.8% | 89 | 11.24% | 1.7 |
|
| 4714 |
4714
Morling Financial Advisors
Fremont,
California
| USD 262 M | +USD 33 M | +14% | 3.77% | 97.6% | 102 | 13.73% | 1.7 |
|
| 4715 |
4715
Kelleher Financial Advisors
New York
| USD 262 M | +USD 18.9 M | +8% | 7.46% | 80.3% | 124 | 16.13% | 4.2 |
|
| 4716 |
4716
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 262 M | +USD 6.76 M | +3% | 5.95% | 63.9% | 140 | 2.14% | 5.6 |
|
| 4717 |
4717
Encompass More Asset Management
Danville,
California
| USD 262 M | +USD 122 M | +87% | 4.55% | 80.4% | 205 | 53.66% | 0.3 |
|
| 4718 |
4718
Excalibur Management
Waltham,
Massachusetts
| USD 262 M | +USD 17.1 M | +7% | 8.52% | 81.7% | 172 | 8.14% | 5.2 |
|
| 4719 |
PAM
4719
Pegasus Asset Management
Montebello,
New York
| USD 262 M | +USD 1.14 M | +0.4% | 6.73% | 89% | 74 | 9.46% | 4.9 |
|
| 4720 |
4720
Level Financial Advisors
East Amherst,
New York
| USD 262 M | +USD 31.3 M | +14% | 5.84% | 44% | 76 | 13.16% | 2 |
|
| 4721 |
4721
Corbyn Investment Management
Lutherville,
Maryland
| USD 262 M | +USD 19.6 M | +8% | 5.61% | 71% | 66 | 1.52% | 4.6 |
|
| 4722 |
4722
Calton & Associates
Tampa,
Florida
| USD 262 M | +USD 61.9 M | +31% | 6.38% | 73.9% | 282 | 47.87% | 1.2 |
|
| 4723 |
4723
Transatlantique Private Wealth
New York
| USD 262 M | +USD 16.6 M | +7% | 8.08% | 88.6% | 229 | 20.96% | 1.5 |
|
| 4724 |
4724
Joseph Group Capital Management
Columbus,
Ohio
| USD 262 M | +USD 68.9 M | +36% | 6.46% | 58.4% | 82 | 13.41% | 2 |
|
| 4725 |
4725
Rede Wealth
Charlottesville,
Virginia
| USD 261 M | +USD 153 M | +141% | 9.79% | 84.4% | 104 | 7.69% | 2.5 |
|