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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Aurora Investment Managers
Naples,
Florida
| USD 102 M | – | – | 15.2% | 74.4% | 56 | – | 0 |
|
| 5052 |
SCM
5052
Shoals Capital Management
Arlington,
Virginia
| USD 102 M | +USD 29.5 M | +41% | 1.31% | – | 22 | 72.73% | 0.3 |
|
| 5053 |
5053
Altus Wealth Management
Ft Mitchell,
Kentucky
| USD 102 M | – | – | 8.25% | 73% | 34 | – | 0 |
|
| 5054 |
5054
swisspartners Advisors
Zurich,
Switzerland
| USD 102 M | – | – | 11.9% | 73.2% | 23 | – | 0 |
|
| 5055 |
5055
Hurlow Wealth Management Group
Bloomington,
Indiana
| USD 102 M | +USD 8.02 M | +9% | 6.65% | 60.7% | 100 | 10% | 0.9 |
|
| 5056 |
5056
WESPAC Advisors
Orinda,
California
| USD 102 M | +USD 1.69 M | +2% | 4.98% | 126% | 118 | 38.98% | 1.1 |
|
| 5057 |
5057
Birch Capital Management
Dallas,
Texas
| USD 102 M | – | – | 10.5% | 62% | 81 | – | 0 |
|
| 5058 |
5058
Jess S. Morgan & Co
Los Angeles,
California
| USD 102 M | – | – | 15% | 69.3% | 43 | – | 0 |
|
| 5059 |
5059
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 102 M | +USD 14.7 M | +17% | 7.87% | 61% | 100 | 16% | 3.5 |
|
| 5060 |
5060
Chronos Wealth Management
Clearwater,
Florida
| USD 102 M | – | – | 10.4% | 92.3% | 43 | – | 0 |
|
| 5061 |
5061
Moseley Investment Management
Bradenton,
Florida
| USD 102 M | +USD 6.45 M | +7% | 7.22% | 96.6% | 131 | 22.14% | 0.6 |
|
| 5062 |
5062
Performa Ltd (US)
Charleston,
South Carolina
| USD 102 M | +USD 3.95 M | +4% | 8.36% | 55.8% | 13 | 53.85% | 0.5 |
|
| 5063 |
5063
Corbett Road Capital Management
Mclean,
Virginia
| USD 102 M | – | – | 5.18% | – | 112 | – | 0 |
|
| 5064 |
5064
TI-Trust
Quincy,
Illinois
| USD 102 M | – | – | 5.26% | 88.8% | 345 | – | 0 |
|
| 5065 |
5065
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| USD 102 M | +USD 15.5 M | +18% | 5.05% | 64.5% | 323 | 73.68% | 0.4 |
|
| 5066 |
5066
Client 1st Advisory Group
Dunedin,
Florida
| USD 101 M | – | – | 4.93% | 64.5% | 47 | – | 0 |
|
| 5067 |
5067
Ramiah Investment Group
Brookfield,
Wisconsin
| USD 101 M | – | – | 6.54% | 62.2% | 72 | – | 0 |
|
| 5068 |
FCFC
5068
First Citizens Financial Corp
Mason City,
Iowa
| USD 101 M | – | – | 7.32% | 72.9% | 93 | – | 0 |
|
| 5069 |
SCC
5069
Steel Canyon Capital
Phoenix,
Arizona
| USD 101 M | -USD 28.9 M | -22% | 8.94% | 62.8% | 27 | 48.15% | 0.8 |
|
| 5070 |
5070
Saddle Point Management
New York
| USD 101 M | – | – | 25.3% | 13.6% | 1 | – | 0 |
|
| 5071 |
5071
Consolidated Planning Corp
Atlanta,
Georgia
| USD 101 M | – | – | 8.56% | 84.6% | 44 | – | 0 |
|
| 5072 |
5072
JSF Financial
Los Angeles,
California
| USD 101 M | +USD 9.22 M | +10% | 9.17% | 91% | 72 | 18.06% | 0.8 |
|
| 5073 |
5073
Vantagepoint Investment Advisers
Washington,
District of Columbia
| USD 101 M | – | – | 5.31% | 42.7% | 1 | – | 0 |
|
| 5074 |
KCM
5074
Key Colony Management
Little Rock,
Arkansas
| USD 101 M | – | – | 14.5% | 113% | 3 | – | 1.3 |
|
| 5075 |
5075
Farley Capital
New York
| USD 101 M | – | – | 7.11% | 105% | 23 | – | 2.1 |
|