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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Joule Financial
Lexington,
Kentucky
| USD 246 M | +USD 3.18 M | +1% | 0.34% | 55.5% | 113 | 15.93% | 1.4 |
|
| 4727 |
4727
Bear Mountain Capital
Seattle,
Washington
| USD 246 M | +USD 13.8 M | +6% | 0.08% | – | 227 | 20.7% | 0.5 |
|
| 4728 |
4728
Taylor Hoffman Wealth Management
Richmond,
Virginia
| USD 245 M | +USD 9.9 M | +4% | 4.2% | 47.8% | 113 | 6.19% | 4.5 |
|
| 4729 |
4729
Selway Asset Management
| USD 245 M | -USD 4.93 M | -2% | 2.82% | 36.5% | 84 | 11.9% | 5.4 |
|
| 4730 |
4730
Excalibur Management
Waltham,
Massachusetts
| USD 245 M | +USD 8.87 M | +4% | 1.9% | 81.7% | 170 | 9.41% | 5.1 |
|
| 4731 |
ACM
4731
Altium Capital Management
New York
| USD 245 M | -USD 7.55 M | -3% | 7.84% | – | 90 | 44.44% | 0.8 |
|
| 4732 |
RL
4732
Rogco LP
Claremore,
Oklahoma
| USD 245 M | +USD 563 k | +0.2% | 0.71% | 53.3% | 246 | 4.88% | 0.7 |
|
| 4733 |
4733
Transatlantique Private Wealth
New York
| USD 245 M | +USD 15.7 M | +7% | 1.98% | 88.6% | 219 | 14.61% | 1.5 |
|
| 4734 |
4734
City State Bank
Norwalk,
Iowa
| USD 245 M | +USD 18.4 M | +8% | 2.12% | 79.1% | 771 | 12.97% | 2 |
|
| 4735 |
4735
Adirondack Trust Company
Saratoga Springs,
New York
| USD 245 M | +USD 5.98 M | +3% | 3.69% | 96.7% | 512 | 5.47% | 5.7 |
|
| 4736 |
4736
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| USD 245 M | +USD 1.2 M | +0.5% | 0.69% | 51.7% | 131 | 14.5% | 1.7 |
|
| 4737 |
4737
Baker Tilly Wealth Management
Madison,
Wisconsin
| USD 244 M | -USD 309 M | -56% | 3.2% | 96.9% | 423 | 36.17% | 2.8 |
|
| 4738 |
SCI
4738
Silver Coast Investments
San Diego,
United States
| USD 244 M | -USD 427 k | -0.2% | 1.05% | – | 102 | 19.61% | 0.4 |
|
| 4739 |
4739
Cumberland Advisors
Sarasota,
Florida
| USD 244 M | -USD 24.7 M | -9% | 0.38% | 73.5% | 57 | 8.77% | 4 |
|
| 4740 |
4740
MTM Investment Management
Spartanburg,
South Carolina
| USD 244 M | +USD 1.61 M | +0.7% | 2.19% | 80.5% | 293 | 11.6% | 2.7 |
|
| 4741 |
4741
Somerset Trust
Somerset,
Pennsylvania
| USD 244 M | -USD 1.28 M | -0.5% | 0.3% | 80.5% | 152 | 4.61% | 5.5 |
|
| 4742 |
4742
Silverlake Wealth Management
Williston,
Vermont
| USD 244 M | +USD 47.4 M | +24% | 1.88% | 73.3% | 293 | 21.16% | 1.6 |
|
| 4743 |
4743
Insight Folios
Charlotte,
North Carolina
| USD 244 M | -USD 3.2 M | -1% | 1.86% | 32.9% | 122 | 8.2% | 2.7 |
|
| 4744 |
4744
Oldfather Financial Services
Kearney,
Nebraska
| USD 244 M | +USD 748 k | +0.3% | 0.38% | 60.8% | 74 | 6.76% | 3.1 |
|
| 4745 |
4745
Texas Capital Bancshares
Dallas,
Texas
| USD 244 M | +USD 23.1 M | +10% | 11.9% | 175% | 83 | 12.05% | 3.7 |
|
| 4746 |
4746
Kelleher Financial Advisors
New York
| USD 244 M | +USD 2.45 M | +1% | 3.25% | 72.4% | 129 | 20.16% | 4.5 |
|
| 4747 |
4747
Vance Wealth
Santa Clarita,
California
| USD 244 M | -USD 7.49 M | -3% | 1.7% | 66.4% | 98 | 12.24% | 1.7 |
|
| 4748 |
4748
Tyler-Stone Wealth Management
Beachwood,
Ohio
| USD 243 M | +USD 17.4 M | +8% | 5.33% | – | 1,015 | 8.67% | 1.9 |
|
| 4749 |
4749
Performa Ltd (US)
Charleston,
South Carolina
| USD 243 M | +USD 16 M | +7% | 1.24% | 55.8% | 65 | 23.08% | 2.3 |
|
| 4750 |
4750
Davis Investment Partners
Charlotte,
North Carolina
| USD 243 M | +USD 14.8 M | +6% | 1.28% | 88.9% | 122 | 9.84% | 1.2 |
|