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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Invesco LLC (Illinois)
Des Plaines,
Illinois
| USD 268 M | +USD 24.6 M | +10% | 14.3% | 122% | 137 | 10.95% | 1.6 |
|
| 4952 |
4952
Granger Management
New York
| USD 268 M | -USD 9.41 M | -3% | 9.42% | 69.9% | 6 | 16.67% | 3.8 |
|
| 4953 |
4953
Crestview Partners IV
New York
| USD 268 M | -USD 42.2 M | -14% | 12.7% | 106% | 2 | 0% | 2.9 |
|
| 4954 |
4954
Long Road Investment Counsel
Kalamazoo,
Michigan
| USD 268 M | +USD 10.1 M | +4% | 6.77% | 53.8% | 82 | 4.88% | 7.7 |
|
| 4955 |
4955
Brand Asset Management Group
Chesterfield,
Missouri
| USD 268 M | +USD 28.1 M | +12% | 11.9% | 70.2% | 95 | 9.47% | 4.8 |
|
| 4956 |
4956
David Kennon
Sarasota,
Florida
| USD 268 M | +USD 16.4 M | +7% | 7.21% | 52.4% | 37 | 5.41% | 2.1 |
|
| 4957 |
4957
Wealth Advisors of Iowa
West Des Moines,
Iowa
| USD 268 M | +USD 34.9 M | +15% | 6.43% | 60.9% | 83 | 20.48% | 1.8 |
|
| 4958 |
4958
Allred Capital Management
Dallas,
Texas
| USD 267 M | +USD 17.2 M | +7% | 8.2% | 73.5% | 166 | 10.24% | 4.8 |
|
| 4959 |
4959
Enterprise Bank & Trust
Lowell,
Massachusetts
| USD 267 M | +USD 8.53 M | +3% | 10.9% | 65.9% | 139 | 9.35% | 3.4 |
|
| 4960 |
4960
Highland Peak Capital
Old Greenwich,
Connecticut
| USD 267 M | +USD 131 M | +97% | 18.6% | 260% | 18 | 77.78% | 0.2 |
|
| 4961 |
4961
Timonier Family Office
Winston Salem,
North Carolina
| USD 267 M | +USD 41.3 M | +18% | 6.92% | – | 55 | 10.91% | 0.5 |
|
| 4962 |
4962
Wealth Effects
Boston,
Massachusetts
| USD 267 M | +USD 29.2 M | +12% | 18.1% | 235% | 212 | 9.91% | 2.5 |
|
| 4963 |
4963
Harmony Asset Management
Scottsdale,
Arizona
| USD 267 M | +USD 28.8 M | +12% | 12.8% | 138% | 179 | 15.08% | 1.1 |
|
| 4964 |
4964
Whitefort Capital Management
New York
| USD 267 M | +USD 54.2 M | +26% | 4.11% | 243% | 18 | 22.22% | 1.6 |
|
| 4965 |
4965
Vigilare Wealth Management
Scottsdale,
Arizona
| USD 267 M | +USD 16.3 M | +7% | 9.39% | 59.5% | 131 | 31.3% | 2.4 |
|
| 4966 |
4966
Barrett & Company
Providence,
Rhode Island
| USD 267 M | +USD 34.4 M | +15% | 10.3% | 83.6% | 652 | 7.06% | 2.2 |
|
| 4967 |
4967
Global Financial Private Client
Sarasota,
Florida
| USD 267 M | +USD 4.9 M | +2% | 9.82% | 100% | 1,682 | 87.4% | 3.9 |
|
| 4968 |
4968
Siemens
Munich,
Germany
| USD 267 M | +USD 73.9 M | +38% | 38.4% | 16.8% | 1 | 0% | 2.8 |
|
| 4969 |
4969
American Financial Group
Cincinnati,
Ohio
| USD 267 M | +USD 32.6 M | +14% | 3.83% | 32.5% | 63 | 6.35% | 6.3 |
|
| 4970 |
4970
Powell Investment Advisors
Miami,
Florida
| USD 267 M | +USD 62.9 M | +31% | 11.4% | 82.4% | 170 | 16.47% | 2.8 |
|
| 4971 |
4971
Elyxium Wealth
San Mateo,
California
| USD 267 M | +USD 40.8 M | +18% | 12.8% | – | 173 | 16.76% | 0.4 |
|
| 4972 |
4972
Excalibur Management
Waltham,
Massachusetts
| USD 267 M | +USD 12.2 M | +5% | 7.46% | 81.7% | 172 | 6.98% | 5.9 |
|
| 4973 |
4973
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| USD 266 M | +USD 30.8 M | +13% | 9.03% | 69.5% | 140 | 5% | 1.3 |
|
| 4974 |
4974
Crown Wealth Group
Charlotte,
North Carolina
| USD 266 M | +USD 73.4 M | +38% | 12.4% | 98.2% | 130 | 25.38% | 1.6 |
|
| 4975 |
4975
Sculati Wealth Management
Bloomfield Hills,
Michigan
| USD 266 M | +USD 18.9 M | +8% | 9.67% | 80.3% | 126 | 14.29% | 3.3 |
|